CACI profile
CACI is a U.S.-based defense contractor known for providing advanced technology solutions including counter-drone and intelligence systems.
What CACI does
CACI Deliver defense technology and solutions to U.S. government agencies and allied defense customers. Sell specialized systems such as counter-UAS platforms under multi-year government contracts. Operate a project-based, B2G (business-to-government) model where revenue is closely tied to awarded task orders and contract fulfillment.
The product lines that define the company for research purposes:
- SkyValor
This profile is qualitative by design. It carries no share price, no price target, no valuation multiple, and no rating — those change faster than any page can honestly track, and the filings linked below are the authoritative source for them.
CACI drone lineup
The current public product record does not identify a complete aircraft lineup.
No complete-aircraft offering is catalogued for this company; it is tracked here as an unmanned-systems enabler.
Statuses are editorial classifications from the company’s current public catalog: active means currently presented for sale, delivery, or program work; development means publicly disclosed but not a mature production offering; legacy means retained for historical or installed-fleet coverage.
Recent contracts & awards
A dated log of the specific contracts, orders, funding, and deployments reported for CACI, each tied to its primary source. This is a record of what was announced — a "selection", "award", or "partnership" is not the same as obligated money, so read each source before treating a figure as revenue. No figure appears here unless a source reported it.
- CACI Reported as Winner of $500 Million Counter-UAS Contract Featuring SkyValor
UAS Weekly reports that CACI has won a counter-UAS contract valued at $500 million, with its SkyValor system selected for the first task order. Researchers should verify contract details, including the awarded value, program structure, and obligation status, against official filings or government databases before considering as booked revenue. The report does not provide a contract date or further specifics on agency or deliverables.
Counter-drone systems — original report
Is CACI going public?
CACI is a public company listed on the NYSE under the ticker CACI.
Where CACI sits in the value chain
CACI is a defense contractor whose unmanned work sits inside a wider defense portfolio, so drone headlines are only one input into results and can be offset — in both directions — by unrelated segments.
Its disclosed activity spans counter-UAS, aerial drones. That placement is the single most useful thing to fix in your head before reading any coverage, because the same headline means different things at different layers: a large platform award is transformative for a pure-play, material but diluted for a diversified contractor, and only indirectly relevant to a component supplier whose exposure arrives later as build-rate demand. Retail coverage routinely applies one story to all three layers at once. For the layer-by-layer comparison across the sector, see the drone stocks research shortlist and the list of publicly traded drone companies.
Caci's main competitors in counter-uas
In the counter-UAS space, CACI faces competition from other major U.S. defense contractors that deliver electronic warfare and anti-drone systems. These competitors are typically large, diversified primes that can offer bundled technology solutions and have established relationships with federal agencies. Losses in contract awards in this segment often go to defense firms with similar capabilities and scale.
Unlike pure-play drone system providers, these competitors have broad portfolios spanning multiple domains, which dilutes the impact of a single win or loss. The crowded nature of this market means contract award frequency can shift based on evolving customer requirements and technology refresh cycles.
Revenue concentration and customer risk factors
CACI’s project-based, B2G model means revenue is concentrated among a small number of large government contracts. Any reduction in federal procurement, delays in task-order execution, or contract disputes can have a sudden and material effect on reported results.
This high customer concentration is common for defense primes and means that pursuing new program areas or diversifying into adjacent markets can help reduce long-term dependency risk. It also means contract wins or losses may cause quarter-to-quarter volatility, which can mask the underlying project delivery performance in standard financial reporting.
What to watch
The signals worth tracking are structural, not price-based — they tell you whether the business is changing shape, which is what eventually shows up in the numbers.
- Volume and frequency of U.S. federal contract awards in counter-UAS and intelligence domains.
- Adoption rate and operational performance data for SkyValor and similar CACI counter-drone systems.
- Expansion into new counter-drone and electronic warfare program areas by defense and intelligence agencies.
- Competitive positioning against other major defense primes in anti-drone contract wins.
How to research CACI
Every question below has one authoritative source, and using the wrong source is how most retail research goes wrong.
| Research question | Where the answer lives | What to look for |
|---|---|---|
| How much of this is really drones? | Segment tables in the annual filing | Whether unmanned systems are reported as their own segment or buried inside a larger one. |
| Is the revenue repeatable? | Revenue-recognition policy and backlog discussion | Recurring sustainment, services, or subscription language versus one-time hardware sales. |
| Is a win real money? | Official DoD contract announcements | Contract type, awarding command, and whether the amount announced is obligated or a ceiling. |
| Can the balance sheet fund the plan? | Liquidity discussion and share-count disclosure | Dilution history and cash runway relative to the manufacturing scale-up being promised. |
- CACI's $500M counter-UAS contract featuring SkyValor is covered in this news report.
- Official company programs and technology offerings can be referenced on the CACI website.
- SEC filings document CACI's public reporting status and provide annual updates on contract backlogs and sector breakdowns; see EDGAR filings.
One failure mode is worth naming explicitly: a company announcement describing a "selection", "award", or "partnership" is not the same as obligated money, and the two are easy to conflate because they use the same vocabulary. Check the official record before treating either as revenue. Our full approach is documented on the methodology page.
CACI FAQ
What does CACI do?
CACI Deliver defense technology and solutions to U.S.
Is CACI publicly traded?
CACI trades as CACI on NYSE. Listing status is not a quality signal, and nothing here is a recommendation to buy or sell it.
What should investors watch with CACI?
Volume and frequency of U.S. federal contract awards in counter-UAS and intelligence domains.
Where can I research CACI directly?
Go to the primary sources: CACI (official site), Counter-drone systems — original report. Avoid aggregator summaries when the filing itself is available.
How are caci's counter-drone programs evaluated by the government?
CACI’s counter-drone offerings like SkyValor are typically evaluated based on technical capabilities, integration with broader defense systems, and past performance. Contract selection often weighs maturity, interoperability, and the company's record on delivery.
Does caci also target international defense customers?
CACI publicly describes working with allied defense customers beyond the United States, but the bulk of disclosed contracts and documented activity center on U.S. federal agencies. Direct international exposure appears limited based on public records.
What would materially change caci's drone segment exposure?
A shift in U.S. federal procurement priorities or the win/loss of a major long-term program would materially change CACI’s drone segment exposure. This could occur through new government counter-UAS initiatives, technology refreshes, or reallocation of defense budgets.
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