CGI vs CACI International: why the prices moved differently

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

CGI Inc (GIB)

Q2 202617 Jun – 8 Jul 2026

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CGI expands AI and cloud offerings through new products and partnerships

New AI-powered IT modernization offering for federal agencies CGI Federal launched an AI tool that helps government agencies modernize old computer systems faster. This new product could win more contracts and grow revenue, pushing GIB's price up.
This is a new product that directly expands CGI's addressable market and revenue potential.
CGI research shows AI adoption outpacing enterprise readiness CGI's study finds companies want AI but lack strategy and talent. This creates demand for CGI's consulting, but cost pressures and talent shortages could limit how fast clients adopt, making the net effect uncertain.
It highlights both a demand opportunity and execution risks that could affect CGI's growth.
CGI and NetApp deepen alliance for hybrid cloud and AI CGI expanded its partnership with NetApp to offer better cloud storage and AI services. This should attract more clients and increase demand for CGI's managed services, supporting the stock.
The partnership strengthens CGI's service offerings and could drive revenue growth.
CGI's Insula platform supports ESA's AI-driven Earth observation mission CGI's technology is used in a European Space Agency mission, showcasing its AI and data capabilities. This enhances CGI's reputation and could lead to more public-sector contracts, boosting the stock.
It demonstrates CGI's technological leadership and opens doors to new contracts.

June 202617 Jun – 8 Jul 2026

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CGI expands AI and cloud offerings through new products and partnerships

New AI-powered IT modernization offering for federal agencies CGI Federal launched an AI tool that helps government agencies modernize old computer systems faster. This new product could win more contracts and grow revenue, pushing GIB's price up.
This is a new product that directly expands CGI's addressable market and revenue potential.
CGI research shows AI adoption outpacing enterprise readiness CGI's study finds companies want AI but lack strategy and talent. This creates demand for CGI's consulting, but cost pressures and talent shortages could limit how fast clients adopt, making the net effect uncertain.
It highlights both a demand opportunity and execution risks that could affect CGI's growth.
CGI and NetApp deepen alliance for hybrid cloud and AI CGI expanded its partnership with NetApp to offer better cloud storage and AI services. This should attract more clients and increase demand for CGI's managed services, supporting the stock.
The partnership strengthens CGI's service offerings and could drive revenue growth.
CGI's Insula platform supports ESA's AI-driven Earth observation mission CGI's technology is used in a European Space Agency mission, showcasing its AI and data capabilities. This enhances CGI's reputation and could lead to more public-sector contracts, boosting the stock.
It demonstrates CGI's technological leadership and opens doors to new contracts.

Latest17 Jun – 8 Jul 2026

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CGI expands AI and cloud offerings through new products and partnerships

New AI-powered IT modernization offering for federal agencies CGI Federal launched an AI tool that helps government agencies modernize old computer systems faster. This new product could win more contracts and grow revenue, pushing GIB's price up.
This is a new product that directly expands CGI's addressable market and revenue potential.
CGI research shows AI adoption outpacing enterprise readiness CGI's study finds companies want AI but lack strategy and talent. This creates demand for CGI's consulting, but cost pressures and talent shortages could limit how fast clients adopt, making the net effect uncertain.
It highlights both a demand opportunity and execution risks that could affect CGI's growth.
CGI and NetApp deepen alliance for hybrid cloud and AI CGI expanded its partnership with NetApp to offer better cloud storage and AI services. This should attract more clients and increase demand for CGI's managed services, supporting the stock.
The partnership strengthens CGI's service offerings and could drive revenue growth.
CGI's Insula platform supports ESA's AI-driven Earth observation mission CGI's technology is used in a European Space Agency mission, showcasing its AI and data capabilities. This enhances CGI's reputation and could lead to more public-sector contracts, boosting the stock.
It demonstrates CGI's technological leadership and opens doors to new contracts.

CACI International Inc (CACI)

Q3 202618 Jun – 1 Oct 2026

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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 202614 Aug – 1 Oct 2026

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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.

Latest14 Aug – 1 Oct 2026

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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 202618 Jun – 5 Aug 2026

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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.

18 Jun – 5 Aug 2026

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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.