← Figure Technology Solutions, Inc. Class A Common Stock overview

Figure Technology Solutions, Inc. Class A Common Stock vs CACI International: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Figure Technology Solutions, Inc. Class A Common Stock (FIGR)

Q3 2026
▲3

Figure's loan boom and Kiavi deal drive growth, but debt and take-rate pressure loom

  • Q1 blowout: loan volume up 113%, revenue up 98% Figure's first-quarter 2026 results showed consumer loan volume surging 113% to $2.9 billion, net revenue up 98% to $167 million, and adjusted EBITDA up 192% to $83 million. It added a record 80 partners, including Flagstar Bank. This tells investors demand for Figure's lending marketplace is accelerating, which supports a higher stock price.

    This is the first hard evidence of the company's growth trajectory and directly explains why the stock has fundamental support.

  • June and Q2 operating data beat guidance, up 155% YoY Figure reported preliminary June and second-quarter 2026 operating data that exceeded the top end of its guidance. June consumer loan marketplace volume hit $1.5 billion, up 155% year-over-year, and Q2 volume reached $4.3 billion, up 132%. The company also moved to weekly transparency dashboards. Beating its own targets signals the business is running ahead of plan, which lifts investor confidence and the stock.

    This is fresh operating data that confirms the growth trend is not slowing, a key driver of the stock's momentum.

  • Q2 earnings: revenue up 95%, EBITDA up 126%, Kiavi deal on track Figure's Q2 2026 results showed adjusted net revenue up 95% to $218 million, adjusted EBITDA up 126% to $119 million, and net income of $87 million. Its tokenized marketplace, Figure Connect, grew to 65% of volume. Management expects to close the Kiavi acquisition by year-end, adding 40% to volume and $100 million in EBITDA. Strong profits and a major growth acquisition push the stock up.

    This is the period's biggest fundamental update, combining strong earnings with a transformative acquisition that shapes future growth.

  • $600M debt raise for Kiavi adds risk but funds growth Figure announced a $600 million private offering of senior notes to fund its Kiavi acquisition and general corporate purposes. The added debt increases financial risk, which can weigh on the stock, but the money directly funds a deal expected to add 40% to volume and $100 million in EBITDA. Investors are weighing the growth against the leverage.

    This is the main counterweight to the growth story and explains why the stock doesn't just go straight up.

July 2026
▲3

Figure's loan boom and Kiavi deal drive growth, but debt and take-rate pressure loom

  • Q1 blowout: loan volume up 113%, revenue up 98% Figure's first-quarter 2026 results showed consumer loan volume surging 113% to $2.9 billion, net revenue up 98% to $167 million, and adjusted EBITDA up 192% to $83 million. It added a record 80 partners, including Flagstar Bank. This tells investors demand for Figure's lending marketplace is accelerating, which supports a higher stock price.

    This is the first hard evidence of the company's growth trajectory and directly explains why the stock has fundamental support.

  • June and Q2 operating data beat guidance, up 155% YoY Figure reported preliminary June and second-quarter 2026 operating data that exceeded the top end of its guidance. June consumer loan marketplace volume hit $1.5 billion, up 155% year-over-year, and Q2 volume reached $4.3 billion, up 132%. The company also moved to weekly transparency dashboards. Beating its own targets signals the business is running ahead of plan, which lifts investor confidence and the stock.

    This is fresh operating data that confirms the growth trend is not slowing, a key driver of the stock's momentum.

  • Q2 earnings: revenue up 95%, EBITDA up 126%, Kiavi deal on track Figure's Q2 2026 results showed adjusted net revenue up 95% to $218 million, adjusted EBITDA up 126% to $119 million, and net income of $87 million. Its tokenized marketplace, Figure Connect, grew to 65% of volume. Management expects to close the Kiavi acquisition by year-end, adding 40% to volume and $100 million in EBITDA. Strong profits and a major growth acquisition push the stock up.

    This is the period's biggest fundamental update, combining strong earnings with a transformative acquisition that shapes future growth.

