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北京时间·🕒 发布 04:21:00时区推断·⟳ 抓取 04:22:58回填·⚡ 决策 07-17 04:24:44·102.8 天前
CACI披露继续承接美国海军MSC业务系统现代化合同，最高金额约1.13亿美元
该合同最高1.13亿美元、5年期，年化约2270万美元，仅约为CACI FY2025收入86亿美元的0.3%，相对102亿美元市值约1.1%的总合同额也不构成短线重定价级别。
📄 原文CACI↗ 原文
CACI Continues Modernization of U.S. Navy’s Military Sealift Command’s Integrated Business Systems
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不做 CACI International（CACI.US）
不做：合同虽为正面但5年总额仅约1.13亿美元、年化占FY2025收入约0.3%，且同一合同5月已被报道，7月公司稿新鲜度和业绩弹性都不足以支撑隔夜追多。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 报道称美国海军5月8日已授予CACI约1.138亿美元MSC业务系统维护与现代化合同，说明本次不是首次公开线索。
- CACI盘后正式发布新闻稿，确认获得5年、最高1.13亿美元MSC技术合同。市场反应:发布时美股已收盘，CACI当日收462.85美元，日内-1.90%。
关键理由
- 该合同最高1.13亿美元、5年期，年化约2270万美元，仅约为CACI FY2025收入86亿美元的0.3%，相对102亿美元市值约1.1%的总合同额也不构成短线重定价级别。
- 该MSC Integrated Business Systems合同在2026年5月已有政府合同媒体报道，7月16日公司稿更像IR确认/包装，非全新订单突发。
- CACI近期股价20日下跌约8.2%，但本事件不是足以扭转趋势的增量催化。
主要风险
- 若后续披露该合同包含更高毛利的软件/AI自动化增量或追加金额，需按新信息重新评估。
反向证据
工具调用 · 历史记录,结果未知(1 种)
- stock_quote · 结果未知
原文全文
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Company Release - 07/16/2026
CACI Continues Modernization of U.S. Navy’s Military Sealift Command’s Integrated Business Systems
RESTON, Va.--( BUSINESS WIRE )--CACI International Inc ( NYSE: CACI ) announced today that it has been awarded a five-year technology contract valued at up to $113 million by the U.S. Navy’s Military Sealift Command (MSC) to continue modernizing a portfolio of mission-critical business applications used by both ashore personnel and MSC’s global fleet.
“The Military Sealift Command plays a vital role in sustaining U.S. and allied operations around the world, and CACI is proud to continue supporting that mission,” said John Mengucci, CACI President and Chief Executive Officer. “Our team is delivering secure, resilient technology that modernizes critical business systems, strengthens operational readiness, and helps MSC respond faster to operational demands. This award reinforces CACI's role as a trusted technology partner to the Department of War and our commitment to advancing the capabilities our customers depend on.”
MSC operates approximately 140 civilian-crewed ships that replenish Navy ships, conduct specialized missions, strategically preposition combat cargo at sea around the world and move military cargo and supplies used by deployed U.S. forces and coalition partners.
Under this contract, CACI delivers program management, engineering, software development, cloud and cybersecurity capabilities, ensuring resilient, secure, and scalable technology for MSC’s government‑owned vessels and associated command sites. By integrating artificial intelligence, advanced analytics, and intelligent automation across ashore and afloat environments, CACI is streamlining operations, reducing downtime, and delivering faster, data‑driven decision support that enhances readiness for MSC’s worldwide fleet.
About CACI
CACI International Inc (NYSE: CACI) is a technology-first national security company with 27,000 talented employees. We expand the limits of national security through innovation, discipline, and operational excellence. We ensure our customers’ success by delivering technologies to accelerate innovation, drive speed and efficiency, and rapidly anticipate and eliminate threats. Our culture drives our success and earns us recognition as a Fortune World's Most Admired Company. We are members of the Fortune 500™, the Russell 1000 Index, and the S&P MidCap 400 Index. For more information, visit us at caci.com.
There are statements made herein which do not address historical facts and therefore could be interpreted to be forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Such statements are subject to factors that could cause actual results to differ materially from anticipated results. The factors that could cause actual results to differ materially from those anticipated include, but are not limited to, the risk factors set forth in CACI’s Annual Report on Form 10-K for the fiscal year ended June 30, 2025, and other such filings that CACI makes with the Securities and Exchange Commission from time to time. Any forward-looking statements should not be unduly relied upon and only speak as of the date hereof.
CACI-Contract Award-Business Wire
Contacts
Corporate Communications and Media:
Gino Bona
Executive Vice President, Corporate Communications
(571) 597-2787, gino.bona@caci.com
Investor Relations:
George Price
Senior Vice President, Investor Relations
(703) 841-7818, george.price@caci.com
View all news
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Company Release - 07/16/2026
CACI Continues Modernization of U.S. Navy’s Military Sealift Command’s Integrated Business Systems
RESTON, Va.--( BUSINESS WIRE )--CACI International Inc ( NYSE: CACI ) announced today that it has been awarded a five-year technology contract valued at up to $113 million by the U.S. Navy’s Military Sealift Command (MSC) to continue modernizing a portfolio of mission-critical business applications used by both ashore personnel and MSC’s global fleet.
“The Military Sealift Command plays a vital role in sustaining U.S. and allied operations around the world, and CACI is proud to continue supporting that mission,” said John Mengucci, CACI President and Chief Executive Officer. “Our team is delivering secure, resilient technology that modernizes critical business systems, strengthens operational readiness, and helps MSC respond faster to operational demands. This award reinforces CACI's role as a trusted technology partner to the Department of War and our commitment to advancing the capabilities our customers depend on.”
MSC operates approximately 140 civilian-crewed ships that replenish Navy ships, conduct specialized missions, strategically preposition combat cargo at sea around the world and move military cargo and supplies used by deployed U.S. forces and coalition partners.
Under this contract, CACI delivers program management, engineering, software development, cloud and cybersecurity capabilities, ensuring resilient, secure, and scalable technology for MSC’s government‑owned vessels and associated command sites. By integrating artificial intelligence, advanced analytics, and intelligent automation across ashore and afloat environments, CACI is streamlining operations, reducing downtime, and delivering faster, data‑driven decision support that enhances readiness for MSC’s worldwide fleet.
About CACI
CACI International Inc (NYSE: CACI) is a technology-first national security company with 27,000 talented employees. We expand the limits of national security through innovation, discipline, and operational excellence. We ensure our customers’ success by delivering technologies to accelerate innovation, drive speed and efficiency, and rapidly anticipate and eliminate threats. Our culture drives our success and earns us recognition as a Fortune World's Most Admired Company. We are members of the Fortune 500™, the Russell 1000 Index, and the S&P MidCap 400 Index. For more information, visit us at caci.com.
There are statements made herein which do not address historical facts and therefore could be interpreted to be forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Such statements are subject to factors that could cause actual results to differ materially from anticipated results. The factors that could cause actual results to differ materially from those anticipated include, but are not limited to, the risk factors set forth in CACI’s Annual Report on Form 10-K for the fiscal year ended June 30, 2025, and other such filings that CACI makes with the Securities and Exchange Commission from time to time. Any forward-looking statements should not be unduly relied upon and only speak as of the date hereof.
CACI-Contract Award-Business Wire
Contacts
Corporate Communications and Media:
Gino Bona
Executive Vice President, Corporate Communications
(571) 597-2787, gino.bona@caci.com
Investor Relations:
George Price
Senior Vice President, Investor Relations
(703) 841-7818, george.price@caci.com
View all news
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