Executive Summary
DOE's civilian contracts total $161,458,635 obligated across three awards to Johnson Controls Government Systems, LLC ($75,739,124), Silver Lake Construction LLC ($45,624,446), and Booz Allen Hamilton Inc. ($40,095,065), with 0/3 defense-related and average signal strength of 4.3/10. Dominant agency is DOE, spanning energy infrastructure (ESPC and construction) and cyber support at Oak Ridge, Morgantown, and DC. Highest-conviction signal is neutral long-term revenue potential from Johnson Controls' 25-year firm fixed-price ESPC at Oak Ridge National Laboratory, despite $0 outlayed to date. Balanced by neutral execution on Silver Lake's 8(a) construction ($17.3M outlayed) and Booz Allen's BPA cyber call ($30.9M outlayed but 45% subawards). Key risk is high fixed-price execution on the two largest awards ($121.4M combined); watch outlay progress and option exercises.
Tracking the trend? Catch up on the prior DOE Energy Grants digest from April 16, 2026.
Investment Signals(3)
- Booz Allen Hamilton Inc. $40.1M DOE CYSOC BPA with $30.9M Outlayed(MEDIUM)▲
Substantial $30,859,782 outlayed on $40,095,065 obligation signals ongoing execution through 2026-09-26 on time-and-materials cyber support, though $17.9M subawards reduce direct capture.
- Johnson Controls $75.7M ESPC $0 Outlayed Despite 25-Year Term(HIGH)▲
$75,739,124 obligated since 2008 with base + options to $250.9M, but $0 outlayed introduces uncertainty on revenue recognition through 2033-02-28.
- Silver Lake Construction LLC $45.6M 8(a) Facility Build with $17.3M Outlayed(LOW)▲
$17,328,753 outlayed on $45,624,446 sole-source 8(a) set-aside for Computational Science facility, indicating near-term spending through 2027-04-30.
Risk Flags(2)
- Execution[HIGH RISK]▼
High fixed-price risk on Johnson Controls Government Systems, LLC's $75.7M ESPC and Silver Lake Construction LLC's $45.6M construction award, both lacking cost-plus flexibility.
- Concentration[MEDIUM RISK]▼
Booz Allen Hamilton Inc.'s $40.1M BPA call includes $17.9M subawards (45% of obligation), reducing net prime revenue capture.
Opportunities(2)
- ◆
Johnson Controls Government Systems, LLC's $75.7M ESPC with $250.9M ceiling offers long-term DOE Oak Ridge revenue if options exercised.
- ◆
Silver Lake Construction LLC's $45.6M sole-source 8(a)/HUBZone award signals policy-driven small business construction opportunities at DOE NETL.
Sector Themes(2)
- ◆
Johnson Controls' $75.7M ESPC at Oak Ridge and Silver Lake's $45.6M Computational Science facility highlight DOE's focus on long-term engineering/construction (NAICS 541330/236220).
- ◆
Booz Allen Hamilton Inc.'s $40.1M BPA call with $30.9M outlayed funds ongoing CYSOC support (NAICS 541511, PSC D310) through 2026.
Watch List(3)
- 👁
{"entity"=>"Johnson Controls Government Systems, LLC (JCI)", "reason"=>"$75.7M obligation with $0 outlayed and $250.9M ceiling potential over 25 years", "trigger"=>"total outlayed amount increase; option exercises; 2033-02-28 performance progress"}
- 👁
{"entity"=>"Silver Lake Construction LLC", "reason"=>"$45.6M 8(a) set-aside with $17.3M outlayed on 3-year build", "trigger"=>"outlay beyond $17,328,753; 2027-04-30 completion; SBA #QR1701437364V updates"}
- 👁
{"entity"=>"Booz Allen Hamilton Inc. (BAH)", "reason"=>"$40.1M BPA with $30.9M outlayed but $17.9M subawards", "trigger"=>"future incremental funding; outlay beyond $30,859,782; subaward changes"}
Get daily alerts with 3 investment signals, 2 risk alerts, 2 opportunities and full AI analysis of all 3 filings
More from: DOE Energy Grants
🇺🇸 More from United States
View all →April 23, 2026
US Pre-Market SEC Filings Roundup — April 23, 2026
US Pre-Market SEC Filings Roundup
April 23, 2026
General Federal Contracts — April 23, 2026
General Federal Contracts
April 23, 2026
High-Value Federal Grants ($5M+) — April 23, 2026
High-Value Federal Grants ($5M+)
April 23, 2026
Mega Contracts Monitor ($100M+) — April 23, 2026
Mega Contracts Monitor ($100M+)