CACI International Inc (CACI): Análise de Pestle [Jan-2025 Atualizado]

No mundo de alto risco de defesa e tecnologia do governo, a CACI International Inc permanece como um jogador fundamental que navega por paisagens globais complexas. De soluções de segurança cibernética de ponta a plataformas avançadas de inteligência, essa empresa dinâmica opera na interseção de segurança nacional, inovação tecnológica e parcerias estratégicas do governo. Nossa análise abrangente de pestles revela os desafios e oportunidades multifacetadas que moldam o posicionamento estratégico da CACI, oferecendo uma visão sem precedentes da maneira como essa organização se adapta e prospera em um ecossistema geopolítico e tecnológico cada vez mais complexo.

CACI International Inc (CACI) - Análise de pilão: fatores políticos

Presença forte nos contratos de defesa e inteligência do governo dos EUA

A CACI International Inc garantiu US $ 6,47 bilhões em prêmios totais de contrato do governo dos EUA no ano fiscal de 2023. Os contratos de defesa e inteligência representaram 96% da receita total da empresa.

Tipo de contrato	Valor em 2023	Porcentagem de receita
Contratos de defesa	US $ 4,2 bilhões	65%
Contratos de inteligência	US $ 2,27 bilhões	31%

Impacto potencial da mudança de tensões geopolíticas nos gastos com defesa

O orçamento de defesa dos EUA para o ano fiscal de 2024 é de US $ 886,4 bilhões, representando um aumento de 3,2% em relação a 2023.

• Gastos de defesa projetados Aumento da segurança cibernética: US $ 12,7 bilhões
• Investimentos de tecnologia de inteligência antecipados: US $ 8,5 bilhões
• Alocações de defesa em tecnologia emergentes: US $ 4,3 bilhões

Vulnerabilidade a mudanças nas políticas de compras de defesa do governo federal

Caci segura 47 veículos de contrato de múltiplos prêmios ativos entre agências federais, permitindo estratégias flexíveis de compras.

Tipo de veículo contratado	Número de contratos ativos
Departamento de Contratos de Defesa	22
Contratos da comunidade de inteligência	15
Contratos da agência civil	10

Confiança no apoio contínuo do governo dos EUA para tecnologias de segurança nacional

A CACI investiu US $ 187 milhões em pesquisa e desenvolvimento para tecnologias de segurança nacional em 2023, com foco em inteligência artificial, segurança cibernética e análise avançada.

• Investimentos de tecnologia de segurança cibernética: US $ 78,5 milhões
• Desenvolvimento de IA e aprendizado de máquina: US $ 62,3 milhões
• Pesquisa de análise avançada: US $ 46,2 milhões

CACI International Inc (CACI) - Análise de Pestle: Fatores Econômicos

Crescimento consistente da receita nos setores do governo e de tecnologia de defesa

A CACI International Inc registrou receita total de US $ 6,63 bilhões no ano fiscal de 2023, representando um aumento de 9,4% em relação ao ano anterior. Os segmentos do governo e da tecnologia de defesa da empresa demonstraram desempenho financeiro robusto.

Ano fiscal	Receita total	Crescimento ano a ano
2023	US $ 6,63 bilhões	9.4%
2022	US $ 6,06 bilhões	7.2%

Risco potencial de flutuações do orçamento federal e seqüestro

A partir de 2024, o orçamento de defesa federal para o ano fiscal é de US $ 842 bilhões, com possíveis impactos nos contratos governamentais da CACI.

Categoria de orçamento	2024 Alocação	Porcentagem do orçamento total
Gastos com defesa	US $ 842 bilhões	13.2%
Segurança Nacional	US $ 1,59 trilhão	24.9%

Portfólio de contratos diversificado em várias agências governamentais

Distribuição do contrato:

• Departamento de Defesa: 62% do total de contratos
• Comunidade de inteligência: 18% do total de contratos
• Agências civis: 20% do total de contratos

Forte desempenho financeiro impulsionado por contratos de serviço do governo de longo prazo

Métrica financeira	2023 valor	2022 Valor
Resultado líquido	US $ 564 milhões	US $ 512 milhões
Fluxo de caixa operacional	US $ 721 milhões	US $ 685 milhões
Backlog de contrato	US $ 24,1 bilhões	US $ 22,3 bilhões

CACI International Inc (CACI) - Análise de pilão: Fatores sociais

Crescente demanda por segurança cibernética e soluções tecnológicas avançadas

A partir de 2024, o mercado global de segurança cibernética deve atingir US $ 273,6 bilhões, com setores governamentais e de defesa representando 22,4% dos gastos totais do mercado. A CACI International se posicionou estrategicamente nesse segmento de mercado.

