New Federal Contractors — May 08, 2026

Palantir's $31,552,195 obligated firm fixed price delivery order (base + options $385,395,088) from VA Technology Acquisition Center for National Center for Veterans Analysis and Statistics Platform runs to 2030-09-29, with only $4.6M outlayed signaling early-stage upside in software publishing (NAICS 511210). High materiality (8/10) underscores SaaS durability in civilian health analytics.

Universal Protection Service LP's $31,420,749 firm fixed price delivery order (base + options $198,246,950) from DHS for Illinois statewide Protective Security Officer services through 2030-11-30 indicates multi-year security services growth (NAICS 561612), despite $0 outlayed.

GD Information Technology secured $38,325,660 Interior delivery order (potential $326M) for PATH EHR sustainment starting May 2026 and $37,379,530 State order (potential $116M) for consular GSS 2.0 through potential 2034, totaling ~$76M obligated in IT facilities/program support.

Monkton Inc.'s $27,514,636 firm fixed price delivery order (potential $49.4M) from FEMA for Individual Assistance Modernization IT (NAICS 541512) spans 2025-2029, highlighting small disadvantaged business win in DHS tech upgrades.

23 of 30 contracts are firm fixed price with high pricing risk, including Softrams LLC $39.8M HHS CMS IT (high risk, $35.7M outlayed) and MLU Services $31.9M FEMA logistics ($16.8M outlayed), amplifying execution downside for small businesses.

Valiant Solutions LLC's $24,860,807 time & materials delivery order (potential $98.9M) for EPA OAQPS IT support has $21.7M outlayed since March 2024 award, signaling low-risk growth in environmental tech services.

Guardian Premier Solutions LLC's $48.1M firm fixed price GSA contract (most funds outlayed) for Lackland AFB training support is the sole defense-related award, neutral due to near-completion and non-DOD agency.

High fixed-price risk in 23 contracts (e.g., Softrams $39.8M HHS, MLU $31.9M DHS FEMA, Palantir $31.6M VA) for small businesses like HUBZone/SDVOSB firms, with performance pressures through 2026-2030.

12 contracts with $0 outlayed (40% of total, ~$300M including GD IT $38.3M Interior starting May 2026, Universal $31.4M DHS PSO Dec 2025) signal funding delays post-award.

DHS awards 10 contracts (~27% of total value, $227M) across security/IT/facilities (e.g., Universal $31.4M, Monkton $27.5M), vulnerable to agency budget shifts.

Palantir $385M VA SaaS options through 2030 and GD IT $326M Interior EHR potential post-May 2026 start offer long-term IT expansion for public parents GD/PLTR.

Universal Protection $198M DHS PSO options and Monkton $49M FEMA IT through 2029-2030 provide multi-year security/IT upside.

Small business set-asides like Softrams $91M HHS CMS IT (HUBZone), MLU $49M FEMA (SDB/WOSB) signal policy-driven revenue for disadvantaged firms.

DHS leads with 10 contracts (~$227M, 27% total) including Universal $31.4M PSO, Monkton $27.5M FEMA IT, MLU $31.9M logistics, emphasizing security guards (NAICS 561612) and app development (PSC DA01).

HHS awards ~$105M across Softrams $39.8M CMS programming (NAICS 541511), ThunderCat $26.8M NIH Cisco IT, RELI $18.7M Medicare oversight, with strong outlays (e.g., $35.7M Softrams).

Sole defense-related: Guardian Premier $48.1M GSA firm fixed price for Lackland AFB training (NAICS 541519), nearly fully outlayed but neutral as civilian agency award.

{"entity"=>"Palantir Technologies Inc. (PLTR)", "reason"=>"$31.6M VA obligation with $385M potential but only $4.6M outlayed flags spending pace.", "trigger"=>"option exercise decisions by 2026-09-29 current end"}

{"entity"=>"General Dynamics Corp (GD)", "reason"=>"Dual $76M IT wins ($38.3M Interior EHR May 2026 start, $37.4M State) both $0 outlayed with massive ceilings ($326M+$116M).", "trigger"=>"outlays post-2026-05-01 Interior start; State options to 2034"}

{"entity"=>"DHS/FEMA Contractors (Monkton, MLU, Booz Allen)", "reason"=>"~$80M obligated across IT/logistics/exercises, high fixed-price risks.", "trigger"=>"FEMA performance ends 2026-05-01 MLU, 2029-09-29 Monkton"}

{"entity"=>"Softrams LLC", "reason"=>"$39.8M HHS CMS IT with $91.6M potential, $35.7M outlayed but high fixed-price risk.", "trigger"=>"option periods beyond 2026-06-04"}