  • $600M debt raise for Kiavi adds risk but funds growth Figure announced a $600 million private offering of senior notes to fund its Kiavi acquisition and general corporate purposes. The added debt increases financial risk, which can weigh on the stock, but the money directly funds a deal expected to add 40% to volume and $100 million in EBITDA. Investors are weighing the growth against the leverage.

    This is the main counterweight to the growth story and explains why the stock doesn't just go straight up.

Latest
▲3

Figure's loan boom and Kiavi deal drive growth, but debt and take-rate pressure loom

  • Q1 blowout: loan volume up 113%, revenue up 98% Figure's first-quarter 2026 results showed consumer loan volume surging 113% to $2.9 billion, net revenue up 98% to $167 million, and adjusted EBITDA up 192% to $83 million. It added a record 80 partners, including Flagstar Bank. This tells investors demand for Figure's lending marketplace is accelerating, which supports a higher stock price.

    This is the first hard evidence of the company's growth trajectory and directly explains why the stock has fundamental support.

  • June and Q2 operating data beat guidance, up 155% YoY Figure reported preliminary June and second-quarter 2026 operating data that exceeded the top end of its guidance. June consumer loan marketplace volume hit $1.5 billion, up 155% year-over-year, and Q2 volume reached $4.3 billion, up 132%. The company also moved to weekly transparency dashboards. Beating its own targets signals the business is running ahead of plan, which lifts investor confidence and the stock.

    This is fresh operating data that confirms the growth trend is not slowing, a key driver of the stock's momentum.

  • Q2 earnings: revenue up 95%, EBITDA up 126%, Kiavi deal on track Figure's Q2 2026 results showed adjusted net revenue up 95% to $218 million, adjusted EBITDA up 126% to $119 million, and net income of $87 million. Its tokenized marketplace, Figure Connect, grew to 65% of volume. Management expects to close the Kiavi acquisition by year-end, adding 40% to volume and $100 million in EBITDA. Strong profits and a major growth acquisition push the stock up.

    This is the period's biggest fundamental update, combining strong earnings with a transformative acquisition that shapes future growth.

  • $600M debt raise for Kiavi adds risk but funds growth Figure announced a $600 million private offering of senior notes to fund its Kiavi acquisition and general corporate purposes. The added debt increases financial risk, which can weigh on the stock, but the money directly funds a deal expected to add 40% to volume and $100 million in EBITDA. Investors are weighing the growth against the leverage.

    This is the main counterweight to the growth story and explains why the stock doesn't just go straight up.

CACI International Inc (CACI)

Q3 2026
▲2▼1

CACI wins big contracts, but debt from acquisitions weighs

  • Major contract wins boost backlog CACI won several large contracts, including a $500M drone-defense deal, a $400M Oracle federal HR partnership, and Space Force's NITE-STAR worth up to $981M, improving future revenue visibility.

    These wins are a key positive driver for the stock and new this period.

  • Strong Q2 results and raised guidance CACI beat estimates with Q2 revenue of $2.71B and EPS of $8.91, prompting management to raise its full-year guidance, signaling confidence in continued growth.

    Financial outperformance and raised outlook directly support the stock price.

  • Acquisitions double debt, interest costs jump Acquisitions totaling $2.64B nearly doubled long-term debt to $4.85B and raised interest expense by 35.6%, weighing on Q4 net income and EPS.

    This is a significant counterweight that pressures profitability and the stock.

September 2026
▲2▼1

CACI wins new defense contracts, but acquisition debt weighs

  • Q2 earnings beat and raised guidance CACI reported Q2 revenue of $2.71 billion and adjusted EPS of $8.91, both above estimates, and raised its fiscal 2027 EPS guidance to $33.41 at the midpoint, 8.4% above analyst expectations. This signals strong demand and profitability, pushing the stock up.

    This is a new earnings report that directly boosts investor confidence and the stock price.

  • New contract wins add to backlog CACI won several new contracts: a U.S. Space Force NITE-STAR award (up to $981 million), a $1.5 billion CENTCOM Apollo contract, and positions on Navy and DoD contracts worth up to $827.9 million and $275.9 million. These wins increase future revenue visibility and support the stock.

