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CACI International ($CACI) received a $478M delivery order from DHS/CBP for border enforcement IT, adding ~$239M in annual revenue (~3.6% of FY2025 revenue). The contract reinforces CACI's position in homeland security IT and is a positive catalyst for the stock.
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CACI's stock ($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.
Active government convergence in this signal’s sector right now.
Over the last 90 days, 249 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 — 189 federal contracts, 41 procurement notices, 9 executive actions, 9 bills and 1 news — 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
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.
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.
Matched on shared policy language across AI analyses, with ticker & timing weight
CACI, INC. - FEDERAL: $478M Department of Homeland Security Contract
CACI, INC. - FEDERAL: $491M Department of Homeland Security Contract
CACI, INC. - FEDERAL: $487M Department of Homeland Security Contract
CACI NSS, LLC: $10.4M Department of Homeland Security Contract
Executive orders & memoranda affecting the same sectors or companies
The President invokes Section 232 of the Trade Expansion Act to declare that imports of robotics, industrial machinery, and their components threaten national security, and directs the Secretary of Commerce and USTR to negotiate agreements with trading partners to adjust these imports, potentially leading to tariffs or quotas within 180 days.
This proclamation initiates negotiations to adjust imports of wind turbines and their components under Section 232, citing national security concerns including cybersecurity vulnerabilities, radar interference, and grid reliability. It does not immediately impose tariffs but sets the stage for potential trade restrictions, and notes that certain wind turbine components made of aluminum, steel, or copper are already subject to existing tariffs.
This executive order establishes a Women's Health Division within the NIH to coordinate and accelerate research on understudied women's health conditions, and creates a White House Women's Health Task Force to drive policy reforms and translation of research into clinical practice across federal agencies. It directs specific agencies to prioritize research, data collection, and translation into prevention, diagnosis, and treatment, with a focus on all life stages from infancy through aging.
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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