New Federal Contractors — October 16, 2026

Nearly all 27 recipients are private LLCs, subsidiaries, nonprofits, or entities whose parent is listed as themselves, so most of the $602,147,093 in obligations cannot be mapped to an investable ticker from this record.

FEDTEC LLC received an $18,158,937 obligation under the SSA SITS BPA with a base-plus-options value of $103,192,848 and potential end of 2031-09-24, but only $6,052,979 is outlayed so option exercise is the key catalyst.

Booz Allen Hamilton received a fully outlayed $14,182,428 CDC BPA call for data analytics and visualization, indicating continued civilian health-agency demand for analytics services, though the period appears to have lapsed without a confirmed extension.

Leidos received a $13,227,842 TSA delivery order that is marked closeout with $57 outlayed, and 51% of the obligation was passed to subawards, suggesting weak realized revenue from the award.

Sevenson received a $32,680,359 Army Corps Superfund remediation delivery order on a cost-plus-fixed-fee basis, shifting most overrun risk to the government and supporting a rough $10.9M per year run rate through 2027-04-09.

Sigma Defense Systems LLC received a $23,872,699 GSA-routed Joint AISR integration and sustainment order at Langley AFB, the only defense-related award in this period, running through 2027-06-01 with no outlays yet recorded.

Whitestone Group's $51,818,963 HHS order is roughly 90% outlayed and its base-plus-options value exceeds obligation by about $6M, but the recipient's public status is undisclosed and the award's end date falls in December 2026.

StoneX Financial received a $32,735,314 U.S. Mint silver order with $0 outlayed and an end date eight days after award, so near-term revenue recognition and fixed-price silver exposure are the watch items.

Several large awards show $0 or negative outlays, including HALVIK LLC (-$1,352 against $31,964,411), Deloitte Consulting ($0 against $30,525,469), Sigma Defense ($0 against $23,872,699), and LMD Agency ($0 against $20,000,000), so execution cannot be verified.

Fiscal-year-end awards are exposed to continuing resolution risk; several awards in this set were issued in September or October, including LMD Agency ($20,000,000 on 2026-09-20), StoneX ($32,735,314 on 2026-10-13), and Caribe Tecno's end date of 2026-10-14.

Caltech received two NASA JPL awards totaling $15,406,186 (ROSES) and $13,939,429 (Dragonfly) plus a separate $12,945,824 ExoMars order, indicating concentration of NASA JPL funding in one nonprofit recipient, though none is investable.

Several awards are sole-source or limited-competition in structure, and many carry full and open competition after exclusion of sources, which can invite protests and lower margins on recompetes.

FEDTEC LLC's SSA BPA ceiling of $103.2M could expand substantially if options are exercised through 2031 given current $18.2M obligation.

Sigma Defense's Joint AISR sustainment award through GSA suggests defense ISR sustainment spending flowing through civilian contracting vehicles.

Multiple SDVOSB and 8(a) set-aside awards (Troop Contracting $17.4M, Senate Builders $15.1M, WERIS $28.4M) show continued VA and FHWA demand for small-business construction and engineering capacity.

Security guard and facilities awards from HHS ($51.8M Whitestone), DHS FPS ($35.5M GOLDEN SVCS), and VA construction ($35.9M Caribe Tecno, $17.4M Troop Contracting) account for a significant share of the $602M total.

Multiple IT and data-services awards (HALVIK USPTO $32.0M, FEDTEC SSA $18.2M, STEAMPUNK USDA $13.0M, Booz Allen CDC $14.2M, Deloitte GSA $30.5M) point to steady civilian IT modernization labor demand.

Caltech's three JPL awards in this period totaling roughly $42.3M across ROSES, Dragonfly, and ExoMars show sustained NASA planetary and space science funding through a single nonprofit.

{"entity" => "Booz Allen Hamilton Holding Corporation", "reason" => "CDC SEDAV analytics award of $14,182,428 is fully outlayed and its stated period has lapsed, so extension status and follow-on awards determine revenue continuity.", "trigger" => "Announcement of SEDAV extension or recompete beyond 2024-04-26"}

{"entity" => "Leidos, Inc.", "reason" => "TSA delivery order closed out with only $57 outlayed against $13,227,842 obligation, raising questions about realized revenue.", "trigger" => "Final closeout reporting and any successor TSA EDS installation award"}

{"entity" => "Sigma Defense Systems LLC", "reason" => "Only defense-related award in the set at $23,872,699 with $0 outlays so far.", "trigger" => "First outlay reporting and recompete notice ahead of 2027-06-01"}

{"entity" => "StoneX Financial Ltd", "reason" => "$32,735,314 U.S. Mint silver order with $0 outlayed and an 8-day performance window, exposed to silver price movement.", "trigger" => "Delivery and payment confirmation by 2026-10-21"}

{"entity" => "FEDTEC LLC", "reason" => "Large $103.2M potential ceiling against $18.2M obligation and $6.1M outlayed.", "trigger" => "SSA option exercise after 2027-03-24"}