Executive Summary
These 5 mega contracts totaling $686,045,392 in obligations are 100% civilian (0/5 defense-related), underscoring sustained infrastructure and IT spending by DHS Coast Guard ($289.7M combined), GSA ($151.5M), HHS NIH ($127.6M), and VA ($117.3M). Dominant sector theme is construction (3/5 contracts: J.E. Dunn Construction $151.5M, Whiting-Turner $137.8M, Hensel Phelps $127.6M), signaling competitive wins in federal facility builds and clean-up under full and open competition. Highest-conviction bullish signal (strength 7-8/10 materiality) on multi-year revenue visibility for these firms through 2027-2029, with L3Harris ($151.9M aircraft mod) and Veterans EZ Info ($117.3M DevSecOps) adding diversification. Balanced by high firm-fixed-price execution risks across 4/5 contracts and low/zero outlays in 3/5 indicating early-stage funding. Key watch: outlay progress from current lows ($0-$36.9M) to validate revenue pacing.
Tracking the trend? Catch up on the prior Mega Contracts Monitor ($100M+) digest from April 24, 2026.
Investment Signals(5)
- J.E. Dunn Construction Secures $151.5M GSA FDA Lab Build(HIGH)▲
J.E. Dunn won $151,470,288 firm-fixed-price contract via full/open competition for FDA Building 22 construction (2023-2029), with base+options at $158.6M despite only $678K outlayed, implying $25-26M annual revenue potential.
- Whiting-Turner Lands $137.8M DHS Coast Guard Base Recapitalization(HIGH)▲
Whiting-Turner awarded $137,821,964 firm-fixed-price delivery order for CERCLA clean-up and waterfront work at Coast Guard Base Seattle (2025-2029), supporting Polar Security Cutters with ~$38M annual revenue estimate from full/open competition.
- Veterans EZ Info Wins $117.3M VA DevSecOps Set-Aside(HIGH)▲
Veterans EZ Info secured $117,261,380 time-and-materials delivery order (ceiling $158.4M) via SDVOSB set-aside for VA Community Care IT support (2024-2030 potential), with $31.7M already outlayed post-2024-09-05 award signaling ~$23M annual revenue.
- Hensel Phelps Gains $127.6M NIH Construction Delivery Order(MEDIUM)▲
Hensel Phelps awarded $127,576,720 firm-fixed-price delivery order for NIH building construction in Hamilton, MT (2024-2027), with $36.9M outlayed equating to ~$38M annual revenue under full/open competition.
- L3Harris Secures $151.9M DHS Coast Guard C-130 Missionization(MEDIUM)▲
L3Harris Technologies Integrated Systems L.P. won $151,915,038 firm-fixed-price contract for C-130 Minotaur upgrades (2015-2024), fully funded with $119M net retention after $32.7M subawards, providing ~$18M annual revenue visibility.
Risk Flags(2)
- Execution[HIGH RISK]▼
High firm-fixed-price risk for J.E. Dunn ($151.5M GSA), Whiting-Turner ($137.8M DHS), Hensel Phelps ($127.6M NIH), and L3Harris ($151.9M DHS) due to performance obligations through 2027-2029 with low outlays ($0-$36.9M).
- Budget[MEDIUM RISK]▼
Early-stage execution vulnerability for Whiting-Turner ($137.8M DHS, $0 outlayed) and J.E. Dunn ($151.5M GSA, $678K outlayed) amid non-linear spending profiles.
Opportunities(3)
- ◆
DHS Coast Guard infrastructure recapitalization via Whiting-Turner $137.8M delivery order and L3Harris $151.9M aircraft mod, with follow-on potential post-2024/2029.
- ◆
Veterans EZ Info $117.3M VA DevSecOps protected by SDVOSB set-aside despite non-small status, with ceiling to $158.4M.
- ◆
J.E. Dunn $151.5M GSA and Hensel Phelps $127.6M NIH construction signaling repeatable full/open wins in federal labs/clinics.
Sector Themes(2)
- ◆
3/5 contracts ($416.9M total) to J.E. Dunn ($151.5M GSA FDA lab), Whiting-Turner ($137.8M DHS Base Seattle), and Hensel Phelps ($127.6M NIH MT) via full/open firm-fixed-price awards highlight infrastructure priorities through 2029.
- ◆
$289.7M combined to L3Harris ($151.9M C-130 missionization) and Whiting-Turner ($137.8M waterfront clean-up) supports Polar Security Cutters and base upgrades.
Watch List(4)
- 👁
{"entity"=>"J.E. Dunn Construction Company", "reason"=>"$151.5M GSA contract with only $678K outlayed early in 2023-2029 period", "trigger"=>"outlay progress beyond $678,197; option exercises to $158.6M"}
- 👁
{"entity"=>"Whiting-Turner Contracting Company", "reason"=>"$137.8M DHS delivery order at $0 outlayed for 2025-2029 clean-up", "trigger"=>"outlay initiation; performance to 2029-04-09"}
- 👁
{"entity"=>"Veterans EZ Info Inc.", "reason"=>"$117.3M VA order with $31.7M outlayed and $158.4M ceiling potential to 2030", "trigger"=>"subaward payments across 9 recipients; option exercises"}
- 👁
{"entity"=>"L3Harris Technologies, Inc. (LHX)", "reason"=>"$151.9M DHS C-130 contract at $0 outlayed nearing 2024-01-31 end", "trigger"=>"outlay progress; post-2024 modifications/follow-ons"}
Get daily alerts with 5 investment signals, 2 risk alerts, 3 opportunities and full AI analysis of all 5 filings
More from: Mega Contracts Monitor ($100M+)
🇺🇸 More from United States
View all →April 27, 2026
US Pre-Market SEC Filings Roundup — April 27, 2026
US Pre-Market SEC Filings Roundup
April 27, 2026
US Merger & Acquisition SEC Filings — April 27, 2026
US Merger & Acquisition SEC Filings
April 27, 2026
US Corporate Board Director Changes SEC Filings — April 27, 2026
US Corporate Board Director Changes SEC Filings
April 27, 2026
US Executive Officer Management Changes SEC — April 27, 2026
US Executive Officer Management Changes SEC