New Federal Contractors — February 11, 2026

DHS and Interior awards total $562M+ for barriers, ships, and spillways through 2029, fully obligated upfront.

$445M in nationwide property preservation contracts to woman/minority-owned businesses, with options to 2033.

State ($212M consulate) and FAA/RTX ($190M+ potential) awards provide 4-6 year visibility via firm fixed price.

$200M+ in GSA/Census BPA calls for cybersecurity and computer services through 2027.

Firm fixed price in 70% of contracts ($1.3B+) exposes to cost overruns; low outlays ($0-4M) in 8/10 signal funding delays.

Long performance periods (avg 4-6 yrs to 2029+) vulnerable to budget shifts or site delays in construction-heavy awards.

$500M+ in unexercised options across ARINC, Raytheon, Iron Vine for IT/aviation extensions to 2029.

USDA REO portfolio mgmt scaling to 2033 offers follow-ons for small disadvantaged firms.

DHS Coast Guard ships ($180M) as entry to Arctic vessel programs despite zero outlay.

Awards >$900M (52%) for barriers, dams, consulates signal sustained federal capex in border/security builds.

$445M to small firms for nationwide USDA portfolio mgmt through 2033.

Aviation/cyber contracts ($380M+) from FAA/DHS/GSA favor incumbents like RTX with options upside.

{"entity"=>"SLS Federal Services", "reason"=>"Largest award ($383M) fully obligated for border barriers; zero outlay flags ramp risk.", "trigger"=>"First $50M outlay Q2 2026"}

{"entity"=>"RTX Corp (ARINC/Raytheon)", "reason"=>"$190M FAA obligations with $173M options; 94% outlay execution.", "trigger"=>"Option exercises to $274M ceiling"}

{"entity"=>"USDA Rural Housing REO", "reason"=>"$445M cluster to small firms; potential 2033 extensions.", "trigger"=>"Option years funded in FY27"}