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US SEC Filing Intelligence

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Mega Contracts Monitor ($100M+) — March 21, 2026

Five mega contracts totaling $1.89B signal robust federal spending, with DHS capturing 46% ($881M) on security and border infrastructure, DOI 28% ($540M) on water/refugee services, and HHS 25% ($468M) on IT upgrades. Average 48% outlay execution ($1.06B disbursed) across multi-year deals (avg. potential end 2028+) provides backlog visibility for contractors. Unexercised options exceed $2B, prioritizing DHS/TSA and DOI plays for revenue upside amid firm-fixed-price margin discipline.

5 total filings
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High-Value Federal Grants ($5M+) — March 21, 2026

Eight high-value federal contracts totaling $2.17B signal robust government spending on security infrastructure, health IT/services, and R&D, all with bullish outlooks and average 88% obligation-to-outlay progress on executed portions. Multi-year tenors (avg. end 2028+) provide backlog visibility, with $2.3B+ in unexercised options offering 100%+ upside potential. DHS and HHS dominate (62% value), favoring full/open competition winners in IT/maintenance and construction.

8 total filings
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General Federal Contracts — March 21, 2026

Eight bullish federal contracts totaling $2.17B in obligations signal robust execution with $1.03B+ already outlayed, led by DHS ($881M in security/border) and HHS-related ($918M in IT/health services). Multi-year backlogs extend to 2030 with $3B+ in unexercised options, providing revenue visibility for winners like Techflow and Deloitte. Investors should prioritize DHS/HHS exposure for steady federal spending amid infrastructure and health priorities.

8 total filings
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Global High-Priority Regulatory Events — March 21, 2026

Across the 7 filings in the Global High Priority Market Events stream, dominant themes include a full leadership overhaul at Classic Filaments Limited following a successful Open Offer and change in control (2 filings), ongoing Corporate Insolvency Resolution Processes (CIRP) for Remedium Lifecare Limited and Radhagobind Commercial Limited signaling acute distress in healthcare and commercial sectors, minor regulatory resolutions for Burnpur Cement (penalty reversal) and Gujarat Kidney And Superspeciality Limited (fines paid), and an upcoming RBI State Government Securities auction. No explicit period-over-period financial trends (YoY/QoQ revenue, margins) are available across filings, but event-driven metrics highlight debt defaults (e.g., ₹7.47 Cr at Remedium) and penalty reversals/fines (₹1.56L reversed vs. ₹6.60L paid). Critical developments point to takeover completion as a potential turnaround catalyst amid pervasive insolvency risks, with mixed sentiment in control change and uniformly negative tones in insolvencies (materiality 10/10). Portfolio-level patterns reveal heightened credit and governance risks in Indian small-caps, particularly healthcare, warranting avoidance of insolvent names while monitoring post-takeover value unlocks and fixed-income auctions for relative safety.

7 high priority 7 total filings
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DHS Homeland Security Contracts — March 20, 2026

DHS awarded $1.24B in contracts over this one-day period, with 92% concentrated in a single $1.14B border barrier project to Spencer Construction, underscoring massive infrastructure commitment to border security. ADG-REI's $97M DevSecOps win provides $71M outlayed revenue visibility through mid-2026. Diverse-owned firms (woman- and minority-owned) dominating full open competition awards signal procurement favoritism and backlog growth for specialized contractors.

2 total filings
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VA Healthcare & Services Contracts — March 20, 2026

VA Healthcare & Services contracts total $226.6M obligated across IT systems design and mental health outreach, both bullish signals with combined potential value of $426.7M via unexercised options. Cognosante MVH shows strong execution ($99M outlayed) while JR Reingold awaits initial funding ($0 outlayed), highlighting execution divergence. Firm fixed price terms and long durations (to 2027-2028) amplify execution risks but offer multi-year revenue visibility for winners.

2 total filings
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Federal Construction & Infrastructure Contracts — March 20, 2026

Two federal contracts totaling $1.61B underscore strong demand in NAICS 236220 commercial/institutional building construction, led by Spencer's $1.15B border barrier award (71% of value). Both firm-fixed-price deals provide revenue visibility through 2028 but carry cost overrun risks, with Clark's project 91% outlayed ($425M of $464M). Investors gain actionable bullish signals on border security and prison infrastructure spend amid full obligations and option upside to $2.07B combined.

2 total filings
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Federal Professional Services Contracts — March 20, 2026

Two sole-source awards totaling $252M obligated value signal robust federal commitment to small/8(a) businesses in professional services, with unexercised options offering $602M upside to $854M ceiling. Great Hill Solutions secures $142M (potential $244M) for State Dept contact center ops; BWXT Enrichment $110M (potential $357M) for DOE uranium pilot engineering. Near-term revenue from BWXT's $67M outlay contrasts Great Hill's $0, highlighting execution variance in govcon small biz plays.

2 total filings
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Federal IT & Cybersecurity Contracts — March 20, 2026

Four bullish federal IT & cybersecurity contracts total $531.8M obligated value, with performance through 2026-2028, signaling sustained demand amid cyber threats. VA leads with $226.6M (two awards), followed by GSA ($208M cyber ops) and DHS ($97M DevSecOps), favoring mix of large primes like General Dynamics IT and small firms. Upside from $259M unexercised options offers 49% potential value expansion to $791M.

