CACI NSS, LLC: $25.9M Department of Veterans Affairs Contract
Summary
CACI International ($CACI) received a $25.9M delivery order from the VA to maintain and upgrade its enterprise resource planning system. This contract adds to CACI's stable federal revenue stream and is supported by ongoing legislative focus on government IT modernization.
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Key Takeaways
- 1.CACI International ($CACI) secured a $25.9M VA contract for ERP system support, adding to its recurring federal revenue.
- 2.The contract is small relative to CACI's revenue but reinforces its position in government IT modernization.
- 3.Legislative trends in technology and defense spending support continued demand for CACI's services.
Market Implications
For , this contract is a modest positive, adding predictable revenue without transforming the company's outlook. Investors should view it as a signal of steady federal demand rather than a catalyst. The broader sector, including peers like $SAIC and $LDOS, may also benefit from similar VA IT spending, but this specific award is too small to move those stocks.
⚡ Government Convergence
Active government convergence in this signal’s sector right now.
Over the last 90 days, 159 separate government actions have converged on VA / Government Health IT. 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 — 114 federal contracts, 23 bills, 21 procurement notices and 1 executive actions — it's the clearest early tell that Washington is committing to va / government health it, the kind of build-up that reshapes the sector well before it's obvious in the headlines.
Converging government actions
- ContractCAPEX & D SQUARE, A JOINT VENTURE LLC: $23.2M Department of Veterans Affairs Contract · 2024-09-17
- ContractDELL FEDERAL SYSTEMS L.P: $1.0B Department of Veterans Affairs Contract · 2025-04-01
- ContractSIGNATURE CHOICE II, LLC: $122M Department of Veterans Affairs Contract · 2025-05-07
- ContractHEALTH NET FEDERAL SERVICES, LLC: PROVIDE MANAGED CARE SUPPORT TO THE DEPARTMENT OF DEFENSE TRICARE PROGRAM. CONTRACTOR SHALL ASSIST MILITARY HEALTH SYSTEM IN OPERATING AN IN · 2025-09-03
- ContractBOOZ ALLEN HAMILTON INC: IDENTIFICATION, ANALYSIS, RECOMMENDATIONS, AND DELIVERY OF MILITARY HEALTH SYSTEM AND JOINT STAFF MEDICAL CAPABILITIES FOR DEFENSE HEALTH AG · 2026-01-06
- ContractHEALTH NET FEDERAL SERVICES, LLC: IGF::OT::IGF MANAGED CARE SUPPORT SERVICES IN SUPPORT OF THE TRICARE PROGRAM · 2026-03-04
- ContractHUMANA GOVERNMENT BUSINESS INC: TRICARE MANAGED CARE SUPPORT SERVICES CONTRACT, 5TH GENERATION EAST REGION · 2026-03-19
- ContractTRIWEST HEALTHCARE ALLIANCE CORP: TRICARE MANAGED CARE SUPPORT SERVICES CONTRACT, 5TH GENERATION WEST REGION · 2026-03-19
- ContractEVERNORTH FEDERAL SERVICES INC: TRICARE PHARMACY SERVICES · 2026-03-20
- ContractDELL FEDERAL SYSTEMS L.P: $1.1B Department of Veterans Affairs Contract · 2026-08-13
- Executive actionProclamation: Accelerating Access To Veterans' Benefits And Employment Opportunities · 2026-09-08
- ContractFOX-ESA JV LLC: $33.9M Department of Veterans Affairs Contract · 2026-09-14
- ContractBLACK HILLS SERVICE COMPANY, LLC: $60.4M Department of Veterans Affairs Contract · 2026-09-14
- Procurement noticeElectronic Health Record Modernization Infrastructure Upgrades - Construction - Togus, ME · 2026-09-15
Full Analysis
- The Department of Veterans Affairs awarded CACI NSS, LLC a $25.9M delivery order for operations and maintenance support of the Integrated Financial and Acquisition Management System (IFAMS), the VA's enterprise resource planning system. The contract runs from May 2026 to May 2028. 2) CACI NSS is a subsidiary of CACI International Inc., a publicly traded IT and defense contractor with approximately $8.5B in annual revenue. This contract represents about 0.3% of CACI's annual revenue, a modest but positive addition to its backlog. 3) While no specific bill directly authorizes this contract, the broader legislative environment supports federal IT modernization. Bills like HR8398 (bullish on financial data guidelines) and S4342 (extending FISA surveillance) signal continued government spending on technology and defense, indirectly benefiting CACI's core business. 4) Key subcontractors and suppliers for IFAMS support may include smaller IT services firms such as CSRA (now part of GDIT) and Booz Allen Hamilton ($BAH), though specific subcontractors are not disclosed. 5) Historically, CACI has consistently won VA IT contracts, and such multi-year maintenance awards provide predictable revenue. The recent executive order promoting fixed-price contracting could compress margins for cost-plus contractors but favors CACI's performance-based execution model.
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: $478M Department of Homeland Security Contract
CACI, INC. - FEDERAL: $487M Department of Homeland Security Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Restoring Reciprocity in Government Procurement
This Presidential Memorandum directs the Office of Management and Budget, the U.S. Trade Representative, and other federal agencies to identify and remove Canadian-origin items from federal civil procurement where possible, citing Canada's 'Buy Canadian' policies as discriminatory. It also requires agencies to be notified of domestic alternatives and mandates ongoing monitoring of Canada's procurement practices, with provisions for restoring access if Canada changes its policies.
Accelerating Access To Veterans' Benefits And Employment Opportunities
This proclamation orders the Secretaries of War and Veterans Affairs to mandate rapid, ongoing digital sharing of military personnel and medical records, deploy AI-powered tools for benefits applications, and update existing IT contracts for interoperability. It also requires the Transition Assistance Program to connect separating service members to specific jobs or training programs before discharge.
Declaring a National Emergency to Secure the United States Bulk-Power System
This executive order declares a national emergency to restrict foreign-produced bulk-power system electric equipment that poses national security risks, prohibiting new transactions involving equipment from covered foreign entities and allowing the Secretary of Energy to impose conditions on existing equipment. It directs the Secretary of Energy, in coordination with multiple agencies, to identify, mitigate, and potentially replace risky equipment, and establishes a pre-qualification list for approved vendors.
Contract Details
Recipient
CACI NSS, LLC
Award Amount
$25,932,305
Awarding Agency
Department of Veterans Affairs
Sub-Agency
Department of Veterans Affairs
Contract Type
DELIVERY ORDER
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