High-Value Federal Grants ($5M+) — February 07, 2026

Leidos captures $1.27B across FAA ERAM ($804M, 20yr to 2041), NIH NCI ($327M to 2027), and GSA engineering ($141M to 2027), providing decade-long revenue visibility.

GSA awards total $1.35B (32% of batch) to HII ($493M to 2030), Kratos ($338M SBIR III), Leidos ($141M), Brasfield ($382M construction), signaling priority on technical support and infrastructure.

Small biz wins exceed $1.6B (38%), including Remote Medicine ($484M USAID HIV kits to 2026), Synergy ($273M USDA IT), Kratos S2 ($338M defense R&D), and Alvarez ($130M VA LAN to 2029).

Brasfield & Gorrie ($382M GSA ports/courthouses), HC Beck ($221M CDC), Stronghold ($217M NPS pipeline) highlight $1B+ in federal building/water projects to 2029.

Long performance periods (avg 5+ years to 2041) expose to delays/tech obsolescence, e.g., Leidos ERAM to 2041.

Firm fixed price on 50%+ of value risks cost overruns in construction/remediation (Brasfield, Stronghold, North Wind).

Subcontractor dependencies average 20-40% of outlays (e.g., 439 subs at Kratos, 191 at Leidos GSA), risking delays.

$1.2B+ in unexercised options (e.g., HII $860M, Leidos Biomed $449M, Alvarez $101M) across IT/R&D awards.

Extensions to 2027-2030 on 70% of contracts (e.g., Synergy USDA to 2026-12, HII to 2030) amid sustained agency needs.

SBIR III commercialization and follow-ons in defense/health R&D (Kratos $128M options, Leidos NCI).

45% of value ($1.9B) in NAICS 541xxx for ERAM, enterprise apps, LAN support to 2029, favoring incumbents like Leidos/Salient.

20% ($860M) in construction/remediation (GSA ports, CDC bldgs, NPS pipelines) via firm-fixed to 2029.

25% ($1.1B) in defense/health/space R&D (SBIR, IXPE, NCI) with cost-plus to 2041.

{"entity"=>"Leidos Holdings", "reason"=>"15% batch capture ($1.27B, 3 awards) across FAA/NIH/GSA cements IT/R&D dominance.", "trigger"=>"Q1 2026 option exercises >$500M"}

{"entity"=>"Brasfield & Gorrie", "reason"=>"$501M dual GSA construction wins (ports/courthouse) signal infrastructure pipeline.", "trigger"=>"Outlays >80% by mid-2026"}

{"entity"=>"Remote Medicine Inc.", "reason"=>"$484M USAID HIV kits as small biz outlier with $261M outlayed to 2026.", "trigger"=>"Options exercise for $77M upside"}

{"entity"=>"GSA FEDSIM awards", "reason"=>"Cluster of $1.35B signals vehicle for engineering/services scaling.", "trigger"=>"New task orders >$500M"}