← CACI International overview

CACI International vs Parsons: why the prices moved differently

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

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.

Parsons Corp (PSN)

Q3 2026
▲2▼2

Parsons Plunges on Guidance Cut and Surprise Loss

  • Guidance Slashed and Surprise Q2 Loss Parsons cut its full-year guidance and reported an unexpected Q2 net loss, with revenue of $1.58 billion missing expectations by 1.9%. This triggered a 38% stock plunge and a 25.5% drop to $46.19.

    This is the main negative event that drove the stock down sharply during the period.

  • Securities Investigations Launched Multiple law firms launched investigations into whether Parsons misled investors about its 2026 outlook. This adds legal uncertainty and could lead to fines or reputational damage, weighing on the stock.

    This is a new negative development that adds to investor concerns and could affect the stock price.

  • New Contract Wins Provide Some Support Parsons secured several contracts: Army cybersecurity work, a $169.5M Army contract, a five-year Knoxville airport terminal project, and an $85M Space Command advisor role. These wins show ongoing demand for its services.

    These new contracts are positive developments that could help offset the negative financial news.

  • Gordie Howe Bridge Opens and Insider Buying The $4.7 billion Gordie Howe Bridge opened with Parsons as owner's engineer, highlighting its major project capabilities. Director George Ball bought 20,000 shares, signaling insider confidence.

    These events show project execution and insider belief, which may support the stock despite other negatives.

August 2026
▲3▼1

Parsons wins new contracts but weak Q2 guidance and revenue miss weigh on shares

  • Weak Q2 results and lowered guidance Parsons reported flat Q2 revenue of $1.58 billion, 1.9% below expectations, and full-year revenue and EBITDA guidance that missed significantly, sending the stock down 25.5% to $46.19. This is the main reason the stock has been weak, as it shows the company's growth is stalling and future profits may be lower than expected.

    This is the biggest negative force on PSN's price this period, directly explaining the sharp drop.

  • New contract wins add to backlog Parsons won a five-year terminal development contract at Knoxville's McGhee Tyson Airport and an $85 million Owner's Advisor agreement for U.S. Space Command headquarters. These awards bring in new work and support future revenue, which is a positive for the stock even as current results disappoint.

    These are new, concrete contract wins that show demand for Parsons' services and support the bull case.

  • Insider buying signals confidence Director George Ball bought 20,000 shares at $47.97, worth about $959,000, increasing his holdings by 13%. Insider buying is often seen as a sign that someone close to the company believes the stock is undervalued, which can support the share price.

    This is a new insider purchase that may boost investor confidence after the stock's decline.

  • Gordie Howe Bridge opens, showcasing Parsons' role The $4.7 billion Gordie Howe International Bridge opened, with Parsons as owner's engineer. While the project was already known, its completion highlights Parsons' expertise in large infrastructure projects and could help win similar work in the future.

    This event is new and positively reinforces Parsons' reputation, though its immediate financial impact is limited.

Latest
▲3▼1

Parsons wins new contracts but weak Q2 guidance and revenue miss weigh on shares

  • Weak Q2 results and lowered guidance Parsons reported flat Q2 revenue of $1.58 billion, 1.9% below expectations, and full-year revenue and EBITDA guidance that missed significantly, sending the stock down 25.5% to $46.19. This is the main reason the stock has been weak, as it shows the company's growth is stalling and future profits may be lower than expected.

    This is the biggest negative force on PSN's price this period, directly explaining the sharp drop.

  • New contract wins add to backlog Parsons won a five-year terminal development contract at Knoxville's McGhee Tyson Airport and an $85 million Owner's Advisor agreement for U.S. Space Command headquarters. These awards bring in new work and support future revenue, which is a positive for the stock even as current results disappoint.

    These are new, concrete contract wins that show demand for Parsons' services and support the bull case.

  • Insider buying signals confidence Director George Ball bought 20,000 shares at $47.97, worth about $959,000, increasing his holdings by 13%. Insider buying is often seen as a sign that someone close to the company believes the stock is undervalued, which can support the share price.

    This is a new insider purchase that may boost investor confidence after the stock's decline.

  • Gordie Howe Bridge opens, showcasing Parsons' role The $4.7 billion Gordie Howe International Bridge opened, with Parsons as owner's engineer. While the project was already known, its completion highlights Parsons' expertise in large infrastructure projects and could help win similar work in the future.

    This event is new and positively reinforces Parsons' reputation, though its immediate financial impact is limited.

July 2026
▲2▼2

Parsons Slashes 2026 Guidance, Triggers 38% Plunge and Investigations

  • 2026 Guidance Cut and Q2 Miss Parsons cut full-year 2026 revenue and profit guidance and reported a surprise net loss, sending shares down 38%. The company blamed divestitures and delayed awards, but investors fear weaker future earnings.

    This is the main new event that directly caused the stock to plummet and changes the earnings outlook.

  • Securities Investigations Launched Multiple law firms are investigating whether Parsons misled investors about its 2026 outlook. This adds legal uncertainty and could lead to fines or lawsuits, further pressuring the stock.

    New investigations are a direct consequence of the guidance cut and add a new risk factor for investors.

  • New Army Cyber Contract Parsons won a contract to provide cybersecurity for the U.S. Army Research Lab, deepening its role in high-value defense tech. This supports long-term revenue but is overshadowed by the guidance cut.

