CACI, INC. - FEDERAL: $478M Department of Homeland Security Contract
Summary
CACI received a $478M delivery order from U.S. Customs and Border Protection for border enforcement IT applications, adding ~$239M in annual revenue (3.6% of FY2025 revenue). This is a significant but not transformative contract for the pure-play government IT services firm.
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Key Takeaways
- 1.CACI secured a $478M CBP award, adding ~$239M annual revenue (3.6% of FY2025 revenue).
- 2.The contract is a delivery order, indicating a continuation of existing business with CBP.
- 3.No direct legislative connection found among the listed bills; funding is likely from routine DHS appropriations.
Market Implications
For CACI shareholders, this award reinforces the company's revenue pipeline and its strategic position in homeland security IT. The contract size is meaningful but not transformative, so the market reaction is likely modest. CACI's diversified portfolio of defense and intelligence contracts provides a stable base, and this award adds to that stability. Investors should view this as a positive but not a major catalyst.
Full Analysis
The contract is a $478M delivery order awarded to CACI, Inc. - Federal, the federal subsidiary of CACI International Inc ($CACI), by the U.S. Department of Homeland Security's Customs and Border Protection. The work involves border enforcement applications for leading-edge IT, spanning a two-year period from September 2024 to September 2026. This is a direct award under an existing contract vehicle, indicating a continuation of CACI's established relationship with CBP.
CACI International Inc., a pure-play provider of IT solutions to national security agencies, will recognize approximately $239M in annual revenue from this award, representing about 3.6% of its FY2025 revenue of $6.7B. This is a meaningful contribution to CACI's top line, especially given its focus on high-end technology services for homeland security. The award reinforces CACI's competitive position in border security IT and adds visibility to its backlog, though it is not a transformative catalyst given the company's scale.
Regarding legislative connections, none of the listed related bills directly fund or authorize this specific contract. The work falls under DHS appropriations for border security technology, which is a recurring priority. The absence of a direct legislative signal in the provided data does not diminish the strategic importance of the award, but it indicates that the funding is part of routine appropriations rather than a new policy initiative.
Supply chain beneficiaries are not explicitly identified in the award data. However, CACI typically subcontracts portions of large IT contracts to smaller specialized firms. Without specific names, we cannot assign tickers with confidence. Competitors like Booz Allen Hamilton ($BAH), Leidos ($LDOS), and SAIC ($SAIC) operate in the same space but do not benefit directly from this award; they may face competitive pressure.
Historically, CACI has consistently won large task orders from DHS and DoD, and such awards typically contribute to steady revenue growth. The company's focus on high-priority security missions suggests that this contract will be renewed or expanded over time, providing sustained revenue visibility. The impact on CACI's stock is expected to be positive, reflecting the contract's size relative to the company's revenue, though not dramatic.
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 under a delivery order for border enforcement IT applications from CBP.
Who must act
U.S. Customs and Border Protection (DHS) awarding to CACI, Inc. - Federal.
What happens
$478M contract over two years, adding approximately $239M to annual revenue, which is ~3.6% of CACI's FY2025 revenue of $6.7B.
Stock impact
CACI is a leading provider of IT solutions to homeland security and defense. This award strengthens its backlog and supports its Border Enforcement Applications practice. Given CACI's focus on high-end technology services, this contract is a significant contributor to its top line.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
CACI, INC. - FEDERAL: $478M Department of Homeland Security Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $607M General Services Administration Contract
LEIDOS, INC.: $318M Department of Homeland Security Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $155M Department of the Treasury Contract
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.
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.
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.
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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