Mega Contracts Monitor ($100M+) — December 22, 2025

Three contracts worth $573M (59% of total) in IT/data centers, telecom, and advisory underscore sustained DoI/DoJ/DoS demand through 2026-2029.

$403M in office building and Iraq life support contracts with 40-60% outlayed provide multi-year revenue stability for non-IT players.

Firm-fixed-price structures (4/5 contracts) expose contractors to cost overruns on ~$410M remaining outlays amid long 2026-2029 timelines.

Geopolitical exposure in Iraq sustainment ($192M) and potential small biz set-aside scrutiny for Planet Technologies.

$250M+ in unobligated options across Planet ($103M) and Deloitte ($153M) delivery orders.

Extensions possible on 4/5 contracts (e.g., Brasfield to 2027, Planet to 2029) amid high outlay progress.

59% value in IT/data/telecom contracts reflects federal push for computing infrastructure and advisory.

All contracts extend to 2026+ with partial outlays, emphasizing backlog stability over new awards.

{"entity"=>"Planet Technologies", "reason"=>"Largest remaining options ($103M) and small biz set-aside mismatch on $189M IT contract.", "trigger"=>"option funding or set-aside challenge"}

{"entity"=>"PAE/Jacobs Engineering", "reason"=>"$154M remaining on Iraq sustainment amid geopolitical risks.", "trigger"=>"outlay acceleration or mission changes"}