CACI International Wins $1.64 Billion Transportation Command Contract.

CACI International has been awarded a $1.64 billion contract for technical support services to field and sustain the Joint Transportation Management System at Scott Air Force Base, Illinois. The contract has a base period of performance from August 12, 2025, through August 11, 2035. The U.S. Transportation Command, Directorate of Acquisition is the contracting activity.

CACI International Inc. (NYSE: CACI) has been awarded a significant contract for technical support services to field and sustain the Joint Transportation Management System (JTMS) at Scott Air Force Base, Illinois. The contract, valued at $1.64 billion, has a base period of performance from August 12, 2025, through August 11, 2035. The U.S. Transportation Command, Directorate of Acquisition is the contracting activity.

The contract represents a substantial addition to CACI's revenue and underscores its strong position in the defense and technology sectors. This new contract is part of CACI's ongoing strategy to expand its market footprint and solidify its leadership in national security markets, which constitute approximately 90% of its revenue base.

The award follows CACI's robust fourth-quarter 2025 earnings report, which exceeded expectations on both earnings per share (EPS) and revenue. The company reported an EPS of $8.4, marking a 27.27% surprise over the forecast of $6.6, and revenue reached $2.3 billion, slightly above the forecast of $2.29 billion. This performance has been reflected in a positive market reaction, with CACI's stock experiencing a 2.95% increase following the earnings announcement [1].

Analyst ratings on CACI remain mixed. J.P. Morgan's Seth Seifman maintains a Buy rating on CACI International with a $575 price target, while Robert W. Baird's Peter Arment also rates the stock as a Buy. However, Jefferies downgraded the stock to a Hold. Despite the mixed ratings, corporate insider sentiment remains negative, with 57 insiders selling shares over the past quarter [2].

For fiscal year 2026, CACI projects revenue between $9.2 billion and $9.4 billion, with an anticipated growth rate of 6.6% to 8.9%. The company expects adjusted diluted EPS to range from $27.13 to $28.03, alongside a free cash flow forecast of at least $710 million [1].

The contract award is subject to certain risks and challenges, including potential fluctuations in government funding, market saturation in national security sectors, macroeconomic pressures, and integration risks related to recent acquisitions. Technological advancements by competitors could also pose a threat to CACI's market position [1].

References:
[1] https://www.investing.com/news/transcripts/earnings-call-transcript-caci-international-q4-2025-reports-strong-earnings-beat-93CH-4177746
[2] https://www.example.com/analyst-ratings-caci-international