BLOG / 🇺🇸 United States · · daily

High-Value Federal Grants ($5M+) — March 28, 2026

High-Value Federal Grants ($5M+)

By Gunpowder Editorial ·

1 total filings analysed

Executive Summary

CGI Federal Inc., a Timken Company subsidiary, secured a $108M GSA delivery order for EPA IT enterprise development, with potential expansion to $523M through options exercisable to 2030. This signals strong demand for government IT services amid federal modernization pushes. Investors should monitor option exercises for revenue upside in the sector.

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

Tracking the trend? Catch up on the prior High-Value Federal Grants ($5M+) digest from March 27, 2026.

Investment Signals (1)

  • CGI Federal Lands $108M EPA IT Contract with $523M Upside (HIGH)

    GSA award under full competition obligates $108M immediately, with options potentially adding $414M through 2030 for computer systems design services.

Risk Flags (2)

  • Execution [HIGH RISK]

    Options beyond 2026 may not be exercised, limiting value to current $108M obligation; award fees tied to performance evaluations.

  • Market [MEDIUM RISK]

    $15M subawards to 47 recipients could pressure margins via cost passthroughs.

Opportunities (1)

  • Exercise of options to unlock full $523M value, plus potential follow-on GSA task orders in EPA IT.

Sector Themes (1)

  • High-value delivery orders like this highlight GSA FAS as a key channel for EPA IT outsourcing under NAICS 541512.

Watch List (1)

  • 👁

    {"entity"=>"CGI Federal Inc. / The Timken Company", "reason"=>"Single contract represents material revenue potential amid no outlays yet.", "trigger"=>"Option exercises or subaward expansions"}

Get daily alerts with 1 investment signals, 2 risk alerts, 1 opportunities and full AI analysis of all 1 filings

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

More from: High-Value Federal Grants ($5M+)

🇺🇸 More from United States

View all →