US SEC Filing Intelligence

Federal Construction & Infrastructure Contracts — September 13, 2026

A single $315 million firm-fixed-price delivery order from the U.S. Coast Guard (civilian agency) to Tutor Perini Corporation for the design and construction of a fuel pier and cutter mooring at Base Kodiak, AK, dominates the digest. This is a full-and-open competition award with a four-year performance period, providing predictable revenue but carrying execution risk typical of fixed-price infrastructure contracts. The contract signals continued investment in strategic military construction by the Coast Guard, a civilian agency under DHS. The key watch item is Tutor Perini's ability to manage cost overruns on the fixed-price contract in a remote Alaska location.

DHS Homeland Security Contracts — September 13, 2026

The sole contract in this period is a $315 million firm-fixed-price delivery order awarded by the Department of Homeland Security (U.S. Coast Guard) to Tutor Perini Corporation for a critical fuel pier and cutter mooring project at Base Kodiak, Alaska, with performance through September 2030. This is a purely civilian/Coast Guard award with no defense components, signaling sustained federal investment in strategic maritime infrastructure in the Arctic/ Pacific theater. The highest-conviction signal is bullish, given the predictable revenue stream of ~$79 million annually over four years, but the key risk is execution on a fixed-price project in a challenging Alaskan environment where cost overruns could pressure margins. No other contracts were awarded in this period, making this a single-entity, single-agency story with concentration risk for Tutor Perini's DHS segment.

New Federal Contractors — September 13, 2026

This digest covers a single $315 million firm-fixed-price delivery order awarded to Tutor Perini Corporation by the Department of Homeland Security (U.S. Coast Guard) for a critical fuel pier and mooring facility at Base Kodiak, Alaska. The contract is entirely civilian (non-DoD) and represents a significant infrastructure investment by the Coast Guard, providing Tutor Perini with a predictable ~$79 million annual revenue stream through September 2030. The bullish signal is high-conviction due to the large award value and full-and-open competition, but execution risk on fixed-price construction in a remote Alaskan environment is a key watch item. No defense-related contracts were recorded in this period, highlighting a civilian infrastructure theme.

Significant Contract Modifications ($10M+) — September 13, 2026

In the single significant contract modification tracked for September 13, 2026, Tutor Perini Corporation secured a $315 million firm-fixed-price delivery order from the U.S. Coast Guard (Department of Homeland Security) for the design and construction of a fuel pier and cutter mooring at Base Kodiak, Alaska. This is a civilian agency award (0/1 defense-related) and represents a major infrastructure win for Tutor Perini, with an estimated annual revenue contribution of $78.75 million over a four-year performance period through September 2030. The contract signals sustained federal investment in Coast Guard infrastructure, particularly in strategic Arctic/Alaska locations, and provides Tutor Perini with predictable, fixed-price revenue—though execution risk on cost overruns remains a key watch item. The highest-conviction signal is the materiality of the award to Tutor Perini's backlog, while the primary risk is the fixed-price nature of the contract in a remote, logistically complex construction environment.

Contract Deobligations Alert — September 13, 2026

This digest covers a single $315 million firm-fixed-price delivery order awarded to Tutor Perini Corporation by the U.S. Coast Guard (Department of Homeland Security) for fuel pier and cutter mooring construction at Base Kodiak, AK. The contract is civilian (DHS), not defense, and represents a substantial four-year revenue stream for Tutor Perini, with an estimated annual contribution of $78.75 million. The highest-conviction signal is bullish, driven by the contract's strategic infrastructure importance and predictable pricing structure. Key risks include execution risk under fixed-price terms and potential project cost overruns due to the remote Alaska location.

Contract Option Exercises — September 13, 2026

This digest covers a single, high-value contract action: a $315 million firm-fixed-price delivery order awarded to Tutor Perini Corporation by the U.S. Coast Guard (Department of Homeland Security) for a critical fuel pier and mooring facility at Base Kodiak, Alaska. This is a civilian agency award, not a defense contract, though it supports a military service. The highest-conviction signal is a bullish infrastructure investment by the Coast Guard, providing Tutor Perini with a predictable, multi-year revenue stream through September 2030. The key risk is execution risk on a fixed-price construction project in a remote Alaskan location, which could lead to cost overruns and margin pressure.

