BLOG / 🇺🇸 United States · · daily

General Federal Contracts — April 22, 2026

General Federal Contracts

By Gunpowder Editorial ·

4 total filings analysed

Executive Summary

Four civilian government contracts totaling $395,776,263 in obligations highlight bullish IT services momentum across Department of the Interior, Veterans Affairs, Agriculture, and NASA, with zero defense exposure. Highest-materiality awards to MAXIMUS FEDERAL CONSULTING, LLC ($106M) and COGNOSANTE MVH LLC ($104M) under full and open competition signal durable revenue for custom programming and cloud operations through 2026.

Palantir Technologies Inc. secures a $95M firm-fixed-price BPA for USDA farm IT systems, while California Institute of Technology's $91M NASA R&D award remains neutral due to its nonprofit status. Key watch item: progress on option exercises and outlays, as only partial funds are disbursed in three contracts.

Materiality, sentiment, and priority are scored by Gunpowder’s analysis pipeline. How we score filings →

Tracking the trend? Catch up on the prior General Federal Contracts digest from April 21, 2026.

Investment Signals (3)

  • MAXIMUS FEDERAL CONSULTING, LLC Wins $106M DOI Delivery Order for DOD SAP CIO Support (HIGH)

    $106,321,580 obligated (ceiling $199M) Time and Materials contract awarded July 2020 under full competition for custom computer programming services (NAICS 541511), running through January 2026 with performance in Washington, DC.

  • COGNOSANTE MVH LLC Secures $104M VA Cloud Migration Order (HIGH)

    $103,954,050 obligated (ceiling $186M) Time and Materials delivery order from August 2023 under full competition for cloud operations (NAICS 541512), with $82.6M outlayed including $71M in subawards, through August 2026.

  • Palantir Technologies Inc. Awarded $95M USDA Farm IT SaaS BPA (MEDIUM)

    $94,687,811 firm-fixed-price BPA call from April 2026 for software publishing (NAICS 513210) centralizing farm systems via Landmark Platform, one-year performance in Denver, CO, with no outlays yet.

Risk Flags (3)

  • Execution [MEDIUM RISK]

    MAXIMUS FEDERAL CONSULTING, LLC and COGNOSANTE MVH LLC face medium pricing risk on Time and Materials contracts with options not fully exercised ($93M and $82M upside respectively); Palantir's firm-fixed-price exposes high performance risk on $95M BPA with zero outlays.

  • Concentration [MEDIUM RISK]

    COGNOSANTE MVH LLC has $71M (86%) of $82.6M outlays via 13 subawards, risking prime retention and margin compression.

  • Competition [LOW RISK]

    California Institute of Technology's $91M NASA cost-plus-fixed-fee R&D order was not competed, vulnerable to future re-competes post-2028.

Opportunities (3)

  • MAXIMUS FEDERAL CONSULTING, LLC has $93M in unexercised options on $199M ceiling DOI contract for SAP CIO support.

  • COGNOSANTE MVH LLC offers $82M upside to $186M ceiling on VA cloud services contract.

  • Palantir Technologies Inc. $95M USDA BPA for farm IT SaaS positions for follow-on calls post one-year period.

Sector Themes (2)

  • MAXIMUS FEDERAL CONSULTING, LLC ($106M DOI for NAICS 541511 SAP support) and COGNOSANTE MVH LLC ($104M VA for NAICS 541512 cloud migration) plus Palantir ($95M USDA NAICS 513210 SaaS) total $304M in full-competition IT awards through 2026-2027.

  • California Institute of Technology's $91M obligation (out of $102M ceiling) cost-plus-fixed-fee delivery order for space aerosols imaging (NAICS 541715) sustains funding through 2028 with $61M outlayed.

Watch List (4)

  • 👁

    {"entity"=>"MAXIMUS FEDERAL CONSULTING, LLC", "reason"=>"$106M DOI obligation with $93M options unexercised; track outlays and milestones to 2026-01-01.", "trigger"=>"option exercise updates"}

  • 👁

    {"entity"=>"COGNOSANTE MVH LLC", "reason"=>"$104M VA obligation with $82M outlayed but $71M subawarded (86%); monitor retention.", "trigger"=>"subaward and outlay progress beyond $82.6M"}

  • 👁

    {"entity"=>"Palantir Technologies Inc.", "reason"=>"$95M USDA BPA with zero outlays; high firm-fixed risk on one-year term.", "trigger"=>"outlay initiation April 2026-April 2027"}

  • 👁

    {"entity"=>"California Institute of Technology", "reason"=>"$91M NASA R&D with $61M outlayed toward $102M ceiling through 2028.", "trigger"=>"option exercises to $101.5M"}

Get daily alerts with 3 investment signals, 3 risk alerts, 3 opportunities and full AI analysis of all 4 filings

$30/mo after a 14-day free trial — no credit card required. See pricing or explore intelligence streams.

More from: General Federal Contracts

🇺🇸 More from United States

View all →