Contract Deobligations Alert — May 07, 2026

$79,811,931 firm fixed price delivery order (potential $116.7M with options) with $56M outlayed signals specialized nuclear moat for BWX Technologies in DOE NNSA, running through 2028-08-23.

$86,271,599 firm fixed price BPA call for Enforcement Removal Operations modernization confirms future IT revenue starting 2026-05-05, under full and open competition.

$98,883,639 time-and-materials order (potential $137M ceiling) with $62M outlayed provides 5-year revenue through 2027-08-31 for HUBZone small business in environmental prediction services.

$83,737,440 firm fixed price small business set-aside (potential $102M) with $59M outlayed supports CMS clinical standards through 2027-04-30.

Contracts to Palantir ($86M DHS), GDIT ($72M State), Olsson ($69M Interior), and GEO ($51M DHS) total $277M with $0 outlayed, signaling delayed revenue recognition risks into 2026+.

$112,687,934 time-and-materials order (potential $145M) under full competition supports Army PM TN through potential 2025-06-30.

High fixed-price risk on VES $106M VA medical exams (94% outlayed but 1-year past contract) and Olsson $69M Interior hydro repairs (8-year term, $0 outlayed), amplifying performance exposure.

Low/negative outlays on Booz Allen $113M GSA ( -$852 outlayed) despite large obligation signals potential deobligation or funding delays in Army SETA support.

Civilian agencies dominate (17/18 contracts, $1.34B), with GSA/HHS/DHS leading; single defense-related ABSS $113M at GSA exposes portfolio to civilian budget volatility.

BWXT $80M DOE HALEU processing (non-competed, $56M outlayed) and Palantir $86M DHS SaaS position nuclear/IT leaders for DOE/DHS follow-ons.

GDIT $72M State consular IT (potential $208M ceiling to 2033) offers long-term program management upside.

Venterra $84M HHS small business set-aside and Serrato $49M DOL HUBZone set-aside highlight disadvantaged business pipelines in health/training.

HHS/CMS awards to Venterra ($84M QualityNet), Flexion ($49M claims adjudication), and VA/Solventum ($54M encoder software) total $187M with strong outlays ($114M aggregate), alongside DHS Palantir ($86M SaaS).

BWXT $80M HALEU processing (non-competed) and Accenture $55M IT support highlight DOE's focus on nuclear remediation and app development.

{"entity"=>"BWXT", "reason"=>"$80M DOE HALEU with $56M outlayed and $37M options remaining through 2028-08-23", "trigger"=>"option exercises to $117M ceiling"}

{"entity"=>"PLTR", "reason"=>"$86M DHS ICE BPA call with $0 outlayed starting 2026-05-05", "trigger"=>"outlay progress post-2026-05-05"}

{"entity"=>"BAH", "reason"=>"$113M GSA Army SETA with negative -$852 outlay despite large obligation", "trigger"=>"outlay ramp and 2025-06-30 extension"}

{"entity"=>"GD (GDIT)", "reason"=>"$72M State consular support with $0 outlayed and potential $208M to 2033-12-12", "trigger"=>"initial outlays and 2027-06-12 milestones"}