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Side-by-side financial comparison of CACI INTERNATIONAL INC (CACI) and Kyndryl Holdings, Inc. (KD). Click either name above to swap in a different company.
Kyndryl Holdings, Inc. is the larger business by last-quarter revenue ($3.9B vs $2.2B, roughly 1.7× CACI INTERNATIONAL INC). CACI INTERNATIONAL INC runs the higher net margin — 5.6% vs 1.5%, a 4.1% gap on every dollar of revenue. On growth, CACI INTERNATIONAL INC posted the faster year-over-year revenue change (5.7% vs 3.1%). Kyndryl Holdings, Inc. produced more free cash flow last quarter ($208.0M vs $138.2M). Over the past eight quarters, CACI INTERNATIONAL INC's revenue compounded faster (7.0% CAGR vs 0.1%).
CACI International Inc is a U.S.-headquartered multinational professional services and information technology firm. It delivers custom technology solutions, cybersecurity services, data analytics, and mission-critical operational support to government defense, intelligence, civilian agencies, and select private sector clients.
Kyndryl Holdings, Inc. is an American multinational information technology infrastructure services provider, headquartered in New York City and created from the spin-off of IBM's infrastructure services business in 2021. The company designs, builds, manages and develops large-scale information systems. The company also has business advisory services. It is currently the world's largest IT infrastructure services provider, and the fifth-largest consulting provider.
CACI vs KD — Head-to-Head
Income Statement — Q2 2026 vs Q3 2026
| Metric | ||
|---|---|---|
| Revenue | $2.2B | $3.9B |
| Net Profit | $123.9M | $57.0M |
| Gross Margin | — | 21.8% |
| Operating Margin | 9.3% | 2.4% |
| Net Margin | 5.6% | 1.5% |
| Revenue YoY | 5.7% | 3.1% |
| Net Profit YoY | 12.7% | -73.5% |
| EPS (diluted) | $5.59 | $0.25 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $2.2B | $3.9B | ||
| Q3 25 | $2.3B | $3.7B | ||
| Q2 25 | $2.3B | $3.7B | ||
| Q1 25 | $2.2B | $3.8B | ||
| Q4 24 | $2.1B | $3.7B | ||
| Q3 24 | $2.1B | $3.8B | ||
| Q2 24 | $2.0B | $3.7B | ||
| Q1 24 | $1.9B | $3.9B |
| Q4 25 | $123.9M | $57.0M | ||
| Q3 25 | $124.8M | $68.0M | ||
| Q2 25 | $157.9M | $56.0M | ||
| Q1 25 | $111.9M | $69.0M | ||
| Q4 24 | $109.9M | $215.0M | ||
| Q3 24 | $120.2M | $-43.0M | ||
| Q2 24 | $134.7M | $11.0M | ||
| Q1 24 | $115.3M | $-45.0M |
| Q4 25 | — | 21.8% | ||
| Q3 25 | — | 21.5% | ||
| Q2 25 | — | 21.3% | ||
| Q1 25 | — | 21.7% | ||
| Q4 24 | — | 20.4% | ||
| Q3 24 | — | 19.9% | ||
| Q2 24 | — | 21.5% | ||
| Q1 24 | — | 18.6% |
| Q4 25 | 9.3% | 2.4% | ||
| Q3 25 | 9.3% | 2.6% | ||
| Q2 25 | 9.0% | 2.5% | ||
| Q1 25 | 9.1% | 3.1% | ||
| Q4 24 | 8.6% | 6.9% | ||
| Q3 24 | 8.7% | -0.1% | ||
| Q2 24 | 9.7% | 1.7% | ||
| Q1 24 | 9.4% | -0.1% |
| Q4 25 | 5.6% | 1.5% | ||
| Q3 25 | 5.5% | 1.8% | ||
| Q2 25 | 6.9% | 1.5% | ||
| Q1 25 | 5.2% | 1.8% | ||
| Q4 24 | 5.2% | 5.7% | ||
| Q3 24 | 5.8% | -1.1% | ||
| Q2 24 | 6.6% | 0.3% | ||
| Q1 24 | 6.0% | -1.2% |
| Q4 25 | $5.59 | $0.25 | ||
| Q3 25 | $5.63 | $0.29 | ||
| Q2 25 | $7.11 | $0.23 | ||
| Q1 25 | $5.00 | $0.30 | ||
| Q4 24 | $4.88 | $0.89 | ||
| Q3 24 | $5.33 | $-0.19 | ||
| Q2 24 | $5.97 | $0.05 | ||
| Q1 24 | $5.13 | $-0.19 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $423.0M | $1.3B |
