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CSC and CACI Analysis – Seeking Alpha

This is an article I wrote for Seeking Alpha discussing trends in CSC and CACI earnings and stock price.

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Defense Department Awards Massive Translation Contract

The U.S. military and other government agencies are now involved in fighting and support actions across Africa, the Middle East and Asia. Large number of troops remain in Afghanistan and while forces are winding down in Iraq there are still several thousand engaged there. They are also interacting in places like Somalia and Yemen. Much of there work is day-to-day work with the people of these countries as they try to counter terrorism with public works and provide other services. All of this requires that they be able to communicate with them.

Since the actions began in Afghanistan and Iraq the U.S. has relied on interpreters provided mostly by contractors. Some of these have been local companies but also U.S. defense contractors have provided these services. To aid this work DoD just awarded a task order contract to six different companies. The total value of this contract if all options are exercised is almost $10 billion over five years.

Mission Essential, Northrop Grumman, Linc Government Services, L-3 Services, Global Linguist Solutions and CACI all qualified to compete for tasks under the omnibus contract. This means as work is needed by a service or agency they will generate a task order and the six companies may bid on them.

The way this contract is structured is that while it looks very large there is no obligation by the government to offer any task orders unless they need to. It also means that no company is guaranteed to win any although with the size of the requirement it is probable that all of the qualifiers get work.

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Defense M&A Continues

The world wide defense industry continues to consolidate as contractors larger-and-small continue to acquire other companies to expand their roles in certain business lines or due to shrinking defense budgets causing a refocus. Several deals closed or where announced in the last few months.

Last month for example Cubic Corporation (CUB) announced that they would move to acquire Abraxas Corporation. Cubic provides test support and range services to a variety of defense customers worldwide. Abraxas supports cybercrime and defense and security customers. The deal was estimated to be worth around $124 million. Last week Cubic received regulatory approval for the acquisition to go forward.

CACI (CACI) the large intelligence and IT service support contractor as of 1 November completed its acquisition of privately held TechniGraphics. TechniGraphics provides geospatial services and this will expand CACI’s ability to gain market share. CACI has done very well over the last few years and some consider its business model as the way most defense contractors will go as the large hardware contracts become fewer due to budgetary pressures.

The Israeli defense contractor Elbit who manufacture aerospace systems including UAV as well as parts and support services for aircraft completed its acquisition of the U.S. company M7 Aerospace yesterday. The $85 million sale will allow Elbit more penetration of the U.S. market as M7 provides government and commercial customers aviation logistics, maintenance and supply chain management. Due to export control and security laws and regulations it is often easiest for overseas companies to establish U.S. subsidiaries or acquire U.S. companies to enter its defense market.

M&A has been picking up as the market adjusts to the expected flattening or decline of the U.S. and European defense budgets. As the funding shrinks it will cause companies to consider their products and market shares. Some will want to sell parts to get out of those business areas and some will want to acquire to get into them.

The biggest deal that is hanging out there is what Northrop Grumman (NOC) wants to do with its ship building group. Previously they have stated they would like to sell it as declining U.S. Navy ship building plans limit their opportunities. Depending how the U.S. defense budget ultimately resets these plans could be reconsidered.

These trends will continue and may accelerate over the next few years as the defense industry adjusts as it did in the Nineties to the changing market.

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Is CACI the Future of U.S. Defense Contracting?

The big U.S. defense contractors have been announcing earnings for the most recent quarter this week with mixed results. Boeing (BA) and Lockheed Martin (LMT) reported flat or losses but Boeing was buoyed by commercial programs while Northrop Grumman (NOC) and General Dynamics (GD) saw increases. GD is finally seeing an uptick in their executive jet business which helped and Northrop has been pessimistic for the future due to declining defense budgets exploring a sale of their military shipbuilding assets.

CACI (CACI) on the other hand reported a record quarter. Earnings increased twenty percent compared to the year before to $28.7 million. The company projected that for the full year they will make in the $4.00 range per share with an increase in revenue of $0.5 to $2.0 billion.

CACI unlike the big U.S. defense contractors who build large hardware programs as their core business provides intelligence and information technology services to the Defense Department and other parts of the U.S. government. While the Secretary of Defense Robert Gates has begun initiatives to cut back on service contracts these tend to be in the areas of logistic and technical support to the military rather then IT or intelligence which aids CACI.

