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Significant Contract Modifications ($10M+) — April 17, 2026

Significant Contract Modifications ($10M+)

9 total filings analysed

Executive Summary

This digest covers 9 significant civilian contract modifications totaling $3,699,283,364 in obligations from April 17, 2026, with 0 defense-related awards, highlighting robust civilian agency spending led by the Department of Veterans Affairs (VA) on managed healthcare via Optum Public Sector Solutions, Inc. The dominant theme is VA's allocation of ~$2.78B across three Optum awards ($1.10B, $894.5M, $782.1M), signaling strong demand for medical-managed healthcare services (NAICS 524114, PSC Q201). Highest-conviction bullish signal is on UnitedHealth Group Incorporated (Optum's parent) for these multi-hundred-million-dollar firm fixed price delivery orders under full and open competition. GSA also features prominently with awards to Booz Allen Hamilton Inc. ($492M) and General Dynamics Information Technology, Inc. ($113.5M). Key risk is execution uncertainty for Optum contracts due to award dates (2026-04-15) post-dating performance periods (e.g., 2025-11-01 to 2025-11-30) and $0 outlays to date.

Tracking the trend? Catch up on the prior Significant Contract Modifications ($10M+) digest from April 16, 2026.

Investment Signals(6)

  • Optum Public Sector Solutions Secures $1.10B VA Managed Healthcare Award(HIGH)

    Optum Public Sector Solutions, Inc. (UnitedHealth Group subsidiary) received a $1,102,850,655 firm fixed price delivery order from VA under full and open competition, representing a major future revenue stream in medical-managed healthcare.

  • Optum Adds $894.5M VA Delivery Order for December 2025 Performance(HIGH)

    Optum Public Sector Solutions, Inc. awarded $894,515,798 total obligation (base + options) from VA Strategic Acquisition Center Fredericksburg for one-month medical-managed healthcare (2025-12-01 to 2025-12-31), with $0 outlayed but full commitment signaling revenue visibility.

  • Optum Lands $782.1M VA Order Amid FY26 Q1 Healthcare Push(MEDIUM)

    Optum Public Sector Solutions, Inc. secured $782,102,376 firm fixed price delivery order from VA for November 2025 managed healthcare performance, won via full and open competition despite post-dated award.

  • Booz Allen Hamilton Gains $492M GSA Engineering Services Extension(HIGH)

    Boooz Allen Hamilton Inc. received $492,049,724 obligation (base + options $682.8M) cost-plus award fee delivery order from GSA FAS AAS FEDSIM for engineering services (NAICS 541330), with low pricing risk and performance to potential 2025-07-21.

  • General Dynamics IT Secures $113.5M GSA IT Support with $1.47B Ceiling(HIGH)

    General Dynamics Information Technology, Inc. (General Dynamics Corp subsidiary) awarded $113,504,349 obligation (base + options $1.475B) cost-plus award fee from GSA for SCITLS at Offutt AFB, with low risk and potential to 2032-09-21.

  • Deloitte Consulting Wins $86.2M GSA Program Management Task(MEDIUM)

    Deloitte Consulting LLP secured $86,168,632 time and materials delivery order (base + options $86.7M) from GSA for enterprise program management support to 2026-09-28 under full competition.

Risk Flags(3)

  • Execution[HIGH RISK]

    Optum Public Sector Solutions, Inc. VA contracts face high pricing risk and execution uncertainty with $0 outlays, award date 2026-04-15 post-dating performance (e.g., 2025-11-30 end for $782M order).

  • Execution[MEDIUM RISK]

    Whiting-Turner Contracting Company $63.1M firm fixed price NIST renovation carries high execution risk with only $3.2M outlayed on $63M obligation.

  • Budget[MEDIUM RISK]

    Multiple contracts (Optum trio, Booz Allen, GDIT, Deloitte) show $0 or minimal outlays against large obligations, vulnerable to civilian budget shifts.

Opportunities(3)

  • General Dynamics Information Technology, Inc. $1.475B base + options ceiling on GSA SCITLS IT support offers multi-year expansion potential through 2032.

  • Booz Allen Hamilton Inc. GSA engineering order has $682.8M base + options vs. $492M obligation, providing upside to 2025-07-21.

  • Koniag Management Solutions LLC $102.9M 8(a) sole source from State Dept for cloud support, though private, signals set-aside trends in civilian IT.

Sector Themes(2)

  • VA awarded ~$2.78B across three Optum Public Sector Solutions, Inc. firm fixed price delivery orders ($1.10B, $894.5M, $782.1M) for FY26 Q1 medical-managed healthcare (NAICS 524114) under full competition.

  • GSA issued $691.7M+ obligations to Booz Allen Hamilton Inc. ($492M engineering), General Dynamics IT ($113.5M IT lifecycle), and Deloitte ($86.2M program management), mostly cost-plus/low-risk structures.

Watch List(3)

  • 👁

    {"entity"=>"UnitedHealth Group Incorporated", "reason"=>"Optum's $2.78B VA awards with $0 outlays and mismatched award/performance dates (e.g., 2026 award for 2025 Nov/Dec work).", "trigger"=>"Outlay progress; performance completion by 2025-12-31"}

  • 👁

    {"entity"=>"General Dynamics Corp", "reason"=>"$113.5M GSA obligation with $1.475B options potential starting June 2025 at Offutt AFB.", "trigger"=>"Option exercises; outlays from $0 by 2026-06-29"}

  • 👁

    {"entity"=>"Booz Allen Hamilton Inc.", "reason"=>"$492M GSA obligation toward $683M ceiling, minimal outlays.", "trigger"=>"Option exercises to 2025-07-21"}

Get daily alerts with 6 investment signals, 3 risk alerts, 3 opportunities and full AI analysis of all 9 filings

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