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Mega Contracts Monitor ($100M+) — April 09, 2026

Mega Contracts Monitor ($100M+)

5 total filings analysed

Executive Summary

This week's Mega Contracts Monitor captures $1,291,393,992 in total obligations across 5 awards, with 1 defense-related and 4 civilian-focused contracts emphasizing federal IT services. GSA dominates with two high-value awards to CACI ($708M) and Deloitte ($122M), signaling robust demand for network defense and cloud migration in civilian agencies like GSA, VA, NASA, and DOT. The highest-conviction bullish signal is CACI's $708M cost-plus GSA delivery order for enterprise network defense, offering low-risk multi-year revenue through 2024. Neutral signals prevail in VA, NASA, and DOT contracts, with balanced execution via significant outlays in Salient CRGT ($101M) and Halvik ($102M). Key risk: Negative or low outlays in top materiality contracts like CACI (-$453k) and Deloitte (-$10k), warranting watch on spending progress amid potential adjustments.

Tracking the trend? Catch up on the prior Mega Contracts Monitor ($100M+) digest from April 08, 2026.

Investment Signals(4)

  • CACI Secures $708M GSA Network Defense Delivery Order(HIGH)

    CACI, INC. - FEDERAL won a $708,253,079 cost-plus award fee delivery order from GSA for federal enterprise network defense IT systems (NAICS 541512), with base + options up to $1,026,717,176 through 2024-04-30 under full and open competition.

  • Deloitte Wins $122M GSA Cloud Migration Contract(MEDIUM)

    Deloitte Consulting LLP secured a $121,868,141 time and materials delivery order from GSA for Ginnie Mae IT cloud migration and cybersecurity (NAICS 541512, PSC D310), with base + options to $205,591,009 potentially extending to 2030-09-13.

  • Negative Outlays Flag Execution Delays in CACI and Deloitte GSA Awards(MEDIUM)

    CACI's $708M GSA contract shows -$453,104 outlayed despite $708M obligated, while Deloitte's $122M award reports -$10,047 outlay, signaling potential spending halts or adjustments in civilian IT contracts.

  • Salient CRGT Books $101M Outlay on $206M VA IT Support Order(MEDIUM)

    SALIENT CRGT, INC. has outlayed $101,120,213 on its $205,535,562 firm fixed price VA delivery order for network infrastructure (NAICS 541512), with subawards at $269M exceeding obligations through potential 2026-09-21.

Risk Flags(3)

  • Execution[HIGH RISK]

    Negative outlays in CACI ($-453k on $708M GSA) and Deloitte ($-10k on $122M GSA) indicate potential delays or adjustments in civilian IT execution.

  • Budget[MEDIUM RISK]

    Salient CRGT's $205M VA contract faces high pricing risk under firm fixed price structure, with $269M subawards exceeding obligations and $101M outlayed over 3 years.

  • Competition[MEDIUM RISK]

    Halvik's $133M NASA 8(a) set-aside delivery order for procurement support ends 2026-04-30 (potential 2026-11-30), exposing re-compete risk post-performance.

Opportunities(3)

  • CACI's GSA $708M obligation has $319M unexercised options to reach $1.03B ceiling through 2024, plus potential extensions.

  • Deloitte's GSA $122M cloud migration order offers $84M in base + options to $206M, with extension potential to 2030-09-13.

  • Halvik's 8(a) $133M NASA delivery order with $16M options to $149M supports small business policy priorities through 2026.

Sector Themes(2)

  • GSA awards to CACI ($708M network defense) and Deloitte ($122M cloud migration) under NAICS 541512 highlight sustained investment in IT systems design and cybersecurity, both via full and open competition.

  • Salient CRGT's $206M VA network support (46% outlayed) and Halvik's $133M NASA 8(a) procurement services ($102M outlayed) show steady civilian agency execution in NAICS 541512/541330.

Watch List(4)

  • 👁

    {"entity"=>"CACI International Inc", "reason"=>"Negative -$453k outlay on $708M GSA obligation signals execution watch amid 2024-04-30 end date.", "trigger"=>"outlay progress update, 2024-04-30 extension announcement"}

  • 👁

    {"entity"=>"Deloitte Consulting LLP", "reason"=>"Negative -$10k outlay on $122M GSA with $84M options to $206M and 2030 potential end.", "trigger"=>"option exercise milestones, 2026-09-13 current end"}

  • 👁

    {"entity"=>"SALIENT CRGT, INC.", "reason"=>"$269M subawards exceed $206M VA obligation; high firm fixed pricing risk with $101M outlayed.", "trigger"=>"subaward impact on prime revenue, 2026-06-21 end"}

  • 👁

    {"entity"=>"HALVIK, LLC", "reason"=>"$102M outlayed on $133M NASA 8(a) with $16M options; re-compete exposure post-2026.", "trigger"=>"2026-04-30 performance end, option exercises"}

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