Executive Summary
These four Federal IT & Cybersecurity contracts total $350,641,411 in obligations, all to civilian agencies (0/4 defense-related), highlighting steady revenue in VA, HHS, and DHS IT services. Dominant themes include DevSecOps support at VA and IT operations for HHS/NIH, with Veterans EZ Info Inc. securing the highest-conviction bullish signal via a $117M VA set-aside award offering multi-year visibility to 2030. Leidos Inc. captures two HHS contracts totaling $158.7M, reinforcing its civilian health IT position, though one is neutral due to advanced outlays nearing completion. Key risk is stagnant outlays on the aging $74.7M GDIT DHS contract ($0 outlayed since 2011), warranting monitoring for execution shortfalls.
Tracking the trend? Catch up on the prior Federal IT & Cybersecurity Contracts digest from April 23, 2026.
Investment Signals(4)
- Veterans EZ Info Inc. Lands $117M VA DevSecOps Set-Aside(HIGH)▲
$117M obligation (ceiling $158M) for Community Care DevSecOps under SDVOSB set-aside, with $31.7M already outlayed and potential to 2030, providing ~$23M annual revenue visibility despite non-small business status.
- Leidos Secures $74.5M HHS ARPA-H IT Support(MEDIUM)▲
$74.5M obligation (ceiling $100M) for NIH NHLBI ARPA-H services, with $57M outlayed over 3 years (~$24.8M annually), signaling revenue addition in health research IT via full competition.
- Leidos $84M HHS OCSE IT Nears Completion(MEDIUM)▲
$84M obligation (ceiling $100.6M) for NIH OCSE systems O&M, with $65.4M outlayed over 4.75 years (~$17.7M annually), indicating steady but maturing civilian revenue stream.
- GDIT $74.7M DHS USCIS Contract Stagnant(LOW)▲
$74.7M obligation (ceiling $77.5M) for Verification Information System O&M since 2011, with $0 outlayed and $17M subawards, reflecting historical but inactive civilian IT exposure.
Risk Flags(3)
- Execution[HIGH RISK]▼
GDIT DHS contract shows $0 outlayed on $74.7M obligation despite 2011 award and 2016 potential end, plus $17M subawards reducing net revenue.
- Budget[MEDIUM RISK]▼
Leidos HHS OCSE contract has high pricing risk (firm fixed price) with only $18.8M remaining obligation after $65.4M outlayed, nearing 2026 end.
- Concentration[MEDIUM RISK]▼
Leidos holds two HHS/NIH contracts totaling $158.7M obligations, exposing to agency-specific budget shifts in civilian health IT.
Opportunities(2)
- ◆
Veterans EZ Info Inc. benefits from SDVOSB set-aside on $117M VA DevSecOps despite non-small business status, with ceiling to $158M.
- ◆
Leidos $74.5M HHS ARPA-H contract offers upside to $100M ceiling via options in health research IT.
Sector Themes(2)
- ◆
Leidos captures $158.7M across two HHS/NIH contracts ($84M OCSE O&M with $65M outlayed; $74.5M ARPA-H with $57M outlayed), emphasizing multi-year IT support in child support and health research.
- ◆
Veterans EZ Info Inc. $117M VA Community Care DevSecOps award under SDVOSB set-aside provides protected multi-year IT revenue to 2030.
Watch List(3)
- 👁
{"entity"=>"Veterans EZ Info Inc.", "reason"=>"$117M VA obligation with $31.7M outlayed; SDVOSB set-aside despite non-small status", "trigger"=>"outlay progress beyond $31.7M; option exercises to $158M ceiling"}
- 👁
{"entity"=>"Leidos Inc.", "reason"=>"Two HHS contracts totaling $158.7M with $122.4M combined outlayed", "trigger"=>"option exercises on ARPA-H to $100M; 2026-08-26/09-28 ends"}
- 👁
{"entity"=>"General Dynamics Information Technology Inc.", "reason"=>"$74.7M DHS obligation with $0 outlayed since 2011", "trigger"=>"outlayed progress; subaward details"}
Get daily alerts with 4 investment signals, 3 risk alerts, 2 opportunities and full AI analysis of all 4 filings
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