Executive Summary
Four federal IT and cybersecurity contracts totaling $1,097,635,237 in obligations, with 1/4 defense-related, highlight civilian agency dominance via GSA awards comprising ~75% of value ($830M to CACI and Deloitte). Highest-conviction bullish signal is CACI International Inc's $708M GSA cost-plus network defense delivery order, signaling low-risk multi-year revenue stability. VA and Commerce add neutral signals via Salient CRGT ($206M) and Satsyil Corp ($62M) for IT infrastructure and data services. Dominant theme is sustained civilian IT modernization amid cloud migration and network support needs. Key watch item: outlay progress across contracts, including CACI's negative $-453K and Satsyil's $0 outlays, amid option exercises and 2024-2030 end dates.
Tracking the trend? Catch up on the prior Federal IT & Cybersecurity Contracts digest from April 08, 2026.
Investment Signals(4)
- CACI International Inc Secures $708M GSA Network Defense Order(HIGH)▲
CACI's subsidiary won a $708,253,079 cost-plus award fee delivery order (potential $1.03B with options) under full competition for federal enterprise network defense IT systems, spanning 2019-2024 with low pricing risk.
- Deloitte Consulting LLP Wins $122M GSA Cloud Migration Contract(MEDIUM)▲
Deloitte secured a $121,868,141 time-and-materials delivery order (potential $206M with options) for Ginnie Mae cloud migration and cybersecurity services, extendable to 2030 under full competition.
- Salient CRGT Lands $206M VA IT Infrastructure Delivery Order(MEDIUM)▲
Salient CRGT won a firm-fixed $205,535,562 order (potential $219M) for VA network engineering support through 2026, with $101M outlayed but high pricing risk and subawards exceeding obligation at $269M.
- Satsyil Corp Awarded $62M Commerce USPTO Data Services Order(LOW)▲
8(a) small business Satsyil Corp secured a $61,978,454 labor hours order (potential $75M) for USPTO Enterprise Data Services Phase 2 through 2026 under full competition, with $0 outlays to date.
Risk Flags(4)
- Execution[HIGH RISK]▼
CACI's $708M GSA contract shows negative $-453,104 outlays despite high obligation, signaling potential delays or adjustments in spending.
- Execution[MEDIUM RISK]▼
Satsyil Corp's $62M Commerce contract has $0 outlays since 2022 award, indicating early-stage execution risk.
- Budget[MEDIUM RISK]▼
Salient CRGT's $206M VA contract has high firm-fixed pricing risk and subawards ($269M) exceeding obligation, pressuring prime margins.
- Execution[LOW RISK]▼
Deloitte's $122M GSA contract reports negative $-10K outlays, warranting scrutiny on spending momentum.
Opportunities(4)
- ◆
CACI's $708M GSA order offers upside to $1.03B via unexercised options in network defense IT.
- ◆
Deloitte's $122M GSA cloud migration contract has potential to $206M with extension to 2030.
- ◆
Salient CRGT's $206M VA IT support has $14M options remaining toward $219M ceiling.
- ◆
Satsyil Corp's $62M Commerce data services has $13M options to reach $75M.
Sector Themes(2)
- ◆
GSA awards to CACI ($708M network defense) and Deloitte ($122M cloud migration/cybersecurity) represent 75% of total obligations, emphasizing multi-year IT systems design under NAICS 541512.
- ◆
Neutral signals from Salient CRGT's $206M VA network support (PSC DG01) and Satsyil Corp's $62M USPTO data services (NAICS 541511) underscore ongoing civilian agency needs through 2026.
Watch List(4)
- 👁
{"entity"=>"CACI International Inc", "reason"=>"$708M GSA obligation with negative $-453K outlays and $5M subawards", "trigger"=>"2024-04-30 performance end for extensions or options"}
- 👁
{"entity"=>"Salient CRGT, Inc.", "reason"=>"$206M VA obligation with $101M outlayed but $269M subawards exceeding value", "trigger"=>"option exercises toward $219M by 2026-06-21"}
- 👁
{"entity"=>"Deloitte Consulting LLP", "reason"=>"$122M GSA obligation with negative outlays and potential to $206M", "trigger"=>"2026-09-13 current end and 2030 extension"}
- 👁
{"entity"=>"Satsyil Corp", "reason"=>"$62M Commerce obligation with $0 outlays since 2022", "trigger"=>"initial funds outlay and options to $75M by 2026-11-14"}
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