| Total DebtLower is stronger | $3.0B | $2.3B |
| Stockholders' EquityBook value | $4.1B | $1.2B |
| Total Assets | $8.9B | $11.3B |
| Debt / EquityLower = less leverage | 0.72× | 1.92× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $423.0M | $1.3B | ||
| Q3 25 | $133.0M | $1.3B | ||
| Q2 25 | $106.2M | $1.5B | ||
| Q1 25 | $223.9M | $1.8B | ||
| Q4 24 | $175.7M | $1.5B | ||
| Q3 24 | $440.7M | $1.3B | ||
| Q2 24 | $134.0M | $1.3B | ||
| Q1 24 | $159.2M | $1.6B |
| Q4 25 | $3.0B | $2.3B | ||
| Q3 25 | $2.8B | $3.0B | ||
| Q2 25 | $2.9B | $3.0B | ||
| Q1 25 | $3.1B | $3.0B | ||
| Q4 24 | $3.1B | $3.1B | ||
| Q3 24 | $1.8B | $3.1B | ||
| Q2 24 | $1.5B | $3.1B | ||
| Q1 24 | $1.7B | $3.1B |
| Q4 25 | $4.1B | $1.2B | ||
| Q3 25 | $4.0B | $1.2B | ||
| Q2 25 | $3.9B | $1.2B | ||
| Q1 25 | $3.7B | $1.2B | ||
| Q4 24 | $3.7B | $1.1B | ||
| Q3 24 | $3.7B | $1.1B | ||
| Q2 24 | $3.5B | $996.0M | ||
| Q1 24 | $3.4B | $1.0B |
| Q4 25 | $8.9B | $11.3B | ||
| Q3 25 | $8.7B | $11.2B | ||
| Q2 25 | $8.6B | $11.5B | ||
| Q1 25 | $8.6B | $10.5B | ||
| Q4 24 | $8.5B | $9.9B | ||
| Q3 24 | $7.2B | $10.4B | ||
| Q2 24 | $6.8B | $10.2B | ||
| Q1 24 | $6.8B | $10.6B |
| Q4 25 | 0.72× | 1.92× | ||
| Q3 25 | 0.69× | 2.45× | ||
| Q2 25 | 0.75× | 2.44× | ||
| Q1 25 | 0.84× | 2.50× | ||
| Q4 24 | 0.82× | 2.81× | ||
| Q3 24 | 0.50× | 2.92× | ||
| Q2 24 | 0.44× | 3.12× | ||
| Q1 24 | 0.50× | 3.07× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | $154.2M | $428.0M |
| Free Cash FlowOCF − Capex | $138.2M | $208.0M |
| FCF MarginFCF / Revenue | 6.2% | 5.4% |
| Capex IntensityCapex / Revenue | 0.7% | 5.7% |
| Cash ConversionOCF / Net Profit | 1.24× | 7.51× |
| TTM Free Cash FlowTrailing 4 quarters | $634.3M | $299.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $154.2M | $428.0M | ||
| Q3 25 | $171.1M | $146.0M | ||
| Q2 25 | $156.0M | $-124.0M | ||
| Q1 25 | $230.3M | $581.0M | ||
| Q4 24 | $126.0M | $260.0M | ||
| Q3 24 | $34.7M | $149.0M | ||
| Q2 24 | $157.2M | $-48.0M | ||
| Q1 24 | $198.3M | $145.0M |
| Q4 25 | $138.2M | $208.0M | ||
| Q3 25 | $154.1M | $17.0M | ||
| Q2 25 | $128.0M | $-267.0M | ||
| Q1 25 | $214.1M | $341.0M | ||
| Q4 24 | $116.1M | $151.0M | ||
| Q3 24 | $23.2M | $15.0M | ||
| Q2 24 | $134.6M | $-170.0M | ||
| Q1 24 | $186.6M | $-57.0M |
| Q4 25 | 6.2% | 5.4% | ||
| Q3 25 | 6.7% | 0.5% | ||
| Q2 25 | 5.6% | -7.1% | ||
| Q1 25 | 9.9% | 9.0% | ||
| Q4 24 | 5.5% | 4.0% | ||
| Q3 24 | 1.1% | 0.4% | ||
| Q2 24 | 6.6% | -4.5% | ||
| Q1 24 | 9.6% | -1.5% |
| Q4 25 | 0.7% | 5.7% | ||
| Q3 25 | 0.7% | 3.5% | ||
| Q2 25 | 1.2% | 3.8% | ||
| Q1 25 | 0.7% | 6.3% | ||
| Q4 24 | 0.5% | 2.9% | ||
| Q3 24 | 0.6% | 3.6% | ||
| Q2 24 | 1.1% | 3.3% | ||
| Q1 24 | 0.6% | 5.2% |
| Q4 25 | 1.24× | 7.51× | ||
| Q3 25 | 1.37× | 2.15× | ||
| Q2 25 | 0.99× | -2.21× | ||
| Q1 25 | 2.06× | 8.42× | ||
| Q4 24 | 1.15× | 1.21× | ||
| Q3 24 | 0.29× | — | ||
| Q2 24 | 1.17× | -4.36× | ||
| Q1 24 | 1.72× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CACI
| Service Other | $876.3M | 39% |
| Intelligence Community | $539.0M | 24% |
| Federal Civilian Agencies | $438.6M | 20% |
| Subcontractor | $202.5M | 9% |
| Other | $148.5M | 7% |
| Commercial And Other | $15.2M | 1% |
KD
| Principal Markets Segment | $1.4B | 37% |
| United States Segment | $958.0M | 25% |
| Strategic Markets Segment | $905.0M | 23% |
| Other | $568.0M | 15% |