    These are new contract awards that directly drive future revenue and investor optimism.

  • Rising debt and interest costs from acquisitions CACI spent $2.64 billion on acquisitions in fiscal 2026, nearly doubling long-term debt to $4.85 billion and raising interest expense by 35.6%. This weighed on Q4 net income and EPS, which fell slightly, creating a counterweight to the positive contract news.

    This is a new financial development that negatively impacts profitability and investor sentiment.

Latest
▲2▼1

CACI wins new defense contracts, but acquisition debt weighs

  • Q2 earnings beat and raised guidance CACI reported Q2 revenue of $2.71 billion and adjusted EPS of $8.91, both above estimates, and raised its fiscal 2027 EPS guidance to $33.41 at the midpoint, 8.4% above analyst expectations. This signals strong demand and profitability, pushing the stock up.

    This is a new earnings report that directly boosts investor confidence and the stock price.

  • New contract wins add to backlog CACI won several new contracts: a U.S. Space Force NITE-STAR award (up to $981 million), a $1.5 billion CENTCOM Apollo contract, and positions on Navy and DoD contracts worth up to $827.9 million and $275.9 million. These wins increase future revenue visibility and support the stock.

    These are new contract awards that directly drive future revenue and investor optimism.

  • Rising debt and interest costs from acquisitions CACI spent $2.64 billion on acquisitions in fiscal 2026, nearly doubling long-term debt to $4.85 billion and raising interest expense by 35.6%. This weighed on Q4 net income and EPS, which fell slightly, creating a counterweight to the positive contract news.

    This is a new financial development that negatively impacts profitability and investor sentiment.

July 2026
▲4

CACI Wins $1.15B in New Contracts and Posts Strong FY26 Results

  • Army Contract Boost CACI secured a $140.5 million ceiling increase from the U.S. Army for forensic exploitation support, raising the total contract value to over $560 million. This steady demand for its services supports future revenue growth.

    This is a new contract win that directly boosts CACI's order book and future revenue.

  • Navy Modernization Contract CACI won a five-year, $113 million Navy contract to modernize Military Sealift Command's business systems, integrating AI and cybersecurity. This adds a steady stream of revenue and showcases CACI's tech capabilities.

    New contract award that expands CACI's work with the Navy and adds to backlog.

  • $500M Drone Defense Contract CACI landed a three-year, $500 million contract to provide its SkyValor drone defense systems to protect U.S. forces and infrastructure. This is a major product win that could drive significant revenue.

    Large new contract for CACI's proprietary product, indicating strong demand and future sales.

  • Oracle Federal HR Partnership CACI will partner with Oracle on a 10-year, $400 million federal HR modernization contract, helping consolidate systems for the Office of Personnel Management. This secures long-term work and strengthens CACI's position in federal IT services.

    New partnership and contract that adds a long-term revenue stream and enhances CACI's reputation.

▲4

CACI Wins $1.15B in New Contracts and Posts Strong FY26 Results

  • Army Contract Boost CACI secured a $140.5 million ceiling increase from the U.S. Army for forensic exploitation support, raising the total contract value to over $560 million. This steady demand for its services supports future revenue growth.

    This is a new contract win that directly boosts CACI's order book and future revenue.

  • Navy Modernization Contract CACI won a five-year, $113 million Navy contract to modernize Military Sealift Command's business systems, integrating AI and cybersecurity. This adds a steady stream of revenue and showcases CACI's tech capabilities.

    New contract award that expands CACI's work with the Navy and adds to backlog.

  • $500M Drone Defense Contract CACI landed a three-year, $500 million contract to provide its SkyValor drone defense systems to protect U.S. forces and infrastructure. This is a major product win that could drive significant revenue.

    Large new contract for CACI's proprietary product, indicating strong demand and future sales.

  • Oracle Federal HR Partnership CACI will partner with Oracle on a 10-year, $400 million federal HR modernization contract, helping consolidate systems for the Office of Personnel Management. This secures long-term work and strengthens CACI's position in federal IT services.

    New partnership and contract that adds a long-term revenue stream and enhances CACI's reputation.

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