New Federal Contractors — January 21, 2026

Caltech leads with $1.7B+ in Mars Sample Return and nuclear systems contracts to 2028, plus Assurance Technology's $133M weather satellite R&D to 2039.

HII ($682M GSA engineering to 2028), RTX Raytheon ($224M FAA leases to 2029), and Peraton ($320M GSA IT to 2024) highlight long-term fed IT/defense commitments.

Oracle Health ($995M VA EHR to 2026) and Leidos QTC ($136M VA medical screening FY26) underscore $1.1B+ in future VA healthcare IT deployments.

General Atomics ($282M UAS support to 2026), S&K Security ($102M radar sustainment to 2030 potential), Analogic ($64M TSA CT systems to 2033).

Multiple $50M+ awards to Zen Strategics, Obsidian Global (Ed Dept), Accenture (DOE/Treasury) signal $250M+ pipeline in cyber/IT ops to 2026-2027.

Low/no outlays on 12 contracts ($2.5B+ total obligation, e.g., Oracle $995M at $0, HII $674M at $0) delay revenue realization.

Firm fixed price on 18 contracts ($3B+ value) exposes margins to cost overruns over multi-year terms.

Long horizons (10+ years on 7 contracts to 2028-2039) vulnerable to budget shifts/program cuts.

257 subawards on HII ($1.1B total) and heavy small biz reliance (14 awards) create subcontractor dependencies.

$2B+ in unexercised options (e.g., HII $682M to $1.4B, Analogic $64M to $276M) across 25 contracts.

Extensions on 15 contracts (e.g., S&K to 2030, Westat to 2029) tied to current/potential end dates.

Small/mid-cap cyber/IT winners (Zen, Obsidian, Systalex $50M-$73M to 2026) with 70%+ outlays signal cash flow ramps.

$1.8B+ NASA awards to Caltech/Assurance/Ares (to 2039) reflect Artemis/Mars priorities.

$2B+ GSA/DHS/VA/Ed contracts emphasize cloud, EHR, cyber ops (e.g., Oracle, Accenture).

$700M+ UAS, radar, CT scanners (General Atomics, Analogic, S&K) to 2030+.

VA/HHS $250M+ medical screening/vaccine R&D (Leidos QTC, Public Health Vaccines to 2028).

{"entity"=>"Huntington Ingalls (HII Mission Tech)", "reason"=>"$682M GSA task with $682M options to 2028; 257 subawards signal scale.", "trigger"=>"Outlay acceleration or option exercise"}

{"entity"=>"RTX (Raytheon)", "reason"=>"$224M FAA leases to 2029 with stable outlays.", "trigger"=>"Increased FAA spending or mod"}

{"entity"=>"Oracle Health", "reason"=>"$995M VA EHR at $0 outlay; high future revenue potential.", "trigger"=>"FY26 funding release"}

{"entity"=>"Leidos (QTC)", "reason"=>"$136M VA FY26 medical; positions for annual renewals.", "trigger"=>"Outlay start or FY27 award"}

{"entity"=>"NASA Space Budget", "reason"=>"$1.8B+ Caltech-led awards; 33% low outlay exposure.", "trigger"=>"Program delays or cuts"}