Federal IT & Cybersecurity Contracts — September 25, 2026

The $257.6 million cost-plus-fixed-fee delivery order with the Census Bureau ends March 31, 2024, with no options remaining. This represents an estimated $25.8 million in annual revenue that must be replaced or renewed.

The GSA delivery order for Army National Guard enterprise operations and security ended July 31, 2021. No extension or follow-on contract is noted, removing ~$49.5M/year from GD's federal IT backlog.

Guidehouse Digital's contract is cost-plus-fixed-fee, and GD's is cost-plus-award-fee. While reducing downside risk, these structures cap profit margins and suggest the work is operational, not innovative or high-growth.

Guidehouse Digital has a single large contract ($257.6M) with the Census Bureau expiring in March 2024, representing a material revenue concentration risk if not renewed.

Both contracts are delivery orders under IDIQ vehicles, meaning future task orders are not guaranteed and revenue streams can be uneven.

Both contracts are civilian (Census Bureau and GSA/Army National Guard), making them more vulnerable to discretionary budget cuts or Continuing Resolution delays than defense contracts.

Guidehouse Digital's 10-year relationship with the Census Bureau positions it favorably for follow-on IT infrastructure support work, especially as federal IT modernization spending increases.

General Dynamics IT's expired Army National Guard contract could be re-competed, and GD's incumbency and past performance may give it an edge in winning a follow-on award.

Both contracts support core IT infrastructure and operations for civilian agencies (Census Bureau, GSA/Army National Guard), with cost-plus pricing indicating stable but low-margin work. No evidence of modernization, cloud migration, or cybersecurity acceleration.

Both contracts are either expired (GD) or expiring within 6 months (Guidehouse Digital). This creates a negative overhang for revenue visibility in the federal IT services subsector, particularly for companies with concentrated civilian agency exposure.

{"entity" => "Guidehouse Digital LLC", "reason" => "Largest contract in the digest ($257.6M) expires March 31, 2024, creating a ~$25.8M annual revenue gap if not renewed.", "trigger" => "Census Bureau solicitation or sole-source notice for follow-on IT infrastructure support before Q1 2024"}

{"entity" => "General Dynamics Information Technology, Inc.", "reason" => "Expired $217.9M Army National Guard contract could be re-competed; incumbency is an advantage.", "trigger" => "Any new GSA or Army National Guard solicitation for enterprise operations and security services"}

{"entity" => "Federal IT Services Sector", "reason" => "Both contracts are cost-plus and civilian, signaling a mature, low-growth segment. Watch for budget cuts or CR impacts on civilian IT spending.", "trigger" => "FY2024 budget passage, CR timeline, OMB guidance on IT spending"}