CACI International Inc. announced a five‑year task order worth up to $250 million to enhance spectrum dominance for the U.S. Army’s Capability Program Executive – Intelligence, Electronic Warfare & Sensors (CPE IEW&S). The award will provide comprehensive integration and sustainment of software‑defined electronic‑warfare technology, expanding CACI’s footprint in the Army’s multi‑domain warfare initiatives and adding a substantial, recurring revenue stream to the company’s defense portfolio.
The contract underscores the Army’s prioritization of electronic‑warfare capabilities and CACI’s role as a key supplier. By delivering software‑defined solutions that enable real‑time spectrum management, the company will help the Army maintain operational advantage in contested environments. The award also reinforces CACI’s competitive edge, which is built on proven platforms such as the Merlin counter‑UAS system and the TLS Manpack electronic‑warfare suite.
CACI’s recent Q2 FY2026 earnings report showed an adjusted diluted EPS of $6.81, beating analyst expectations of $6.41 by $0.40. The beat was driven by disciplined cost management and a favorable mix shift toward higher‑margin technology contracts, including the new electronic‑warfare work. Revenue for the quarter was $2.22 billion, slightly below the $2.28 billion consensus, reflecting a modest decline in legacy defense segments but offset by strong growth in the technology‑focused electronic‑warfare segment, which generated roughly $2 billion in revenue.
The electronic‑warfare segment’s performance is a key driver of the company’s overall trajectory. Nearly 60 % of CACI’s total revenue now comes from technology, with the electronic‑warfare portfolio accounting for a significant portion of that share. The new contract adds to this momentum, providing a long‑term, high‑margin revenue stream that aligns with the company’s strategic pivot toward software‑defined solutions and its broader focus on space and intelligence capabilities.
John Mengucci, CACI’s President and CEO, emphasized the importance of spectrum dominance, stating, “We empower warfighters to achieve and maintain spectrum dominance, especially when their lives are on the line in highly contested environments.” He added that the company is making bold investments in battle‑proven, software‑defined EW solutions, a strategy that the new contract supports by expanding CACI’s presence in the Army’s electronic‑warfare modernization effort.
The contract’s value and duration reinforce CACI’s long‑term growth prospects. With a backlog of $33 billion and a funded backlog up 7 %, the company is well positioned to capitalize on the Army’s continued investment in electronic‑warfare capabilities. The award also strengthens CACI’s competitive positioning against rivals such as Raytheon and Lockheed Martin, further solidifying its leadership in the defense technology space.
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