All HHS Contracts — July 16, 2026

The cost-plus-fixed-fee structure reduces execution risk, and the company's 8(a), women-owned, and minority-owned certifications provide a competitive moat for future HHS awards, signaling policy-driven growth in small business set-asides.

The firm-fixed-price delivery order through 2027 offers multi-year visibility, but at $14.6M annual revenue it is immaterial to Booz Allen's ~$10B top line, reinforcing its role as a steady, not transformative, federal IT player.

The contract ends September 2024 with only $165M outlayed (55% complete), raising execution risk if scope changes or delays occur; a re-compete could introduce new competitors for NIH facility work.

Whiting-Turner's $302M NIH renovation is only 55% complete with a September 2024 deadline, creating potential for delays, cost overruns, or modifications that could affect margins.

Three of five contracts (Harvard, MRIGLOBAL, PRECISE FEDERAL) are with non-profits or private entities, limiting direct investment avenues and concentrating value in entities not accessible to public equity investors.

The $57.3M Harvard and $52.4M MRIGLOBAL contracts are tied to NIH/NIEHS basic research, which faces potential volatility from annual appropriations and political shifts in research funding priorities.

PRECISE FEDERAL CONSULTING LLC's $48.8M HHS/CMS training contract, combined with its 8(a) and women-owned certifications, positions it for follow-on awards as HHS expands surveyor training programs under healthcare oversight mandates.

Booz Allen Hamilton's $58.3M CDC DCIPHER contract for IT systems design could expand if CDC increases public health data infrastructure spending post-pandemic, with options worth up to $67.7M.

The $302M Whiting-Turner contract for Building 10 renovation underscores sustained NIH investment in its Bethesda campus, a trend likely to continue as aging federal research facilities require upgrades.

PRECISE FEDERAL CONSULTING LLC's $48.8M award, leveraging multiple set-aside certifications, highlights HHS's commitment to small, disadvantaged businesses for training and support services, a trend that may accelerate under current administration priorities.

{"entity"=>"Whiting-Turner Contracting Company", "reason"=>"Its $302M NIH contract ends September 2024; re-compete or extension will signal NIH construction spending trajectory.", "trigger"=>"Contract end date (September 2024) or modification announcement"}

{"entity"=>"Booz Allen Hamilton", "reason"=>"CDC DCIPHER options worth $9.4M could be exercised, providing incremental revenue visibility in civilian IT.", "trigger"=>"Option exercise announcement or CDC IT budget release"}

{"entity"=>"PRECISE FEDERAL CONSULTING LLC", "reason"=>"As a private small business with multiple set-asides, any IPO, acquisition, or major new award would create public market exposure.", "trigger"=>"IPO filing, acquisition news, or new HHS set-aside contract award"}