Executive Summary
These 21 civilian federal contracts total $1,798,808,650 in obligations with 0/21 defense-related, focusing on construction, IT/telecom, financial services, and facilities support across agencies like DOJ/FBI, Education, DOT/FAA, and HUD. Dominant sector theme is large-scale civilian construction and facilities management, headlined by Brasfield & Gorrie LLC's $519,305,226 fixed-price delivery order for FBI's Academic Zone at Redstone Arsenal with $99,380,719 outlayed. Highest-conviction bullish signal is this 6.7-year commitment (~$77.8M annual) signaling durable revenue for Brasfield amid neutral sector backdrop. Balanced by neutral signals in long-term low-outlay awards like Trane U.S. Inc.'s $79.7M GSA energy project ($0 outlayed) and L3Harris' $102.4M FAA telecom ($33M outlayed vs. $5.9B ceiling). Key risk is high fixed-price execution exposure in 8+ contracts; watch outlay progression and option exercises across IDIQ vehicles.
Tracking the trend? Catch up on the prior General Federal Contracts digest from April 09, 2026.
Investment Signals(9)
- Brasfield & Gorrie LLC Secures $519M DOJ/FBI Construction at Redstone Arsenal(HIGH)▲
Brasfield & Gorrie LLC awarded $519,305,226 fixed-price delivery order on 2024-05-07 for Academic Zone Design-Build, spanning to 2030-01-28 with $99,380,719 outlayed, equating to ~$77.8M annual revenue over 6.7 years under full competition.
- Compu-Link Corp Wins $86M HUD HECM Financial Services Contract(MEDIUM)▲
Compu-Link Corp received $85,959,050 firm fixed-price contract on 2024-11-08 for HOME EQUITY CONVERSION MORTGAGE services to 2026-08-11, with $36,400,023 outlayed (~$49M annual over 1.75 years), non-competed signaling established moat.
- Trane U.S. Inc. Lands $80M GSA Energy Conservation Delivery Order(MEDIUM)▲
Trane U.S. Inc. awarded $79,676,344 firm fixed-price delivery order on 2016-04-20 for 98 energy/water measures across 10 NYC federal buildings to 2036-06-30 (potential 2036-12-31), with $185M options ceiling despite $0 outlayed to date (~$4M annual base).
- Booz Allen Hamilton Gains $80M USPTO IT Delivery Order(MEDIUM)▲
Booz Allen Hamilton Inc. secured $79,658,974 labor hours delivery order on 2020-12-23 for NWOW trademark systems to 2026-06-30 (potential 2028-06-30), with $119M options ceiling under full competition (~$14-16M annual).
- General Dynamics IT Awarded $61M CMS Medicare Payments Support(MEDIUM)▲
General Dynamics Information Technology, Inc. received $61,173,339 time-and-materials delivery order on 2024-09-09 for Medicare Secondary Payment Systems to 2026-09-11, with $41,898,435 outlayed (~$30.6M annual over 2 years).
- The GEO Group Secures $60M ICE Detention Services(MEDIUM)▲
The GEO Group, Inc. won $59,993,453 firm fixed-price delivery order on 2024-10-16 for Denver Aurora facility services to 2025-10-15, with $47,096,715 outlayed under full competition (~$60M for 1-year term).
- Booz Allen Hamilton Adds $49M GSA C4ISR Support at Eglin AFB(MEDIUM)▲
Booz Allen Hamilton Inc. awarded $48,903,469 time-and-materials delivery order on 2022-12-02 for C4ISR engineering to 2026-12-31 (potential 2028-06-30), with $80M options ceiling (~$12.2M annual base).
- TRAX International Wins $48M NASA Goddard Logistics with $265M Ceiling(HIGH)▲
TRAX International Corporation secured $47,853,227 cost-plus-fixed-fee contract on 2024-07-03 for GSFC logistics to 2026-07-31 (potential 2029-07-31), with $39,343,626 outlayed and $264M options (~$53M potential annual).
