Federal IT & Cybersecurity Contracts — February 05, 2026

All 5 awards target multi-year O&M, claims processing, and compute sustainment, with 70%+ avg. outlays confirming revenue visibility through 2031.

Commerce/NOAA awards total $265M (44% of stream) for custom programming and high-performance compute, spanning 2023-2031.

Iron Bow, a small business, secures $106M obligation (up to $323M options) via full/open competition for Cisco infrastructure.

High subaward dependencies (avg. $27M or 25% of outlays across 50+ recipients) expose primes to subcontractor performance.

T&M contracts (3 of 5) vulnerable to labor cost scrutiny; FFP (2 of 5) risks overruns on long horizons to 2031.

Extended periods (avg. 4.5 years remaining) to 2031 face budget/policy shifts in Medicare/NOAA priorities.

Unexercised options total $217M+ (e.g., Iron Bow $217M to $323M; Peraton $23M), plus follow-ons post-2026-2028.

Full/open wins in NAICS 54151x signal pipeline for sustainment in health/atmospherics IT.

100% of awards are multi-year sustainment/O&M (PSC R425, DF01, DA01), with NOAA/CMS/VA prioritizing claims/compute stability.

153+ subawards totaling $135M+ indicate broad supplier networks in fed IT.

{"entity"=>"Iron Bow Technologies", "reason"=>"$106M obligation with $217M options upside in VA IT; small biz outcompeting larges.", "trigger"=>"Options exercised beyond 2026-09-30"}

{"entity"=>"NOAA IT budget", "reason"=>"44% stream concentration ($265M) in long-term compute/programming.", "trigger"=>"New task orders or FY2027 funding"}

{"entity"=>"Peraton Enterprise Solutions", "reason"=>"$100M CMS Medicare claims sustainment to 2027 with $23M options.", "trigger"=>"HHS policy shifts or extensions"}