New Federal Contractors — April 10, 2026

Brasfield & Gorrie LLC won a $519,305,226 fixed-price delivery order from FBI/DOJ for Academic Zone Design-Build at Redstone Arsenal, with $99,380,719 outlayed to date over a 6.7-year period ending 2030-01-28, equating to ~$78M annual revenue estimate.

Compu-Link Corp received an $85,959,050 firm fixed-price contract from HUD for HOME EQUITY CONVERSION MORTGAGE services, with $36,400,023 outlayed over ~1.75 years to 2026-08-11, implying ~$49M annualized revenue.

TRANE U.S. INC. secured a $79,676,344 firm fixed-price delivery order from GSA PBS for 98 energy/water measures across 10 NYC federal buildings, with $185M base+options ceiling through 2036 despite $0 outlayed to date.

Booz Allen Hamilton Inc. awarded $48,903,469 time-and-materials delivery order from GSA FAS for C4ISR engineering at Eglin AFB (base+options $80M to 2028), signaling competitive IT strength despite $0 outlayed.

General Dynamics Information Technology, Inc. received $61,173,339 time-and-materials delivery order from HHS CMS for Medicare Secondary Payment Systems, with $41,898,435 outlayed over 2 years to 2026-09-11 (~$30.6M annualized).

THE GEO GROUP, INC. won $59,993,453 firm fixed-price delivery order from DHS ICE for Denver detention facility services over 1 year to 2025-10-15, with $47,096,715 outlayed indicating rapid execution.

TRAX INTERNATIONAL CORPORATION secured $47,853,227 cost-plus-fixed-fee contract from NASA GSFC for logistics support (ceiling $265M to 2029), with $39,343,626 outlayed post-2024 award.

Harris Corporation (L3Harris) has $102,399,337 obligated on a 19-year FAA IT/telecom order (ceiling $5.9B) with only $32,980,334 outlayed (~$5.4M/year to date), signaling execution risks through 2025-09-30.

Zero outlays on TRANE U.S. INC.'s $79.7M GSA energy order and Booz Allen Hamilton Inc.'s $48.9M GSA C4ISR task despite long horizons to 2036/2028, risking delayed revenue recognition.

EDFinancial Services LLC's $121.5M Education student loan order has $0 outlayed with start April 2026, vulnerable to FY2027 appropriations uncertainty.

High firm fixed-price risks on Compu-Link Corp ($86M HUD, high risk) and Archer Western Construction ($51M Interior, high risk) with substantial outlays but nearing ends (2026/2025).

TRAX INTERNATIONAL CORPORATION's $47.8M NASA Goddard logistics (ceiling $265M to 2029) offers multi-year upside via option exercises beyond 2026-07-31 base.

Booz Allen Hamilton Inc.'s dual awards ($79.7M Commerce USPTO IT + $48.9M GSA C4ISR, combined ceiling ~$200M) signal IT expansion potential through 2028.

General Dynamics IT's $61M HHS CMS Medicare systems order provides ~$30M annual revenue visibility to 2026-09-11 with strong outlay progress.

Brasfield & Gorrie LLC ($519M DOJ Redstone), Compu-Link Corp ($86M HUD services), Archer Western ($51M Interior water plants), and Page Southerland Page ($49M State Hanoi PDS) highlight ~$700M in construction/infrastructure across DOJ, HUD, Interior, State.

Caltech's dual awards ($59M + $53M Earth science/UAVSAR to 2027/2028) and TRAX INTERNATIONAL CORPORATION's $48M Goddard logistics (ceiling $265M to 2029) total ~$210M obligated with steady outlays.

L3Harris ($102M DOT FAA), Peraton ($82M DHS CBP), Booz Allen ($80M Commerce + $49M GSA), AT&T ($53M Education) aggregate ~$360M in IT/network tasks, often with large unexercised ceilings.

{"entity"=>"Brasfield & Gorrie LLC", "reason"=>"$519M DOJ order with $99M outlayed; track for economic price adjustments and 2030-01-28 completion.", "trigger"=>"outlay progress beyond $99M; modifications to end date"}

{"entity"=>"TRANE U.S. INC.", "reason"=>"$80M GSA energy project at $0 outlayed despite 20-year horizon to 2036.", "trigger"=>"initial outlays; option exercises to $185M"}

{"entity"=>"Booz Allen Hamilton Inc.", "reason"=>"Combined $129M obligations ($80M Commerce IT + $49M GSA C4ISR) with options upside to ~$200M.", "trigger"=>"outlay initiation from negative/$0; option exercises by 2026/2028"}

{"entity"=>"TRAX INTERNATIONAL CORPORATION", "reason"=>"$48M NASA Goddard with $39M outlayed and $265M ceiling to 2029.", "trigger"=>"option exercises post-2026-07-31"}

{"entity"=>"L3Harris Technologies, Inc. (LHX)", "reason"=>"$102M DOT FAA telecom with low $33M outlay over 19 years.", "trigger"=>"obligation increases toward $5.9B ceiling; extensions beyond 2025-09-30"}