Mega Contracts Monitor ($100M+) — May 09, 2026

REGENTS OF THE UNIVERSITY OF CALIFORNIA, THE was awarded a $35,295,689,219 contract from Department of Energy, signaling strong revenue durability with 8/10 materiality and 7/10 strength.

LOS ALAMOS NATIONAL SECURITY LLC received a $27,422,768,630 defense-related contract from Department of Energy, matching high 8/10 materiality and 7/10 strength for lab operations.

General Dynamics Information Technology, Inc. secured a $187,483,561 cost-plus-fixed-fee delivery order (up to $305.8M with options) from HHS/CMS for engineering services, with $108.2M outlayed to date and ~$62M annual revenue est. over 3-year base period.

General Dynamics Information Technology, Inc. faces revenue leakage from $124.4M in subawards on $187.5M HHS/CMS order, potentially reducing prime retention below obligated value.

Unknown competition signals for REGENTS OF THE UNIVERSITY OF CALIFORNIA, THE $35.3B and LOS ALAMOS NATIONAL SECURITY LLC $27.4B DOE contracts heighten re-compete vulnerability despite long durations (1978 and 2005 starts).

General Dynamics Information Technology, Inc. has upside to $305.8M ceiling via option exercises on HHS/CMS $187.5M base order for BCRC engineering services.

DOE's pattern of mega lab management awards to REGENTS OF THE UNIVERSITY OF CALIFORNIA, THE ($35.3B) and LOS ALAMOS NATIONAL SECURITY LLC ($27.4B) signals potential follow-on stability.

DOE dominates with $62.7B (99.7% of total) in awards to REGENTS OF THE UNIVERSITY OF CALIFORNIA, THE ($35.3B) and LOS ALAMOS NATIONAL SECURITY LLC ($27.4B), reflecting entrenched lab operations funding.

HHS/CMS awarded $187.5M cost-plus-fixed-fee delivery order to General Dynamics Information Technology, Inc. for engineering (NAICS 541330), with full competition and low pricing risk.

{"entity"=>"General Dynamics Corp (GD)", "reason"=>"$187.5M HHS/CMS order with $124.4M subawards and $108.2M outlayed; ~$62M annual revenue est. at risk from subcontracting.", "trigger"=>"option exercises to $305.8M, outlay pacing updates"}

{"entity"=>"REGENTS OF THE UNIVERSITY OF CALIFORNIA, THE", "reason"=>"$35.3B DOE contract lacks competition/pricing details, limiting visibility.", "trigger"=>"re-compete or modification announcements"}

{"entity"=>"LOS ALAMOS NATIONAL SECURITY LLC", "reason"=>"$27.4B DOE contract with unknown competition signal despite high materiality.", "trigger"=>"re-compete or budget cycle updates"}