High-Value Federal Grants ($5M+) — May 10, 2026

$209.7M firm fixed price obligation (potential $428.6M with options) for enriched uranium services through 2028, with $185.1M already outlayed since 2023 award, providing 5-year $41.9M annual revenue visibility to parent BWX Technologies Inc.

$81.4M firm fixed price obligation (potential $180.4M with options) via full competition for refrigerated warehousing of government pharmaceuticals in Las Vegas, with $55.3M outlayed since 2023, signaling $16M annual revenue over 5-year base to 2028.

$81.8M firm fixed price delivery order via full competition for Base Kodiak residential housing, performance from 2026-05-08 to 2028-11-22 offering ~$32M annual revenue potential despite $0 outlay to date.

Firm fixed price delivery order for TSA checkpoint services through 2026-07-13 shows steady execution at ~$19.5M annually, with $41.6M outlayed since 2021 via full competition.

High fixed-price risk on $577M across BWX/NFS ($209.7M), Metro Logics ($81.4M), Tutor Perini ($81.8M), Signature Choice II ($121.4M), and Leidos ($92.7M) contracts, with variable outlays ($0 on three future starts).

Palmetto GBA LLC's $181M Railroad Retirement Board contract ended 2023-03-31 with only $34.4M outlayed, limiting visibility; Signature Choice II and Tutor Perini at $0 outlay signal funding delays.

BWX Technologies via Nuclear Fuel Services Inc option exercise to expand $209.7M DOE/NNSA to $428.6M through 2028.

Metro Logics Inc potential extension of $81.4M GSA to $180.4M and 2033 via options for medical supply management.

Signature Choice II LLC as SDVOSB positioned for $121.4M VA claims processing growth to $382M options.

Nuclear Fuel Services Inc (BWX) $209.7M non-competed award for uranium conversion underscores DOE priority on nuclear supply chain with $185M outlayed.

DHS awards to Leidos ($92.7M TSA security, $41.6M outlayed) and Tutor Perini ($81.8M Coast Guard housing) via full competition signal ongoing civilian security/logistics needs.

Metro Logics $81.4M GSA medical warehousing ($55M outlayed) and Signature Choice II $121.4M VA claims processing highlight emergency/disaster support.

{"entity"=>"BWX Technologies Inc", "reason"=>"$209.7M DOE obligation with $185.1M outlayed; track full funding and options to $428.6M.", "trigger"=>"option exercise, modifications to 2028-04-09 end date"}

{"entity"=>"Metro Logics Inc", "reason"=>"$81.4M GSA with $55.3M outlayed; monitor toward $180.4M options.", "trigger"=>"option exercise, outlay updates through 2028"}

{"entity"=>"Tutor Perini Corporation", "reason"=>"$81.8M DHS Coast Guard at $0 outlay; future construction start.", "trigger"=>"outlay progress from 2026-05-08, milestones to 2028-11-22"}

{"entity"=>"Leidos Inc", "reason"=>"$92.7M DHS/TSA with $41.6M outlayed through 2026.", "trigger"=>"outlay beyond $41.6M, subaward execution"}