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US SEC Filing Intelligence

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New Federal Contractors — May 10, 2026

These 7 new federal contracts aggregate $770,211,124 in total obligations, comprising 0/7 defense-related awards and thus entirely civilian agency exposure across DOE/NNSA, Railroad Retirement Board, VA, DHS (TSA and Coast Guard), GSA, and HHS/CDC. Dominant sector themes center on nuclear fuel services, medical/pharmaceutical logistics, and administrative support for health/veterans programs. The highest-conviction bullish signal is BWX Technologies' subsidiary Nuclear Fuel Services Inc. securing a $209.7M DOE/NNSA firm-fixed-price contract for enriched uranium conversion with $185.1M already outlayed and potential expansion to $428.6M. A key risk is pervasive high firm-fixed-price execution exposure in top awards like Tutor Perini Corporation's $81.8M Coast Guard housing construction and METRO LOGICS INC's $81.4M GSA medical storage contract. Watch for option exercises in BWX and METRO LOGICS contracts to unlock additional $200M+ value.

7 total filings
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Significant Contract Modifications ($10M+) — May 10, 2026

This digest covers $770,211,124 in significant contract modifications across 7 civilian agency awards from May 10, 2026, with 0/7 defense-related and average signal strength of 4.6/10, highlighting multi-year revenue visibility in nuclear services, health administration, construction, and logistics support. Dominant themes span DOE/NNSA (nuclear fuel), DHS (security and Coast Guard housing), VA (claims processing), GSA (medical supply management), and others, with no DOD exposure. Highest-conviction bullish signal is Nuclear Fuel Services Inc. (BWX Technologies subsidiary) securing $209.7M DOE/NNSA obligation for enriched uranium services through 2028, providing $41.9M annual revenue estimate. Balanced by neutral historical/ongoing awards like Palmetto GBA's ended $181M Railroad Retirement Board contract. Key risk is pervasive high firm-fixed-price execution risk across 6/7 contracts, particularly new awards like Tutor Perini's $81.8M Coast Guard housing with $0 outlayed.

7 total filings
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Contract Deobligations Alert — May 10, 2026

This Contract Deobligations Alert covers $770,211,124 in total obligations across 7 civilian contracts (0 defense-related) reported for May 10, 2026, spanning agencies including DOE/NNSA, DHS (TSA and Coast Guard), VA, GSA, Railroad Retirement Board, and HHS/CDC. Dominant themes include nuclear fuel services, health/claims administration, security logistics, construction, and emergency medical supply management, with no concentrated agency or recipient patterns. Highest-conviction bullish signal is BWX Technologies' subsidiary Nuclear Fuel Services Inc. securing $209.7M DOE obligation (potentially $428.6M with options) for enriched uranium services through 2028. Key risk is pervasive high firm-fixed-price execution across top contracts like BWX ($209.7M), Tutor Perini ($81.8M), and Metro Logics ($81.4M), vulnerable to cost overruns.

7 total filings
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Contract Option Exercises — May 10, 2026

These 7 contract option exercises totaling $770,211,124 in obligations are entirely civilian (0/7 defense-related), spanning agencies including DOE/NNSA, Railroad Retirement Board, VA, DHS (TSA and Coast Guard), GSA, and HHS/CDC, with themes in nuclear services, health administration, claims processing, security deployment, housing construction, and medical logistics. Highest-conviction bullish signals emerge from Nuclear Fuel Services Inc. (BWX Technologies subsidiary, $209.7M DOE/NNSA obligation) and Metro Logics Inc. ($81.4M GSA obligation), both providing multi-year revenue visibility through 2028+ with significant outlays already ($185.1M and $55.3M respectively). Neutral signals dominate lower-materiality awards to Leidos ($92.7M DHS/TSA), Tutor Perini ($81.8M DHS/Coast Guard), and others, reflecting ongoing civilian execution but limited public market upside beyond BWX Technologies, Leidos, Tutor Perini, and Pfizer. A key risk is pervasive high fixed-price execution risk across all contracts, particularly for unstarted outlays like Tutor Perini's $81.8M (0 outlayed) and Signature Choice II's $121.4M (0 outlayed). Watch option exercises on high-potential ceilings like Nuclear Fuel Services' $428.6M and Metro Logics' $180.4M.

