Contract Option Exercises — April 15, 2026

XATOR LLC's $2,309,491,422 obligation from State provides massive revenue visibility, flagged as highest materiality with 8/10 score despite limited details on competition or sector.

UNWIN CO's small business set-aside contract with $178.6M outlayed of $213.8M total obligation runs through 2026-04-13, signaling strong execution in DOE security studies.

HUBZone small business SOFTRAMS LLC has $57M outlayed of $88.2M obligated for Quality Payment Program IT, with ceiling to $195.5M through potential 2029 end.

Tetra Tech subsidiary Bluewater has $62.8M outlayed of $80M obligated for IT services through 2026-09-19, with ceiling to $96.9M.

GDIT's $329.95M USCIS IT sustainment order ended 2015-09-25 with $0 outlayed despite $156.6M in subawards, indicating dormant historical backlog.

Small disadvantaged business CLOUDSHAPE LLC has $32.9M outlayed of $64.2M for data center services through 2032-12-31, ceiling to $150.4M.

GDIT's $329.95M DHS/USCIS contract has $0 outlayed after 2015-09-25 performance end, signaling potential non-revenue realization for General Dynamics.

Multiple contracts like KOENIG & BAUER's $128.5M Treasury award and PCI Productions' $71M NASA have partial outlays ($83M and $58.3M respectively) with long tails to 2027+.

Lockheed Martin's $73,614 Commerce/NOAA purchase order has $0 outlayed as of award on 2026-04-13, negligible but watch for civilian diversification.

XATOR LLC's $2.31B State obligation offers decade-scale visibility if outlays ramp, dominating civilian security services.

SOFTRAMS LLC and CLOUDSHAPE LLC have ceilings to $195.5M and $150.4M respectively in HHS and USAID IT, via option exercises.

UNWIN CO's small business set-aside $213.8M DOE contract through 2026 provides protected revenue in security analysis.

DOE, HHS, DHS, and USAID awards to UNWIN CO ($213.8M), SOFTRAMS LLC ($88.2M), Bluewater ($80M), and CLOUDSHAPE LLC ($64.2M) emphasize long-duration IT/data center/security contracts with high outlays.

KOENIG & BAUER's $128.5M firm-fixed Treasury printing machinery contract to 2027-11-29 with $83M outlayed supports steady currency production needs.

{"entity"=>"XATOR LLC", "reason"=>"$2.31B State obligation dominates 69% of digest value; track for revenue confirmation.", "trigger"=>"outlay initiation and performance details"}

{"entity"=>"General Dynamics Corp (GDIT)", "reason"=>"$330M DHS contract at $0 outlay post-2015 raises dormancy risk.", "trigger"=>"modifications or extensions"}

{"entity"=>"Tetra Tech, Inc. (TEX)", "reason"=>"Bluewater sub's $80M DOE IT with $62.8M outlayed and $96.9M ceiling through 2026.", "trigger"=>"option exercises to ceiling"}

{"entity"=>"SOFTRAMS LLC", "reason"=>"$88.2M HHS obligation with $195.5M ceiling potential to 2029.", "trigger"=>"obligation increases and option exercises"}