Federal IT & Cybersecurity Contracts — June 25, 2026

V3GATE's $67.4M firm-fixed-price delivery order from the VA, with options up to $263.1M, is just beginning execution ($5,772 outlaid). If options are exercised, annual revenue could reach $87.7M, representing a significant growth catalyst for this SDVOSB.

ManTech won a $66.1M time-and-materials delivery order for the Defense Health Agency's DMIX program via full-and-open competition, with a $78M ceiling. The $54.1M outlayed suggests strong execution and potential for additional task orders, reinforcing ManTech's competitive moat in federal health IT.

General Dynamics Information Technology won a $61.7M task order (up to $175M with options) for IHS EHR program management, awarded via full-and-open competition. This contract, though modest relative to GD's revenue, signals continued demand for systems integration in civilian health agencies and provides a multi-year revenue stream if options are exercised.

TECHNIKO's $169.9M enterprise messaging contract with the Department of State runs through August 2024, with $67.9M already outlaid. The time-and-materials pricing and 8(a) set-aside status create uncertainty around follow-on awards, as re-compete could face protest or budget constraints.

V3GATE's $67.4M VA contract has only $5,772 outlaid, indicating execution is in its infancy. Fixed-price structure on hardware and support services introduces margin risk if costs escalate or delivery timelines slip.

FCN, INC. derives $49.7M from a single IRS contract that is now fully outlaid and completed. The company faces revenue cliff risk unless it secures follow-on work from Treasury or diversifies into other agencies.

LANCER Information Solutions' $49.8M IRS VMware contract runs through December 2026. With $44.1M already outlaid, remaining obligated funds are limited. The firm-fixed-price pass-through model for VMware licenses yields thin margins, and a shift in IRS cloud strategy (e.g., to AWS/Azure) could reduce follow-on demand.

ManTech's $66.1M DOI contract has $54.1M outlayed against a $66.1M obligation, indicating potential under-execution or delayed task orders. The $78M ceiling may not be fully utilized if performance lags.

V3GATE's $263.1M VA contract ceiling provides a multi-year growth runway. If all options are exercised, annual revenue could reach $87.7M, a significant boost for this SDVOSB. The VA's stable IT budget and focus on endpoint modernization support option exercise.

GDIT's $175M IHS EHR contract ceiling offers expansion potential in civilian health IT. The Indian Health Service's EHR modernization aligns with broader federal health IT priorities, and option exercise by August 2026 would validate the growth thesis.

TECHNIKO LLC's $169.9M 8(a) set-aside award demonstrates the Department of State's willingness to award large IT contracts to small disadvantaged businesses. This could signal a pipeline of similar set-aside opportunities for other 8(a) firms in enterprise messaging and IT support.

Five of six contracts are from civilian agencies (State, VA, DOI, Treasury), totaling $397.7M. The VA's $67.4M endpoint contract and IRS's $99.5M in combined VMware and network monitoring awards underscore a shift toward modernizing legacy civilian IT infrastructure.

ManTech's $66.1M DMIX contract (defense health) and GDIT's $61.7M IHS EHR contract (civilian health) total $127.8M, indicating sustained investment in health IT interoperability across both defense and civilian sectors.

{"entity"=>"V3GATE, LLC", "reason"=>"Early-stage execution of $67.4M VA contract with $263.1M ceiling; outlayed amount is only $5,772.", "trigger"=>"Option exercise announcements by mid-2027; outlayed amounts over next 6 months"}

{"entity"=>"LANCER Information Solutions, LLC", "reason"=>"IRS VMware contract with $49.8M obligated and $44.1M outlayed; remaining $44M in options at risk if IRS shifts cloud strategy.", "trigger"=>"Option exercise announcements; IRS cloud modernization RFQs post-2026"}

{"entity"=>"FCN, INC.", "reason"=>"Completed $49.7M IRS contract with no follow-on visibility; faces revenue cliff.", "trigger"=>"IRS re-compete for Riverbed SteelCentral support; new contract wins"}

{"entity"=>"ManTech Advanced Systems International, Inc.", "reason"=>"$66.1M DOI contract with $54.1M outlayed; potential under-execution relative to $78M ceiling.", "trigger"=>"Modifications or new task orders under DMIX program"}