General Federal Contracts — October 16, 2026

STEAMPUNK has $12,780,675 outlayed against a $13,019,992 obligation with the period ending 2026-07-31, leaving limited headroom before the $14,320,409 base-plus-options ceiling is reached. Continued funding depends on option exercise or new obligations.

HALVIK LLC's USPTO Patent Center order shows a total outlay of -$1,352, which is unexplained and should be verified before drawing conclusions on billing or performance. Roughly 34% of the obligation ($10,777,088) is subawarded to 72 entities.

Whitestone's HHS guard order has roughly $6.0M in unexercised base-plus-options value and $46,771,260 outlayed, with the potential end extending to 2027-06-29. Option exercise or extension would confirm continued HHS demand, though the company's public status is not established.

FEDTEC's SSA BPA call carries a $103,192,848 base-plus-options ceiling against $18,158,937 obligated, implying substantial future task-order potential through 2031 if options are exercised. Only $6,052,979 is outlayed to date.

Sigma Defense Systems' GSA-routed Joint AISR integration and sustainment order at Langley AFB is the sole defense-related record in the batch, running to 2027-06-01. It is a modest signal, with $0 outlayed so far and no parent public listing.

Leidos' 2017 TSA screening equipment delivery order is marked closeout with $57 recorded outlaid against $13,227,842 obligated, and 51% ($6,814,732) subawarded. The data gap is an accounting or reporting issue that warrants verification.

Booz Allen's CDC SEDAV BPA call had a current end of 2023-09-26 and a potential end of 2024-04-26, both of which have passed relative to the analysis date. Whether the extension was exercised or followed by a successor award is not shown.

ECS Federal's GSA CDM delivery order had only $37,648 outlayed by its 2020-05-23 end date, with 98.5% of obligation passed to 20 subawards. The pattern signals a largely pass-through vehicle with no continuing revenue visibility for ASGN.

Multiple awards show $0 outlays or unexplained negative figures despite active or elapsed performance periods, including HALVIK LLC (-$1,352 on $31,964,411), Deloitte Consulting LLP GSA order ($0 on $30,525,469), and Sigma Defense ($0 on $23,872,699). These gaps impede revenue visibility.

Caltech/NASA JPL accounts for four awards totaling roughly $56M of obligations (ExoMars, Dragonfly, ROSES, and a Dragonfly-related order), concentrated in a single nonprofit recipient that is not investable.

Most awards are single delivery orders without multi-year agency trend data, so budget direction for HHS, DHS, VA, and USDA cannot be confirmed. Continuing resolution risk applies to awards in the October-December window, notably LMD Agency's CBP media BPA ($20,000,000, awarded 2026-09-20).

Set-aside designations (SDVOSB, small business total, 8(a)) concentrate awards in firms that are predominantly private, limiting investability and tying revenue to small-business policy continuity.

FEDTEC LLC's SSA IT management BPA call provides a path to up to $103,192,848 in task orders through 2031 if options are exercised, the largest remaining ceiling in the batch.

Booz Allen Hamilton's CDC SEDAV data analytics work and Leidos' prior DHS screening experience indicate continued civilian data and screening demand that could translate into follow-on awards.

Caltech's NASA JPL cost-plus-fixed-fee and sole-source-style orders for ExoMars and Dragonfly show durable planetary science funding, though the recipient is nonprofit.

Multiple SDVOSB and small-business set-aside awards (Troop Contracting, Senate Builders, Rotak, CSSI) show the set-aside channel remains active at VA, USDA, and FAA.

Security guard, facilities construction, and physical-security services account for several of the largest awards, including Whitestone ($51.8M HHS), GOLDEN SVCS ($35.5M DHS FPS), and Caltech-adjacent facilities work. These are labor-based and largely held by private firms.

IT application development, data analytics, and management support appear across USPTO, SSA, CDC, USDA, and GSA, with awards to HALVIK ($31.96M), FEDTEC ($18.16M), Booz Allen ($14.18M), and STEAMPUNK ($13.02M).

Only one of 27 awards is defense-related (Sigma Defense's $23.9M GSA-routed AISR order), so the defense-contract signal from this period is minimal.

{"entity" => "Booz Allen Hamilton Holding Corporation", "reason" => "Booz Allen Hamilton's $14,182,428 CDC SEDAV order has passed its potential end date, and its civilian health data work is a relevant listed-company signal.", "trigger" => "Confirmation of SEDAV extension or follow-on award announcement"}

{"entity" => "Leidos Holdings", "reason" => "Leidos' DHS/TSA order is closed out with only $57 outlayed on $13,227,842, requiring verification of final billing and any follow-on screening awards.", "trigger" => "TSA follow-on delivery order or closeout reconciliation"}

{"entity" => "ASGN Incorporated", "reason" => "ECS Federal's GSA CDM pass-through order ended 2020-05-23 with 98.5% subawarded, and parent ASGN segment disclosures would be needed to assess materiality.", "trigger" => "ASGN segment disclosures and any successor CDM award"}

{"entity" => "U.S. Mint / Treasury (silver sector)", "reason" => "StoneX's $32,735,314 silver bullion delivery order runs only to 2026-10-21 with $0 outlayed, making it a short-term commodity-linked event.", "trigger" => "Outlay posting and silver price movement before 2026-10-21"}

{"entity" => "DHS / CBP", "reason" => "LMD Agency's $20,000,000 CBP media BPA was awarded 2026-09-20 and is exposed to continuing resolution risk in the October-December window.", "trigger" => "FY2027 continuing resolution outcome and CBP task order actions"}