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Federal IT & Cybersecurity Contracts — October 09, 2026

Federal IT & Cybersecurity Contracts

By Gunpowder Editorial ·

11 total filings analysed

Executive Summary

The 11 federal IT and cybersecurity awards dated 2022 through 2026 aggregate $231,292,955 in total obligation, with 0 of 11 defense-related and all 11 civilian (DHS, HHS, GSA, Treasury, VA). The dominant theme is DHS, which accounts for five awards (Anduril $42,066,939; SALIENT CRGT $23,895,601; DEFINITIVE LOGIC $16,499,505; Accenture Federal $14,823,471; SPATIAL FRONT $10,831,013), followed by HHS/CMS with three.

The highest-conviction signal is Accenture Federal Services' CBP Cyber Security Operations Center delivery order ($14,823,471 obligated against a $121,415,324 ceiling), a large-prime cybersecurity win under full and open competition, though it has $0 outlayed so far. The most material risk is execution and conversion: Booz Allen Hamilton's GSA order ($38,452,810 obligated, $0 outlayed against a $373,036,880 ceiling) and Spatial Front's USCIS order (only $1,347,491 of $10,831,013 outlayed) show large headline values with little realized revenue. Several records lack public-company linkage, tickers, or financials, so direct equity impact is not established for most entities.

Materiality, sentiment, and priority are scored by Gunpowder’s analysis pipeline. How we score filings →

Tracking the trend? Catch up on the prior Federal IT & Cybersecurity Contracts digest from September 27, 2026.

Investment Signals (8)

  • Accenture Federal Services wins $14.8M CBP cybersecurity operations delivery order with $121.4M ceiling (MEDIUM)
    ▲

    The firm fixed-price award from CBP carries a $14,823,471 obligation against a $121,415,324 base-plus-options value, running to a potential 2031-09-23 end. Full and open competition with no set-aside indicates a conventional large-prime win in DHS cybersecurity operations.

  • Anduril Industries receives $42.1M DHS/CBP Air and Marine delivery order with 66% outlayed (LOW)
    ▲

    Anduril's firm fixed-price Delivery Order 18 from CBP's Air and Marine Contracting Division has $27,713,957 outlayed of $42,066,939 obligated, indicating strong execution pace. The award was competed full and open, but scope is undisclosed and no public-company linkage is in the data.

  • Booz Allen Hamilton GSA order: $38.5M obligated, $373.0M ceiling, options could extend to 2031 (MEDIUM)
    ▲

    Booz Allen's time-and-materials task order for Executive Aircraft Division IT support has a current end of 2027-01-19 and potential end of 2031-07-19. Option exercise or ceiling growth would materially increase value, but $0 outlayed so far.

  • Booz Allen Hamilton: only 10% of ceiling obligated and no outlays recorded (MEDIUM)
    ▲

    Of the $373,036,880 base-plus-options value, only $38,452,810 (about 10.3%) is obligated and $0 is outlayed. Headline ceiling overstates near-term revenue, and subaward flow of $7,853,710 is about 20% of the current obligation.

  • SPATIAL FRONT USCIS order: only $1.35M of $10.8M obligation outlayed (MEDIUM)
    ▲

    The 8(a) time-and-materials delivery order has $1,347,491 outlayed against $10,831,013 obligated, roughly 3.8% of the $35,424,304 ceiling. The award is high pricing risk per the data and sits with a private, S-corp small business.

  • NTT DATA Services CDC hosting order passed its current end date of 2024-01-10 (MEDIUM)
    ▲

    The $17,329,680 time-and-materials order (95.5% of its $18,153,977 ceiling) is past its current end date, and the data does not show whether it was extended or recompeted. Continuity of CDC hosting revenue is unconfirmed.

  • RELI Group sole-source CMS NPPES follow-on: $12.9M with 85% outlayed (MEDIUM)
    ▲

    RELI's sole-source follow-on under the SPARC IDIQ for NPPES O&M has $10,930,650 outlayed of $12,859,897, indicating incumbent continuity. Revenue is largely already recognized, so it adds limited forward pipeline.

