Loading the records…
Loading the records…
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.
Key takeaways, market implications, full AI analysis, and connected signals are available to HillSignal members.
Already have an account? Log in
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.
This signal is one of the converging government actions below.
Over the last 90 days, 216 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 — 139 federal contracts, 37 procurement notices, 26 news, 9 executive actions and 5 bills — 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
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.
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.
Matched on shared policy language across AI analyses, with ticker & timing weight
CACI, INC. - FEDERAL: $478M Department of Homeland Security Contract
CACI, INC. - FEDERAL: $478M 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
This proclamation reaffirms U.S. leadership in space exploration, declaring outer space open to development and permanent settlement by American citizens. It sets goals for a return to the Moon by 2028 and a future Mars mission, while emphasizing support for the commercial space industry. The action does not invoke specific legal authorities or direct new funding but signals continued policy focus on space.
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.
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
Free — no credit card
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 →