Executive Summary
The single contract analyzed totals $254,534,977 in obligations from the National Science Foundation (NSF), representing a fully civilian award with 0/1 defense-related. Booz Allen Hamilton Inc secured this major IT services delivery order under full and open competition, signaling strong positioning in civilian government IT with $179.6M already outlayed and multi-year visibility through January 2025.
The highest-conviction bullish signal is the reliable revenue stream from this non-small business win in NAICS 541511. Key watch item: progress toward full $254.5M obligation and option exercises for the additional $2.45M ceiling, given the contract's end date of January 15, 2025.
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Tracking the trend? Catch up on the prior NSF Science & Technology Grants digest from February 03, 2026.
Investment Signals (1)
- Booz Allen Hamilton Inc Wins $254.5M NSF IT Services Delivery Order (HIGH)▲
Booz Allen Hamilton Inc received a $254,534,977 total obligation delivery order from NSF's Division of Acquisition and Cooperative Support, with $179,566,798 already outlayed across a performance period from July 16, 2019, to January 15, 2025. This full and open competition award using labor hours pricing underscores competitive strength in civilian IT services (NAICS 541511).
Risk Flags (2)
- Execution [MEDIUM RISK]▼
Medium contract pricing risk (fixed labor hours) on Booz Allen Hamilton Inc's $254.5M NSF delivery order, with performance ending January 15, 2025, exposing potential re-compete vulnerability post-period.
- Budget [MEDIUM RISK]▼
NSF civilian IT contract reliant on steady outlays ($179.6M of $254.5M to date), but no defense alignment increases exposure to civilian budget cycles outside NDAA protections.
Opportunities (1)
- ◆
Booz Allen Hamilton Inc has potential for $2.45M additional ceiling via option exercises on the $254.5M NSF IT services order, building on $179.6M outlays and 29 subawards totaling $19.75M.
Sector Themes (1)
- ◆
Booz Allen Hamilton Inc's $254.5M delivery order from NSF (NAICS 541511, PSC D318) awarded via full and open competition demonstrates sustained civilian agency spending on IT/custom programming, with $179.6M outlayed over 5.5 years.
Watch List (2)
- 👁
{"entity"=>"Booz Allen Hamilton Inc", "reason"=>"$254.5M NSF IT order with $179.6M outlayed; track full obligation progress and $19.75M subawards.", "trigger"=>"option exercise for $2.45M ceiling; re-compete post-January 15, 2025"}
- 👁
{"entity"=>"NSF IT Services Sector", "reason"=>"Single major award signals potential for follow-on civilian IT work beyond defense priorities.", "trigger"=>"FY2025 budget announcements"}
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