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.
See which stocks are affected
Key takeaways, market implications, full AI analysis, and connected signals are available to HillSignal members.
Already have an account? Log in
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.
⚡ Government Convergence
This signal is one of the converging government actions below.
Over the last 90 days, 167 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 — 119 federal contracts, 23 procurement notices, 17 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
- ContractBCCG A JOINT VENTURE: $658M Department of Homeland Security Contract · 2026-09-15
- BillProviding for consideration of the bill (H.R. 4393) to secure the border and reform the immigration laws. · 2026-09-17
- BillTo establish a Federal grant program to reimburse certain States for the costs incurred and damage caused by widespread deployment of Federal immigration officials, and for other purposes. · 2026-09-17
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
CACI NSS, LLC: $10.4M Department of Homeland Security Contract
CACI, INC. - FEDERAL: $487M 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
Enhancing Program Integrity and Integrity and Interagency Coordination in the Administration of the H-1B Nonimmigrant Visa Program
This executive order directs the Secretaries of State, Labor, and Homeland Security to coordinate with Commerce, Education, and the SBA when processing H-1B petitions, and requires them to consider whether the employer has engaged in layoffs of similarly situated U.S. workers within the past year. It also orders the Labor Department to review past labor condition applications for potential enforcement actions against sponsoring employers, effectively tightening scrutiny on H-1B usage, especially by outsourcing firms.
Restriction on Entry of Certain Nonimmigrant Workers
This proclamation extends for an additional 12 months the existing restriction on entry of H-1B nonimmigrant workers, which requires a $100,000 payment per petition (with limited exceptions) and is supported by a DHS weighted selection process that prioritizes higher-skilled, higher-paid workers. The action continues to target IT staffing and outsourcing firms that have abused the program, and it maintains the requirement for ongoing rulemakings by DHS and DOL to further reform wage protections and program integrity.
RESTORING AMERICAN SALTWATER ANGLING AND RECREATION
This executive order directs federal agencies (primarily NOAA and the Department of Commerce) to shift fisheries management toward prioritizing recreational fishing over commercial interests by modernizing data collection, replacing outdated mail-in surveys with real-time mobile reporting, and allowing state-collected data to substitute for federal data when error rates are lower. It also mandates reviewing and potentially revising National Standards under the Magnuson-Stevens Act, rescinding regulations that restrict marine access, and launching pilot programs for iconic fisheries like Atlantic striped bass, with the goal of boosting the $1.2 trillion outdoor recreation sector.
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
Free — no credit card
Get the next market-moving signal before the news does
HillSignal scores every Congressional bill, federal contract, and insider filing for market impact and emails you the high-conviction ones — free, no credit card.
Weekly digest — the congressional activity that actually moved markets that week, in plain English. Free, one email.
Free forever plan · No credit card · Unsubscribe in one click
Want the live terminal too? Create a free account →