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, 128 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 — 76 federal contracts, 25 procurement notices, 23 bills and 4 executive actions — 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
- ContractBARNARD SPENCER JOINT VENTURE: $634M Department of Homeland Security Contract · 2025-09-19
- 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
- ContractBARNARD CONSTRUCTION COMPANY, INCORPORATED: BORDER WALL CONSTRUCTION FOR EL PASO SECTOR - EPT-5 · 2026-04-24
- 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
- Executive actionExecutive Order: Strengthening Customs Enforcement · 2026-06-03
- Executive actionProclamation: Imposing Additional Duties to Offset Canadian Discrimination Against the Commerce of the United States with Respect to Alcoholic Beverages · 2026-07-20
- Executive actionProclamation: Temporary Suspension of Additional Duties to Offset Canadian Discrimination Against the Commerce of the United States with Respect to Alcoholic Beverages, Dairy, and Motor Vehicles · 2026-08-19
- Procurement noticeOPTION - CBP Area Port of Vancouver Firearms Facility Services · 2026-08-20
- Procurement noticeCBP USBP San Diego Sector Electric Motorcycles · 2026-08-20
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
LEIDOS BIOMEDICAL RESEARCH INC: $372M Department of Health and Human Services Contract
TRIBALCO LLC: $13.8M Department of Homeland Security Contract
BCCG A JOINT VENTURE: $874M Department of Homeland Security Contract
LEIDOS, INC.: $18.8M Department of Homeland Security Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
The National Space Transportation Policy
This memorandum directs multiple agencies to expand and modernize U.S. space launch and reentry infrastructure to support over 1,000 launches annually by 2030, expedite permitting and environmental reviews, develop new federal reentry sites, and strengthen the space transportation industrial base. It mandates range scheduling transparency, spectrum reliability, and workforce development, with specific reports and plans due within 90 to 240 days.
Adjusting Imports of Unmanned Aircraft Systems and Unmanned Aircraft Systems Components into the United States
This proclamation imposes a 100% ad valorem tariff on imports of unmanned aircraft systems (UAS) over 25 kg, those with thermal imagers, docking stations, and certain components, and a 25% tariff on UAS under 25 kg and other components, citing national security under Section 232 of the Trade Expansion Act. It also authorizes the Department of Commerce to establish an onshoring program offering preferential tariff treatment for companies that build new U.S. manufacturing facilities for UAS and components.
Expanding Capabilities to Combat Transnational Cyber-Enabled Crime
This memorandum establishes a government program, managed by the National Coordination Center (NCC), that authorizes private companies to conduct cyber surveillance and operations against foreign cyber-enabled transnational criminal organizations under federal oversight. It directs the Department of Justice and Department of Homeland Security to co-execute the program, requiring vetted companies to enter contracts with the government and potentially post a $1 million bond, with implementation guidance to be developed within 60 days.
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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