Mega Contracts Monitor ($100M+) — September 13, 2026

This digest covers a single mega-contract worth $315 million, awarded to Tutor Perini Corporation by the Department of Homeland Security (U.S. Coast Guard) for a critical fuel pier and cutter mooring project at Base Kodiak, Alaska. The contract is entirely civilian (non-DoD), representing a pure-play infrastructure investment rather than a defense technology award. The highest-conviction signal is bullish, given the firm-fixed-price structure and four-year revenue visibility, but execution risk on cost overruns in a remote Alaskan environment is a key watch item. No defense-related contracts were recorded in this period, underscoring a civilian infrastructure theme.

High-Value Federal Grants ($5M+) — September 13, 2026

The sole high-value federal grant recorded on September 13, 2026 is a $315 million firm-fixed-price delivery order from the U.S. Coast Guard (Department of Homeland Security) to Tutor Perini Corporation for the design and construction of a fuel pier and cutter mooring at Base Kodiak, AK, with performance through September 2030. This is a civilian (non-DOD) infrastructure award, reflecting sustained Coast Guard investment in strategic military construction, and represents a significant four-year revenue stream for Tutor Perini. The highest-conviction signal is the predictable revenue from a firm-fixed-price contract, though execution risk on cost overruns and potential schedule delays in remote Alaska are key watch items. With only one contract in this period, there is no cross-contract pattern, but the award underscores the durability of homeland security infrastructure spending outside the DOD budget.

General Federal Contracts — September 13, 2026

The sole contract in this period is a $315 million firm-fixed-price delivery order from the U.S. Department of Homeland Security (Coast Guard) to Tutor Perini Corporation for the design and construction of a fuel pier and cutter mooring at Base Kodiak, AK, with performance through September 2030. This is a civilian agency award (0/1 defense-related) but represents a strategic military construction project, highlighting the Coast Guard's ongoing infrastructure investment. The highest-conviction signal is the predictable, four-year revenue stream of approximately $78.75 million annually for Tutor Perini, though execution risk on cost overruns under a fixed-price contract is a key watch item. The award underscores a broader theme of federal investment in Arctic and remote infrastructure, which could benefit other construction and engineering firms with similar capabilities.

Federal Construction & Infrastructure Contracts — September 12, 2026

The sole contract in this digest is a $59.75 million firm-fixed-price delivery order awarded by the Department of Homeland Security (DHS) to CIANBRO HARKINS JOINT VENTURE, LLC for the design-build of a new Border Patrol station in Houlton, Maine. This is a civilian (non-defense) infrastructure award, reflecting continued DHS investment in border security facilities despite broader budget uncertainty. The contract carries neutral signal strength, with the fixed-price structure transferring cost risk to the contractor over a three-year performance period. The highest-conviction signal is the competitive award under full and open competition, indicating CIANBRO HARKINS' capability to win large-scale federal construction projects. Key risks include execution risk on a firm-fixed-price basis and potential budget volatility for DHS border infrastructure under a continuing resolution scenario.

DHS Homeland Security Contracts — September 12, 2026

This digest covers three DHS contracts totaling $261.1 million, all civilian, with an average signal strength of 5.7/10. The dominant theme is DHS infrastructure and operations, led by a $133.7 million sole-source award to ACENTRA HEALTH LLC for ICE medical claims processing—the highest-conviction bullish signal. A $67.7 million TSA award to SMITHS DETECTION for explosive detection systems is neutral and likely completed, while a $59.8 million CBP border station contract to CIANBRO HARKINS JOINT VENTURE reflects continued border infrastructure investment. Key risks include execution risk on fixed-price contracts and the non-competitive nature of the Acentra award, which could invite protests.

3 total filings

New Federal Contractors — September 12, 2026

This digest of six contracts totaling $662.1 million reveals a civilian-heavy procurement landscape, with five of six awards from non-DoD agencies (NASA, DHS, GSA) and only one defense-related contract. The dominant theme is homeland security and border infrastructure, led by a $133.7 million sole-source ICE medical claims award to ACENTRA HEALTH LLC and a $59.8 million CBP border station construction contract to CIANBRO HARKINS JOINT VENTURE, LLC. The highest-conviction signal is the ACENTRA HEALTH award, which is bullish due to its non-competitive nature and strong initial funding, but the one-year fixed-price structure introduces execution risk. A key risk is the low outlay ($1.2M) on the $67.7M Smiths Detection TSA contract, suggesting potential de-obligation or revenue recognition issues. Overall, the digest points to stable civilian agency spending on IT services, medical claims processing, and physical infrastructure, with limited defense exposure.