Segmento de mercado de segurança cibernética	2024 Valor projetado	Participação de mercado da CACI
Governo & Segurança cibernética de defesa	US $ 61,3 bilhões	8.7%
Soluções tecnológicas avançadas	US $ 42,5 bilhões	6.2%

Desafios da força de trabalho no recrutamento de talentos técnicos especializados

A CACI enfrenta desafios significativos de aquisição de talentos com a atual escassez de talentos técnicos:

Categoria de talento técnico	Porcentagem de escassez atual	Tempo médio de recrutamento
Profissionais de segurança cibernética	32.4%	87 dias
Especialistas em tecnologia avançada	28.6%	94 dias

Ênfase crescente na diversidade e inclusão na contratação do governo

Métricas de diversidade para a força de trabalho da CACI em 2024:

• Mulheres na força de trabalho: 34,2%
• Representação minoritária: 29,7%
• Diversidade de liderança: 22,5%

Adaptação para tendências remotas de trabalho e colaboração digital

Categoria de trabalho remoto	Percentagem	Investimento anual
Funcionários que trabalham remotamente	42.3%	US $ 18,7 milhões
Investimento de ferramentas de colaboração digital	N / D	US $ 22,4 milhões

CACI International Inc (CACI) - Análise de pilão: Fatores tecnológicos

Investimento contínuo em tecnologias de inteligência artificial e aprendizado de máquina

A CACI International investiu US $ 453 milhões em P&D para tecnologias de AI e aprendizado de máquina no ano fiscal de 2023. O orçamento de pesquisa de tecnologia da empresa representou 4,7% da receita anual total.

Categoria de investimento em tecnologia	Valor do investimento (2023)	Porcentagem de receita
AI e aprendizado de máquina	US $ 453 milhões	4.7%
Tecnologias de segurança cibernética	US $ 276 milhões	2.9%

Desenvolvimento de plataformas avançadas de análise de cibersegurança e inteligência

A CACI desenvolveu 17 novas plataformas de segurança cibernética em 2023, com custos totais de desenvolvimento de plataformas atingindo US $ 276 milhões. A Companhia garantiu 22 novos contratos governamentais relacionados a tecnologias de análise de inteligência.

Métricas da plataforma de segurança cibernética	2023 dados
Novas plataformas desenvolvidas	17
Custos de desenvolvimento da plataforma	US $ 276 milhões
Novos contratos governamentais	22

Concentre -se em tecnologias emergentes para aplicativos de defesa e inteligência

A CACI alocou US $ 612 milhões para pesquisas emergentes de Tecnologia de Defesa e Inteligência em 2023. A Companhia apresentou 43 novas patentes de tecnologia durante esse período.

Investimento em tecnologia emergente	2023 Estatísticas
Investimento em pesquisa	US $ 612 milhões
Novas patentes de tecnologia	43

Expandindo recursos em computação em nuvem e soluções de análise de dados

A CACI investiu US $ 389 milhões em infraestrutura de computação em nuvem e análise de dados em 2023. A Companhia expandiu seus recursos de serviço em nuvem, adicionando 12 novas soluções baseadas em nuvem para clientes governamentais e comerciais.

Métricas de computação em nuvem	2023 dados
Investimento de infraestrutura	US $ 389 milhões
Novas soluções em nuvem	12

CACI International Inc (CACI) - Análise de pilão: Fatores legais

Requisitos rígidos de conformidade para contratos de segurança e defesa do governo

A CACI International Inc enfrenta rigorosos padrões de conformidade legal em contratação governamental. A empresa deve aderir a Regulamento Federal de Aquisição (FAR) Requisitos, com custos de conformidade estimados em 3-5% do valor do contrato.

