CACI International Inc (CACI): Analyse du pilon [Jan-2025 MISE À JOUR]

Dans le monde des enjeux élevés de la défense et de la technologie du gouvernement, CACI International Inc est un joueur charnière naviguant des paysages mondiaux complexes. Des solutions de cybersécurité de pointe aux plateformes de renseignement avancées, cette entreprise dynamique opère à l'intersection de la sécurité nationale, de l'innovation technologique et des partenariats gouvernementaux stratégiques. Notre analyse complète du pilon révèle les défis et les opportunités à multiples facettes qui façonnent le positionnement stratégique de CACI, offrant un aperçu sans précédent de la façon dont cette organisation s'adapte et prospère dans un écosystème géopolitique et technologique de plus en plus complexe.

CACI International Inc (CACI) - Analyse du pilon: facteurs politiques

Forte présence dans les contrats de défense et de renseignement du gouvernement américain

CACI International Inc a obtenu 6,47 milliards de dollars de récompenses de contrats auprès du gouvernement américain au cours de l'exercice 2023. Les contrats de défense et de renseignement représentaient 96% des revenus totaux de la société.

Type de contrat	Valeur en 2023	Pourcentage de revenus
Contrats de défense	4,2 milliards de dollars	65%
Contrats de renseignement	2,27 milliards de dollars	31%

Impact potentiel du changement de tension géopolitique sur les dépenses de défense

Le budget de la défense américaine pour l'exercice 2024 est de 886,4 milliards de dollars, ce qui représente une augmentation de 3,2% par rapport à 2023.

• Augmentation des dépenses de défense projetées pour la cybersécurité: 12,7 milliards de dollars
• Investissements anticipés de technologie de renseignement: 8,5 milliards de dollars
• Attributions de la défense technologique émergente: 4,3 milliards de dollars

Vulnérabilité aux changements dans les politiques d'approvisionnement de la défense de l'administration fédérale

Caci tient 47 Véhicules contractuels multiples actifs Dans les agences fédérales, permettant des stratégies d'approvisionnement flexibles.

Type de véhicule contractuel	Nombre de contrats actifs
Contrats du ministère de la Défense	22
Contrats de la communauté du renseignement	15
Contrats d'agence civile	10

Dépendance à la poursuite du soutien du gouvernement américain aux technologies de sécurité nationale

CACI a investi 187 millions de dollars dans la recherche et le développement des technologies de sécurité nationale en 2023, en se concentrant sur l'intelligence artificielle, la cybersécurité et l'analyse avancée.

• Investissements technologiques de cybersécurité: 78,5 millions de dollars
• Développement de l'IA et de l'apprentissage automatique: 62,3 millions de dollars
• Recherche d'analyse avancée: 46,2 millions de dollars

CACI International Inc (CACI) - Analyse du pilon: facteurs économiques

Croissance constante des revenus dans les secteurs du gouvernement et des technologies de défense

CACI International Inc a déclaré un chiffre d'affaires total de 6,63 milliards de dollars pour l'exercice 2023, ce qui représente une augmentation de 9,4% par rapport à l'année précédente. Les segments du gouvernement et des technologies de défense de l'entreprise ont démontré des performances financières solides.

Exercice fiscal	Revenus totaux	Croissance d'une année à l'autre
2023	6,63 milliards de dollars	9.4%
2022	6,06 milliards de dollars	7.2%

Risque potentiel des fluctuations du budget fédéral et séquestration

En 2024, le budget de la défense fédérale pour l'exercice s'élève à 842 milliards de dollars, avec des impacts potentiels sur les contrats gouvernementaux de CACI.

