CACI NSS, LLC: $25.9M Department of Veterans Affairs Contract
Summary
CACI International ($CACI) received a $25.9M delivery order from the VA to maintain and upgrade its enterprise resource planning system. This contract adds to CACI's stable federal revenue stream and is supported by ongoing legislative focus on government IT modernization.
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Key Takeaways
- 1.CACI International ($CACI) secured a $25.9M VA contract for ERP system support, adding to its recurring federal revenue.
- 2.The contract is small relative to CACI's revenue but reinforces its position in government IT modernization.
- 3.Legislative trends in technology and defense spending support continued demand for CACI's services.
Market Implications
For , this contract is a modest positive, adding predictable revenue without transforming the company's outlook. Investors should view it as a signal of steady federal demand rather than a catalyst. The broader sector, including peers like $SAIC and $LDOS, may also benefit from similar VA IT spending, but this specific award is too small to move those stocks.
⚡ Government Convergence
Active government convergence in this signal’s sector right now.
Over the last 90 days, 152 separate government actions have converged on VA / Government Health IT. 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 — 83 federal contracts, 42 bills and 27 procurement notices — it's the clearest early tell that Washington is committing to va / government health it, the kind of build-up that reshapes the sector well before it's obvious in the headlines.
Converging government actions
- ContractDELOITTE & TOUCHE LLP: $66.8M Department of Veterans Affairs Contract · 2024-08-26
- ContractBOOZ ALLEN HAMILTON INC: $27.5M Department of Veterans Affairs Contract · 2025-01-03
- ContractDELL FEDERAL SYSTEMS L.P: $1.0B Department of Veterans Affairs Contract · 2025-04-01
- ContractHEALTH NET FEDERAL SERVICES, LLC: PROVIDE MANAGED CARE SUPPORT TO THE DEPARTMENT OF DEFENSE TRICARE PROGRAM. CONTRACTOR SHALL ASSIST MILITARY HEALTH SYSTEM IN OPERATING AN IN · 2025-09-03
- ContractOPTUM PUBLIC SECTOR SOLUTIONS, INC.: $526M Department of Veterans Affairs Contract · 2025-11-01
- ContractHEALTH NET FEDERAL SERVICES, LLC: IGF::OT::IGF MANAGED CARE SUPPORT SERVICES IN SUPPORT OF THE TRICARE PROGRAM · 2026-03-04
- ContractHUMANA GOVERNMENT BUSINESS INC: TRICARE MANAGED CARE SUPPORT SERVICES CONTRACT, 5TH GENERATION EAST REGION · 2026-03-19
- ContractTRIWEST HEALTHCARE ALLIANCE CORP: TRICARE MANAGED CARE SUPPORT SERVICES CONTRACT, 5TH GENERATION WEST REGION · 2026-03-19
- ContractEVERNORTH FEDERAL SERVICES INC: TRICARE PHARMACY SERVICES · 2026-03-20
- Procurement notice2510--Mobile Prosthetics Orthotic Care Van Omaha Veterans Affairs · 2026-05-11
- Procurement noticeJ045--Sources Sought / RFI ONLY - Veterans Affairs Maryland Health Care System (VAMHCS) Ongoing Maintenance & Repair of VAMHCS VA Medical Center Mechanical, Plumbing, and Electrical Systems · 2026-05-13
- Procurement notice3695--Direct Metal Printer (DMP) Flex 200 3D Printer System Veterans Affairs Pittsburgh Healthcare System (VAPHS) · 2026-05-21
- Procurement noticeS119--BULK CABLE TELEVISION SERVICE Department of Veterans Affairs Robert J. Dole VA Medical Center, Wichita, KS 67218-1607 · 2026-05-29
- ContractCLARK CONSTRUCTION GROUP LLC: DESIGN-BUILD CONSTRUCTION OF THE VETERANS AFFAIRS HEALTH CARE CENTER, EL PASO, TX · 2026-07-15
Full Analysis
- The Department of Veterans Affairs awarded CACI NSS, LLC a $25.9M delivery order for operations and maintenance support of the Integrated Financial and Acquisition Management System (IFAMS), the VA's enterprise resource planning system. The contract runs from May 2026 to May 2028. 2) CACI NSS is a subsidiary of CACI International Inc., a publicly traded IT and defense contractor with approximately $8.5B in annual revenue. This contract represents about 0.3% of CACI's annual revenue, a modest but positive addition to its backlog. 3) While no specific bill directly authorizes this contract, the broader legislative environment supports federal IT modernization. Bills like HR8398 (bullish on financial data guidelines) and S4342 (extending FISA surveillance) signal continued government spending on technology and defense, indirectly benefiting CACI's core business. 4) Key subcontractors and suppliers for IFAMS support may include smaller IT services firms such as CSRA (now part of GDIT) and Booz Allen Hamilton ($BAH), though specific subcontractors are not disclosed. 5) Historically, CACI has consistently won VA IT contracts, and such multi-year maintenance awards provide predictable revenue. The recent executive order promoting fixed-price contracting could compress margins for cost-plus contractors but favors CACI's performance-based execution model.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act
A bill to extend section 702 of the Foreign Intelligence Surveillance Act of 1978 for 18 months.
FOUR POINTS TECHNOLOGY, L.L.C.: $150M Social Security Administration Contract
BOOZ ALLEN HAMILTON INC: $587M General Services Administration Contract
BOOZ ALLEN HAMILTON INC: $171M Department of Veterans Affairs Contract
SPREZZATURA MANAGEMENT CONSULTING, LLC: $23.2M Department of Veterans Affairs Contract
BOOZ ALLEN HAMILTON INC: $27.5M Department of Veterans Affairs Contract
MODERN TECHNOLOGY SOLUTIONS, INC.: $10.1M General Services Administration Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Adjusting Imports of Polysilicon and its Derivatives into the United States
This proclamation invokes Section 232 of the Trade Expansion Act to impose a minimum import price (MIP) program on polysilicon and its derivatives, a 15% ad valorem tariff on polysilicon derivatives, and directs the Secretary of Commerce to offer incentives for domestic production. It aims to protect and revive the U.S. polysilicon industry by restricting imports that threaten national security, particularly for semiconductor and solar supply chains.
Presidential Determination Pursuant to Section 101 of the Defense Production Act of 1950, as Amended, on Recoverable Critical Minerals and Materials
This memorandum invokes the Defense Production Act (DPA) Section 101 to declare that recoverable critical minerals and materials (such as black mass, end-of-life rare-earth magnets, and scrap) are essential to national defense and that the U.S. cannot meet defense needs without disrupting civilian markets. It directs the Secretary of Commerce to issue regulations and take actions—including priority contracts and supply-chain interventions—to rapidly expand domestic recovery and processing of these materials, while explicitly excluding copper scrap already covered by a separate proclamation.
Securing America’s Defense Supply Chains and Ensuring Domestic Acquisition of Critical Materials
This executive order restricts waivers for foreign-sourced critical materials in defense contracts, effective January 1, 2027, and mandates that defense contractors map their supply chains from raw materials to end products, vet subcontractors for risks, and prohibit covered materials from unreliable foreign suppliers. It directs the Secretary of War to enforce strict compliance, including requiring mitigation plans for any non-compliant materials and establishing penalties for fraud or willful noncompliance.
Contract Details
Recipient
CACI NSS, LLC
Award Amount
$25,932,305
Awarding Agency
Department of Veterans Affairs
Sub-Agency
Department of Veterans Affairs
Contract Type
DELIVERY ORDER
Related Bills
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