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.
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
FISHER SAND & GRAVEL CO: $2.8B Department of Homeland Security Contract
RAPISCAN SYSTEMS INC: $21.2M Department of Homeland Security Contract
SLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract
Mount Cristo Rey Protection Act
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
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.
Further Strengthening Actions Taken to Adjust Imports of Aluminum into the United States
This proclamation modifies the Section 232 tariff regime on aluminum imports by authorizing the Secretary of Commerce to establish a program that incentivizes new U.S. investment in primary aluminum production. Companies with approved onshoring plans can import primary aluminum at half the standard Section 232 duty rate, up to the anticipated annual output of their new or expanded facilities, with construction required to start by January 20, 2029. The action aims to boost domestic primary aluminum supply for national security and defense industrial base needs.
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, 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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