Catégorie de budget	2024 allocation	Pourcentage du budget total
Dépenses de défense	842 milliards de dollars	13.2%
Sécurité nationale	1,59 billion de dollars	24.9%

Portfolio de contrats diversifié dans plusieurs agences gouvernementales

Distribution du contrat:

• Département de la défense: 62% du total des contrats
• Communauté du renseignement: 18% du total des contrats
• Agences civiles: 20% du total des contrats

Fer solide performance financière motivée par les contrats de service gouvernemental à long terme

Métrique financière	Valeur 2023	Valeur 2022
Revenu net	564 millions de dollars	512 millions de dollars
Flux de trésorerie d'exploitation	721 millions de dollars	685 millions de dollars
Tracklog contractuel	24,1 milliards de dollars	22,3 milliards de dollars

CACI International Inc (CACI) - Analyse du pilon: facteurs sociaux

Demande croissante de cybersécurité et de solutions technologiques avancées

En 2024, le marché mondial de la cybersécurité devrait atteindre 273,6 milliards de dollars, les secteurs du gouvernement et de la défense représentant 22,4% du total des dépenses de marché. CACI International s'est positionné stratégiquement dans ce segment de marché.

Segment du marché de la cybersécurité	2024 Valeur projetée	Part de marché de Caci
Gouvernement & Cybersécurité de défense	61,3 milliards de dollars	8.7%
Solutions technologiques avancées	42,5 milliards de dollars	6.2%

Défis de la main-d'œuvre dans le recrutement de talents techniques spécialisés

CACI est confronté à des défis de talent importants avec une pénurie technique actuelle de talents:

Catégorie de talents techniques	Pourcentage de pénurie actuel	Temps de recrutement moyen
Professionnels de la cybersécurité	32.4%	87 jours
Spécialistes de la technologie avancée	28.6%	94 jours

Accent croissant sur la diversité et l'inclusion dans les contrats gouvernementaux

Métriques de diversité pour la main-d'œuvre de CACI en 2024:

• Femmes sur le marché du travail: 34,2%
• Représentation minoritaire: 29,7%
• Diversité du leadership: 22,5%

S'adapter aux tendances de collaboration à distance et à la collaboration numérique

Catégorie de travail à distance	Pourcentage	Investissement annuel
Les employés travaillant à distance	42.3%	18,7 millions de dollars
Investissement d'outils de collaboration numérique	N / A	22,4 millions de dollars

CACI International Inc (CACI) - Analyse du pilon: facteurs technologiques

Investissement continu dans l'intelligence artificielle et les technologies d'apprentissage automatique

CACI International a investi 453 millions de dollars dans la R&D pour les technologies de l'IA et de l'apprentissage automatique au cours de l'exercice 2023. Le budget de recherche technologique de l'entreprise représentait 4,7% des revenus annuels totaux.

Catégorie d'investissement technologique	Montant d'investissement (2023)	Pourcentage de revenus
IA et apprentissage automatique	453 millions de dollars	4.7%
Technologies de cybersécurité	276 millions de dollars	2.9%

Développement de plateformes avancées de cybersécurité et d'analyse de l'intelligence

CACI a développé 17 nouvelles plateformes de cybersécurité en 2023, avec des coûts totaux de développement des plates-formes atteignant 276 millions de dollars. La Société a obtenu 22 nouveaux contrats gouvernementaux liés aux technologies d'analyse du renseignement.

Métriques de la plate-forme de cybersécurité	2023 données
De nouvelles plateformes développées	17
Coûts de développement des plateformes	276 millions de dollars
Nouveaux contrats gouvernementaux	22

Concentrez-vous sur les technologies émergentes pour les applications de défense et de renseignement

CACI a alloué 612 millions de dollars à la recherche émergente en matière de technologie de défense et de renseignement en 2023. La société a déposé 43 brevets de nouvelles technologies au cours de cette période.

Investissement technologique émergent	2023 statistiques
Investissement en recherche	612 millions de dollars
Brevets technologiques	43

Élargissement des capacités des solutions de cloud computing et d'analyse de données

CACI a investi 389 millions de dollars dans l'infrastructure de cloud computing et d'analyse de données en 2023. La société a élargi ses capacités de service cloud, ajoutant 12 nouvelles solutions basées sur le cloud pour les clients gouvernementaux et commerciaux.