Many of the big defense contractors have been moving into these fields through acquisitions. Boeing, Lockheed as well as the British defense giant BAE Systems (BAE: LSE) have recently acquired small or mid-size intelligence contractors to improve their exposure. The U.S. and its Allies continue to invest in unmanned assets for ISR missions that will require substantial expansion of their ability to exploit all of the information being collected. This is where CACI and the other defense contractors see growth.

The U.S. defense budget will most likely decline in real terms in the near future. The ship building and aviation investment are already showing signs of being limited to just a few programs but the Pentagon will still need to develop the new technologies that have come to a forefront during the fighting in Iraq and Afghanistan.

As the Pentagon’s investment in large acquisition programs continues to decline expect to see more focus on these areas of defense support.

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BRAC Support Nets CACI A Contract

The last round of the Base Realignment and Closure (BRAC) for the U.S. military saw a focus on concentrating similar organizations and efforts. These include combining schools and research facilities for all of the services if there is some synergy. An example is moving medical training for the Army, Navy and Air Force to San Antonia, TX where the Air Force originally focused their training. A similar move is the transfer of network and information operations from several Army bases to the Aberdeen Proving Ground (APG) in Maryland.

In order to coordinate and support these moves the Army gave CACI International (CACI) a contract that could be worth over $80 million if all options are exercised. The two and a half year contract primarily pays for the planning and conduct of the movement of the large number of IT and computer equipment necessitated by the move. These include test sets and equipment for the development and testing of new equipment.

Similar contracts have been awarded to other companies to support similar moves and consolidations. As can be imagined the logistics of all this are quite involved and the use of contractors allows the short term ramp up in personnel and capability required.

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CACI International To Support Army Night Vision Development Efforts

CACI International was awarded a contract by the U.S. Army to support is Research Development and Engineering Command (RDECOM). If all options are awarded for this three year contract it will be worth up to fifty million dollars. CACI International will be providing direct support to the Infrared Focal Plane Array (FPA) Technology (IFT) branch of RDECOM.

This organization conducts research and development of advanced night vision and sensors. This is a continuation contract for the company. They will help with the development and testing of systems to improve target detection and acquisition. The U.S. military’s investment in advanced night vision systems provides a major advantage to it in its operations in Iraq and Afghanistan.

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Despite Gates’ Goals CACI Signs Contract To Support DoD Acqusition Office

The Undersecretary of Defense (Acquisition, Logistics & Technology) is the DoD office that overseas the Services acquisition programs. Secretary Gates‘ has announced significant acquisition reforms along with President Obama since January 20th. One of these is to reduce the contractor involvement in the acquisition workforce and decisions. Despite this the office just awarded a five year contract to CACI to provide support to all aspects of the offices’ work. Washington Technology reports that this is a continuation of a contract that the company has had for several years before. The contract is worth about $30 million.

The best efforts not with standing it will take several years to remove contractors form the positions they are in supporting DoD. There is currently a great deal of reliance on them as they provide personnel and experience not necessarily available with the current civil service work force. That does not mean they cannot be replaced, but in the past there has been a tendency to convert the positions to government. That is what Gates plans to do in the next few years. More to come on this for sure.

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Companies to develop contract management software

CACI and Oracle announced today that they would work together to build a software solution to manage government contracts. The software would be for the total life cycle of the contract through development, award and execution. The program will utilize an existing Oracle product with CACI providing the expertise on understanding Federal rules and regulations and the actual conduct of contracting. Contract management within the Department of Defense is a laborious process requiring a great deal of manpower. This software will help agencies carry out this function in a more accurate, timely fashion.

See the press release at MarketWatch.com.

Cross posted at BNET.

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CACI reports

August 18, 2008 by · Comment
Filed under: CACI, Department of Defense, Earnings, IT, logistics, S&T, SETA 

In the continuing trend of large defense contractors resulting improved results, CACI had a 13% growth in earnings compared to the equivalent quarter a year ago. Forbes.com reports. CACI is a leading provider of services to the US intelligence community, especially the Defense side. They also provide other services to the US government such as IT and logistics management. Revenue growth was even more impressive, surging over 20% on large intelligence contracts.

For more see the story at Forbes.com.

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Computer Sciences Corporation signs to be lead on Defense Information Systems Agency network

December 28, 2007 by · Comment
Filed under: CACI, Contract Awards, CSC 

Computer Sciences Corporation (CSC) signed a contract with the DISA to manage their various networks. CSC will be the lead on a team of various companies including BAE and CACI. More details can be found here. CSC continues to cement its role as a major systems integrator for the Department of Defense and the three services.

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