Executive Summary
This digest covers 12 new federal contractor awards totaling $1,755,742,802 in obligations from April 9, 2026, with only 1/12 defense-related (CACI's GSA network defense IT contract) and the rest civilian-focused across GSA, VA, NASA, DHS, Treasury, Commerce, and State. Dominant themes include IT systems design and network support, led by GSA and VA with multi-year delivery orders emphasizing cybersecurity and cloud migration. Highest-conviction bullish signal is CACI, Inc. - Federal's $708M cost-plus award for federal enterprise network defense, signaling low-risk revenue through 2024 despite negative outlays to date. Key risk is execution uncertainty from $0 outlays on recent awards like Brasfield & Gorrie LLC's $95.5M DHS construction (starts 2026) and Integral Federal's $61M State printing equipment contract.
Tracking the trend? Catch up on the prior New Federal Contractors digest from April 08, 2026.
Investment Signals(6)
- CACI Secures $708M GSA IT Network Defense Delivery Order(HIGH)▲
CACI, Inc. - Federal won a $708,253,079 cost-plus award fee delivery order (potential $1.03B with options) under full competition for federal enterprise network defense IT systems (NAICS 541512), providing low-risk ~$141M annual revenue through 2024-04-30 despite negative $-453K outlays.
- Deloitte Consulting Wins $121M GSA Ginnie Mae Cloud Migration(MEDIUM)▲
Deloitte Consulting LLP secured a $121,868,141 time-and-materials delivery order (potential $205M with options) for IT cybersecurity and cloud services (NAICS 541512, PSC D310), supporting long-term federal cloud needs through potential 2030 extension.
- Brasfield & Gorrie Lands $95.5M DHS Coast Guard Base Construction(MEDIUM)▲
Brasfield & Gorrie LLC received a $95,538,222 firm fixed-price delivery order under full competition for USCG Base Charleston utility infrastructure and clinic construction, offering ~$29M annual revenue from 2026-04-20 to 2029-07-10.
- Deloitte Consulting Captures $80.3M Treasury Intelligence Analysis BPA Call(HIGH)▲
Deloitte Consulting LLP won an $80,346,773 firm fixed-price BPA call (potential $101M) under full competition for administrative management consulting (NAICS 541611, PSC B538), with $62.6M already outlayed since 2022.
- Integral Federal Wins $61M State Passport Printer Delivery Order(MEDIUM)▲
Integral Federal, Inc. secured a $61,037,138 firm fixed-price delivery order under full competition for next-generation passport printing equipment (NAICS 333244), projecting ~$25M annual revenue through June 2026.
- Salient CRGT Faces High Pricing Risk on $205M VA Network Support(MEDIUM)▲
Salient CRGT, Inc.'s $205,535,562 firm fixed-price VA delivery order (NAICS 541512) carries high contract risk despite $101M outlayed, with subawards exceeding obligation at $269M across 43 awards.
Risk Flags(3)
- Execution[HIGH RISK]▼
CACI's $708M GSA contract shows negative $-453K outlays despite high obligation, signaling potential delays or adjustments through 2024-04-30 end.
- Budget[MEDIUM RISK]▼
Multiple contracts like Brasfield & Gorrie's $95.5M DHS and Integral Federal's $61M State have $0 outlays despite recent awards, vulnerable to civilian budget shifts.
- Competition[MEDIUM RISK]▼
8(a) set-asides for Halvik LLC's $133M NASA procurement support limit scalability beyond small business designations.
Opportunities(3)
- ◆
Deloitte Consulting LLP's combined $202M GSA and Treasury awards (potential $307M with options) position it for federal IT/consulting expansion through 2030.
- ◆
Salient CRGT's $205M VA IT order with $101M outlayed offers upside to $219M ceiling via options through 2026-09-21.
- ◆
Halvik LLC's $133M 8(a) NASA delivery order (potential $149M) underscores small business policy priorities in procurement support.
Sector Themes(2)
- ◆
GSA awards to CACI ($708M network defense) and Deloitte ($122M Ginnie Mae cloud) highlight sustained demand for NAICS 541512 IT systems amid federal cybersecurity pushes, with multi-year periods to 2024-2030.
- ◆
Salient CRGT's $206M VA network infrastructure and Halvik's $133M NASA procurement support show strong outlay progress ($101M and $102M respectively) under full/8(a) competition.
Watch List(4)
- 👁
{"entity"=>"CACI International Inc", "reason"=>"$708M GSA obligation with negative outlays and 2024-04-30 end date", "trigger"=>"2024-04-30 extensions or outlay ramp-up"}
- 👁
{"entity"=>"Deloitte Consulting LLP", "reason"=>"Dual $202M GSA/Treasury awards with option upside to $307M through 2030", "trigger"=>"option exercises on GSA $205M and Treasury $101M ceilings"}
- 👁
{"entity"=>"Brasfield & Gorrie LLC", "reason"=>"$95.5M DHS construction with $0 outlays starting 2026-04-20", "trigger"=>"outlay initiation and 2029-07-10 milestones"}
- 👁
{"entity"=>"Salient CRGT, Inc.", "reason"=>"$206M VA with subawards exceeding obligation at $269M", "trigger"=>"remaining outlays beyond $101M and 2026-06-21 options"}
Get daily alerts with 6 investment signals, 3 risk alerts, 3 opportunities and full AI analysis of all 12 filings
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