CACI, INC. - FEDERAL: $487M Department of Homeland Security Contract
Summary
CACI International ($CACI) wins a $487M delivery order from DHS/CBP for border enforcement IT applications. The contract adds ~$244M annually, representing 3.6% of revenue, reinforcing CACI's position in government IT services.
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Key Takeaways
- 1.CACI wins $487M border IT contract from DHS/CBP.
- 2.Annualized revenue impact of ~$244M, or 3.6% of FY2025 revenue.
- 3.No direct legislative catalyst; contract is part of ongoing DHS IT modernization.
Market Implications
CACI's stock may see positive sentiment from this award, but the impact is moderate given the company's size. The contract strengthens its position in border security IT, a stable spending area. No major supply chain beneficiaries are directly identifiable.
⚡ Government Convergence
This signal is one of the converging government actions below.
Over the last 90 days, 217 separate government actions have converged on Border / Immigration Enforcement. What that means: federal dollars are already moving — agencies are soliciting bids and awarding contracts, not just talking, and legislation and executive action are building the policy and funding tailwind behind it. When independent channels move together like this — 165 federal contracts, 29 procurement notices, 14 bills, 8 executive actions and 1 news — it's the clearest early tell that Washington is committing to border / immigration enforcement, the kind of build-up that reshapes the sector well before it's obvious in the headlines.
Converging government actions
- BillMichel O. Maceda Memorial Act · 2024-12-11
- BillA bill to expand the sharing of information with respect to suspected violations of intellectual property rights in trade. · 2025-08-01
- ContractFISHER SAND & GRAVEL CO: $2.8B Department of Homeland Security Contract · 2025-12-17
- ContractSPENCER CONSTRUCTION LLC: $1.1B Department of Homeland Security Contract · 2026-03-18
- ContractSOUTHWEST VALLEY CONSTRUCTORS CO: $1.7B Department of Homeland Security Contract · 2026-05-11
- ContractSOUTHWEST VALLEY CONSTRUCTORS CO: AWARD OF CONSTRUCTION TASK ORDER FOR BORDER WALL IN BIG BEND TEXAS, SEGMENT IDENTIFIED AS BBT-4. · 2026-05-11
- ContractFISHER SAND & GRAVEL CO: BORDER WALL CONSTRUCTION - VERTICAL BARRIER, BIG BEND TEXAS SECTOR (BBT-2) · 2026-05-28
- ContractSLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract · 2026-07-22
- Executive actionProclamation: Excluding Certain Canadian Products from Importation into the United States in Response to Continued Discrimination Against the Commerce of the United States with Respect to Dairy · 2026-09-08
- Executive actionProclamation: Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed to Offset Canadian Discrimination Against the Commerce of the United States with Respect to Alcoholic Beverages · 2026-09-08
- Executive actionProclamation: Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed to Offset Canadian Discrimination Against the United States with Respect to Motor Vehicles · 2026-09-08
- ContractBARNARD CONSTRUCTION COMPANY, INCORPORATED: $1.8B Department of Homeland Security Contract · 2026-09-30
- ContractBARNARD SPENCER JOINT VENTURE: $709M Department of Homeland Security Contract · 2026-09-30
- ContractBARNARD CONSTRUCTION COMPANY, INCORPORATED: $1.0B Department of Homeland Security Contract · 2026-09-30
Full Analysis
The Department of Homeland Security, through U.S. Customs and Border Protection, awarded CACI, INC. - FEDERAL a $487M delivery order for Border Enforcement Applications for Government Leading-Edge Information Technology. The contract runs from September 2024 to September 2026. CACI International Inc is the publicly traded parent company, with FY2025 revenue of $6.7B. The annualized award of ~$243.5M represents 3.6% of revenue, a meaningful addition to its backlog. No specific legislation directly authorizes this contract; it falls under general DHS appropriations. Potential subcontractors include small IT services firms, but no specific tickers are identified. Historically, CACI has consistently won large DHS contracts, and this award continues that trend, supporting steady revenue growth from government IT spending.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
CACI, INC. - FEDERAL: $478M Department of Homeland Security Contract
CACI, INC. - FEDERAL: $478M Department of Homeland Security Contract
CACI, INC. - FEDERAL: $491M Department of Homeland Security Contract
CACI NSS, LLC: $25.9M Department of Veterans Affairs Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Streamlining Access to Government Services Through America.gov
The executive order directs the General Services Administration to create America.gov, a unified digital portal for federal services, integrating Login.gov for authentication and requiring agencies to expose their digital services via APIs. It also mandates the use of AI (referred to as 'super intelligence') with transparency safeguards, while preserving existing service channels and excluding tax and defense/intelligence services.
Enhancing Program Integrity and Integrity and Interagency Coordination in the Administration of the H-1B Nonimmigrant Visa Program
This executive order directs the Secretaries of State, Labor, and Homeland Security to coordinate with Commerce, Education, and the SBA when processing H-1B petitions, and requires them to consider whether the employer has engaged in layoffs of similarly situated U.S. workers within the past year. It also orders the Labor Department to review past labor condition applications for potential enforcement actions against sponsoring employers, effectively tightening scrutiny on H-1B usage, especially by outsourcing firms.
Restriction on Entry of Certain Nonimmigrant Workers
This proclamation extends for an additional 12 months the existing restriction on entry of H-1B nonimmigrant workers, which requires a $100,000 payment per petition (with limited exceptions) and is supported by a DHS weighted selection process that prioritizes higher-skilled, higher-paid workers. The action continues to target IT staffing and outsourcing firms that have abused the program, and it maintains the requirement for ongoing rulemakings by DHS and DOL to further reform wage protections and program integrity.
Contract Details
Recipient
CACI, INC. - FEDERAL
Award Amount
$486,919,633
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Customs and Border Protection
Contract Type
DELIVERY ORDER
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