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Price · 1Y
$616.68
Thesis
CACI is a defense IT and mission-services contractor with a growing portfolio of proprietary SIGINT, EW, and photonic communications products for the Intelligence Community and DoD. The mix is shifting from labor-based services toward higher-margin technology content.
The customer set is sticky and clearance-gated, which limits competition but also caps growth to budget cycles.
Catalysts
- Intelligence Community modernization spending
- Continued mix shift toward proprietary technology revenue
- Free-space optical communications program traction
- Re-compete wins on large mission-services vehicles
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.
- Aug 27Contract awardFederal award
Mastodon Design LLC awarded $65.5M DoD contract (W56KGY25F0122) for TLS BCT Manpack production and fielding support.
$66M - Aug 27Contract awardFederal award
DoD issues $61M delivery order W56KGY24F0077 to Mastodon Design LLC for Terrestrial Layer System BCT manpack production under basic contract W56KGY-24-D-0004.
$61M - Aug 5Financial resultsSEC
CACI files 8-K (items 2.02, 9.01) reporting results of operations and financial condition.
- Jun 22LeadershipSEC
8-K filing (items 5.02, 9.01) disclosing officer or director changes.
- Jun 5LeadershipSEC
8-K (items 5.02,9.01) disclosing officer or director change.