- L3Harris FAA Telecom Obligation Lags $5.9B Ceiling(MEDIUM)▲
Harris Corporation (L3Harris) has $102,399,337 obligated since 2006-12-05 for FAA network management to 2025-09-30 (potential 2026-04-09), but only $32,980,334 outlayed (~$5.4M annual to date) signaling funding uncertainty.
Risk Flags(3)
- Execution[HIGH RISK]▼
High fixed-price risk in Brasfield & Gorrie LLC $519M DOJ, Compu-Link Corp $86M HUD, and Trane U.S. Inc. $80M GSA contracts amid medium-high pricing risk ratings and varying outlays ($99M, $36M, $0).
- Budget[MEDIUM RISK]▼
Low/no outlays in long-term awards like Trane U.S. Inc. $79.7M GSA ($0 outlayed to 2036), PAGE-LORING LLC $47.4M Smithsonian ($0 to 2028), and EDFinancial Services LLC $121M Education (no funds yet post-2026 start).
- Concentration[MEDIUM RISK]▼
Booz Allen Hamilton Inc. concentration with $128.6M across USPTO $79.7M and GSA $48.9M delivery orders, both with significant options ($119M, $80M) and subawards.
Opportunities(4)
- ◆
L3Harris Technologies, Inc. $102M FAA obligation with $5.9B ceiling unexercised since 2006, plus potential extension to 2026-04-09.
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TRAX International Corporation $47.8M NASA Goddard with $264M base+options to 2029-07-31.
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EDFinancial Services LLC $121M Education student loans with $276M base+options potential to 2027-12-31.
- ◆
Innovative Technology Partnerships LLC $49M DOE/NNSA logistics as small business set-aside with $51.7M options to 2026-06-30.
Sector Themes(3)
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Brasfield & Gorrie LLC $519M FBI Redstone Arsenal office build, Clark Construction Group LLC $51.6M HHS grant, Archer Western $51M Interior pumping plants, and GEO Group $60M ICE detention highlight ~$700M+ in construction/facilities amid steady outlays.
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Caltech $112M across two JPL-managed Earth science/UAVSAR contracts to 2027-2028 ($59M+$53M obligations) and TRAX $48M Goddard logistics with $265M ceiling to 2029 signal ongoing funding.
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L3Harris $102M FAA telecom ($5.9B ceiling), Peraton $82M DHS CBP networks, Booz Allen $129M USPTO/GSA C4ISR, GDIT $61M CMS payments show multi-year civilian IT backlog.
Watch List(5)
- 👁
{"entity"=>"Brasfield & Gorrie LLC", "reason"=>"$519M DOJ obligation with $99M outlayed; medium pricing risk over 6.7 years.", "trigger"=>"outlays beyond $99,380,719; modifications to 2030-01-28 end"}
- 👁
{"entity"=>"L3Harris Technologies, Inc.", "reason"=>"$102M FAA obligation lags $5.9B ceiling with only $33M outlayed over 19 years.", "trigger"=>"option exercises; extensions beyond 2025-09-30"}
- 👁
{"entity"=>"TRAX International Corporation", "reason"=>"$48M NASA Goddard with $265M ceiling and $39M rapid outlays post-2024 award.", "trigger"=>"option exercise beyond 2026-07-31"}
- 👁
{"entity"=>"Booz Allen Hamilton Inc.", "reason"=>"$129M combined USPTO/GSA IT with options to $200M+.", "trigger"=>"outlay starts on GSA $49M (currently $0); option notifications"}
- 👁
{"entity"=>"Trane U.S. Inc.", "reason"=>"$80M GSA energy project $0 outlayed despite 20-year term.", "trigger"=>"initial outlays; options to $185M"}
Get daily alerts with 9 investment signals, 3 risk alerts, 4 opportunities and full AI analysis of all 21 filings
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