    This is a new positive development that shows underlying demand, but its impact is muted by the larger negative news.

  • Industrial Modernization Demand Parsons highlighted a $169.5M Army contract and growing demand for industrial base modernization. This shows a healthy pipeline, but near-term execution issues and guidance cut dominate investor sentiment.

    This new contract and demand signal are positive but not enough to offset the negative guidance revision.

▲2▼2

Parsons Slashes 2026 Guidance, Triggers 38% Plunge and Investigations

  • 2026 Guidance Cut and Q2 Miss Parsons cut full-year 2026 revenue and profit guidance and reported a surprise net loss, sending shares down 38%. The company blamed divestitures and delayed awards, but investors fear weaker future earnings.

    This is the main new event that directly caused the stock to plummet and changes the earnings outlook.

  • Securities Investigations Launched Multiple law firms are investigating whether Parsons misled investors about its 2026 outlook. This adds legal uncertainty and could lead to fines or lawsuits, further pressuring the stock.

    New investigations are a direct consequence of the guidance cut and add a new risk factor for investors.

  • New Army Cyber Contract Parsons won a contract to provide cybersecurity for the U.S. Army Research Lab, deepening its role in high-value defense tech. This supports long-term revenue but is overshadowed by the guidance cut.

    This is a new positive development that shows underlying demand, but its impact is muted by the larger negative news.

  • Industrial Modernization Demand Parsons highlighted a $169.5M Army contract and growing demand for industrial base modernization. This shows a healthy pipeline, but near-term execution issues and guidance cut dominate investor sentiment.

    This new contract and demand signal are positive but not enough to offset the negative guidance revision.

Q2 2026
▲4

Parsons Wins New Defense Contracts and Launches Biometrics Platform

  • New $245M Naval Research Lab Contract Parsons won a $245 million contract to support satellite ground systems for the U.S. Naval Research Laboratory over five years. This directly adds revenue and extends a 30-year relationship, giving investors more confidence in future earnings.

    This is a concrete new contract that directly boosts Parsons' revenue outlook.

  • AresNXT Biometrics Platform Launch Parsons launched AresNXT, a new biometrics platform for secure identity checks. It already has pilot use with a federal law enforcement client. New products can open new revenue streams and show Parsons is innovating, which supports the stock price.

    This is a new product launch that could drive future growth and shows innovation.

  • PFAS Remediation Expansion Parsons announced expansion of its PFAS cleanup services, with recent wins at military bases and major airports. This shows growing demand for its environmental services, which can lead to more contracts and revenue.

    This is a new business expansion that signals increased demand for Parsons' services.

  • Strong Demand for Cyber and Electromagnetic Capabilities Parsons highlighted strong government demand for its cyber and electromagnetic warfare solutions. While this is a general update, it reinforces that Parsons is well-positioned in a growing defense area, which supports long-term revenue growth.

    This points to ongoing demand in a key growth area for Parsons.

June 2026
▲4

Parsons Wins New Defense Contracts and Launches Biometrics Platform

  • New $245M Naval Research Lab Contract Parsons won a $245 million contract to support satellite ground systems for the U.S. Naval Research Laboratory over five years. This directly adds revenue and extends a 30-year relationship, giving investors more confidence in future earnings.

    This is a concrete new contract that directly boosts Parsons' revenue outlook.

  • AresNXT Biometrics Platform Launch Parsons launched AresNXT, a new biometrics platform for secure identity checks. It already has pilot use with a federal law enforcement client. New products can open new revenue streams and show Parsons is innovating, which supports the stock price.

    This is a new product launch that could drive future growth and shows innovation.

  • PFAS Remediation Expansion Parsons announced expansion of its PFAS cleanup services, with recent wins at military bases and major airports. This shows growing demand for its environmental services, which can lead to more contracts and revenue.

    This is a new business expansion that signals increased demand for Parsons' services.

  • Strong Demand for Cyber and Electromagnetic Capabilities Parsons highlighted strong government demand for its cyber and electromagnetic warfare solutions. While this is a general update, it reinforces that Parsons is well-positioned in a growing defense area, which supports long-term revenue growth.

    This points to ongoing demand in a key growth area for Parsons.

▲4

Parsons Wins New Defense Contracts and Launches Biometrics Platform

  • New $245M Naval Research Lab Contract Parsons won a $245 million contract to support satellite ground systems for the U.S. Naval Research Laboratory over five years. This directly adds revenue and extends a 30-year relationship, giving investors more confidence in future earnings.

    This is a concrete new contract that directly boosts Parsons' revenue outlook.

  • AresNXT Biometrics Platform Launch Parsons launched AresNXT, a new biometrics platform for secure identity checks. It already has pilot use with a federal law enforcement client. New products can open new revenue streams and show Parsons is innovating, which supports the stock price.

    This is a new product launch that could drive future growth and shows innovation.

  • PFAS Remediation Expansion Parsons announced expansion of its PFAS cleanup services, with recent wins at military bases and major airports. This shows growing demand for its environmental services, which can lead to more contracts and revenue.

    This is a new business expansion that signals increased demand for Parsons' services.

  • Strong Demand for Cyber and Electromagnetic Capabilities Parsons highlighted strong government demand for its cyber and electromagnetic warfare solutions. While this is a general update, it reinforces that Parsons is well-positioned in a growing defense area, which supports long-term revenue growth.

    This points to ongoing demand in a key growth area for Parsons.