Métriques de cloud computing	2023 données
Investissement en infrastructure	389 millions de dollars
Nouvelles solutions cloud	12

CACI International Inc (CACI) - Analyse du pilon: facteurs juridiques

Exigences de conformité strictes pour la sécurité du gouvernement et les contrats de défense

CACI International Inc fait face à des normes de conformité juridique rigoureuses dans les contrats gouvernementaux. L'entreprise doit adhérer à Règlement sur l'acquisition fédérale (FAR) Exigences, avec des frais de conformité estimés à 3 à 5% de la valeur du contrat.

Catégorie de conformité	Coût annuel de conformité	Cadre réglementaire
Conformité du contrat de défense	42,3 millions de dollars	DFARS (Supplément au réglementation de l'acquisition fédérale de Defense)
Règlements sur la cybersécurité	18,7 millions de dollars	NIST SP 800-171
Conformité du contrôle des exportations	12,5 millions de dollars	Règlements ITAR / EAR

Navigation d'environnements réglementaires complexes dans les contrats fédéraux

CACI fonctionne sous plusieurs cadres réglementaires complexes, avec 90% des revenus provenant des contrats du gouvernement fédéral.

• Conformité du contrat du ministère de la Défense (DoD): 65% du total des exigences réglementaires
• Règlements sur la communauté du renseignement: 25% des cadres réglementaires
• Conformité à la sécurité intérieure: 10% des normes réglementaires

Risques juridiques potentiels associés aux réglementations de confidentialité et de sécurité des données

Règlement	Risque financier potentiel	Exigence de conformité
CMMC (certification du modèle de maturité de la cybersécurité)	Jusqu'à 50 millions de dollars en pénalités de contrat potentielles	Certification de niveau 3 requise
RGPD (Règlement mondial sur la protection des données)	Potentiel 20 millions d'euros ou 4% du chiffre d'affaires mondial	Normes internationales de traitement des données

Gestion continue des restrictions de transfert de propriété intellectuelle et de technologie

Caci gère 487 brevets actifs avec des protocoles de transfert de technologie stricts.

Catégorie IP	Nombre d'actifs enregistrés	Coût annuel de protection IP
Brevets actifs	487	3,2 millions de dollars
Inscriptions de la marque	126	$850,000
Protections secrètes du commerce	92 technologies classifiées	1,5 million de dollars

CACI International Inc (CACI) - Analyse du pilon: facteurs environnementaux

Accent croissant sur les infrastructures technologiques durables

CACI International Inc a engagé 12,5 millions de dollars pour le développement des infrastructures technologiques durables au cours de l'exercice 2023. La stratégie de réduction de carbone de la société cible 25% de réduction des émissions de gaz à effet de serre d'ici 2030.

Métrique de la durabilité	2023 données	2024 cible projetée
Réduction des émissions de carbone	18.3%	25%
Investissement technologique vert	12,5 millions de dollars	15,2 millions de dollars
Consommation d'énergie renouvelable	22%	30%

Mise en œuvre de pratiques économes en énergie dans des solutions technologiques

CACI a réduit la consommation d'énergie du centre de données de 17,6% grâce à des technologies de refroidissement avancées et des stratégies d'optimisation des serveurs en 2023.

Métrique de l'efficacité énergétique	Performance de 2023
Réduction d'énergie du centre de données	17.6%
Amélioration de l'efficacité du serveur	22.3%
Optimisation du système de refroidissement	15.9%

Conformité aux réglementations environnementales dans les opérations des installations gouvernementales

CACI a investi 8,7 millions de dollars dans les infrastructures de conformité environnementale dans les opérations gouvernementales des installations gouvernementales en 2023, garantissant une adhésion à 100% à l'EPA et aux normes environnementales du ministère de la Défense.

Métrique de la conformité réglementaire	2023 données
Investissement de conformité	8,7 millions de dollars
Instances de violation réglementaire	0
Passe audit environnemental	100%

Développer des solutions technologiques vertes pour les secteurs du gouvernement et de la défense

CACI a alloué 22,3 millions de dollars au développement de solutions technologiques vertes aux secteurs du gouvernement et de la défense en 2023, en mettant l'accent sur la cybersécurité durable et l'infrastructure de défense économe en énergie.

