General Federal Contracts — October 23, 2026

Booz Allen Hamilton received a $1,138,891,386 VA award dated 2021-01-07, the largest obligation in the set and the only bullish-rated contract. The source analysis lacks pricing, competition, and revenue detail, so the signal rests on award size alone.

Space Exploration Technologies Corp. holds a NASA Gateway Logistics firm-fixed-price contract with $127,924,073 obligated against a stated $7,000,000,000 base-plus-options ceiling, so realized revenue depends on future funding actions.

Clark Construction Group LLC received a $117,000,000 firm-fixed-price CBP delivery order for a Las Cruces, NM Border Patrol Station with $0 outlayed as of the record, implying revenue recognition is still ahead through 2029.

Makwa Global Security Solutions received a $36,226,325 time-and-materials Department of State order that was not competed, with $0 outlayed and no option structure visible, so recurring value is uncertain.

Welch Allyn received a $30,065,118 VA delivery order dated 2026-10-20 whose performance period (2026-09-01 to 2026-09-30) ends before the award date, with $0 outlayed and an unverified scope description.

Information Management Services, Inc. holds a $27,707,726 NIH NCI cost-plus-fixed-fee delivery order with $13,510,172 outlayed and a base-plus-options ceiling of $84,401,912 that depends on future option exercises.

Several awards show $0 outlayed at record date, including Clark Construction ($117,000,000), AWS DHS/CISA ($83,417,225), Makwa Global ($36,226,325), Amentum NASA ($36,896,560), and Welch Allyn VA ($30,065,118), so revenue realization is unproven.

Makwa Global's $36,226,325 State Department order was awarded without competition and with no set-aside, and its basis and any protest exposure are unexplained in the data.

Several awards depend on unexercised options against large ceilings (SpaceX $7B ceiling with $127.9M obligated; ECS Federal $133.96M ceiling with $50.6M obligated; Distinction LLC $116.5M ceiling with $32.8M obligated), so realized revenue is contingent on future appropriations.

Amazon Web Services' $83,417,225 DHS/CISA cloud hosting delivery order was not competed, indicating a sole-source position in federal cloud hosting with a potential end of 2028-08-31.

Clark Construction's $117,000,000 CBP border infrastructure award and Adelante/FLETC facilities work point to continued civilian facilities spending.

Booz Allen Hamilton's VA award is the largest in the set, and any expansion or follow-on task orders under that vehicle would be material to the total.

Only 1 of 20 awards ($1,138,891,386 Booz Allen VA) is defense-related by the classification in the data, while the other 19 are civilian across VA, DHS, NASA, HHS, DOJ, State, EPA, Labor, and GAO.

Many awards from 2025 and 2026 show $0 or minimal outlays (Clark Construction, AWS, Makwa, Amentum, Welch Allyn, Veterans Development Corp), while older awards show higher execution (Sentinel Group ~70%, Adelante ~60%).

{"entity" => "Booz Allen Hamilton", "reason" => "Largest award in the set at $1,138,891,386 from VA with the only bullish rating, but the source analysis lacks pricing, competition, and revenue detail.", "trigger" => "Task order or modification announcements on the 2021-01-07 VA award"}

{"entity" => "Space Exploration Technologies Corp.", "reason" => "NASA Gateway Logistics contract with $127,924,073 obligated against a $7,000,000,000 ceiling, so funding actions determine realized value.", "trigger" => "NASA option exercise or incremental funding actions toward the 2032-03-24 end date"}

{"entity" => "Amazon Web Services", "reason" => "Sole-source DHS/CISA cloud hosting order of $83,417,225 with $0 outlayed at record date.", "trigger" => "First outlay reporting and option exercise toward 2027-08-31"}

{"entity" => "Makwa Global Security Solutions", "reason" => "Non-competed $36,226,325 State Department order with $0 outlayed and no visible option structure.", "trigger" => "Obligation and outlay progression before 2027-09-29 and any protest filings"}

{"entity" => "Welch Allyn, Inc.", "reason" => "$30,065,118 VA delivery order with date inconsistency between award and performance period and $0 outlayed.", "trigger" => "Record correction and first outlay reporting"}