Executive Summary
Nine civilian agency contract deobligations alert totaling $3,699,283,364 in obligations feature dominant VA awards to Optum Public Sector Solutions, Inc. (UnitedHealth Group Incorporated subsidiary) exceeding $2.78B across three managed healthcare delivery orders, alongside GSA contracts to Booz Allen Hamilton Inc. ($492M) and General Dynamics Information Technology, Inc. ($113.5M). With 0/9 defense-related, signals emphasize civilian healthcare and IT services growth. Highest-conviction bullish signal is Optum's $1.1B VA award, reinforcing UnitedHealth Group's moat in VA managed care. Key risk is pervasive $0 outlays and performance periods predating 2026-04-15 award dates (e.g., Optum's Nov/Dec 2025 execution), signaling potential execution delays or data anomalies.
Tracking the trend? Catch up on the prior Contract Deobligations Alert digest from April 16, 2026.
Investment Signals(6)
- Optum Public Sector Solutions, Inc. Secures $1.1B VA Managed Healthcare Award(HIGH)▲
Optum Public Sector Solutions, Inc. (UnitedHealth Group Incorporated) awarded $1,102,850,655 firm fixed price contract from VA Strategic Acquisition Center Fredericksburg for medical-managed healthcare (PSC Q201). Full and open competition underscores competitive strength despite $0 outlayed.
- Optum Public Sector Solutions, Inc. Wins $894.5M VA Delivery Order(HIGH)▲
UnitedHealth Group Incorporated subsidiary Optum awarded $894,515,798 firm fixed price delivery order from VA for one-month (Dec 2025) managed healthcare, base + options fully obligated under full and open competition.
- Optum Public Sector Solutions, Inc. Awarded $782.1M VA Contract(MEDIUM)▲
Optum Public Sector Solutions, Inc. received $782,102,376 firm fixed price delivery order from VA for Nov 2025 managed healthcare (NAICS 524114), fully obligated with $0 outlayed via full and open competition.
- Booz Allen Hamilton Inc. Lands $492M GSA Engineering Order(HIGH)▲
Booz Allen Hamilton Inc. secured $492,049,724 cost plus award fee delivery order from GSA FAS AAS FEDSIM for engineering services (NAICS 541330), with base + options at $682.8M through potential 2025-07-21.
- General Dynamics Information Technology, Inc. Gets $113.5M GSA IT Order(HIGH)▲
General Dynamics Information Technology, Inc. (General Dynamics Corp subsidiary) awarded $113,504,349 cost-plus award fee GSA delivery order for SCITLS IT support (NAICS 541512), base + options $1.475B potential through 2032-09-21.
- Deloitte Consulting LLP Secures $86.2M GSA Program Management Order(MEDIUM)▲
Deloitte Consulting LLP awarded $86,168,632 time and materials delivery order from GSA for enterprise program management (NAICS 541330) through 2026-09-28 under full and open competition.
Risk Flags(3)
- Execution[HIGH RISK]▼
Optum Public Sector Solutions, Inc. VA contracts ($2.78B total) show $0 outlays and performance periods (Nov/Dec 2025) predating 2026-04-15 award date, plus high firm fixed price risk.
- Execution[MEDIUM RISK]▼
Booz Allen Hamilton Inc. GSA order shows negative -$1,508 outlayed on $492M obligation amid cost plus structure through 2025-04-30.
- Execution[MEDIUM RISK]▼
General Dynamics Information Technology GSA IT order at $0 outlayed on $113.5M current obligation with 53 subawards totaling $162M.
Opportunities(3)
- ◆
General Dynamics Information Technology, Inc. GSA SCITLS order with $1.475B base + options potential through 2032-09-21 at Offutt AFB.
- ◆
Booz Allen Hamilton Inc. GSA engineering order with $682.8M base + options ceiling through potential 2025-07-21.
- ◆
Koniag Management Solutions LLC 8(a) sole source $102.9M State Department cloud support contract fully obligated through 2025-02-28.
Sector Themes(2)
- ◆
VA Strategic Acquisition Center Fredericksburg awarded $2.78B across three firm fixed price delivery orders to Optum Public Sector Solutions, Inc. for FY26 Q1 Nov/Dec 2025 managed healthcare (PSC Q201, NAICS 524114), all under full and open competition.
- ◆
GSA FAS AAS FEDSIM issued multi-year delivery orders including Booz Allen Hamilton Inc. ($492M engineering, NAICS 541330), General Dynamics Information Technology ($113.5M IT, NAICS 541512), and Deloitte Consulting LLP ($86.2M program management).
Watch List(3)
- 👁
{"entity"=>"UnitedHealth Group Incorporated", "reason"=>"Optum Public Sector Solutions $2.78B VA obligations at $0 outlayed with 2025 performance vs. 2026 award dates.", "trigger"=>"outlay progress from $0; performance completion by 2025-12-31"}
- 👁
{"entity"=>"Booz Allen Hamilton Inc.", "reason"=>"$492M GSA obligation with -$1,508 outlayed and options to $682.8M.", "trigger"=>"option exercises; outlay progress to 2025-04-30/07-21"}
- 👁
{"entity"=>"General Dynamics Corp", "reason"=>"$113.5M GSA IT obligation at $0 outlayed with $1.475B options potential to 2032.", "trigger"=>"option exercises; outlays from $0"}
Get daily alerts with 6 investment signals, 3 risk alerts, 3 opportunities and full AI analysis of all 9 filings
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