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Side-by-side financial comparison of CACI INTERNATIONAL INC (CACI) and ROKU, INC (ROKU). Click either name above to swap in a different company.

CACI INTERNATIONAL INC is the larger business by last-quarter revenue ($2.4B vs $1.4B, roughly 1.7× ROKU, INC). ROKU, INC runs the higher net margin — 5.8% vs 5.5%, a 0.2% gap on every dollar of revenue. On growth, ROKU, INC posted the faster year-over-year revenue change (16.1% vs 8.5%). CACI INTERNATIONAL INC produced more free cash flow last quarter ($221.4M vs $106.6M). Over the past eight quarters, ROKU, INC's revenue compounded faster (25.8% CAGR vs 7.4%).

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.

Roku, Inc. is an American streaming technology company. Founded in 2002 by Anthony Wood, it produces digital media players and TVs, distributes streaming services and operates an ad business on its platform. Roku is the U.S. market leader in streaming video distribution, reaching 145 million people as of 2024. The company also operates in Australia, Canada, France, Germany, the U.K., and Latin America.

CACI vs ROKU — Head-to-Head

Bigger by revenue
CACI
CACI
1.7× larger
CACI
$2.4B
$1.4B
ROKU
Growing faster (revenue YoY)
ROKU
ROKU
+7.6% gap
ROKU
16.1%
8.5%
CACI
Higher net margin
ROKU
ROKU
0.2% more per $
ROKU
5.8%
5.5%
CACI
More free cash flow
CACI
CACI
$114.8M more FCF
CACI
$221.4M
$106.6M
ROKU
Faster 2-yr revenue CAGR
ROKU
ROKU
Annualised
ROKU
25.8%
7.4%
CACI

Income Statement — Q3 FY2026 vs Q4 FY2025

Metric
CACI
CACI
ROKU
ROKU
Revenue
$2.4B
$1.4B
Net Profit
$130.4M
$80.5M
Gross Margin
43.5%
Operating Margin
9.7%
4.7%
Net Margin
5.5%
5.8%
Revenue YoY
8.5%
16.1%
Net Profit YoY
16.6%
326.4%
EPS (diluted)
$5.88
$0.55

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.

Revenue
CACI
CACI
ROKU
ROKU
Q1 26
$2.4B
Q4 25
$2.2B
$1.4B
Q3 25
$2.3B
$1.2B
Q2 25
$2.3B
$1.1B
Q1 25
$2.2B
$1.0B
Q4 24
$2.1B
$1.2B
Q3 24
$2.1B
$1.1B
Q2 24
$2.0B
$968.2M
Net Profit
CACI
CACI
ROKU
ROKU
Q1 26
$130.4M
Q4 25
$123.9M
$80.5M
Q3 25
$124.8M
$24.8M
Q2 25
$157.9M
$10.5M
Q1 25
$111.9M
$-27.4M
Q4 24
$109.9M
$-35.5M
Q3 24
$120.2M
$-9.0M
Q2 24
$134.7M
$-34.0M
Gross Margin
CACI
CACI
ROKU
ROKU
Q1 26
Q4 25
43.5%
Q3 25
43.4%
Q2 25
44.8%
Q1 25
43.6%
Q4 24
42.7%
Q3 24
45.2%
Q2 24
43.9%
Operating Margin
CACI
CACI
ROKU
ROKU
Q1 26
9.7%
Q4 25
9.3%
4.7%
Q3 25
9.3%
0.8%
Q2 25
9.0%
-2.1%
Q1 25
9.1%
-5.7%
Q4 24
8.6%
-3.3%
Q3 24
8.7%
-3.4%
Q2 24
9.7%
-7.4%
Net Margin
CACI
CACI
ROKU
ROKU
Q1 26
5.5%
Q4 25
5.6%
5.8%
Q3 25
5.5%
2.0%
Q2 25
6.9%
0.9%
Q1 25
5.2%
-2.7%
Q4 24
5.2%
-3.0%
Q3 24
5.8%
-0.9%
Q2 24
6.6%
-3.5%
EPS (diluted)
CACI
CACI
ROKU
ROKU
Q1 26
$5.88
Q4 25
$5.59
$0.55
Q3 25
$5.63
$0.16
Q2 25
$7.11
$0.07
Q1 25
$5.00
$-0.19
Q4 24
$4.88
$-0.24
Q3 24
$5.33
$-0.06
Q2 24
$5.97
$-0.24

