CACI International Inc at Bank of America Global Industrials Conference Summary

The following is excerpted from the question-and-answer section of the transcript.

Question: Mariana Perez Mora - BofA Global Research - Analyst : <_ALACRA_META_ABSTRACT>So just to start, for investors that might not be familiar with the defense environment or defense services, could you mind going through a big overview of what CACI does and the key markets you are exposed to?

Question: Mariana Perez Mora - BofA Global Research - Analyst : So over these decades, you have been transforming what type of solutions you provide. How has been that transformation, especially the one that you started less than 10 years ago, towards technology, towards software from more of boots on the ground expertise purely? What -- how has that transition has been? And what motivated that?

Question: Mariana Perez Mora - BofA Global Research - Analyst : So when you think about the future, what is the right balance between this really niche expertise that you want to exposed to and the technology?

Question: Mariana Perez Mora - BofA Global Research - Analyst : Sometimes, it's difficult for investors to differentiate between defense services companies, and it's probably because it was mostly labor based before. So depending on who you had as a person, as a higher position, what makes CACI unique today?

Question: Mariana Perez Mora - BofA Global Research - Analyst : Perfect. And you just mentioned DOGE, and I think that's the elephant in the room. How do you think about the US government focusing on efficiencies? And you also just mentioned that you have been trying to push the customers to focus more on the solutions and other requirements. Do you think this could accelerate that approach or --

Question: Mariana Perez Mora - BofA Global Research - Analyst : So when we think about the short term, how is this continued resolution affected you so far? There is continued resolution, plus an administration transition and knowing that we'll be under continued resolution for a yearlong and probably extending into fiscal year '26, but it's a different continued resolution that is allowing to move money around and new starts. How do you think about that?

Question: Mariana Perez Mora - BofA Global Research - Analyst : Are you concerned at all in any programs that you have in the pipeline to be awarded in the next six months or not really?

Question: Mariana Perez Mora - BofA Global Research - Analyst : So you mentioned before that you were trying to focus on opportunities that were now competed by those sort of companies. And you just mentioned that you're looking at contracts that are -- where you have visibility. Could you mind describing your bid and proposal strategy? If you look at -- and usually, you highlight how much is new contracts, how much is technology. What is the strategy there?

Question: Mariana Perez Mora - BofA Global Research - Analyst : And how long -- or how much time ahead you have to prepare for before the, I don't know, request for information is out, right? You have to be ready with the software.

Question: Mariana Perez Mora - BofA Global Research - Analyst : So when you think about software, right, where are the key areas where software-driven solutions will make a difference, I'll say, in the near term and then in the longer term?

Question: Mariana Perez Mora - BofA Global Research - Analyst : So when you think about these opportunities, and -- or even analyzing what you see, it's going to be in the warfare environment five years from now, how do you think about building those capabilities organically versus going through the acquisitions?

Question: Mariana Perez Mora - BofA Global Research - Analyst : And do you want to discuss what is your capital deployment strategy generally?

Question: Mariana Perez Mora - BofA Global Research - Analyst : And one more on M&A. How strong is the pipeline today? And do you have any expectations of this change in administration, change of focus?

Question: Mariana Perez Mora - BofA Global Research - Analyst : Perfect. And now I'll open up to Q&A. If someone has a question, please raise your hand. Unidentified Participant (inaudible - mic inaccessible) REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. MARCH 19, 2025 / 8:50AM, CACI.N - CACI International Inc at Bank of America Global Industrials Conference

Question: Mariana Perez Mora - BofA Global Research - Analyst : So this is my last question because we're coming on time. But hiring is important and how you attract people. And you describe how you have this bonus program for the bid and proposal team. But in general, you have a structure where you try to, I don't know, make tall grass is something important in your structure. Do you mind like -- would you mind discussing how you treat that and how you align the incentives of your employees and the company?

Question: Mariana Perez Mora - BofA Global Research - Analyst : Perfect. Well, thank you both very much.