CACI, INC. - FEDERAL: $478M Department of Homeland Security Contract
Summary
CACI International ($CACI) received a $478M delivery order from DHS/CBP for border enforcement IT, adding ~$239M in annual revenue (~3.6% of FY2025 revenue). The contract reinforces CACI's position in homeland security IT and is a positive catalyst for the stock.
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Key Takeaways
- 1.CACI wins $478M DHS border IT contract, adding ~$239M annual revenue.
- 2.Contract reinforces CACI's leadership in homeland security IT.
- 3.No direct legislative catalyst, but consistent with ongoing border security spending.
Market Implications
CACI's stock ($CACI) is likely to see positive sentiment from this contract win, as it adds meaningful revenue to a stable backlog. The award underscores sustained demand for border security IT, benefiting CACI and potentially its peers in the defense IT space. No direct impact on other tickers is identified, but the contract reinforces the sector's growth narrative.
⚡ Government Convergence
This signal is one of the converging government actions below.
Over the last 90 days, 153 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 — 107 federal contracts, 23 procurement notices, 15 bills and 8 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
- ContractSLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract · 2026-06-26
- 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
- ContractTHE MITRE CORPORATION: CBP ACQUISITION AND SYSTEMS ENGINEERING · 2026-09-12
- ContractGRANITE CONSTRUCTION COMPANY: $515M Department of Homeland Security Contract · 2026-09-14
- Procurement noticeCOTHEN TECHNOLOGY REFRESH, Solicitation Number 70B04C26Q20153254, CBP · 2026-09-15
Full Analysis
CACI, Inc. - Federal, a subsidiary of CACI International Inc. ($CACI), was awarded a $478M delivery order by the Department of Homeland Security's U.S. Customs and Border Protection for border enforcement applications. The contract runs from September 2024 to September 2026, providing a steady revenue stream. CACI International, a publicly traded defense and technology contractor, reported FY2025 revenue of $6.7B, making this award approximately 3.6% of annual revenue—a meaningful but not transformative addition. The contract aligns with CACI's expertise in IT modernization and border security systems. No specific legislation directly authorizes this award, but it falls under broader DHS appropriations for border security. Potential subcontractors include smaller IT firms specializing in border technology, though no specific names are disclosed. Historically, CACI has seen sustained revenue growth from multi-year DHS contracts, and this award should contribute positively to backlog and earnings visibility.
Intelligence Surface
Cross-referenced against federal contracts, SEC insider filings & congressional trade disclosures
No confirming evidence found yet from contracts, insider trades, or congressional activity
What the bill does
Direct award of a delivery order for border enforcement IT systems under an existing DHS contract vehicle.
Who must act
Department of Homeland Security / U.S. Customs and Border Protection (awarding agency) and CACI, Inc. - Federal (recipient)
What happens
$478M total obligated over two years (FY2025-FY2026), adding approximately $239M in annual revenue to CACI's top line, representing ~3.6% of FY2025 revenue.
Stock impact
Strengthens CACI's backlog in its core border security and IT modernization business. CACI's FY2025 revenue was $6.7B, so this contract provides a meaningful but non-transformative boost. The company has a strong track record of executing similar DHS contracts.
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: $487M Department of Homeland Security Contract
CACI NSS, LLC: $10.4M Department of Homeland Security Contract
CACI, INC. - FEDERAL: $710M General Services Administration Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Accelerating Access To Veterans' Benefits And Employment Opportunities
This proclamation orders the Secretaries of War and Veterans Affairs to mandate rapid, ongoing digital sharing of military personnel and medical records, deploy AI-powered tools for benefits applications, and update existing IT contracts for interoperability. It also requires the Transition Assistance Program to connect separating service members to specific jobs or training programs before discharge.
Adjusting Certain Delegations Under the Defense Production Act
This proclamation amends Executive Order 13603 to share authority under the Defense Production Act for energy matters between the Secretary of the Interior and the Secretary of Energy, allowing each to act independently, and directs inter-agency dispute resolution via the National Energy Dominance Council and National Security Council, with coordination from the Department of War when national defense is implicated.
Declaring a National Emergency to Secure the United States Bulk-Power System
This executive order declares a national emergency to restrict foreign-produced bulk-power system electric equipment that poses national security risks, prohibiting new transactions involving equipment from covered foreign entities and allowing the Secretary of Energy to impose conditions on existing equipment. It directs the Secretary of Energy, in coordination with multiple agencies, to identify, mitigate, and potentially replace risky equipment, and establishes a pre-qualification list for approved vendors.
Contract Details
Recipient
CACI, INC. - FEDERAL
Award Amount
$478,180,662
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Customs and Border Protection
Contract Type
DELIVERY ORDER
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