General Federal Contracts — March 13, 2026

8 contracts totaling ~$1.1B for Medicare outreach, cybersecurity (Iron Vine $102M), provider screening (SparkSoft $70M), with $53M-$90M outlays signaling rapid deployment.

4 contracts worth $823M including $561M border wall JV and CoreCivic $57M detention, fully obligated with 1-2.5yr execution providing near-term revenue.

5 awards ~$934M to SAIC ($447M total), Frontier ($268M SBIR III), Ameresco energy retrofits to 2047, with options pushing ceilings to $1.4B+.

12 contracts hold $1B+ in unexercised options (e.g., SAIC $130M, Frontier $286M, Technical Resources $264M), exercisable through 2028-2031.

Firm fixed price on 12 contracts (~$2B) risks cost overruns over long periods (e.g., Caddell embassy to 2027, Ameresco to 2047).

$0 outlays in 7 contracts worth $1.2B (e.g., border wall $561M, embassy $339M) signal potential funding delays post-2025 starts.

Time & materials/cost-plus in 6 deals (~$800M) vulnerable to audits (e.g., Fluor FEMA $134M, Porter Novelli $113M).

$1B+ options and extensions in health/IT (e.g., Iron Vine to 2029, SparkSoft to 2028) plus small biz designations (8(a)/HUBZone) for follow-ons.

Energy retrofits (Ameresco $112M to 2047) and border/detention ($823M) align with federal sustainability/infrastructure priorities.

Public cos with multiple wins: SAIC $447M GSA IT, Fluor $134M FEMA, GD $79M VA desk support offer diversified federal exposure.

HHS/CMS/VA contracts ~$1.5B (42% total) emphasize cyber, Medicare tech, R&D with 50%+ outlays in recent awards.

DHS/ICE ~$823M (23%) for border wall, detention, disaster ops signals policy-driven spend through 2028.

13 contracts >3yrs (~70% value) to 2031-2047 provide revenue stability in engineering, energy, forestry.

{"entity"=>"SAIC", "reason"=>"$447M across 2 GSA IT/engineering deals with $130M options to 2028", "trigger"=>"option exercises or new GSA task orders"}

{"entity"=>"CoreCivic", "reason"=>"$57M ICE detention fully obligated, non-competed positioning for repeats", "trigger"=>"2026 renewal or outlay start"}

{"entity"=>"Fluor Federal", "reason"=>"$134M FEMA disaster support with $102M options, $77M outlay momentum", "trigger"=>"hurricane season extensions"}

{"entity"=>"Barnard Spencer JV", "reason"=>"$561M border wall largest award, full commitment but $0 outlay", "trigger"=>"initial funding drawdown by Q2 2026"}