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Federal IT & Cybersecurity Contracts — April 30, 2026

Federal IT & Cybersecurity Contracts

1 total filings analysed

Executive Summary

The single contract analyzed totals $254,534,977 in obligations, entirely civilian with zero defense-related awards from the National Science Foundation (NSF). Booz Allen Hamilton Inc secured this major IT services delivery order under full and open competition, signaling strong positioning in civilian agency IT with $179.6M already outlayed and multi-year visibility through January 2025. The highest-conviction bullish signal is Booz Allen's reliable revenue stream from this NSF award, estimated at ~$46M annually. A key watch item is progress toward full $254.5M obligation and option exercises for the additional $2.45M ceiling, amid medium pricing risk.

Tracking the trend? Catch up on the prior Federal IT & Cybersecurity Contracts digest from April 29, 2026.

Investment Signals(1)

  • Booz Allen Hamilton Secures $254.5M NSF IT Services Delivery Order(HIGH)

    Booz Allen Hamilton Inc received a $254,534,977 total obligation (base + options $256,987,441) from NSF's Division of Acquisition and Cooperative Support for IT services via full and open competition, with $179,566,798 outlayed to date across 29 subawards totaling $19,750,100.

Risk Flags(2)

  • Execution[MEDIUM RISK]

    Medium pricing risk on Booz Allen Hamilton's NSF IT services contract with remaining ~$75M to be obligated post-$179.6M outlays.

  • Competition[MEDIUM RISK]

    Post-2025 re-compete risk for Booz Allen Hamilton's NSF delivery order ending January 15, 2025, after full and open competition award.

Opportunities(1)

  • Booz Allen Hamilton's NSF IT services contract offers multi-year visibility with ~$46M annual revenue estimate through early 2025 and potential $2.45M option exercises.

Sector Themes(1)

  • Booz Allen Hamilton's $254.5M delivery order from NSF, with $179.6M outlayed since 2019 under labor hours pricing, underscores steady demand for custom programming IT services (NAICS 541511) at civilian agencies.

Watch List(2)

  • 👁

    {"entity"=>"Boz Allen Hamilton Inc", "reason"=>"$254.5M NSF IT contract with $179.6M outlayed; track remaining obligation and $19.75M subawards.", "trigger"=>"progress toward full $254.5M obligation, option exercise for $2.45M ceiling, performance end January 15, 2025"}

  • 👁

    {"entity"=>"National Science Foundation", "reason"=>"Sole agency in period with $254.5M IT obligation to Booz Allen Hamilton via full and open competition.", "trigger"=>"subaward spending trends totaling $19.75M, re-compete announcements"}

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