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
CACI
CACI
ROKU
ROKU
Cash + ST InvestmentsLiquidity on hand
$158.0M
$2.3B
Total DebtLower is stronger
$5.2B
Stockholders' EquityBook value
$4.3B
$2.7B
Total Assets
$11.6B
$4.4B
Debt / EquityLower = less leverage
1.21×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CACI
CACI
ROKU
ROKU
Q1 26
$158.0M
Q4 25
$423.0M
$2.3B
Q3 25
$133.0M
$2.3B
Q2 25
$106.2M
$2.3B
Q1 25
$223.9M
$2.3B
Q4 24
$175.7M
$2.2B
Q3 24
$440.7M
$2.1B
Q2 24
$134.0M
$2.1B
Total Debt
CACI
CACI
ROKU
ROKU
Q1 26
$5.2B
Q4 25
$3.0B
Q3 25
$2.8B
Q2 25
$2.9B
Q1 25
$3.1B
Q4 24
$3.1B
Q3 24
$1.8B
Q2 24
$1.5B
Stockholders' Equity
CACI
CACI
ROKU
ROKU
Q1 26
$4.3B
Q4 25
$4.1B
$2.7B
Q3 25
$4.0B
$2.6B
Q2 25
$3.9B
$2.6B
Q1 25
$3.7B
$2.5B
Q4 24
$3.7B
$2.5B
Q3 24
$3.7B
$2.5B
Q2 24
$3.5B
$2.4B
Total Assets
CACI
CACI
ROKU
ROKU
Q1 26
$11.6B
Q4 25
$8.9B
$4.4B
Q3 25
$8.7B
$4.4B
Q2 25
$8.6B
$4.3B
Q1 25
$8.6B
$4.2B
Q4 24
$8.5B
$4.3B
Q3 24
$7.2B
$4.3B
Q2 24
$6.8B
$4.1B
Debt / Equity
CACI
CACI
ROKU
ROKU
Q1 26
1.21×
Q4 25
0.72×
Q3 25
0.69×
Q2 25
0.75×
Q1 25
0.84×
Q4 24
0.82×
Q3 24
0.50×
Q2 24
0.44×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
CACI
CACI
ROKU
ROKU
Operating Cash FlowLast quarter
$248.3M
$107.7M
Free Cash FlowOCF − Capex
$221.4M
$106.6M
FCF MarginFCF / Revenue
9.4%
7.6%
Capex IntensityCapex / Revenue
2.5%
0.1%
Cash ConversionOCF / Net Profit
1.90×
1.34×
TTM Free Cash FlowTrailing 4 quarters
$641.6M
$478.4M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CACI
CACI
ROKU
ROKU
Q1 26
$248.3M
Q4 25
$154.2M
$107.7M
Q3 25
$171.1M
$127.6M
Q2 25
$156.0M
$109.7M
Q1 25
$230.3M
$138.7M
Q4 24
$126.0M
$79.3M
Q3 24
$34.7M
$68.7M
Q2 24
$157.2M
$23.4M
Free Cash Flow
CACI
CACI
ROKU
ROKU
Q1 26
$221.4M
Q4 25
$138.2M
$106.6M
Q3 25
$154.1M
$126.5M
Q2 25
$128.0M
$108.6M
Q1 25
$214.1M
$136.8M
Q4 24
$116.1M
$76.8M
Q3 24
$23.2M
$67.6M
Q2 24
$134.6M
$22.5M
FCF Margin
CACI
CACI
ROKU
ROKU
Q1 26
9.4%
Q4 25
6.2%
7.6%
Q3 25
6.7%
10.4%
Q2 25
5.6%
9.8%
Q1 25
9.9%
13.4%
Q4 24
5.5%
6.4%
Q3 24
1.1%
6.4%
Q2 24
6.6%
2.3%
Capex Intensity
CACI
CACI
ROKU
ROKU
Q1 26
2.5%
Q4 25
0.7%
0.1%
Q3 25
0.7%
0.1%
Q2 25
1.2%
0.1%
Q1 25
0.7%
0.2%
Q4 24
0.5%
0.2%
Q3 24
0.6%
0.1%
Q2 24
1.1%
0.1%
Cash Conversion
CACI
CACI
ROKU
ROKU
Q1 26
1.90×
Q4 25
1.24×
1.34×
Q3 25
1.37×
5.14×
Q2 25
0.99×
10.45×
Q1 25
2.06×
Q4 24
1.15×
Q3 24
0.29×
Q2 24
1.17×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

CACI
CACI

Segment breakdown not available.

ROKU
ROKU

Services$1.2B88%
Products$170.9M12%

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