New Federal Contractors — May 09, 2026

REGENTS OF THE UNIVERSITY OF CALIFORNIA, THE awarded $35,295,689,219 defense-labeled but DOE-sourced contract through 1978-09-30, signaling entrenched lab management role with high materiality (8/10). Non-profit status limits direct equity upside but underscores DOE spending durability.

LOS ALAMOS NATIONAL SECURITY LLC received $27,422,768,630 DOE contract from 2005-12-21, bolstering national lab operations with bullish strength 7/10 and materiality 8/10. Highlights DOE's long-term reliance on established operators.

General Dynamics Information Technology, Inc. secured $187,483,561 HHS delivery order (ceiling $305.8M) for CMS Benefits Coordination & Recovery Center engineering through 2027, with $108.2M outlayed and low pricing risk. Provides parent General Dynamics Corp ~$62M annual revenue visibility amid full competition.

MINACT, INC. awarded $97,883,562 DOL firm-fixed-price contract (ceiling $113.4M) for Treasure Island Job Corps through 2026-03-31, with $95.2M outlayed signaling strong cash realization. Veteran/minority-owned win under full competition adds ~$18-19M annual revenue.

Alutiiq Solutions, LLC (Afognak Native Corp-owned, 8(a)) received $81,330,690 State Dept time-and-materials delivery order (ceiling $92.6M) for consulting through 2026, non-competitive award leveraging small disadvantaged status. Early $5.3M outlay supports ~$20M annual revenue potential.

Accenture Federal Services LLC awarded $61,102,653 GSA delivery order (ceiling $133.4M) for Protective Domain Name Service through 2026-06-29, time-and-materials under full competition. ~$12.2M annual revenue bolsters Accenture's federal IT footprint.

HII Mission Technologies Corp secured $56,228,526 GSA delivery order (ceiling $198M) for F-16 MTT TSSC services starting 2025-03-01 through 2026, time-and-materials win for parent Huntington Ingalls Industries. Upside from options offers $28-42M annual potential.

Parsons Government Services Inc. received $46,979,119 GSA cost-plus-fixed-fee delivery order (ceiling $76.9M) for C4 capabilities through 2027, low-risk pricing under full competition. ~$15.7M annual revenue supports Parsons Corporation's IT growth.

High firm-fixed-price risk in S.J. LOUIS CONSTRUCTION, INC.'s $151.4M combined DOI water supply contracts ($79.9M Navajo-Gallup, $71.5M NGWSP Block 4A/4B), with nearly full outlays but medium pricing risk and 2026 ends exposing overruns.

LPC Contractors Inc.'s $80.7M DOT firm-fixed-price highway repair contract through 2028-05-31 shows only $20.8M outlayed after 2+ years, signaling potential delays in hurricane recovery execution.

Multiple contracts with $0 outlayed (e.g., NETCENTRIC TECHNOLOGY, LLC $82.1M GSA DOD cyber, AMES FEDERAL CONTRACTING GROUP LLC $61.8M DOI) indicate funding uncertainty pre-execution.

General Dynamics Information Technology, Inc. $187.5M HHS order options to $305.8M for CMS engineering through 2029-05-08, with low risk and $108M outlayed.

Alutiiq Solutions, LLC $81.3M State Dept 8(a) non-competitive award with $11.2M options through 2027-03-31, leveraging Native-owned status.

HII Mission Technologies Corp $56.2M GSA order ceiling $198M for F-16 services through 2029-11-30, post-2025 start.

REGENTS OF THE UNIVERSITY OF CALIFORNIA, THE ($35.3B) and LOS ALAMOS NATIONAL SECURITY LLC ($27.4B) capture 95%+ of aggregate value in long-term DOE lab contracts, signaling stable non-profit-led operations.

S.J. LOUIS CONSTRUCTION, INC. wins $151.4M across two NAICS 237110 contracts ($79.9M Navajo-Gallup, $71.5M NGWSP) plus AMES FEDERAL CONTRACTING GROUP LLC $61.8M, with high outlays indicating execution.

Public firms like General Dynamics IT ($187.5M HHS), Accenture Federal ($61.1M GSA + $48.5M Commerce), Parsons ($47.0M GSA), HII ($56.2M GSA) secure multi-year IT delivery orders with options.

{"entity"=>"General Dynamics Corp (GD)", "reason"=>"$187.5M HHS CMS order with $108M outlayed and $118M options to $305.8M through 2029", "trigger"=>"option exercises post-2027-05-08"}

{"entity"=>"S.J. LOUIS CONSTRUCTION, INC.", "reason"=>"Combined $151.4M DOI water contracts nearing full outlay, ends 2025-2026", "trigger"=>"remaining $1.7M outlays and 2026-01-30 end"}

{"entity"=>"Huntington Ingalls Industries (HII)", "reason"=>"$56.2M GSA F-16 order $142M options from $0 outlayed starting 2025-03-01", "trigger"=>"initial outlays and 2026-11-30 current end"}

{"entity"=>"NETCENTRIC TECHNOLOGY, LLC", "reason"=>"$82.1M GSA DOD cyber order at $0 outlayed with $53.7M options through 2026", "trigger"=>"outlay progression from $0"}