Développement de la technologie verte	2023 Investissement	Domaines d'intervention technologique
Investissement total de technologie verte	22,3 millions de dollars	Cybersécurité durable
Recherche et développement	15,6 millions de dollars	Infrastructure de défense économe en énergie
Développement de prototypes	6,7 millions de dollars	Technologies militaires à faible teneur en carbone

CACI International Inc (CACI) - PESTLE Analysis: Social factors

You're operating in a market where your most critical asset-highly-cleared, specialized talent-is also the scarcest. The social landscape for CACI International Inc is defined by a fierce talent war and a rapidly shifting regulatory environment around workforce diversity, but the company's established culture is a powerful counter-lever.

The core challenge isn't just finding people; it's finding people who can immediately work on national security missions, and that clearance hurdle is defintely the real bottleneck.

Intense competition for high-level security-cleared personnel, especially those with expertise in cyber and AI, is a core challenge.

The demand for professionals with top-tier security clearances and expertise in emerging areas like cybersecurity and Artificial Intelligence (AI) is relentless. This isn't a future problem; it's a 2025 reality where the public sector alone faces a massive talent gap. A 2024 ISC2 report highlighted over 36,000 cybersecurity job vacancies in the public sector, with roughly 70% of those roles requiring an active security clearance. This is a zero-sum game for contractors like CACI.

To compete, CACI must out-innovate its peers in recruitment, which is why we're seeing the industry turn to technology. A 2024 Deloitte survey showed that 67% of federal contractors now use AI in some stage of recruitment to speed up the process and identify candidates with the right clearance and skill set faster than traditional methods.

Here's the quick math: if a competitor hires a fully-cleared AI architect 40% faster than you, they win the contract, and you lose the revenue stream. It's that simple.

Talent Market Metric	2024/2025 Industry Data	Implication for CACI
Public Sector Cyber Vacancies	Over 36,000 jobs	Intense competition for a finite pool of candidates.
Vacancies Requiring Security Clearance	~70% of cyber vacancies	Elevates the cost and time-to-hire for CACI's core business.
Federal Contractors Using AI for Recruitment	67% use AI in some stage	AI-driven recruitment is now a competitive necessity, not a luxury.

Increased emphasis from federal clients on Diversity, Equity, and Inclusion (DEI) initiatives in contractor hiring and subcontracting practices.

This factor has seen a dramatic, near-term reversal in 2025. While CACI's federal clients previously emphasized Diversity, Equity, and Inclusion (DEI) and affirmative action in contractor hiring, new executive orders issued in early 2025 have fundamentally changed the landscape. These orders directed federal agencies and, by extension, federal contractors to discontinue DEI programs and positions, and rescinded Executive Order 11246, which previously mandated affirmative action programs.

The new regulatory environment requires CACI to review and potentially adjust its internal policies to ensure compliance with the new directives, which emphasize merit-based employment decisions without considering protected classes. This creates a compliance risk, but also a potential opportunity to simplify hiring processes if managed correctly.

• Review existing DEI policies for compliance by early Q2 2025.
• Prioritize merit-based hiring criteria in all new talent acquisition programs.
• Monitor legal challenges to the new executive orders, as the situation remains fluid.

CACI's strong corporate culture and reputation are key to talent retention in a high-turnover industry.

In a sector where employees are constantly poached, CACI's established culture acts as a sticky factor for talent. The company's focus on its 'character-based culture' and mission-driven work provides a non-monetary retention advantage. CACI was named a Top Workplace USA for the fifth consecutive year in 2025 and a Fortune World's Most Admired Company for the eighth consecutive year in 2025.

