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Federal IT & Cybersecurity Contracts — April 09, 2026

Federal IT & Cybersecurity Contracts

By Gunpowder Editorial ·

4 total filings analysed

Executive Summary

Four federal IT and cybersecurity contracts totaling $1,097,635,237 in obligations, with 1/4 defense-related, highlight civilian agency dominance via GSA awards comprising ~75% of value ($830M to CACI and Deloitte). Highest-conviction bullish signal is CACI International Inc's $708M GSA cost-plus network defense delivery order, signaling low-risk multi-year revenue stability.

VA and Commerce add neutral signals via Salient CRGT ($206M) and Satsyil Corp ($62M) for IT infrastructure and data services. Dominant theme is sustained civilian IT modernization amid cloud migration and network support needs. Key watch item: outlay progress across contracts, including CACI's negative $-453K and Satsyil's $0 outlays, amid option exercises and 2024-2030 end dates.

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Tracking the trend? Catch up on the prior Federal IT & Cybersecurity Contracts digest from April 08, 2026.

Investment Signals (4)

  • CACI International Inc Secures $708M GSA Network Defense Order (HIGH)

    CACI's subsidiary won a $708,253,079 cost-plus award fee delivery order (potential $1.03B with options) under full competition for federal enterprise network defense IT systems, spanning 2019-2024 with low pricing risk.

  • Deloitte Consulting LLP Wins $122M GSA Cloud Migration Contract (MEDIUM)

    Deloitte secured a $121,868,141 time-and-materials delivery order (potential $206M with options) for Ginnie Mae cloud migration and cybersecurity services, extendable to 2030 under full competition.

  • Salient CRGT Lands $206M VA IT Infrastructure Delivery Order (MEDIUM)

    Salient CRGT won a firm-fixed $205,535,562 order (potential $219M) for VA network engineering support through 2026, with $101M outlayed but high pricing risk and subawards exceeding obligation at $269M.

  • Satsyil Corp Awarded $62M Commerce USPTO Data Services Order (LOW)

    8(a) small business Satsyil Corp secured a $61,978,454 labor hours order (potential $75M) for USPTO Enterprise Data Services Phase 2 through 2026 under full competition, with $0 outlays to date.

Risk Flags (4)

  • Execution [HIGH RISK]

    CACI's $708M GSA contract shows negative $-453,104 outlays despite high obligation, signaling potential delays or adjustments in spending.

  • Execution [MEDIUM RISK]

    Satsyil Corp's $62M Commerce contract has $0 outlays since 2022 award, indicating early-stage execution risk.

  • Budget [MEDIUM RISK]

    Salient CRGT's $206M VA contract has high firm-fixed pricing risk and subawards ($269M) exceeding obligation, pressuring prime margins.

  • Execution [LOW RISK]

    Deloitte's $122M GSA contract reports negative $-10K outlays, warranting scrutiny on spending momentum.

Opportunities (4)

  • CACI's $708M GSA order offers upside to $1.03B via unexercised options in network defense IT.

  • Deloitte's $122M GSA cloud migration contract has potential to $206M with extension to 2030.

  • Salient CRGT's $206M VA IT support has $14M options remaining toward $219M ceiling.

  • Satsyil Corp's $62M Commerce data services has $13M options to reach $75M.

Sector Themes (2)

  • GSA awards to CACI ($708M network defense) and Deloitte ($122M cloud migration/cybersecurity) represent 75% of total obligations, emphasizing multi-year IT systems design under NAICS 541512.

  • Neutral signals from Salient CRGT's $206M VA network support (PSC DG01) and Satsyil Corp's $62M USPTO data services (NAICS 541511) underscore ongoing civilian agency needs through 2026.

Watch List (4)

  • 👁

    {"entity"=>"CACI International Inc", "reason"=>"$708M GSA obligation with negative $-453K outlays and $5M subawards", "trigger"=>"2024-04-30 performance end for extensions or options"}

  • 👁

    {"entity"=>"Salient CRGT, Inc.", "reason"=>"$206M VA obligation with $101M outlayed but $269M subawards exceeding value", "trigger"=>"option exercises toward $219M by 2026-06-21"}

  • 👁

    {"entity"=>"Deloitte Consulting LLP", "reason"=>"$122M GSA obligation with negative outlays and potential to $206M", "trigger"=>"2026-09-13 current end and 2030 extension"}

  • 👁

    {"entity"=>"Satsyil Corp", "reason"=>"$62M Commerce obligation with $0 outlays since 2022", "trigger"=>"initial funds outlay and options to $75M by 2026-11-14"}

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