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北京时间·🕒 发布 04:15:00时区推断·⟳ 抓取 04:15:23·⚡ 决策 08-04 12:23:19 +8h07m·84.5 天前

CACI作为Oracle合作伙伴参与OPM十年近4亿美元HRIT合同

OPM合同总额近4亿美元、期限10年,由Oracle、CACI、Baker Tilly和Deloitte共同参与,未披露CACI或Oracle单独份额。

📄 原文PR Newswire Technology↗ 原文
RESTON, Va., Aug. 3, 2026 /PRNewswire/ -- CACI International Inc (NYSE: CACI) announced today that it will serve as one…
不做 CACI International(CACI.US)
同一OPM十年近4亿美元HRIT合同已在08-03 20:19/20:21 UTC处理;且未披露CACI份额,按总额摊销也不足以形成短线市值级增量。
不做 Oracle(ORCL.US)
Oracle为超大市值标的,近4亿美元十年合同且未披露Oracle收入份额,对4086亿美元市值过小,并且同一催化已处理。
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 medium · price-in 风险 high ↗

消息传播链

  1. 2026-08-03 20:19 UTC首发wire/PRNewswire一手源原文 ↗
    CACI宣布作为Oracle技术伙伴参与美国OPM十年近4亿美元HRIT现代化合同。
  2. 2026-08-03 20:21 UTC其它processed_events非一手
    系统已处理同一CACI.US、ORCL.US合同催化并给出不做结论。
    市场反应:CACI.US收盘512.66美元,当日+3.00%;ORCL.US收盘141.85美元,当日+9.22%,Oracle涨幅更可能来自更大的云/AI叙事而非该小额合同。

关键理由

  • OPM合同总额近4亿美元、期限10年,由Oracle、CACI、Baker Tilly和Deloitte共同参与,未披露CACI或Oracle单独份额。
  • 即使按总额线性摊销约4000万美元/年,对CACI 113亿美元市值和Oracle 4086亿美元市值都不是市值级短线增量。
  • search_processed_events已命中08-03 20:19/20:21 UTC同一CACI/Oracle OPM合同事件。

主要风险

  • 合同份额、利润率和确认节奏均未披露;当前消息更像常规政府IT项目合作公告。

反向证据

  • 做多前查反向 · 来源 filing · 日期 2026-08-03 · 影响 weakens
    合同总额需由四家参与方分摊且跨10年确认,未披露单家公司经济权益,削弱短线做多弹性。
    检索:合同总额近4亿美元/10年与CACI、Oracle市值和收入量级比较 原文 ↗
工具调用 · 历史记录,结果未知(4 种)
  • stock_quote · 结果未知
  • search_processed_events · 结果未知
  • normalize_ticker · 结果未知
  • kb_search · 结果未知

原文全文

展开原文 · 4,063 字
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, [email protected] |
(703) 841-7818, [email protected] |
SOURCE CACI International Inc

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