CACI NSS, LLC: $10.4M Department of Homeland Security Contract
Summary
CACI NSS, LLC, a subsidiary of CACI International Inc. ($CACI), secured a $10.4 million BPA Call from the Department of Homeland Security for IT professional support services. This contract represents a steady revenue stream for CACI, reinforcing its position in federal IT services.
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Key Takeaways
- 1.CACI International Inc. ($CACI) secures a steady, multi-year IT services contract with DHS.
- 2.The contract reinforces CACI's position as a key federal IT services provider.
- 3.While not a major revenue driver, it contributes to CACI's consistent federal revenue stream.
- 4.HR8408 indicates a broader legislative push for federal IT modernization, which could create future opportunities for CACI.
Market Implications
This contract provides CACI International Inc. ($CACI) with a stable revenue stream over five years. While the $10.4 million award is a small percentage of CACI's overall revenue, it demonstrates continued demand for its core IT services within the federal government. Investors in CACI can view this as a baseline contract, contributing to the company's predictable earnings profile. Other government IT contractors like SAIC ($SAIC) and Leidos ($LDOS) operate in a similar market and would also benefit from a generally strong federal IT spending environment, potentially influenced by legislative efforts like HR8408 aimed at IT modernization.
Full Analysis
CACI NSS, LLC, a wholly-owned subsidiary of CACI International Inc. ($CACI), has been awarded a $10.4 million BPA Call by the Department of Homeland Security (DHS) for DSS 3.0 FPS IT Professional Support Services. This contract, spanning from March 1, 2026, to February 28, 2031, indicates a continued demand for CACI's IT expertise within federal agencies. While the specific NAICS code is not provided, the description points to IT professional services, a core offering for CACI.
For CACI International Inc. ($CACI), which reported approximately $6.7 billion in revenue for fiscal year 2023, this $10.4 million contract represents a relatively small but consistent revenue contribution, equating to roughly 0.15% of annual revenue. While not a transformative award, it is a solid win that maintains CACI's footprint within the DHS. CACI is a pure-play government IT services provider, meaning such contracts directly impact its core business. Competitors in this space include Science Applications International Corporation ($SAIC) and Leidos Holdings, Inc. ($LDOS).
There is no direct legislative bill signal provided that specifically authorizes or appropriates funding for 'DSS 3.0 FPS IT Professional Support Services' for DHS. However, HR8408, "To require the reduction of the reliance and expenditures of the Federal Government on legacy information technology systems, and for other purposes," is relevant. While HR8408 is currently neutral in sentiment, it highlights a congressional focus on modernizing federal IT. Contracts like CACI's, which provide IT professional support, are often integral to such modernization efforts, even if not directly tied to a specific legacy system reduction. The concurrent resolution SCONRES33, setting forth the congressional budget for fiscal year 2026 and beyond, broadly impacts federal spending across all sectors, including Technology, and would ultimately determine the overall funding environment for such contracts.
Downstream, smaller technology firms specializing in cybersecurity, cloud solutions, or data analytics could benefit as subcontractors or suppliers. Companies like Palantir Technologies Inc. ($PLTR), which provides data analytics platforms often used by government agencies, or even specialized cybersecurity firms, could see opportunities. Historically, government IT services contractors like CACI often secure follow-on contracts and task orders, building long-term relationships with agencies. These multi-year contracts provide predictable revenue streams, which are generally viewed positively by investors seeking stability.
No presidential actions directly amplify or conflict with this specific contract. The provided presidential memoranda focus on domestic petroleum production and Air Force jet fighter training, which are unrelated to DHS IT professional support services.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
To require the reduction of the reliance and expenditures of the Federal Government on legacy information technology systems, and for other purposes.
A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2026 and setting forth the appropriate budgetary levels for fiscal years 2027 through 2035.
Department of Homeland Security Appropriations Act, 2027
CACI, INC. - FEDERAL: $478M Department of Homeland Security Contract
VICTIM Act of 2026
YALI Act of 2025
Pay Our Homeland Defenders Act
FIT Procurement Act
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 NSS, LLC
Award Amount
$10,441,194
Awarding Agency
Department of Homeland Security
Sub-Agency
Office of Procurement Operations
Contract Type
BPA CALL
Related Bills
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