Investing.comCodex · 实盘不做把握 5/10
北京时间·🕒 发布 04:20:33时区推断·⟳ 抓取 04:21:38·⚡ 决策 08-04 12:46:30 +8h24m·84.4 天前
CACI作为Oracle伙伴参与OPM近4亿美元HR云现代化合同
近4亿美元为10年团队合同，且由Oracle、CACI、Baker Tilly、Deloitte共同参与，CACI可确认份额未披露。
📄 原文Investing.com↗ 原文
CACI joins Oracle on $400M federal HR modernization contract
Dow posts first record close in nearly a month as stocks rally to kick off August RESTON, Va. - CACI International Inc…
不做 CACI International（CACI.US）
近4亿美元为10年团队合同，CACI份额未披露且年度化金额相对86.28亿美元收入太小，不做。
不做 Oracle（ORCL.US）
Oracle为超大市值主标的，近4亿美元10年政企云合同无市值级收入或利润增量，不做。
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CACI加入Oracle团队参与OPM近4亿美元、10年HRIT现代化合同。市场反应:CACI 2026-08-03收盘512.66美元，日涨3.00%；ORCL页面显示当日涨约9.22%，但该涨幅发生在收盘前且不宜归因本盘后新闻。
- CACI FY2025收入86.278亿美元，近4亿美元10年团队合同的年度总额占比很低。
关键理由
- 近4亿美元为10年团队合同，且由Oracle、CACI、Baker Tilly、Deloitte共同参与，CACI可确认份额未披露。
- 按总合同均摊上限约4000万美元/年，低于CACI FY2025收入86.28亿美元的0.5%，对Oracle则更接近常规云政企项目。
主要风险
- 合同份额、利润率和实施节奏未披露，且Oracle同日股价大涨更可能受其他大型科技因素影响，不能归因于本合同。
反向证据
- 做多前查反向 · 来源 web · 影响 weakens
收入基数显示合同年度化金额太小，削弱短线做多重大性。
检索:CACI fiscal 2025 revenue 2026 annual revenue 原文 ↗
工具调用 · 历史记录,结果未知(1 种)
- stock_quote · 结果未知
原文全文
展开原文 · 1,911 字
Dow posts first record close in nearly a month as stocks rally to kick off August
RESTON, Va. - CACI International Inc (NYSE:CACI) announced today it will serve as a technology partner for Oracle on the U.S. Office of Personnel Management’s Federal Human Resources Information Technology Modernization contract.
The 10-year contract, worth nearly $400 million, includes Oracle, Baker Tilly, and Deloitte. The team will consolidate federal human resource systems into a single cloud-based platform for federal civilian employees. The consolidation is expected to reduce taxpayer costs by more than 90 percent, according to a press release statement.
CACI will support the development, deployment, and implementation of the Oracle Fusion HCM SaaS solution. The platform will include artificial intelligence, standardized data exchange, and privacy and security protections.
"We have already demonstrated that we can deliver complex HR modernization across the federal government," said John Mengucci, CACI President and Chief Executive Officer. "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 and Oracle previously worked together on the Army’s Integrated Personnel and Pay System-Army, which supports more than 1.1 million soldiers. The companies also collaborated on the Global Combat Support System-Marine Corps platform, the Defense Agencies Initiative, and the U.S. Air Force’s Defense Enterprise Accounting and Management System program.
CACI International Inc is a technology-focused national security company with 27,000 employees. The company is a member of the Fortune 500, the Russell 1000 Index, and the S&P MidCap 400 Index.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
RESTON, Va. - CACI International Inc (NYSE:CACI) announced today it will serve as a technology partner for Oracle on the U.S. Office of Personnel Management’s Federal Human Resources Information Technology Modernization contract.
The 10-year contract, worth nearly $400 million, includes Oracle, Baker Tilly, and Deloitte. The team will consolidate federal human resource systems into a single cloud-based platform for federal civilian employees. The consolidation is expected to reduce taxpayer costs by more than 90 percent, according to a press release statement.
CACI will support the development, deployment, and implementation of the Oracle Fusion HCM SaaS solution. The platform will include artificial intelligence, standardized data exchange, and privacy and security protections.
"We have already demonstrated that we can deliver complex HR modernization across the federal government," said John Mengucci, CACI President and Chief Executive Officer. "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 and Oracle previously worked together on the Army’s Integrated Personnel and Pay System-Army, which supports more than 1.1 million soldiers. The companies also collaborated on the Global Combat Support System-Marine Corps platform, the Defense Agencies Initiative, and the U.S. Air Force’s Defense Enterprise Accounting and Management System program.
CACI International Inc is a technology-focused national security company with 27,000 employees. The company is a member of the Fortune 500, the Russell 1000 Index, and the S&P MidCap 400 Index.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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