CACI, INC. - FEDERAL: $491M Department of Homeland Security Contract
Summary
CACI International Inc. ($CACI) received a $491M delivery order from DHS/CBP for border enforcement IT applications, representing ~6.4% of its annual revenue. This contract reinforces CACI's position in homeland security technology and is supported by related border security legislation.
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Key Takeaways
- 1.CACI secures a $491M border enforcement IT contract from DHS/CBP, representing ~6.4% of annual revenue.
- 2.The contract spans two years, providing a predictable revenue stream and reinforcing CACI's homeland security expertise.
- 3.Legislative tailwinds from border security bills (e.g., S5427) support continued investment in this area.
Market Implications
The contract award to $CACI signals sustained government investment in border technology. As the sole prime on this delivery order, CACI will recognize $491M in revenue over the contract period. This is a significant win for CACI, which reported $7.7B in revenue for FY2026. The contract also benefits the broader defense technology ecosystem, with potential subcontracting opportunities for smaller IT firms. Investors in $CACI can expect this contract to contribute to earnings visibility and backlog growth.
⚡ Government Convergence
Active government convergence in this signal’s sector right now.
Over the last 90 days, 182 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 — 130 federal contracts, 29 procurement notices, 14 bills, 8 executive actions 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
- 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
- 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
- ContractSOUTHWEST VALLEY CONSTRUCTORS CO: AWARD OF CONSTRUCTION TASK ORDER FOR BORDER WALL IN BIG BEND TEXAS, SEGMENT IDENTIFIED AS BBT-4. · 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
- Procurement noticeCustoms and Border Protection Controlled Solicitation Availability for UAS Platform Requirement · 2026-09-25
- ContractBARNARD CONSTRUCTION COMPANY, INCORPORATED: BORDER WALL CONSTRUCTION IN RIO GRANDE VALLEY SECTOR, TEXAS - RGV-1 120 MILES OF VERTICAL BARRIER · 2026-09-25
- Procurement noticeCustoms and Border Protection Controlled Solicitation Availability for UAS Platform Requirement · 2026-09-27
Full Analysis
The Department of Homeland Security, through U.S. Customs and Border Protection, awarded a $491M delivery order to CACI, INC. - FEDERAL for 'Border Enforcement Applications for Government Leading-Edge Information Technology.' This contract covers a two-year period from September 2024 to September 2026 and is a direct award to CACI, a publicly traded company under the ticker $CACI. CACI is a major federal IT contractor with $7.7B in revenue (FY2026), making this award a meaningful 6.4% of annual revenue.
CACI's financials show steady growth: revenue increased from $6.2B (FY2024) to $6.7B (FY2025) to $7.7B (FY2026), with net income rising from $367M to $420M. The company's net margin has slightly declined from 5.91% to 5.48%, but operating income grew. This contract will contribute to CACI's top line and support its border security portfolio, which includes surveillance, data analytics, and IT integration.
The contract aligns with legislative signals such as S5427 (Subterranean Border Defense Act), which emphasizes border security infrastructure, and S5548 (prohibiting certain optical transceiver procurements), which may drive demand for domestic IT solutions. While S5544 (biometric surveillance prohibition) introduces potential headwinds for some technologies, the contract's scope is broader than biometrics alone.
Supply chain beneficiaries are not explicitly identified, but typical subcontractors for such IT contracts include small and mid-sized defense technology firms. Companies like $GDIT (General Dynamics IT) or $RSI (Radiant Systems) could be involved, but no direct evidence is available. The contract is a prime award to CACI, so the primary market impact is on $CACI itself.
Historically, large federal IT contracts provide stable, multi-year revenue for defense contractors. CACI has a track record of winning similar awards, and this contract reinforces its competitive position in the homeland security market. Investors should view this as a positive signal for CACI's revenue visibility and sector momentum.
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 applications.
Who must act
Department of Homeland Security / U.S. Customs and Border Protection awarding to CACI, INC. - FEDERAL.
What happens
$491M added to CACI's backlog, representing approximately 6.4% of its FY2026 annual revenue ($7.7B) and providing a multi-year revenue stream.
Stock impact
CACI is a leading provider of IT solutions to the federal government; this contract strengthens its position in homeland security and border technology, a key growth area. The contract is substantial but not transformative given CACI's size.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
Subterranean Border Defense Act
Department of Homeland Security Appropriations Act, 2027
CACI, INC. - FEDERAL: $478M Department of Homeland Security Contract
CACI, INC. - FEDERAL: $478M Department of Homeland Security Contract
VICTIM Act of 2026
Muslim Brotherhood Terrorist Designation Act of 2025
CACI NSS, LLC: $10.4M Department of Homeland Security Contract
To prohibit Federal agencies from purchasing or accessing automated surveillance systems that identify, track, or record individuals, and for other purposes.
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
$491,195,303
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Customs and Border Protection
Contract Type
DELIVERY ORDER
Related Bills
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