Contract Deobligations Alert — June 05, 2026

ElbitAmerica's $86.1M firm-fixed-price delivery order from DHS/CBP for tower and surveillance consolidation, with total potential $114.5M through May 2029, signals sustained border security investment and competitive strength under full-and-open competition.

Analytical Mechanics Associates, a small business, won a $94.2M cost-plus-fixed-fee NASA contract (potential $111.8M) for entry systems technology R&D, providing stable revenue through March 2025 with low pricing risk due to cost-plus structure.

Deloitte's labor-hours delivery order with USDA Food and Nutrition Service (2022-2027) has $78.1M already outlayed (79%), indicating ongoing engagement, but labor-hours pricing carries variable cost exposure and limited growth.

ElbitAmerica's $86.1M firm-fixed-price contract with DHS/CBP has zero outlays to date; any cost overruns on tower consolidation and surveillance equipment would impact margins.

Deloitte Consulting has $78.1M outlayed on a single USDA delivery order (79% of obligation), indicating heavy reliance on a single civilian contract for that business segment.

Analytical Mechanics Associates' NASA R&D contract expires March 2025; NASA budget uncertainty for space technology could delay or reduce follow-on awards.

ElbitAmerica's $86.1M border surveillance win may lead to larger DHS/CBP tower consolidation contracts, especially if options are exercised (total potential $114.5M).

Analytical Mechanics Associates' small business set-aside at NASA positions it for follow-on entry systems R&D contracts, leveraging incumbency and NASA's commitment to small business goals.

Deloitte's $99.4M USDA delivery order has $24.3M in subawards, suggesting partnership opportunities for smaller firms and potential for Deloitte to expand into other civilian financial system modernization efforts.

DHS/CBP awarded $86.1M to ElbitAmerica for tower and surveillance consolidation, with total potential $114.5M, reflecting sustained demand for domestic perimeter detection and surveillance systems.

Analytical Mechanics Associates' $94.2M cost-plus-fixed-fee contract for entry systems R&D reinforces NASA's steady investment in space technology and small business set-asides.

{"entity"=>"Elbit Systems Ltd", "reason"=>"ElbitAmerica's $86.1M DHS/CBP award has zero outlays; execution and revenue recognition are critical to validate the win.", "trigger"=>"First outlay transaction reported on FPDS or company earnings call"}

{"entity"=>"Analytical Mechanics Associates, Inc.", "reason"=>"NASA entry systems R&D contract expires March 2025; re-compete will determine incumbency retention.", "trigger"=>"NASA solicitation for follow-on entry systems R&D contract"}

{"entity"=>"Deloitte Consulting LLP", "reason"=>"USDA delivery order has $78.1M outlayed (79%); any adjustments or extensions signal funding health.", "trigger"=>"USDA modification or new delivery order for financial system support"}