Federal IT & Cybersecurity Contracts — February 26, 2026

Two of three awards from GSA total $270M obligated, providing multi-year revenue stability through 2026+ for IT systems design services.

ITILITY and Valiant orders carry $198M combined potential from options, exercisable to 2028, boosting revenue visibility.

100% base+options fully obligated ($344M total), signaling strong federal commitment vs. typical partial funding.

Low/zero outlays signal funding delays: ITILITY negative $254K, BAE $0, Valiant only 34% ($24M of $71M).

5-7 year durations expose to staffing, subcontractor dependencies (BAE 17% subawards to 41 firms), and location mismatches.

Option exercises could add $76.8M (ITILITY) + $121.7M (Valiant), lifting total value 58%.

HUBZone/SDVOSB wins (Valiant, ITILITY) despite full/open competition signal pipeline for set-aside IT cyber work.

78% of value from GSA FAS awards under NAICS 541512 for business app dev and cyber support, with extensions to 2028.

DOJ/BAE and GSA/Valiant focus on Tier 1-2 support, end-user tools, signaling sustained cyber ops spending.

{"entity"=>"ITILITY, L.L.C.", "reason"=>"Largest award ($199M obligated) with highest options upside ($77M) but negative outlays.", "trigger"=>"Outlay turn positive or 2026 extension exercised"}

{"entity"=>"Valiant Solutions, LLC", "reason"=>"34% outlay progress on $71M provides cash flow visibility; $122M options in cyber for HUBZone firm.", "trigger"=>"Options exercised toward $193M ceiling"}

{"entity"=>"GSA FEDSIM IT Spending", "reason"=>"Two awards total $270M; monitors for similar delivery orders.", "trigger"=>"New NAICS 541512 obligations >$50M"}