Executive Summary
Three civilian mega contracts totaling $993,948,995 in obligations highlight bullish signals in DHS/ICE logistics and GSA/VA IT services, with zero defense exposure across all awards. Acquisition Logistics LLC leads with the highest-materiality $598,444,871 DHS delivery order for detention logistics at Camp East Montana, potentially scaling to $1.34B through 2027. General Dynamics One Source LLC's $224,880,318 GSA IT contract and Booz Allen Hamilton Inc.'s $170,623,805 VA benefits enterprise services underscore steady civilian IT demand via full and open competition. Highest-conviction signal is Acquisition Logistics' win as a self-certified small disadvantaged business in a high-value logistics niche. Key risk is zero outlays across all contracts, signaling execution delays ahead of phased performance periods ending 2026-2028.
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Investment Signals(3)
- Acquisition Logistics LLC Secures $598M DHS Detention Logistics Order(HIGH)▲
Acquisition Logistics LLC won a $598,444,871 firm fixed price delivery order from DHS/ICE via full and open competition for detention, transportation, and medical services at Camp East Montana, with base + options up to $1,339,875,022 through 2027-09-30.
- General Dynamics One Source LLC Lands $225M GSA IT Services Delivery Order(MEDIUM)▲
General Dynamics One Source LLC received a $224,880,318 cost-plus-award-fee delivery order from GSA for computer systems design services, with base + options up to $616,859,400 through 2024-01-07.
- Booz Allen Hamilton Inc. Wins $171M VA Benefits IT Enterprise Services Order(MEDIUM)▲
Booz Allen Hamilton Inc. was awarded a $170,623,805 firm fixed price delivery order from VA Technology Acquisition Center for computer systems design services, with base + options up to $456,716,346 through potential 2028-04-16.
Risk Flags(3)
- Execution[HIGH RISK]▼
Zero outlays to date on Acquisition Logistics LLC's $598M DHS order and Booz Allen Hamilton Inc.'s $170M VA order signal potential delays in revenue recognition ahead of 2026 performance starts.
- Execution[MEDIUM RISK]▼
Negative -$60,375 outlays on General Dynamics One Source LLC's $225M GSA order despite $14.8M in subawards indicate uneven spending patterns through 2024-01-07 end.
- Budget[HIGH RISK]▼
High pricing risk on firm fixed price structures for Acquisition Logistics LLC ($598M DHS) and Booz Allen Hamilton Inc. ($171M VA) amid zero outlays and phased option exercises.
Opportunities(2)
- ◆
Acquisition Logistics LLC's $598M DHS win as self-certified small disadvantaged business positions it for scaled revenue if options exercised to $1.34B through 2027.
- ◆
General Dynamics One Source LLC and Booz Allen Hamilton Inc. IT delivery orders from GSA ($225M) and VA ($171M) offer upside to ceilings of $617M and $457M via full competition wins.
Sector Themes(1)
- ◆
DHS ($598M to Acquisition Logistics LLC for NAICS 541614 logistics), GSA ($225M to General Dynamics One Source LLC for NAICS 541512 IT), and VA ($171M to Booz Allen Hamilton Inc. for NAICS 541512) awards via full and open competition signal robust demand for IT systems design and detention support services.
Watch List(3)
- 👁
{"entity"=>"Acquisition Logistics LLC", "reason"=>"$598M DHS obligation with zero outlays and high pricing risk through 2026-04-17 current end.", "trigger"=>"outlay progress from $0; option exercises to $1.34B by 2027-09-30"}
- 👁
{"entity"=>"General Dynamics One Source LLC", "reason"=>"$225M GSA obligation with negative -$60k outlays nearing 2024-01-07 end.", "trigger"=>"negative outlay resolution; obligation toward $617M ceiling"}
- 👁
{"entity"=>"Booz Allen Hamilton Inc.", "reason"=>"$171M VA obligation starting 2026-04-17 with zero outlays and high pricing risk.", "trigger"=>"initial outlays; options to $457M by 2028-04-16"}
Get daily alerts with 3 investment signals, 3 risk alerts, 2 opportunities and full AI analysis of all 3 filings
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