A bit of a different kind of question here... I'm looking to buy CACI stock but want to get a better sense of how the overall funding landscape is moving today, and on the margin, whether CACI is poised to take market share or lose to competitors. Competitors include Booz Allen, Leidos, Mantech, and SAIC. I'm trying to figure out whether they are closer to growing revenue at the high end of their forecast range (~7% per year or around $400+ mil incremental) or to the lower end (4% or around $250-300 mil incremental). Anyone have any recent/current insights to share?
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