New Federal Contractors — April 25, 2026

J.E. Dunn Construction Company's $151.5M firm fixed price contract (base + options $158.6M) for FDA Building 22 via full and open competition provides ~$25M annual revenue through 2029, with early $678K outlay signaling execution start in stable GSA funding.

Whiting-Turner Contracting Company's $137.8M firm fixed price delivery order for CERCLA cleanup and waterfront upgrades at Coast Guard Base Seattle supports Polar Security Cutters, estimating $38M annual revenue over 3.6 years from 2025 despite $0 outlay to date.

L3Harris Technologies Integrated Systems L.P.'s $151.9M firm fixed price contract for Coast Guard C-130 Minotaur upgrades offers ~$18M annual revenue through 2024, fully funded with $119M net retention after $32.7M subawards, bolstering LHX aircraft segment.

Veterans EZ Info Inc.'s $117.3M time & materials delivery order (ceiling $158.4M) for VA Community Care DevSecOps, with $31.7M outlayed already, provides ~$23M annual potential through 2030 under SDVOSB set-aside.

Leidos Inc. secured two HHS delivery orders totaling $158.6M ($84.1M NIH OCSE systems + $74.5M NHLBI ARPA-H support), with $122.4M outlayed across both, averaging ~$21M annual through 2026 for LDOS civilian IT backlog.

Birdon America Inc.'s $83.9M firm fixed price delivery order for Coast Guard WLR 1801 shipbuilding estimates ~$30M annual over 2.75 years from 2025, a key win for small disadvantaged business in vessel construction.

Top six contracts totaling over $976M (J.E. Dunn $151M, Whiting-Turner $138M, Hensel Phelps $128M, L3Harris $152M, Birdon $84M) are firm fixed price with high pricing risk and low outlays (e.g., $0 on three), exposing primes to cost overruns.

Firm fixed price structure on high-materiality awards like Whiting-Turner $137.8M DHS and J.E. Dunn $151.5M GSA carries high pricing risk, compounded by minimal outlays ($0 on Whiting-Turner, $678K on J.E. Dunn).

Early-stage contracts like Birdon $83.9M DHS (2025 award, $0 outlay) and Medline $77.6M VA (one-month 2026 performance) face funding delays in civilian agencies amid potential CR uncertainty.

Full and open competition on all awards (e.g., Veterans EZ Info $117M VA despite SDVOSB set-aside) signals no sole-source moats, with re-competes looming post-2026-2030 periods.

Leidos $25.5M remaining options on $74.5M HHS ARPA-H + $16.5M on $84.1M NIH OCSE contracts could expand to $100M+ ceilings through 2026.

Veterans EZ Info's SDVOSB set-aside $117.3M VA DevSecOps (ceiling $158M) positions for follow-ons in VA IT through 2030.

DHS Coast Guard infrastructure wins (Whiting-Turner $138M recapitalization, Birdon $84M tender) signal potential follow-ons post-2028-2029.

Four DHS awards totaling $448.3M (L3Harris $151.9M C-130, Whiting-Turner $137.8M Base Seattle cleanup, Birdon $83.9M buoy tender, GD $74.7M USCIS IT) emphasize vessel/homeport upgrades and cleanup via full/open competition.

HHS contracts sum $366.3M (Hensel Phelps $127.6M NIH build, Leidos $158.6M total IT, Skyward $80M CMS data) with $130M+ outlayed, focusing fixed-price builds and DevSecOps.

{"entity"=>"L3Harris Technologies, Inc. (LHX)", "reason"=>"$151.9M DHS C-130 contract at $0 outlay with 2024-01-31 completion.", "trigger"=>"outlay progress and post-2024 follow-ons"}

{"entity"=>"Leidos Holdings, Inc. (LDOS)", "reason"=>"Dual $158.6M HHS IT obligations with $25.5M options pending.", "trigger"=>"option exercises by 2026-08-26/2026-09-28"}

{"entity"=>"Whiting-Turner Contracting Company", "reason"=>"$137.8M DHS delivery order at $0 outlay through 2029-04-09.", "trigger"=>"outlay initiation and performance milestones"}

{"entity"=>"Veterans EZ Info Inc.", "reason"=>"$117.3M VA with $40.7M to $158M ceiling via options.", "trigger"=>"option exercises to 2030-03-08"}

{"entity"=>"Birdon America Inc.", "reason"=>"$83.9M DHS shipbuild at $0 outlay from 2025-06-17.", "trigger"=>"outlay progression to 2028-03-22"}