General Federal Contracts — February 20, 2026

Multiple awards >$100M each to Booz Allen, Peraton, SAIC, Planned Systems total $500M+ obligated in computer systems design (NAICS 541512), with options doubling values.

Clark ($616M hospital) and Kiewit ($242M Helene recovery) secure firm-fixed deals through 2028, matching obligation to base+options for immediate backlog addition.

Paratek ($265M biothreat antibiotic to 2029) and Luminary Labs ($100M to 2028) provide 5-10 year visibility, with $139M combined outlays signaling execution.

Textron ($134M aircraft to 2031), Lockheed ($74M GEOXO to 2049), Saab ($97M radar to 2039) add $500M+ potential via options in manufacturing/R&D.

Low/no outlays on 10+ contracts (e.g., Kiewit $0, SAIC $0, Manta $0) signal potential funding delays or slow starts despite $1B+ obligations.

Firm-fixed price on 12 contracts (e.g., Clark $616M, Paratek $265M) exposes to cost overruns/inflation over 1-25 year terms.

Heavy subawards (e.g., Peraton $258M across 53, Amentum $16M across 70) indicate dependency on subcontractors exceeding obligations in some cases.

$2B+ unexercised options (e.g., SAIC $268M, Peraton $142M, Lockheed $297M) could double values on IT/space contracts.

Extensions to 2028-2049 on 8 contracts (e.g., Textron 2031, Lockheed 2049) position for follow-ons in aviation, radar, space R&D.

Small business set-asides (e.g., TATITLEK $116M, Manta $73M) with $300M+ options align with preferences for engineering/IT.

9 GSA awards total $900M+ in NAICS 541512/541330, with Booz Allen/SAIC leading multi-year delivery orders.

HHS/BARDA $365M in biotech (541714) to small firms like Paratek/Luminary through 2029.

$860M in construction (NAICS 236220/237310) for hospitals, bridges post-Helene.

NASA/DOT/FAA $300M+ to 2039+ for aircraft/radar/space instruments.

{"entity"=>"Booz Allen Hamilton", "reason"=>"$818M across 2 GSA/VA IT deals with $46M outlays; options add $500M+", "trigger"=>"Q1 2027 option exercises or VA platform milestones"}

{"entity"=>"SAIC", "reason"=>"$59M obligation with $327M ceiling to 2033 for PBGC IT; no outlays yet", "trigger"=>"initial funding/outlays post-2025-05 start"}

{"entity"=>"Lockheed Martin", "reason"=>"$74M NASA GEOXO to 2049 with $297M options; long-term space exposure", "trigger"=>"FY2027 NASA budget for option funding"}

{"entity"=>"Construction Sector (Clark/Kiewit)", "reason"=>"$858M firm-fixed wins but $0 outlays and overrun risks", "trigger"=>"site progress/delays at Fort Bliss/Damascus"}