Categoria de conformidade	Custo anual de conformidade	Estrutura regulatória
Conformidade com contrato de defesa	US $ 42,3 milhões	DFARs (Suplemento de Regulamento de Aquisição Federal de Defesa)
Regulamentos de segurança cibernética	US $ 18,7 milhões	NIST SP 800-171
Conformidade com controle de exportação	US $ 12,5 milhões	Regulamentos de ITAR/ouvido

Navegando ambientes regulatórios complexos na contratação federal

CACI opera sob várias estruturas regulatórias complexas, com 90% da receita derivada de contratos do governo federal.

• Departamento de Defesa (DOD) Conformidade do contrato: 65% do total de requisitos regulatórios
• Regulamentos da comunidade de inteligência: 25% das estruturas regulatórias
• Conformidade de segurança interna: 10% dos padrões regulatórios

Riscos legais potenciais associados aos regulamentos de privacidade e segurança de dados

Regulamento	Risco financeiro potencial	Requisito de conformidade
CMMC (certificação do modelo de vencimento da cibersegurança)	Até US $ 50 milhões em possíveis multas de contrato	Certificação de nível 3 necessária
GDPR (Regulamento Global de Proteção de Dados)	Potencial € 20 milhões ou 4% da rotatividade global	Padrões internacionais de manuseio de dados

Gerenciamento contínuo da propriedade intelectual e restrições de transferência de tecnologia

Caci gerencia 487 patentes ativas com protocolos rígidos de transferência de tecnologia.

Categoria IP	Número de ativos registrados	Custo anual de proteção IP
Patentes ativas	487	US $ 3,2 milhões
Registros de marca registrada	126	$850,000
Proteções secretas comerciais	92 tecnologias classificadas	US $ 1,5 milhão

CACI International Inc (CACI) - Análise de Pestle: Fatores Ambientais

Foco crescente na infraestrutura de tecnologia sustentável

A CACI International Inc comprometeu US $ 12,5 milhões ao desenvolvimento de infraestrutura de tecnologia sustentável no ano fiscal de 2023. A estratégia de redução de carbono da empresa tem como alvo 25% de redução de emissões de gases de efeito estufa até 2030.

Métrica de sustentabilidade	2023 dados	2024 Alvo projetado
Redução de emissões de carbono	18.3%	25%
Investimento em tecnologia verde	US $ 12,5 milhões	US $ 15,2 milhões
Uso de energia renovável	22%	30%

Implementando práticas com eficiência energética em soluções tecnológicas

O CACI reduziu o consumo de energia do data center em 17,6% por meio de tecnologias avançadas de refrigeração e estratégias de otimização de servidores em 2023.

Métrica de eficiência energética	2023 desempenho
Redução de energia do data center	17.6%
Melhoria da eficiência do servidor	22.3%
Otimização do sistema de refrigeração	15.9%

Conformidade com regulamentos ambientais em operações de instalações governamentais

A CACI investiu US $ 8,7 milhões em infraestrutura de conformidade ambiental nas operações de instalações governamentais em 2023, garantindo 100% de adesão à EPA e aos padrões ambientais do Departamento de Defesa.

Métrica de conformidade regulatória	2023 dados
Investimento de conformidade	US $ 8,7 milhões
Instâncias de violação regulatória	0
Auditoria ambiental passa	100%

Desenvolvimento de soluções de tecnologia verde para setores governamentais e de defesa

A CACI alocou US $ 22,3 milhões no desenvolvimento de soluções de tecnologia verde para setores governamentais e de defesa em 2023, com foco na segurança cibernética sustentável e na infraestrutura de defesa com eficiência energética.

Desenvolvimento da Tecnologia Verde	2023 Investimento	Áreas de foco em tecnologia
Investimento de tecnologia verde total	US $ 22,3 milhões	Segurança cibernética sustentável
Pesquisa e desenvolvimento	US $ 15,6 milhões	Infraestrutura de defesa com eficiência energética
Desenvolvimento de protótipo	US $ 6,7 milhões	Tecnologias militares de baixo carbono

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.