4 total filings
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New Federal Contractors — March 20, 2026

New federal contracts totaling $3.08B signal strong bullish momentum for construction and IT services firms, led by a massive $1.15B DHS border barrier award to Spencer Construction comprising 37% of value. Nine of 12 contracts are bullish with long-term performance to 2026-2030 providing revenue visibility, though firm fixed price structures expose winners to cost overrun risks. Neutral NASA awards to nonprofits like Caltech highlight steady R&D funding but limited equity upside.

12 total filings
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Significant Contract Modifications ($10M+) — March 20, 2026

This period's $3.08B in significant contract modifications is dominated by bullish signals (9/12), led by a $1.15B DHS border barrier award to Spencer Construction, signaling robust federal infrastructure spending. Construction and IT services firms capture 85%+ of value, with unexercised options potentially adding $2B+ across portfolio. Neutral NASA R&D awards to nonprofits provide stability but limited equity upside amid firm-fixed-price execution risks.

12 total filings
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Contract Deobligations Alert — March 20, 2026

A $1.1B DHS border barrier award to Spencer Construction dominates this $3.1B obligation batch, signaling robust federal infrastructure spending in security and prisons, with 9/12 bullish signals concentrated in construction (NAICS 236220) and IT services (NAICS 541512). NASA contracts ($565M total) provide neutral stability for R&D nonprofits like Caltech, while unexercised options across deals add $2.1B+ upside potential. Firm fixed price structures amplify execution risks but favor scalable winners like woman-owned and small disadvantaged firms.

12 total filings
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Contract Option Exercises — March 20, 2026

Dominant $1.1B DHS border barrier award to Spencer Construction signals renewed federal infrastructure push, comprising 37% of $3.1B total obligations. Nine bullish signals highlight construction (43% of value) and IT/cyber services (25%), with unexercised options adding $1.3B+ potential upside. Neutral NASA R&D awards to nonprofits provide stability but limited equity alpha; pervasive firm-fixed-price terms flag cost overrun risks on long-duration contracts (avg. end 2027+).

12 total filings
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All DOE Contracts — March 20, 2026

DOE NNSA awarded $110.4M firm-fixed price delivery order to BWXT Enrichment Operations for Domestic Uranium Enrichment Pilot Plant engineering, with $66.6M already outlayed for near-term revenue visibility through 2030. Potential expansion to $357.3M via unexercised options underscores federal commitment to U.S. uranium capabilities. Bullish signal for nuclear fuel cycle, but monitor firm-fixed risks and option exercises for portfolio impact.

1 total filings
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Mega Contracts Monitor ($100M+) — March 20, 2026

Eight mega contracts totaling $2.73B awarded or active in the March 20, 2026 period signal robust federal spending on infrastructure, IT/cybersecurity, and specialized R&D, with 7 bullish signals dominated by construction ($1.61B) and IT services. Firm fixed price structures prevail (6/8), exposing contractors to cost risks but locking in $2.73B obligations, with $1.5B+ in potential option upside across multiple awards. Institutional investors should prioritize construction and gov IT exposure for near-term revenue, monitoring option exercises and outlay progress amid long-duration terms extending to 2030.

8 total filings
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High-Value Federal Grants ($5M+) — March 20, 2026

High-value federal contracts totaling $3.1B over the March 20, 2026 period underscore bullish momentum in border/prison construction ($1.6B, 52% of total) and IT/cyber services ($470M, 15%), with 9/12 signals bullish and significant options upside averaging 50% above obligations. Institutional investors should prioritize exposure to commercial construction (NAICS 236220) leaders like Spencer and Clark, alongside IT firms (NAICS 541512) such as GDIT and Cognosante, amid long-term performance periods to 2030. Neutral NASA R&D awards to nonprofits ($565M) offer stability but limited equity upside, while firm-fixed-price prevalence flags execution risks on 70% of contracts.

12 total filings
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DOE Energy Grants — March 20, 2026

DOE/NNSA awarded a $110M firm fixed price contract (potential $357M with options) to BWXT ENRICHMENT OPERATIONS, LLC for domestic uranium enrichment engineering support, with $67M already outlayed providing immediate revenue visibility through 2030. This non-competitive award to a small business signals strong federal commitment to U.S. uranium capabilities amid nuclear energy priorities. Investors should monitor option exercises and follow-on tasks for multi-year upside in the nuclear supply chain.

1 total filings
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General Federal Contracts — March 20, 2026

Federal contracts totaling $3.08B highlight bullish momentum in construction and IT sectors, led by a $1.15B DHS border barrier award to Spencer Construction and multi-hundred million prison/IT projects. Nine of 12 signals are bullish, with average option upside of ~50% across awards, signaling revenue visibility through 2026-2030. Neutral NASA R&D contracts to nonprofits provide stability but limited equity upside, while firm-fixed-price structures flag execution risks amid long tenors.

12 total filings
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All NASA Contracts — March 20, 2026

NASA's three contracts totaling $565M underscore stable funding for space R&D infrastructure (JPL FFRDC) and talent development through 2027, with 83% ($472M) concentrated at Caltech and average 79% outlay ($446M spent). All neutral signals reflect predictable nonprofit cash flows amid full obligations exercised but limited direct equity plays. Investors gain visibility into NASA commitment but face budget-dependent tail risks on $119M remaining.

3 total filings