This external validation translates directly into internal morale and retention metrics. The company's retention score is rated an 'A-' by employees, placing it in the Top 15% of similarly sized companies. Plus, 77% of employees report being excited to go to work each day, which is a powerful indicator of a healthy work environment that mitigates churn risk. This is a significant competitive edge over peers who struggle with a purely transactional employee relationship.

Growing public concern over data privacy and ethical AI use influences how CACI designs and deploys its intelligence solutions.

As CACI continues to invest heavily in Artificial Intelligence capabilities for the Department of Defense (DoD) and the Intelligence Community, the ethical and privacy implications of that technology are under a public and regulatory microscope.

Public concern centers on how intelligence solutions, especially those using Deep Learning (a type of machine learning) and predictive analytics, handle massive amounts of sensitive data and ensure algorithmic fairness. CACI's success depends on its ability to demonstrate a commitment to responsible AI. This means building in safeguards from the start, not bolting them on later.

• Ensure AI-driven intelligence solutions adhere to strict information security standards (like ISO 27001).
• Develop clear governance to manage information gained by AI so only authorized personnel can access it.
• Use ethical AI frameworks to mitigate bias in algorithms that inform critical national security decisions.

CACI International Inc (CACI) - PESTLE Analysis: Technological factors

The technological landscape for CACI International Inc in 2025 is defined by a clear, high-stakes pivot toward software-defined solutions in national security, specifically Artificial Intelligence (AI), secure cloud environments, and next-generation command and control systems. The company's strategy focuses on delivering differentiated technology, which is evident in its strong financial performance for the fiscal year 2025 (FY2025), which saw annual revenues of $8.6 billion, a 13% year-over-year increase. This growth is directly tied to winning large, complex contracts that demand this advanced technical expertise.

Major investment and contract wins in Artificial Intelligence (AI) and Machine Learning (ML) for predictive intelligence and autonomous systems are driving growth.

CACI is successfully translating its AI and Machine Learning (ML) expertise into significant contract awards, particularly within the Intelligence Community and the Department of Defense (DoD). This is not just theoretical; it's about deploying predictive intelligence and autonomous systems at the tactical edge. For example, in May 2025, the company secured nearly $638 million in new contracts within the intelligence community, a substantial portion of which supports national security efforts that rely on advanced data analysis.

The company's focus is on integrating AI/ML into sensor systems and data visualization tools, which is a defintely smart move. A five-year task order valued at up to $54 million was awarded in April 2025 to support the U.S. Army Product Manager Ground Sensors, with the explicit goal of developing and advancing sensor systems that incorporate artificial intelligence, autonomy, and human-machine interfaces. This shows a clear path from R&D to fielded, revenue-generating systems.

CACI is aggressively expanding its capabilities in advanced cybersecurity and cloud migration services for Department of Defense (DoD) and civilian agencies.

The U.S. government's mandate to modernize its IT infrastructure and migrate to secure cloud environments represents a massive, non-discretionary spending category for CACI. The company's strategic acquisition of Applied Insight (closed October 2024) immediately bolstered its cloud migration and adoption capabilities across the DoD and Intelligence Community.

A major win underscoring this capability is the potential $1.3 billion contract from the DoD to support the U.S. European Command (USEUCOM) and U.S. Africa Command (USAFRICOM). This five-year contract explicitly requires CACI to modernize critical IT infrastructure, implement cloud-based solutions, and deploy advanced cybersecurity measures for over 11,000 personnel across 60 locations. Also, a five-year task order for Pacific Air Forces (PACAF), valued up to $180 million, focuses on replacing legacy networks with modern, software-defined networks that are the foundation for enhanced capabilities like Zero Trust security and cloud integration.

The shift to Joint All-Domain Command and Control (JADC2) architecture creates massive opportunities for CACI's systems integration and software development teams.

The DoD's push for Joint All-Domain Command and Control (JADC2)-the concept of connecting every sensor to every shooter across all warfighting domains-is a core technological tailwind for CACI. The company's systems integration and software development teams are perfectly positioned to capitalize on this, and the contract awards prove it. The aforementioned $1.3 billion USEUCOM/USAFRICOM contract is a prime example, as a key requirement is the integration with JADC2 systems.

