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GOVT-CONTRACT ·Filed Sep 29, 2026

CACI

CACI INTERNATIONAL INC /DE/
BULLISH
Impact 6/10
Horizonmonths Processed27d 16h ago
Large government contract award ($500M+)
Actionable Insight ▲ Bullish

Watch for additional DHS task orders or follow-on awards as the extension signals continued agency confidence. The 12-month duration provides a clear near-term revenue floor, but the contract's margin profile (likely lower than CACI's corporate average) should be monitored in upcoming quarterly filings.

DirectionBullish
Confidencehigh
Horizonmonths
Latest settled — T+5d
CACI ▼ -4.48% at T+5d
LONG call ✗ call lost -4.48% · α vs SPY -6.39% · entry $609.11 → $581.85
Next anchor: T+20d tomorrow
Latest observation: T+17 -0.59% FF3 residual α
Entry = T+0 close
Sep 30, 2026
via day close
T+1d
+2.95%
call +2.95% · α +2.77%
$627.06
settled 25d ago
T+5d
-4.48%
call -4.48% · α -6.39%
$581.85
settled 19d ago
T+20d
Pending
tomorrow
T+60d
Pending
in 8w

Price Chart

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Executive Summary

CACI received a $215.8M 12-month contract extension from the Department of Homeland Security, representing ~2.3% of annualized revenue. This is a material modification that extends an existing relationship with a key federal customer, providing near-term revenue visibility and reinforcing CACI's competitive position in the DHS market.

Key Financial Metrics

Award Amount
$215.8M
Agency
Department of Homeland Security
Contract Type
modification
Rev Impact
+2.3%

Key Facts

  • Contract modification P00032 valued at $215,846,137
  • 12-month extension awarded by Department of Homeland Security
  • Represents approximately 2.3% of CACI's annualized revenue of $9.4B
  • Action date: September 29, 2026

Financial Impact

$215.8M modification, ~2.3% of annualized revenue

revenuebacklog

Risk Factors

  • Government funding risk from continuing resolutions or budget sequestration
  • Execution risk on contract scope and deliverables
  • Potential for lower margins typical of large government contract extensions

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-70B04C24F00001129
13 reports for CACI
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for CACI — sortable, filterable
TypeNow
Oct 21, 2026
4d ago
8-K
BULLISH ★ 6/10
$619.22 $633.98▲ +2.38%▲ +2.91%$667.37 (+7.78%)
Sep 29, 2026
27d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$609.11 $627.06▲ +2.95%▲ +2.77%$667.37 (+9.56%)
Sep 29, 2026
27d ago
GOVT-CONTRACT
BULLISH ★ 6/10
$609.11 $627.06▲ +2.95%▲ +2.77%$667.37 (+9.56%)
Sep 25, 2026
4w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$616.40 $608.14▼ −1.34%▼ −1.16%$667.37 (+8.27%)
Sep 10, 2026
6w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$621.17 $637.16▲ +2.57%▲ +3.02%$667.37 (+7.44%)
Aug 21, 2026
9w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$636.50 $612.10▼ −3.83%▼ −4.15%$667.37 (+4.85%)
Jul 15, 2026
14w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$462.85 $461.56▼ −0.28%▲ +0.71%$667.37 (+44.19%)
Jul 1, 2026
16w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$502.83 $505.24▲ +0.48%▼ −0.39%$667.37 (+32.72%)
Jun 22, 2026
18w ago
8-K
NEUTRAL ★ 2/10
$449.72 $467.68▲ +3.99%▲ +5.45%$667.37 (+48.40%)
Jun 5, 2026
20w ago
8-K
NEUTRAL ★ 2/10
$519.14 $525.04▲ +1.14%▲ +1.43%$667.37 (+28.55%)
Showing 10 of 13

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Report published Sep 29, 2026