Executive Summary
These 12 high-value federal contracts total $1,755,742,802 in obligations, with only 1/12 defense-related (CACI's GSA network defense award) and the remaining 11 civilian-focused across agencies like GSA, VA, NASA, DHS, Treasury, Commerce, and State. Dominant theme is multi-year IT systems design, network support, and professional services, led by CACI ($708M), SALIENT CRGT ($206M VA), and HALVIK ($133M NASA). Highest-conviction bullish signal is CACI's $708M cost-plus GSA delivery order for federal enterprise network defense, offering low-risk ~$141M annual revenue through 2024 with potential $1.03B ceiling. Balanced by neutral signals on most awards; key risk is stalled outlays, including CACI's negative $-453K and zero outlays on $368M+ across Brasfield & Gorrie ($96M DHS), SATSYIL ($62M Commerce), Integral Federal ($61M State), and ATT Mobility ($54M State).
Tracking the trend? Catch up on the prior High-Value Federal Grants ($5M+) digest from April 08, 2026.
Investment Signals(6)
- CACI Secures $708M GSA Network Defense Delivery Order(HIGH)▲
CACI, INC. - FEDERAL 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 (NAICS 541512), spanning 2019-2024 with low pricing risk despite negative $-453K outlay to date.
- Deloitte Lands $122M GSA Ginnie Mae Cloud Migration Award(MEDIUM)▲
Deloitte Consulting LLP secured a $121,868,141 time and materials delivery order (potential $206M with options) for IT cybersecurity and cloud migration (NAICS 541512, PSC D310), extending potentially to 2030 under full competition.
- Brasfield & Gorrie Wins $96M DHS Coast Guard Construction Order(MEDIUM)▲
Brasfield & Gorrie LLC received a $95,538,222 firm fixed price delivery order for USCG Base Charleston utility infrastructure and buildings (NAICS 236220) under full competition, with ~3.25-year performance starting 2026.
- Deloitte Captures $80M Treasury Intelligence Analysis BPA Call(HIGH)▲
Deloitte Consulting LLP won an $80,346,773 firm fixed price BPA call (potential $101M) for administrative management consulting (NAICS 541611, PSC B538) with $63M outlayed since 2022 under full competition.
- Integral Federal Gains $61M State Passport Printer Contract(MEDIUM)▲
Integral Federal, Inc. secured a $61,037,138 firm fixed price delivery order for next-generation passport printing equipment (NAICS 333244) under full competition, spanning ~2.5 years to mid-2026.
- Zero Outlays on $368M+ Recent Civilian Awards(MEDIUM)▲
Brasfield & Gorrie ($96M DHS), SATSYIL ($62M Commerce USPTO), Integral Federal ($61M State), and ATT Mobility ($54M State) show $0 outlayed despite recent awards, signaling potential execution delays on firm fixed price structures.
Risk Flags(4)
- Execution[HIGH RISK]▼
CACI's $708M GSA award shows negative $-453K outlay despite 5-year performance to 2024-04-30, indicating limited spending or adjustments that could delay revenue recognition.
- Execution[MEDIUM RISK]▼
SALIENT CRGT's $206M VA firm fixed price order has only $101M outlayed over ~3 years with $269M subawards exceeding obligation, risking prime margins via high subcontracting.
- Budget[MEDIUM RISK]▼
Multiple awards like HALVIK's $133M NASA (8(a) set-aside, $102M outlayed) and GLOBAL SCIENCE's $55M NOAA face long-term execution risks through 2026-2027 amid civilian budget cycles.
- Competition[LOW RISK]▼
High materiality awards like CACI ($708M) and Deloitte ($202M total) under full and open competition lack sole-source moats, vulnerable to protests or re-competes post-period.
Opportunities(3)
- ◆
Deloitte Consulting LLP's two awards ($122M GSA cloud + $80M Treasury) total $202M with options to $307M, signaling multi-agency IT/consulting expansion through 2027-2030.
- ◆
CACI's $708M GSA obligation has unexercised options to $1.03B for network defense IT, plus monitoring subawards at $5M.
- ◆
HALVIK ($133M NASA 8(a)) and GLOBAL SCIENCE ($55M NOAA small business total set-aside) highlight small/disadvantaged business ramps in civilian R&D/support.
Sector Themes(2)
- ◆
GSA, VA, and Commerce awards to CACI ($708M network defense), SALIENT CRGT ($206M VA infrastructure), and SATSYIL ($62M USPTO data services) under NAICS 541512 emphasize federal IT modernization with ~$977M obligated.
- ◆
Brasfield & Gorrie ($96M Coast Guard construction), Integral Federal ($61M passport printers), and ATT Mobility ($54M wireless) total $211M in firm fixed price builds/services through 2026-2029.
Watch List(5)
- 👁
{"entity"=>"CACI International Inc", "reason"=>"$708M GSA obligation with negative $-453K outlay and 2024-04-30 end date risks revenue delays.", "trigger"=>"2024-04-30 extensions or outlay acceleration"}
- 👁
{"entity"=>"Deloitte Consulting LLP", "reason"=>"Dual $202M obligations ($122M GSA to 2030 potential, $80M Treasury with $63M outlayed) for option upside to $307M.", "trigger"=>"option exercises toward ceilings; 2026-09-13/2027-09-20 ends"}
- 👁
{"entity"=>"Brasfield & Gorrie LLC", "reason"=>"$96M DHS firm fixed high-risk pricing with $0 outlay ahead of 2026-04-20 start.", "trigger"=>"outlay progress from $0; 2029-07-10 milestones"}
- 👁
{"entity"=>"SALIENT CRGT, INC.", "reason"=>"$206M VA with $269M subawards exceeding obligation and $101M outlayed.", "trigger"=>"2026-06-21 end/2026-09-21 potential; option to $219M"}
- 👁
{"entity"=>"IT Services Sector (GSA/VA)", "reason"=>"Cluster of high-materiality awards ($1B+ combined) in NAICS 541512 network/IT with varying outlays.", "trigger"=>"Q2 2026 budget cycles for civilian IT"}
Get daily alerts with 6 investment signals, 4 risk alerts, 3 opportunities and full AI analysis of all 12 filings
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