🏢 官网IRCACICodex · 实盘不做把握 6/10
北京时间·🕒 发布 04:15:00(美东 08-03 16:15)·⟳ 抓取 04:20:07 +5m07s·⚡ 决策 08-04 04:21:03 +56s·84.9 天前
CACI作为Oracle合作伙伴参与OPM十年近4亿美元HR IT现代化合同
该合同方向上利好CACI与Oracle,但总额为10年近4亿美元且由Oracle、CACI、Baker Tilly、Deloitte多方分摊,CACI可确认份额未披露。
📄 原文CACI↗ 原文
News Releases RESTON, Va., Aug. 3, 2026 /PRNewswire/ -- CACI International Inc (NYSE: CACI) announced today that it wil…
不做 CACI International(CACI.US)
不做:CACI只是多方合作伙伴之一,合同总额10年近4亿美元且未披露其份额,摊到年度后对收入和市值弹性不足。
不做 Oracle(ORCL.US)
不做:Oracle体量过大,该联邦HR SaaS合同金额相对收入和市值极小,属于常规企业软件/政府IT订单。
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
🔎 新鲜度:最早出现 2026-08-03 · 扩散 low · price-in 风险 medium ↗
关键理由
- 该合同方向上利好CACI与Oracle,但总额为10年近4亿美元且由Oracle、CACI、Baker Tilly、Deloitte多方分摊,CACI可确认份额未披露。
- 按合同总额摊到每年约4000万美元,即使全部计入也只是政府IT服务公司的常规项目量级,难以形成短线市值级重定价。
主要风险
- 若后续披露CACI承担核心实施份额或追加独立金额,需按新增金额重新评估。
原文全文
展开原文 · 4,082 字
News Releases
RESTON, Va., Aug. 3, 2026 /PRNewswire/ -- CACI International Inc (NYSE: CACI) announced today that it will serve as one of Oracle's technology partners for the U.S. Office of Personnel Management's (OPM) Federal Human Resources Information Technology (HRIT) Modernization contract. Working alongside Oracle, Baker Tilly, and Deloitte on this 10-year contract worth nearly $400 million, CACI will modernize and consolidate disparate federal human resource systems into a single, secure, cloud-based platform for federal civilian employees, including HR professionals and leaders. The consolidation of federal HR systems into a single shared platform is expected to reduce taxpayer costs by more than 90 percent while improving efficiency, security, and service delivery across the government.
"Modernizing federal human resources systems at this scale requires trusted technology partners and deep implementation experience," said John Mengucci, CACI President and Chief Executive Officer. " We have already demonstrated that we can deliver complex HR modernization across the federal government. We will apply that experience to help OPM build a secure, modern platform that strengthens data quality, improves the employee experience, and provides the reliability and security federal agencies expect."
CACI will support the development, deployment, and implementation of the Oracle Fusion HCM SaaS solution, The platform will include embedded artificial intelligence, standardized data exchange, and continuously updated privacy and security protections.
The award builds on CACI and Oracle's proven success delivering large-scale federal HR modernization. Together, the companies supported the Army's Integrated Personnel and Pay System–Army (IPPS-A), the first successful modernization of the Army's personnel and pay environment after decades of unsuccessful efforts. IPPS-A now supports more than 1.1 million soldiers and established a proven model for transforming complex federal HR systems.
The OPM program represents the next step in applying that experience across a large federal HR modernization market. It also expands a long-standing CACI and Oracle partnership that includes work on the Global Combat Support System–Marine Corps (GCSS-MC) platform, the Defense Agencies Initiative (DAI), and the U.S. Air Force's Defense Enterprise Accounting and Management System (DEAMS) program.
About CACI
CACI International Inc (NYSE: CACI) is a technology-first national security company that expands the limits of national security through innovation, discipline, and operational excellence. We deliver advanced technologies that help our customers move faster, operate more efficiently, and anticipate and defeat evolving threats. Our 27,000 talented employees and strong culture drive our success and have earned CACI recognition as a Fortune World's Most Admired Company. CACI is a member of the Fortune 500™, the Russell 1000 Index, and the S&P MidCap 400 Index. For more information, visit 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.
Corporate Communications and Media: | Investor Relations: |
Gino Bona | George Price |
Executive Vice President, Corporate Communications | Senior Vice President, Investor Relations |
(571) 597-2787, gino.bona@caci.com | (703) 841-7818, george.price@caci.com |
SOURCE CACI International Inc
RESTON, Va., Aug. 3, 2026 /PRNewswire/ -- CACI International Inc (NYSE: CACI) announced today that it will serve as one of Oracle's technology partners for the U.S. Office of Personnel Management's (OPM) Federal Human Resources Information Technology (HRIT) Modernization contract. Working alongside Oracle, Baker Tilly, and Deloitte on this 10-year contract worth nearly $400 million, CACI will modernize and consolidate disparate federal human resource systems into a single, secure, cloud-based platform for federal civilian employees, including HR professionals and leaders. The consolidation of federal HR systems into a single shared platform is expected to reduce taxpayer costs by more than 90 percent while improving efficiency, security, and service delivery across the government.
"Modernizing federal human resources systems at this scale requires trusted technology partners and deep implementation experience," said John Mengucci, CACI President and Chief Executive Officer. " We have already demonstrated that we can deliver complex HR modernization across the federal government. We will apply that experience to help OPM build a secure, modern platform that strengthens data quality, improves the employee experience, and provides the reliability and security federal agencies expect."
CACI will support the development, deployment, and implementation of the Oracle Fusion HCM SaaS solution, The platform will include embedded artificial intelligence, standardized data exchange, and continuously updated privacy and security protections.
The award builds on CACI and Oracle's proven success delivering large-scale federal HR modernization. Together, the companies supported the Army's Integrated Personnel and Pay System–Army (IPPS-A), the first successful modernization of the Army's personnel and pay environment after decades of unsuccessful efforts. IPPS-A now supports more than 1.1 million soldiers and established a proven model for transforming complex federal HR systems.
The OPM program represents the next step in applying that experience across a large federal HR modernization market. It also expands a long-standing CACI and Oracle partnership that includes work on the Global Combat Support System–Marine Corps (GCSS-MC) platform, the Defense Agencies Initiative (DAI), and the U.S. Air Force's Defense Enterprise Accounting and Management System (DEAMS) program.
About CACI
CACI International Inc (NYSE: CACI) is a technology-first national security company that expands the limits of national security through innovation, discipline, and operational excellence. We deliver advanced technologies that help our customers move faster, operate more efficiently, and anticipate and defeat evolving threats. Our 27,000 talented employees and strong culture drive our success and have earned CACI recognition as a Fortune World's Most Admired Company. CACI is a member of the Fortune 500™, the Russell 1000 Index, and the S&P MidCap 400 Index. For more information, visit 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.
Corporate Communications and Media: | Investor Relations: |
Gino Bona | George Price |
Executive Vice President, Corporate Communications | Senior Vice President, Investor Relations |
(571) 597-2787, gino.bona@caci.com | (703) 841-7818, george.price@caci.com |
SOURCE CACI International Inc
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。