Executive Summary
DOE awarded $293,785,850 in total obligations across two long-term civilian contracts during the April 15, 2026 period, with 0/2 defense-related and both signaling bullish revenue visibility through 2026.
Dominant themes center on DOE Headquarters Procurement Services funding security studies/analysis (UNWIN CO at $213.8M) and IT/engineering support (Bluewater Federal Solutions at $80M), both time-and-materials structures with substantial outlays ($178.6M and $62.8M respectively). Highest-conviction signal is UNWIN CO's small business set-aside securing dedicated ~$35M annual revenue through April 2026 amid strong execution. A key risk is medium pricing risk on time-and-materials terms, with investors watching remaining outlay progress and option exercises toward full ceilings.
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Tracking the trend? Catch up on the prior All DOE Contracts digest from April 10, 2026.
Investment Signals (2)
- UNWIN CO Secures $213.8M DOE Small Business Set-Aside for Security Studies (HIGH)▲
UNWIN CO's definitive contract, with $178.6M already outlayed against $213.8M obligated (total potential $216.1M), provides ~$35M annual revenue visibility through 2026-04-13 in NAICS 541690 security analysis support.
- Bluewater Federal Solutions (Tetra Tech Sub) Lands $80M DOE IT Delivery Order (MEDIUM)▲
Bluewater's time-and-materials order for IT/engineering services has $62.8M outlayed against $80M obligated (ceiling $96.9M), supporting $11-14M annual revenue through 2026-09-19.
Risk Flags (2)
- Execution [MEDIUM RISK]▼
Medium pricing risk on time-and-materials structures for both UNWIN CO ($213.8M) and Bluewater Federal Solutions ($80M), with remaining obligations of $35.1M and $17.2M respectively vulnerable to pacing variability.
- Budget [MEDIUM RISK]▼
No set-aside protection for Bluewater Federal Solutions' $80M delivery order (full and open after exclusions), exposing it to potential non-exercise of $16.9M options.
Opportunities (2)
- ◆
UNWIN CO's small business total set-aside locks in $213.8M DOE funding for security studies without broader competition.
- ◆
Bluewater Federal Solutions (Tetra Tech sub) has $16.9M options available on $80M obligated IT order from DOE Headquarters.
Sector Themes (1)
- ◆
Both contracts from DOE Headquarters Procurement Services feature 6-7 year durations through 2026 with high outlays ($178.6M for UNWIN CO security analysis, $62.8M for Bluewater IT services), signaling sustained civilian funding stability.
Watch List (2)
- 👁
{"entity"=>"UNWIN CO", "reason"=>"Track outlay progress on remaining $35.1M toward $213.8M obligation and performance to 2026-04-13 end date.", "trigger"=>"modifications to time-and-materials terms"}
- 👁
{"entity"=>"Bluewater Federal Solutions, Inc. (Tetra Tech, Inc.)", "reason"=>"$17.2M remaining outlay on $80M obligation with $16.9M options to $96.9M ceiling.", "trigger"=>"options exercise, outlay beyond $62.8M, performance to 2026-09-19"}
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