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GOVT-CONTRACT ·Filed Sep 25, 2026

CACI

CACI INTERNATIONAL INC /DE/
NEUTRAL
Impact 3/10
Horizonweeks Processed1mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

This bridge task order modification is incremental and within normal contract lifecycle activity. Monitor for follow-on awards under the CDM DEFEND program, which could signal larger competitive wins or renewals.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+20d
CACI ▲ +7.88% at T+20d
NEUTRAL call +7.88% · α vs SPY +7.92% · entry $616.40 → $665.00
Next anchor: T+60d in 8w
Entry = T+0 close
Sep 28, 2026
via day close
T+1d
-1.34%
call -1.34% · α -1.16%
$608.14
settled 27d ago
T+5d
+1.26%
call +1.26% · α +0.06%
$624.19
settled 21d ago
T+20d
+7.88%
call +7.88% · α +7.92%
$665.00
settled 10h ago
T+60d
Pending
in 8w

Price Chart

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Executive Summary

CACI received a $68.9M modification to a CDM DEFEND Group A bridge task order from the GSA, fully funding 33 RIPS under CLINs 2004 and 2005. This represents approximately 0.73% of annualized revenue, a routine but notable contract action that reinforces CACI's role in federal cybersecurity programs.

Key Financial Metrics

Award Amount
$68.9M
Agency
General Services Administration
Contract Type
modification
Rev Impact
+0.7%

Key Facts

  • Modification P00121 to contract 47QFRA24F0005 valued at $68,863,155.37
  • Awarding agency: General Services Administration
  • Action date: September 25, 2026
  • Funds 33 RIPS under CLINs 2004 and 2005 for the CDM DEFEND Group A bridge task order
  • Annualized revenue: approximately $9.4B; modification represents ~0.73% of annual revenue

Financial Impact

$68.9M modification, ~0.73% of annualized revenue

revenuebacklog

Risk Factors

  • Government funding continuity risk (continuing resolutions, budget delays)
  • Execution risk on 33 RIPS within scope and timeline

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-47QFRA24F0005
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 (15h 58m)

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Report published Sep 25, 2026