CACI is a tech contractor that builds and runs secure IT, cyber, and intelligence systems for the U.S. government, especially defense and spy agencies—think of it as the Pentagon's outsourced IT department.
Money comes from long-term government contracts, mostly U.S. federal agencies, with annual revenue of USD 9.57B and a net margin of 5.60%—thin but recurring, like a utility for national security work.
Competitors like Booz Allen Hamilton and Leidos also chase these contracts, but CACI's deep security clearances and decades of mission-specific know-how make switching costly. Moat is solid, though budget shifts could squeeze it.