Furthermore, CACI's work on the U.S. Air Force's Integrated Broadcast Service (IBS) is critical to JADC2. A five-year contract valued at more than $73 million, announced in October 2025, continues CACI's work modernizing the network for transmitting time-sensitive tactical and strategic intelligence and targeting data across air, ground, and space domains. That's near-real-time intelligence delivery, which is the whole point of JADC2.

The scale of CACI's technology-driven success in FY2025 is clear in the numbers:

FY2025 Key Financial Metric	Value	Context
Annual Revenue	$8.6 billion	13% Year-over-Year Growth
Total Contract Awards	$9.6 billion	Indicates strong new and re-compete win rate
Total Backlog (June 30, 2025)	$31.4 billion	Provides long-term revenue visibility
Major Multi-Domain Contract	Up to $1.3 billion	For USEUCOM/USAFRICOM, explicitly includes JADC2 integration

Continued research funding into quantum-resistant cryptography solutions is a strategic priority.

The threat of a cryptographically relevant quantum computer (CRQC) is real, and the U.S. government is proactively addressing it. The National Security Agency (NSA) is driving the transition to Commercial National Security Algorithm Suite 2.0 (CNSA 2.0), which incorporates quantum-resistant (PQC) algorithms, with federal agencies expected to comply by 2025.

CACI is positioned as an early mover in this space with its PQC solution, Archon. The company's Archon product is a Commercial Solutions for Classified (CSfC) gateway that offers quantum protection and compliance by implementing quantum-resistant symmetric keys. This positioning is a critical long-term play, as the Global Post-Quantum Cryptography Market is projected to grow at a Compound Annual Growth Rate (CAGR) of 39.5%, reaching $9,980.2 billion by 2034. CACI is investing in future-proofing its core cyber offerings right now.

Here's the quick math: the market is moving, and CACI is ready.

• Deploy Archon PQC solution to meet NSA CNSA 2.0 requirements.
• Capitalize on the PQC market, which is projected to grow at 39.5% CAGR.
• Secure networks against future quantum-enabled attacks.

CACI International Inc (CACI) - PESTLE Analysis: Legal factors

Mandatory compliance with the Cybersecurity Maturity Model Certification (CMMC) 2.0 framework is now fully enforced, requiring significant internal investment and raising the barrier to entry for competitors.

The biggest legal shift for CACI International Inc (CACI) in 2025 is the official mandate of the Cybersecurity Maturity Model Certification (CMMC) 2.0 framework. The Department of Defense (DoD) published the final 48 CFR CMMC Acquisition Rule, which became effective on November 10, 2025. This is not a suggestion-it's a non-negotiable condition of contract eligibility, formalizing the verification of contractor cybersecurity compliance.

Given that 75.4% of CACI's total revenues in fiscal 2025 came from DoD agencies, achieving CMMC Level 2 (Advanced) or Level 3 (Expert) is a core business requirement. Failure to comply means losing the ability to bid on new contracts. For a large enterprise like CACI, the initial investment for Level 2 compliance (which requires implementing all 110 controls of NIST SP 800-171) is substantial.

Here's the quick math on the compliance investment for a large defense contractor:

CMMC Level	Target Information	First-Year Investment (Large Business)	Estimated Annual Maintenance
Level 2 (Advanced)	Controlled Unclassified Information (CUI)	$210,000 - $285,000	$18,000 - $28,000
Level 3 (Expert)	Highly Sensitive CUI	$485,000 - $650,000	$35,000 - $55,000

This investment, while costly, is a competitive advantage; it raises the barrier to entry for smaller, less-prepared competitors in the Defense Industrial Base (DIB).

New federal regulations on data sovereignty and the handling of Controlled Unclassified Information (CUI) require updates to CACI's IT infrastructure.

