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, 25 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 — 12 bills, 10 federal contracts and 3 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
- ContractOPTUM PUBLIC SECTOR SOLUTIONS, INC.: $641M Department of Veterans Affairs Contract · 2026-06-17
- ContractOPTUM PUBLIC SECTOR SOLUTIONS, INC.: $598M Department of Veterans Affairs Contract · 2026-06-17
- ContractOPTUM PUBLIC SECTOR SOLUTIONS, INC.: $773M Department of Veterans Affairs Contract · 2026-06-17
- Procurement noticeGeneral Services Administration (GSA) seeks to lease the following space to be used as a Community Outpatient Clinic (CBOC) by the Departme · 2026-06-18
- Procurement noticeThe Department of Veterans Affairs, Office of Inspector General, Office of Audits & Evaluations Operational Planning Meeting FY26 from Augus · 2026-06-17
- Procurement noticeY1AZ--Temporary Supportive Housing (TSH) and Welcome Center, West Los Angeles Department of Veterans Affairs Medical Center (VAMC) · 2026-06-18
- ContractFIRST NATION GROUP LLC: $17.7M Department of Veterans Affairs Contract · 2026-06-16
- ContractSIGNATURE CHOICE II, LLC: $122M Department of Veterans Affairs Contract · 2026-06-08
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
MODERN TECHNOLOGY SOLUTIONS, INC.: $10.1M General Services Administration Contract
VIATRIE LLC: $27.9M Department of Agriculture Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Advancing Regenerative Agriculture and Strengthening American Farm Resilience
This executive order directs the EPA, USDA, and HHS to prioritize registration of alternative pesticides, expedite cumulative exposure research, and maximize funding for a regenerative agriculture pilot program, while creating public-private partnerships to expand adoption of conservation farming practices. The order specifically instructs the EPA Administrator to speed up registration actions for substances that can replace older active ingredients, and requires HHS to issue a grand prize challenge for cumulative chemical exposure evaluation technologies.
Establishing an America First Arms Transfer Strategy
This executive order directs the Secretary of War, along with the Secretaries of State and Commerce, to create an 'America First Arms Transfer Strategy' that prioritizes foreign arms sales to boost U.S. defense industrial base capacity, streamline export processes, and enhance production of key weapons systems. It mandates a sales catalog of prioritized platforms within 120 days, forms a task force to improve coordination, and reforms congressional notification procedures for arms transfers.
Ushering in the Next Frontier of Quantum Innovation
This executive order updates the National Quantum Strategy and establishes a national effort (QC-ADDS) to develop a quantum computer for scientific discovery, with deployment at a Department of Energy facility. It directs multiple agencies to prioritize quantum sensing, networking, and supply chain initiatives, and mandates plans for commercial readiness and national security applications.
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
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