6 total filings

Significant Contract Modifications ($10M+) — September 12, 2026

This digest of seven government contracts, totaling $662.1 million in obligations, is overwhelmingly civilian in nature (6 out of 7 awards), driven primarily by Department of Homeland Security (DHS) spending and a single large NASA award. The highest-conviction signal is a **bullish $133.7 million sole-source contract to ACENTRA HEALTH LLC from ICE** for medical claims processing, indicating an entrenched competitive position. The aggregate obligation is significant, but the digest is neutral on signal strength (4.9/10 average), with over $280 million tied to an expired NASA contract (ASRC Research) that provides no current investment relevance. Key risks include short performance periods on fixed-price contracts from ACENTRA and CIANBRO HARKINS, and a sole-source award at ULA that invites protest risk. The dominant sector theme is persistent DHS investment in border security and detention infrastructure, with secondary exposure to NASA’s Artemis program.

7 total filings

Contract Deobligations Alert — September 12, 2026

The seven contracts analyzed, totaling $662.1 million in obligations, are overwhelmingly civilian in nature, with only one defense-related award (Lockheed Martin's $29K NOAA contract). The dominant theme is Department of Homeland Security (DHS) spending, which accounts for three contracts worth $261.1 million, or 39% of the total. The highest-conviction signal is the $133.7 million sole-source award to Acentra Health for ICE medical claims processing, which is both large and non-competitive, indicating a strong incumbent position. A key risk is the high concentration of awards to DHS, making the portfolio sensitive to changes in immigration enforcement policy or budget allocations.

7 total filings

Contract Option Exercises — September 12, 2026

The digest covers $662M in contract obligations—overwhelmingly civilian (6 of 7) with a single defense-related award. The largest signal is a $280M cost-plus NASA IT contract from ASRC Research & Technology Solutions (Arctic Slope Regional Corp), now expired, limiting current relevance. The most actionable near-term bullish signal is Acentra Health's $133.7M sole-source ICE medical claims processing contract, though fixed-price risk is notable. DHS dominates spending ($261M total) across ICE, TSA, and CBP, signaling sustained homeland security investment. Key risks include the expired NASA contract distorting aggregate revenue and the short performance period of the Acentra Health award.

7 total filings

Federal IT & Cybersecurity Contracts — September 12, 2026

The two contracts analyzed total $413.9 million, with one defense-related award (DHS/ICE) and one civilian (NASA), indicating a balanced mix of federal IT and health services spending. The dominant theme is the resilience of mission-critical support services, with Acentra Health's $133.7 million sole-source ICE medical claims contract representing the highest-conviction signal due to its recent award and strong initial funding. However, the NASA contract is expired, limiting current relevance, and the non-competitive nature of the ICE award introduces protest risk. Key watch items include potential contract extensions for Acentra and any recompete activity at NASA Ames.

2 total filings

Mega Contracts Monitor ($100M+) — September 12, 2026

The September 12, 2026 mega-contract stream totaled $413.9 million across two awards, split evenly between defense and civilian agencies. The dominant theme is a mix of legacy NASA IT services (ASRC Research and Technology Solutions, $280.2M, expired 2020) and a high-conviction, sole-source DHS/ICE medical claims processing award (Acentra Health, $133.7M, active 2025-2026). The highest-conviction signal is Acentra Health's non-competitive win, indicating an incumbent advantage or unique capability, though its one-year firm-fixed-price structure and 30% immediate outlay introduce execution and renewal risk. Key watch item: potential GAO protest or contract extension for Acentra Health, and any new NASA recompete for ASRC's parent, Arctic Slope Regional Corporation.

2 total filings

High-Value Federal Grants ($5M+) — September 12, 2026

The six contracts analyzed, totaling $662.1 million, are overwhelmingly civilian (5 of 6), with the Department of Homeland Security (DHS) as the dominant agency, accounting for three awards worth $261.1 million. The highest-conviction signal is a bullish, sole-source $133.7 million firm-fixed-price contract to ACENTRA HEALTH LLC from ICE for medical claims processing, indicating a strong incumbent advantage and immediate revenue recognition. A key risk is the concentration of awards to DHS, which faces ongoing budget uncertainty under continuing resolutions, potentially impacting execution and follow-on funding. The sole defense-related contract is a historical NASA award to ASRC RESEARCH AND TECHNOLOGY SOLUTIONS LLC that expired in 2020, limiting current relevance.

6 total filings