Beyond the DoD's CMMC, the entire federal landscape for handling sensitive data is tightening up. The FAR Council published a proposed rule on CUI in January 2025 to standardize its handling across all federal executive agencies, not just the DoD. This means CACI must ensure its IT systems handling CUI for civilian agencies are also up to the new standard, which closely aligns with the 110 controls of NIST SP 800-171, Revision 2.

The new requirements are very specific, so CACI's compliance teams must:

• Implement the new Standard Form (SF XXX) to uniformly identify CUI requirements in all new contracts.
• Update incident response protocols to meet the new, faster reporting timeline of a CUI incident within 8 hours of discovery.
• Ensure data sovereignty is maintained, meaning CUI is stored and processed according to strict US government mandates, which is especially relevant for CACI's International Operations, which accounted for 3.0% of total revenues in fiscal 2025.

This isn't just about security; it's about formal, auditable governance over every piece of Controlled Unclassified Information.

Strict adherence to the Federal Acquisition Regulation (FAR) and Defense Federal Acquisition Regulation Supplement (DFARS) clauses is non-negotiable for all contracts.

Adherence to the Federal Acquisition Regulation (FAR) and Defense Federal Acquisition Regulation Supplement (DFARS) is the lifeblood of CACI's business, which saw its top ten revenue-producing contracts account for 46.4% of its revenues, or $4.0 billion, in fiscal 2025. Any misstep on a key clause can lead to contract termination or penalties under the False Claims Act.

While CMMC is the headline, continuous monitoring of DFARS updates is critical. For instance, an open DFARS case (2023-D024) is already working to update the core DFARS clause 252.204-7012, which safeguards Covered Defense Information, to incorporate references to the even more stringent NIST SP 800-172 requirements. That's a clear signal that cybersecurity standards will continue to escalate.

To be fair, some regulatory burdens have been reduced in 2025. Due to new Executive Orders in January 2025, the General Services Administration (GSA) is forbearing enforcement of certain contract clauses related to Diversity, Equity, and Inclusion (DEI) and climate-related risk management/GHG emissions disclosure. This simplifies compliance in non-core areas, allowing resources to be redirected to mission-critical security.

Ongoing monitoring of intellectual property (IP) protection laws related to government-funded R&D projects.

The legal landscape for intellectual property (IP) derived from government-funded Research & Development (R&D) is in flux, which is a key risk for a technology integrator like CACI. The Bayh-Dole Act, which generally allows contractors to retain ownership of patents from federal research, is facing its most significant challenge in decades.

The Department of Commerce's initiation of a 'march-in' procedure against a major university in August 2025-which could lead the government to claim ownership or force licensing of patents-sets a powerful, new precedent. This creates uncertainty around the long-term ownership and commercialization value of CACI's R&D-driven solutions developed under federal contracts.

Also, the United States Research Protection Act (HR 1318), passed by the House in March 2025, aims to protect US innovation by broadening the definition of 'Malign Foreign Talent Programs.' This directly impacts CACI's ability to engage in certain R&D collaborations, especially those involving foreign partners, and requires a defintely more stringent vetting process for all R&D personnel and sub-contractors to mitigate the risk of foreign exploitation of sensitive technology.

CACI International Inc (CACI) - PESTLE Analysis: Environmental factors

Growing pressure from the Biden administration and investors for federal contractors to report on Scope 1, 2, and increasingly Scope 3 emissions.

You are seeing a major shift in how the federal government and institutional investors view climate risk, and as a top-tier federal contractor, CACI International Inc is right in the crosshairs. The Biden administration is pushing for greater transparency across the federal supply chain, which means more than just tracking direct emissions (Scope 1 and 2); it's about the full value chain (Scope 3).

For CACI, the emissions profile is heavily skewed toward the indirect side, which is typical for a service firm. You can see this clearly in the latest available data, which shows that Scope 3 emissions are the dominant factor. This is where the real work-and risk-lies.

