General Federal Contracts — July 01, 2026

Harris Corporation received a $1.24 billion defense-labeled contract from the Department of Transportation, representing 74% of total obligation. The bullish signal is strong (7/10) and materiality high (8/10), but the contract's 2011 award date and missing pricing/competition details introduce uncertainty.

Leidos won a $113.5 million cost-plus-fixed-fee delivery order from NIH for agile software development, with options potentially doubling the value to $247.1 million. The cost-plus structure reduces profit risk and aligns with federal digital modernization priorities.

Amentum Services (Jacobs Engineering) holds a $204 million NASA contract for Kennedy Space Center lab support, but it ends in August 2023 with no options beyond that date. Only $154M of $235M total has been outlayed, creating near-term revenue uncertainty.

Management & Training Corporation operates the Atterbury Job Corps Center under a $115.5 million firm-fixed-price contract ending November 2024. With $103.8M already obligated, the contract is nearly fully funded, but the upcoming recompete creates revenue uncertainty.

Harris Corporation's $1.24B DOT contract lacks pricing and competition details, raising questions about cost overruns or protest vulnerability. The contract's 2011 award date also suggests potential obsolescence or recompete risk.

The digest is 100% civilian agency contracts, with 74% of total obligation concentrated in a single Harris Corporation award. This creates portfolio concentration risk for investors focused on defense primes.

Amentum Services' NASA contract ends August 2023 with no options, and Management & Training Corporation's DOL contract ends November 2024. Both face recompete risk, potentially disrupting revenue streams.

Leidos' $113.5M NIH delivery order for agile software development aligns with federal digital modernization priorities, particularly in health IT. Options could double the contract value to $247.1M, providing upside.

Management & Training Corporation's Atterbury Job Corps recompete (expected before November 2024) could provide a revenue renewal catalyst if the company retains the contract.

Leidos' $113.5M NIH award for agile software development and design services supporting the eRA grants management system reflects ongoing federal digital modernization efforts. This theme is supported by the NIH's investment in modernizing its enterprise grants platform.

Amentum Services' $204M NASA contract and Management & Training Corporation's $115.5M DOL contract demonstrate stable demand for laboratory support and vocational training services. However, both contracts are nearing expiration, limiting near-term upside.

{"entity"=>"Jacobs Engineering Group (Amentum Services)", "reason"=>"Amentum's $204M NASA contract ends August 2023 with no options, creating near-term revenue risk.", "trigger"=>"NASA re-compete announcement for Kennedy Space Center lab support"}

{"entity"=>"Management & Training Corporation", "reason"=>"Atterbury Job Corps contract ends November 2024; recompete solicitation expected before that date.", "trigger"=>"DOL solicitation for Atterbury Job Corps Center operations"}

{"entity"=>"Leidos, Inc.", "reason"=>"Options on $113.5M NIH delivery order could double contract value to $247.1M.", "trigger"=>"NIH exercise of options on eRA contract"}

{"entity"=>"Harris Corporation", "reason"=>"Aged $1.24B DOT contract lacks transparency; potential recompete or protest risk.", "trigger"=>"DOT re-compete announcement or GAO protest filing"}