Executive Summary
The single contract in this Federal IT & Cybersecurity stream represents a $809,754,946 obligation fully committed to Booz Allen Hamilton Inc. by the Department of Veterans Affairs, with 0% defense and 100% civilian exposure.
This multi-year IT operations and services transformation delivery order underscores a stable, high-certainty revenue stream for Booz Allen Hamilton, evidenced by $317,898,571 already outlayed under a time and materials structure won via full and open competition. The highest-conviction bullish signal is the steady $140-145 million annual revenue estimate through 2025-01-22, highlighting VA's prioritization of integrated IT services (NAICS 541512, PSC D318). A key watch item is progress on the remaining ~$492 million in outlays and any modifications ahead of the 2025-01-22 end date, given uncertain outlay pacing.
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Tracking the trend? Catch up on the prior Federal IT & Cybersecurity Contracts digest from May 09, 2026.
Investment Signals (1)
- Booz Allen Hamilton Inc. Awarded $809,754,946 VA IT Services Delivery Order (HIGH)▲
Booz Allen Hamilton Inc. secured a fully committed $809,754,946 time and materials delivery order from the VA Technology Acquisition Center NJ on 2019-05-17 for IT operations transformation, with $317,898,571 outlayed to date and performance through 2025-01-22 in Red Bank, NJ. This supports steady revenue recognition of $140-145 million annually over ~5.67 years under full and open competition.
Risk Flags (2)
- Execution [MEDIUM RISK]▼
Uncertain outlay pacing on remaining $491,856,375 beyond $317,898,571 already spent could impact Booz Allen Hamilton Inc.'s revenue recognition from the VA delivery order ending 2025-01-22.
- Competition [MEDIUM RISK]▼
Potential re-compete risk for Booz Allen Hamilton Inc.'s VA IT services post-2025-01-22, as the current $809,754,946 delivery order nears completion despite full options exercised.
Opportunities (1)
- ◆
Booz Allen Hamilton Inc. stands to recognize remaining $491,856,375 in outlays plus $161,555,185 in subawards across 124 recipients from the VA IT transformation order.
Sector Themes (1)
- ◆
Department of Veterans Affairs committed $809,754,946 to Booz Allen Hamilton Inc. for multi-year IT services under NAICS 541512 and PSC D318, with low pricing risk and $317,898,571 outlayed to date.
Watch List (2)
- 👁
{"entity"=>"Booz Allen Hamilton Inc.", "reason"=>"Progress on $491,856,375 remaining outlays and $161,555,185 subaward retention from $809,754,946 VA delivery order.", "trigger"=>"contract modifications or outlay updates ahead of 2025-01-22 end date"}
- 👁
{"entity"=>"Department of Veterans Affairs", "reason"=>"Potential re-compete or follow-on for IT services post-2025-01-22 on current $809,754,946 obligation.", "trigger"=>"re-compete announcement"}
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