GHG Emissions Scope (Calendar Year 2023)	Metric Tons CO2e (CY 2023)	Primary Source
Scope 1 (Direct)	29,830.30	Owned/Leased Vehicles, Refrigerants
Scope 2 (Indirect - Electricity)	47,778.52	Purchased Electricity for Leased Facilities
Scope 3 (Value Chain)	246,945.90	Purchased Goods/Services, Business Travel, Employee Commuting
Grand Total	272,928.77	Total Climate Footprint

The total reported greenhouse gas (GHG) emissions for Calendar Year 2023 were approximately 272,928.77 metric tons of CO2e. The pressure is not easing; state-level mandates, like those in California, are creating a de facto national standard for Scope 3 disclosure, which is defintely pushing all large companies, including CACI, to deepen their supply chain accountability.

CACI is integrating sustainability metrics into its supply chain management, aligning with broader federal climate mandates.

CACI is actively incorporating environmental standards into its procurement process, a smart move to mitigate the Scope 3 risk. This isn't just a compliance exercise; it's about building a more resilient and efficient supply base. They are using specific metrics to guide vendor selection and purchasing decisions.

For example, the company's focus on 'green spend'-the purchase of eco-friendly office products-is a concrete action. In Fiscal Year 2023, CACI reported a total green spend on office supplies of 31%, a metric they track using an innovative eco-rating system from their primary office supplies vendor. That's a clear, measurable commitment.

Key supply chain sustainability actions include:

• Prioritizing recycled or reusable packaging materials.
• Working with vendors to acquire eco-friendly office products.
• Using economical shipping methods to minimize carbon footprints.
• Adhering to environmental protection ordinances across all 140+ leased facilities.

This integration helps CACI align with the federal government's push for sustainable acquisition and procurement practices, which is a growing factor in contract evaluation.

The company's largely service-based model inherently has a lower environmental footprint compared to hardware manufacturers, but energy consumption in data centers is a focus area.

It's true that CACI's business model-heavy on expertise and technology services, lighter on manufacturing-gives it a lower overall environmental footprint compared to a defense contractor building tanks or aircraft. Still, the core of their operation is data and IT infrastructure, and that means energy consumption in data centers is the main lever for direct emissions reduction.

The majority of their Scope 2 emissions come from the electricity used in their leased facilities. To address this, CACI has set a Greenhouse Gas (GHG) emissions reduction target to reduce absolute Scope 1 and 2 GHG emissions by at least 2.5%, with a goal of up to 5% per square foot from a 2019 base year by 2030. They are on pace to achieve their GHG reduction target in 2025, having already achieved a 9.2% GHG Intensity reduction from the 2019 baseline through Calendar Year 2021.

Here's the quick math on their energy focus: data centers across the U.S. are projected to increase their electricity demand significantly, potentially accounting for up to 12% of total U.S. electricity use by 2028, driven by the AI boom. CACI is mitigating this by:

• Retrofitting LED lighting systems and energy-efficient HVAC systems.
• Upgrading to energy-efficient IT equipment.
• Expanding models for remote and hybrid work.
• Leveraging cloud-based IT service delivery to push compute to more efficient hyperscale providers.

Climate change is increasingly viewed as a national security risk, which creates new opportunities for CACI's resilience and infrastructure protection services.

The Pentagon and other national security agencies now formally recognize climate change as a threat multiplier, impacting everything from military base readiness to global stability. This re-framing creates a clear opportunity for CACI to apply its core competencies-resilience, security, and advanced data analytics-to a new, well-funded mission space.

CACI is already positioned to capitalize on this trend by providing services that enhance the resilience of critical infrastructure and space-based assets against climate-related disruptions. For instance, in Fiscal Year 2025, CACI was awarded a seven-year contract valued at more than $238 million to support space technology operations for a classified national security customer, a key part of which is ensuring 'space system optimization and resilience.'

Their work on network modernization and infrastructure security is directly transferable to climate resilience needs. Another example is the DHS contract awarded in April 2025, valued at $20.7 million, for IT and telecom support for the Cybersecurity and Infrastructure Security Agency (CISA), whose mission includes protecting critical infrastructure from all hazards, including climate-related events.