BLOG / 🇺🇸 United States · · daily

New Federal Contractors — May 16, 2026

New Federal Contractors

By Gunpowder Editorial ·

4 total filings analysed

Executive Summary

The four contracts represent $1,379,719,154 in total civilian obligations with zero defense-related awards. Department of State ($544.7M) and Department of Veterans Affairs ($502.4M) dominate the period, followed by Treasury IT services and a small DHS/Coast Guard delivery order. Highest-conviction signal is the bullish 7/10 rating on Lancer Information Solutions’ $316.2M firm-fixed-price Salesforce delivery order with $231.9M already outlayed.

Three neutral signals reflect large unspent obligations and sole-source elements at Oracle Health and BL Harbert. Key risk is execution and outlay timing across fixed-price awards that extend through 2027-2029 with zero dollars outlayed to date on three of the four contracts.

Materiality, sentiment, and priority are scored by Gunpowder’s analysis pipeline. How we score filings →

Tracking the trend? Catch up on the prior New Federal Contractors digest from May 15, 2026.

Investment Signals (2)

  • Lancer Information Solutions wins $316.2M Treasury Salesforce delivery order (HIGH)

    Lancer Information Solutions, LLC received a firm-fixed-price delivery order with $316,242,190 obligated and base-plus-options value of $502,256,577; $231,887,389 has already been outlayed under NAICS 541519 for Treasury Departmental Offices.

  • Oracle Health $502.4M VA EHRM award shows zero outlays since 2021 (MEDIUM)

    Oracle Health Government Services, Inc. holds a $502,408,524 firm-fixed-price sole-source delivery order from the Department of Veterans Affairs with zero outlays to date despite full obligation through 2027.

Risk Flags (1)

  • Execution [HIGH RISK]

    Three of four contracts (Oracle $502.4M, BL Harbert $544.7M, Lockheed $16.4M) show $0 outlayed against fully obligated amounts, creating cash-flow and performance risk on fixed-price terms extending to 2027-2029.

Opportunities (1)

  • Lancer Information Solutions captured a $316.2M Treasury Salesforce task order with $231.9M already outlayed and potential extension to 2028, signaling continued civilian agency demand for commercial IT platforms.

Sector Themes (1)

  • Three of the four awards ($1.36B combined) support IT services or construction at civilian agencies (VA EHRM, Treasury Salesforce, State NEC Kinshasa) while Lockheed’s $16.4M award funds Coast Guard maritime communications hardware.

Watch List (2)

  • 👁

    {"entity"=>"Oracle Health Government Services, Inc.", "reason"=>"Zero outlays on $502.4M VA EHRM firm-fixed-price delivery order since September 2021", "trigger"=>"VA Technology Acquisition Center modification or outlay update"}

  • 👁

    {"entity"=>"BL Harbert International LLC", "reason"=>"$544.7M State Department fixed-price award with 68 subawards and zero outlays to date", "trigger"=>"Department of State quarterly obligation and subaward reporting"}

Get daily alerts with 2 investment signals, 1 risk alerts, 1 opportunities and full AI analysis of all 4 filings

$30/mo after a 14-day free trial — no credit card required. See pricing or explore intelligence streams.

More from: New Federal Contractors

🇺🇸 More from United States

View all →