New Federal Contractors — September 02, 2026

The $365.4 million cost-plus award fee delivery order ends April 2024, and the negative outlayed amount of -$16,658 raises de-obligation concerns, potentially reducing realized revenue.

The sole-source, firm-fixed-price delivery order ended November 2021, and with $27.8 million in subawards, Oracle retained ~$115.8 million, but the contract is expired, limiting forward-looking investment signals.

The contract modification from NASA provides no NAICS code, performance period, or pricing structure, making it impossible to assess revenue impact or competitive positioning.

Booz Allen Hamilton's $365.4M GSA contract has 167 subawards totaling $113.6 million, indicating heavy subcontractor reliance that could dilute margins and introduce coordination risk.

The negative outlayed amount of -$16,658 on Booz Allen's GSA contract suggests potential de-obligation or accounting discrepancies, which could signal budget reallocation or contract restructuring.

Booz Allen's GSA contract was awarded under full and open competition, and with expiration in April 2024, the recompetition could attract rivals like Accenture, Leidos, or CACI, threatening revenue retention.

The $365.4M Booz Allen GSA contract aligns with ongoing federal IT modernization priorities, and if the negative outlayed amount is resolved, the $395.6M potential value including options could provide stable revenue through 2024.

Oracle Health Government Services' $143.6M sole-source VA contract indicates a pre-existing relationship that could lead to follow-on work in VA EHR modernization, despite the current contract being completed.

Two of three contracts (Booz Allen at GSA and Oracle at VA) are for IT systems design or data migration, totaling $509 million, reflecting sustained civilian agency investment in digital infrastructure.

Oracle's non-competitive VA award suggests a durable relationship, but the contract's completion limits current revenue; however, it underscores the value of incumbency in VA health IT.

{"entity" => "Booz Allen Hamilton Inc.", "reason" => "The $365.4M GSA IT contract is the largest award in this digest and nears expiration in April 2024, with recompetition risk and a negative outlayed amount.", "trigger" => "GSA solicitation for IT systems design recompetition or contract modification extending performance period"}

{"entity" => "Oracle Health Government Services Inc.", "reason" => "The $143.6M VA contract is completed, but the sole-source relationship could yield future VA EHR modernization awards.", "trigger" => "VA announcement of new data migration or EHR task orders"}

{"entity" => "Vertex Aerospace LLC", "reason" => "The $124.7M NASA modification lacks detail; any future disclosures on contract scope or performance could change the investment signal.", "trigger" => "NASA release of contract modification details or new Vertex Aerospace awards"}