  • SALIENT CRGT (GOVCIO) USCIS help desk order: $23.9M obligated, $163.4M ceiling, 2026-11-06 end (MEDIUM)
    ▲

    The time-and-materials delivery order has only about 15% of its ceiling obligated, and option exercise around the 2026-11-06 current end date is the key catalyst. Seven subawards totaling $5,067,410 indicate partial subcontractor reliance.

Risk Flags (5)

  • Execution [HIGH RISK]
    ▼

    Large ceiling-to-obligation gaps across several awards leave most potential value dependent on option exercise: Booz Allen GSA (10.3% obligated), SALIENT CRGT USCIS (15% obligated), Spatial Front USCIS (31% obligated), FEDSTORE VA (22% obligated).

  • Execution [MEDIUM RISK]
    ▼

    Zero outlays recorded on the Accenture Federal CBP cyber award and the Booz Allen GSA order, meaning performance has not yet been evidenced in the data.

  • Regulatory [MEDIUM RISK]
    ▼

    Expired or near-expiry performance periods and unclear extension status on NTT DATA CDC order and the VA FEDSTORE order's option status.

  • Concentration [MEDIUM RISK]
    ▼

    Pricing risk flagged high on SALIENT CRGT and Spatial Front awards; firm fixed-price awards (Anduril, Accenture, Priority Fulfillment, RELI, Definitive Logic) shift overrun risk to contractors.

  • Budget [MEDIUM RISK]
    ▼

    No multi-year appropriations or budget trend data is provided for DHS, HHS, GSA, Treasury, or VA, so budget durability cannot be verified for any award.

Opportunities (4)

  • ◆

    Accenture Federal's CBP cyber operations ceiling of $121,415,324 provides a large expansion path if options are exercised.

  • ◆

    RELI Group's sole-source SPARC IDIQ follow-on for CMS NPPES O&M signals incumbent continuity on a $12.9M order.

  • ◆

    8(a) and SDVOSB set-asides (VERSA Integrated $11.8M at CMS, Spatial Front $10.8M at USCIS, FEDSTORE $13.7M at VA) show protected-category awards with ceiling expansion potential.

  • ◆

    Booz Allen's GSA order has a $373.0M ceiling against $38.5M obligated, giving substantial upside if options exercise.

Sector Themes (3)

  • ◆

    DHS accounts for five of 11 awards, including CBP cyber operations, Air and Marine systems, and USCIS IT support, totaling roughly $108M in obligations.

  • ◆

    CMS awards to RELI Group ($12.9M) and VERSA Integrated ($11.8M) emphasize O&M and application support rather than new development.

  • ◆

    Four of 11 awards went to 8(a), SDVOSB, or HUBZone firms (RELI, VERSA, FEDSTORE, Spatial Front), reflecting policy-driven demand alongside full-and-open wins.

Watch List (5)

  • 👁

    {"entity" => "Accenture plc", "reason" => "$14,823,471 CBP cyber operations order with a $121.4M ceiling, $0 outlayed so far.", "trigger" => "First outlay reporting after 2026-09-24 start; option exercise decisions"}

  • 👁

    {"entity" => "Booz Allen Hamilton Inc", "reason" => "Only 10.3% of $373.0M ceiling obligated and $0 outlayed on the GSA order.", "trigger" => "Option exercise before 2027-01-19 current end date"}

  • 👁

    {"entity" => "SALIENT CRGT, INC. / GOVCIO, LLC", "reason" => "$23.9M USCIS order with 15% of $163.4M ceiling obligated.", "trigger" => "Option exercise and modifications around 2026-11-06 current end"}

  • 👁

    {"entity" => "NTT DATA Services Federal Government, LLC", "reason" => "CDC hosting order $17.3M obligated, current end 2024-01-10 already passed with no extension shown.", "trigger" => "Modification records or successor/recompete award announcement"}

  • 👁

    {"entity" => "Anduril Industries, Inc.", "reason" => "$42.1M CBP delivery order with 66% outlayed, a large private-company award with no public linkage shown.", "trigger" => "Quarterly outlay progression; follow-on delivery orders under CBP Air and Marine vehicle"}

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