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GOVT-CONTRACT ·Filed Sep 10, 2026

CACI

CACI INTERNATIONAL INC /DE/
NEUTRAL
Impact 2/10
Horizonmonths Processed1mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

This is a routine task order within CACI's existing VA relationship. Monitor for follow-on task orders under the same IDIQ vehicle, which could signal expanding scope. No material impact on near-term financials.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+20d
CACI ▼ -1.69% at T+20d
NEUTRAL call -1.69% · α vs SPY -3.56% · entry $621.17 → $610.65
Next anchor: T+60d in 6w
Latest observation: T+30 -10.75% FF3 residual α
Entry = T+0 close
Sep 11, 2026
via day close
T+1d
+2.57%
call +2.57% · α +3.02%
$637.16
settled 6w ago
T+5d
+0.91%
call +0.91% · α +1.25%
$626.85
settled 5w ago
T+20d
-1.69%
call -1.69% · α -3.56%
$610.65
settled 17d ago
T+60d
Pending
in 6w

Price Chart

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Executive Summary

CACI NSS, LLC, a subsidiary of CACI International Inc, received a $40.8 million task order from the Department of Veterans Affairs for interface development, data conversion, and data cleanse support of the VA's Integrated Financial and Acquisition Management System. The award represents approximately 0.43% of CACI's annualized revenue, a routine contract addition.

Key Financial Metrics

Award Amount
$40.8M
Agency
Department of Veterans Affairs
Contract Type
task_order
Rev Impact
+0.4%

Key Facts

  • Award amount: $40,822,791.12
  • Awarding agency: Department of Veterans Affairs
  • Task order for interface development, data conversion, and data cleanse support of VA's ERP system (IFAMS)
  • Period of performance starts 2026-09-16
  • Award represents ~0.43% of CACI's annualized revenue of $9.4 billion

Financial Impact

$40.8 million task order, approximately 0.43% of annualized revenue

revenue

Risk Factors

  • Funding subject to federal appropriations and continuing resolutions
  • Execution risk on data conversion and cleanse milestones
  • Single-award task order with no stated options or follow-on guarantees

Investment Themes

Software & IT

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-36C10B26F0367
13 reports for CACI
Performance horizon
67% Hit rate @ T+1 2 of 3 directional calls Went positive at some point 2 of 3 best @ T+1▲ +2.95%Sep 29, 2026
Filters
Rows
Reports for CACI — sortable, filterable
TypeNow
Oct 21, 2026
5d ago
8-K
BULLISH ★ 6/10
$619.22 $633.98▲ +2.38%▲ +2.91%$665.00 (+7.39%)
Sep 29, 2026
27d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$609.11 $627.06▲ +2.95%▲ +2.77%$665.00 (+9.18%)
Sep 29, 2026
27d ago
GOVT-CONTRACT
BULLISH ★ 6/10
$609.11 $627.06▲ +2.95%▲ +2.77%$665.00 (+9.18%)
Sep 25, 2026
4w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$616.40 $608.14▼ −1.34%▼ −1.16%$665.00 (+7.88%)
Sep 10, 2026
6w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$621.17 $637.16▲ +2.57%▲ +3.02%$665.00 (+7.06%)
Aug 21, 2026
9w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$636.50 $612.10▼ −3.83%▼ −4.15%$665.00 (+4.48%)
Jul 15, 2026
14w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$462.85 $461.56▼ −0.28%▲ +0.71%$665.00 (+43.68%)
Jul 1, 2026
16w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$502.83 $505.24▲ +0.48%▼ −0.39%$665.00 (+32.25%)
Jun 22, 2026
18w ago
8-K
NEUTRAL ★ 2/10
$449.72 $467.68▲ +3.99%▲ +5.45%$665.00 (+47.87%)
Jun 5, 2026
20w ago
8-K
NEUTRAL ★ 2/10
$519.14 $525.04▲ +1.14%▲ +1.43%$665.00 (+28.10%)
Showing 10 of 13

US Market Status

Market Closed — Opens Tue (< 1m)

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Report published Sep 10, 2026