New Federal Contractors — January 17, 2026

Booz Allen's $1.3B VA IT delivery order (69% outlayed) anchors $1.6B in awards, highlighting sustained demand for NAICS 541512 systems integration.

MVM's $114M obligation (44% outlayed) with $259M options upside reflects ongoing border family unit transport needs through 2026.

BIG-D's $130M fully obligated seismic upgrade (66% outlayed) confirms steady civilian infrastructure spend.

Firm fixed price exposure risks cost overruns on $1.44B (90%) of obligations, with $437M unoutlayed through 2026.

T&M pricing on MVM's $114M invites DHS audits; agency funding volatility for immigration services.

$470M+ in unexercised options across deals, led by MVM ($259M) and Booz Allen ($212M).

Potential extensions to Q1-Q3 2026 on all contracts amid ongoing federal project backlogs.

$1.6B awards span IT (83%), security transport, and construction, with 60% average outlay signaling low early cancellation risk.

All wins without set-asides highlight scale advantages for non-SB firms in multi-year deals.

{"entity"=>"Booz Allen Hamilton", "reason"=>"Dominates 83% of period value with $212M options upside.", "trigger"=>"Option exercise or extension announcements"}

{"entity"=>"MVM Inc.", "reason"=>"Highest proportional upside (3.3x from obligation) tied to immigration policy.", "trigger"=>"DHS funding bills or outlay acceleration >50% YoY"}

{"entity"=>"BIG-D Construction", "reason"=>"Full $130M obligation at 66% outlay; construction cost inflation exposure.", "trigger"=>"Performance end slippage beyond Nov 2025"}