Great things are happening to the stocks in this article.
They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.
The federal government has fully implemented the so-called "Trump Accounts" reporting rule. As of February 11, 2026, every federal agency is now mandated to provide a granular, real-time accounting of every dollar spent and every personnel hour logged. This initiative, which began as a campaign promise to "drain the swamp"
Amentum Holdings (NYSE: AMTM) has rapidly ascended to the pinnacle of the global government services sector. As of February 11, 2026, the company is at the center of investor attention following a standout Q1 fiscal 2026 earnings report and a series of high-profile contract wins in the nuclear and defense sectors. Once a fragmented collection [...]
Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. But their prominence also brings high exposure to the ups and downs of economic cycles.
Luckily, the tide is turning in their favor as the industry’s 26.8% return over the past six months has topped the S&P 500 by 18.2 percentage points.
A number of stocks jumped in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices.
Whether you see them or not, industrials businesses play a crucial part in our daily activities. Their momentum is also rising as lower interest rates have incentivized higher capital spending.
As a result, the industry has posted a 22% gain over the past six months, beating the S&P 500 by 12.2 percentage points.
CACI’s second quarter fiscal 2026 results reflected ongoing momentum in technology-driven solutions, even as revenue fell short of Wall Street expectations. Management pointed to steady demand across its core national security markets and highlighted the growing role of software-defined technologies, particularly in electronic warfare and agile software development. CEO John Mengucci emphasized that CACI’s ability to anticipate customer needs and accelerate delivery was a primary factor in maintaining stable operating margins and strong cash flow, despite some lingering impacts from government shutdowns and delays in federal procurement processes.
As the Federal Reserve transitions from its long-standing "higher-for-longer" stance to a deliberate cycle of monetary easing, the U.S. equity market is witnessing a profound shift in leadership. For the first time in years, the spotlight has moved away from the tech behemoths of the "Magnificent Seven" and onto
A number of stocks jumped in the afternoon session after the US president announced a framework for a future deal with Greenland. Wall Street saw a broad-based rally, with the S&P 500 gaining 1.2% as investor concerns over global trade tensions eased. The positive sentiment followed an announcement that reversed course on plans to impose tariffs linked to Greenland, which had caused steep market losses earlier in the week. This recovery reflected renewed optimism in the market, as the threat of a widening trade conflict appeared to subside, encouraging investors to move back into equities.
Defense, intelligence, and IT solutions provider CACI International (NYSE:CACI) fell short of the markets revenue expectations in Q4 CY2025, but sales rose 5.7% year on year to $2.22 billion. On the other hand, the company’s outlook for the full year was close to analysts’ estimates with revenue guided to $9.4 billion at the midpoint. Its non-GAAP profit of $6.81 per share was 4.9% above analysts’ consensus estimates.
Defense, intelligence, and IT solutions provider CACI International (NYSE:CACI) fell short of the markets revenue expectations in Q4 CY2025, but sales rose 5.7% year on year to $2.22 billion. On the other hand, the company’s outlook for the full year was close to analysts’ estimates with revenue guided to $9.4 billion at the midpoint. Its non-GAAP profit of $6.81 per share was 4.9% above analysts’ consensus estimates.
Defense, intelligence, and IT solutions provider CACI International (NYSE:CACI)
will be announcing earnings results this Wednesday after the bell. Here’s what to expect.
Generating cash is essential for any business, but not all cash-rich companies are great investments.
Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
As of January 14, 2026, the American economy is breathing a collective sigh of relief. The Department of Government Efficiency (DOGE), the polarizing and aggressive advisory body that dominated headlines throughout 2025, has officially wound down its operations. While its tenure was marked by a combative "shock therapy" approach to
Shares of defense, intelligence, and IT solutions provider CACI International (NYSE:CACI)
jumped 2.6% in the morning session after a report from investment bank UBS highlighted the company as one of its top picks for 2026 in the U.S. aerospace and defense sector.
CACI International exemplifies quality investing with high returns on capital, strong earnings growth, and a solid financial position as a key government services contractor.
While profitability is essential, it doesn’t guarantee long-term success.
Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".
Whether you see them or not, industrials businesses play a crucial part in our daily activities. But their prominence also brings high exposure to the ups and downs of economic cycles.
Luckily, the tide is turning in their favor as the industry’s 16.5% return over the past six months has topped the S&P 500 by 2.4 percentage points.
