All HHS Contracts — March 04, 2026

$104M obligation with $86M outlayed provides reliable cash flow through 2026 for Medicare QIC services.

Unexercised options beyond $233M obligation could drive growth in CDC reagent services over 10-year term.

Firm-fixed pricing exposes Maximus to margin squeeze if costs overrun remaining $17.5M.

10-year ATCC term vulnerable to funding shifts; $62M subawards dilute direct spend.

$17.5M unoutlayed balance plus 2026 expiry positions Maximus for extensions in CMS admin consulting.

ATCC's $257M options in cost-plus structure offer scalable revenue if exercised for IRR services.

CDC/CMS awards total $337M via open competition for NAICS 5416/541990 services, blending long-duration stability (to 2029) with high outlay execution (>75% disbursed).

{"entity"=>"Maximus Federal Services, Inc.", "reason"=>"$104M CMS deal nears end-2026 with extension potential amid bullish signal.", "trigger"=>"new awards or outlay completion >$100M"}

{"entity"=>"AMERICAN TYPE CULTURE COLLECTION", "reason"=>"Dominant $233M (70% of period value) with $257M options and subaward flows.", "trigger"=>"options exercised or outlays surpassing $200M"}