High-Value Federal Grants ($5M+) — May 07, 2026

BWXT secured a $79,811,931 firm-fixed-price delivery order from DOE NNSA (non-competed) to process 3.6 MT HALEU through 2028-08-23, with $55,975,811 outlayed and options to $116.7M, providing ~$16M annual revenue visibility.

Palantir Technologies won an $86,271,599 firm-fixed-price BPA call from DHS ICE for Enforcement Removal Operations case management platform, starting 2026-05-05 through 2027-05-04 under full and open competition.

Venterra, a small business, captured $83,737,440 firm-fixed-price delivery order (options to $101.7M) from HHS CMS for QualityNet shared services, with $58.8M outlayed since 2023-04-18 through potential 2028-04-30.

Lynker Corporation, HUBZone small business, won $98,883,639 time-and-materials delivery order (options to $136.9M) from DOC NOAA, with $62.4M outlayed over 5-year term to 2027-08-31.

Booz Allen received $112,687,934 time-and-materials delivery order from GSA FAS for Army PM TN SETA at Aberdeen Proving Ground, with options to $144.5M through potential 2025-06-30.

GEO Group awarded $51,004,000 firm-fixed-price delivery order from DHS ICE for Adelanto Processing Center detention/transport, full obligation matching options from Dec 2025 to potential Dec 2026.

ABSS, 8(a) small disadvantaged business, holds $113,293,528 time-and-materials contract (options to $126M) from GSA for 59MDW biomedical R&D, with $106.5M outlayed through 2025-09-25.

GD Information Technology's $71,911,936 firm-fixed-price delivery order for State Dept consular support (options to $208M through potential 2033) shows $0 outlayed since 2023-06-13 award.

High fixed-price exposure on awards like Palantir $86M DHS, GEO $51M DHS, Olsson $68.7M Interior, and VES $106M VA increases performance risk with low/no outlays on future starts.

Future-dated civilian contracts (e.g., Palantir DHS 2026 start, Olsson Interior to 2034) vulnerable to CR uncertainty in Oct-Dec awards, despite non-defense focus.

HHS/CMS heavy allocation to IT (Venterra $84M, Flexion $49M) amid 8(a)/small business set-asides risks re-compete losses post-2027.

BWXT options exercise to $116.7M ceiling on DOE NNSA HALEU processing through 2028-08-23.

Venterra CMS options to $101.7M and potential extension to 2028-04-30 on QualityNet IT.

ABSS remaining $7M obligation and options to $126M on Lackland AFB biomedical R&D through 2025-09-25.

Lynker HUBZone follow-ons post-$98.9M NOAA delivery order ending 2027-08-31.

HHS CMS awarded $83.7M to Venterra and $49.1M to Flexion for IT infrastructure/claims processing, while DHS ICE gave $86.3M Palantir SaaS and $51M GEO detention support, signaling steady civilian digital health/security spend.

BWXT's $79.8M non-competed HALEU processing delivery order (55% outlayed) underscores specialized DOE priorities through 2028.

Nonprofits Draper Lab ($56.9M CLPS lunar payloads) and Utah State ($55M AWE studies) show sustained NASA funding through 2026-2027 despite neutral signals.

{"entity"=>"BWXT (BWXT)", "reason"=>"$79.8M DOE HALEU with $56M outlayed and $37M remaining obligation/options to $117M", "trigger"=>"option exercise; 2028-08-23 end date"}

{"entity"=>"Palantir (PLTR)", "reason"=>"$86.3M DHS ICE SaaS BPA call at $0 outlayed starting 2026-05-05", "trigger"=>"outlay initiation; FY2026 CR resolution"}

{"entity"=>"Booz Allen Hamilton (BAH)", "reason"=>"$112.7M GSA Army SETA with minimal outlays and options to $144.5M by 2025-06-30", "trigger"=>"outlay ramp-up; option exercise"}

{"entity"=>"General Dynamics (GD)", "reason"=>"$71.9M State Dept consular IT at $0 outlayed with potential to $208M by 2033", "trigger"=>"initial outlays; 2027-06-12 current end"}

{"entity"=>"GEO Group (GEO)", "reason"=>"$51M DHS ICE detention from Dec 2025 at $0 outlayed", "trigger"=>"performance start Dec 2025; extension to Dec 2026"}