7 total filings
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Federal Professional Services Contracts — May 10, 2026

The analyzed period features a single federal professional services contract totaling $92,709,653 in obligations, entirely civilian with zero defense-related awards, dominated by DHS/TSA's security equipment deployment needs. Leidos, Inc. holds this firm fixed price delivery order awarded via full and open competition, providing an estimated $19.5 million in annual revenue over the remaining performance period ending July 13, 2026. The highest-conviction signal is neutral (4/10 strength), reflecting fully obligated value with $41,642,237 outlayed to date (45% execution) and steady TSA checkpoint support under NAICS 541330. No unexercised options signal revenue visibility but limited growth upside. Key risk is high pricing risk inherent to firm fixed price terms amid ongoing performance. Watch outlay progress beyond $41,642,237 and completion by 2026-07-13.

1 total filings
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All HHS Contracts — May 10, 2026

The analyzed HHS contracts total $2,151,168 in obligations, representing 100% civilian exposure with zero defense-related awards. CDC dominates as the agency, awarding Pfizer Inc. a single non-competed firm-fixed-price delivery order for vaccines refrigerated warehousing and storage services. This five-year contract (through July 31, 2027) offers Pfizer minor revenue stability estimated at $430,233 annually, with $1,273,517 (59%) outlayed to date. The highest-conviction signal is neutral (strength 2/10, materiality 1/10), negligible for a large-cap like Pfizer given its scale. A key risk is high pricing risk under the firm-fixed-price structure; watch outlay progress toward the full $2,151,168 and any modifications.

1 total filings
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All DOE Contracts — May 10, 2026

The single DOE contract analyzed totals $209,699,872 in obligations, entirely civilian with zero defense-related awards, centered on DOE/NNSA's enriched uranium conversion and purification services. BWX Technologies, Inc.'s subsidiary Nuclear Fuel Services Inc. secured this non-competed, firm fixed price award on April 10, 2023, providing multi-year revenue visibility through 2028 with $185,102,338 already outlayed. The highest-conviction bullish signal is the $209.7M obligation (expandable to $428.6M via options) for BWX Technologies, Inc., signaling strong execution in nuclear services. A key risk is the high pricing risk inherent in the firm fixed price structure, warranting monitoring of full obligation outlay and option exercises.

1 total filings
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Mega Contracts Monitor ($100M+) — May 10, 2026

Three civilian mega contracts totaling $512,134,848 in obligations were monitored for the period May 10, 2026 to May 10, 2026, with 0/3 defense-related and an average signal strength of 4.7/10. The highest materiality award is a $209.7M obligation to Nuclear Fuel Services Inc. (BWX Technologies subsidiary) from DOE/NNSA for enriched uranium services, providing the sole bullish signal with $185.1M already outlayed over a 5-year period. The remaining awards—to Palmetto GBA, LLC ($181M from Railroad Retirement Board, historical and low outlay) and Signature Choice II, LLC ($121.4M from VA, future start and zero outlay)—are neutral, highlighting administrative services in health and claims processing. Dominant theme is civilian agency spending on nuclear/environmental and healthcare administration. Highest-conviction signal is bullish multi-year visibility for BWX Technologies. Key watch item: progress on option exercises across contracts, particularly BWX's path to $428.6M potential.

3 total filings
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High-Value Federal Grants ($5M+) — May 10, 2026

This digest covers $768M in high-value federal contract obligations across 6 awards from May 10, 2026 data, all civilian agency spends with 0/6 defense-related, spanning DOE/NNSA, Railroad Retirement Board, VA, DHS/TSA and Coast Guard, and GSA. Dominant themes include nuclear fuel services, health/claims administration, security logistics, housing construction, and medical supply management, with no NDAA or DOD exposure reducing CR vulnerability. Highest-conviction bullish signals are BWX Technologies via Nuclear Fuel Services Inc ($209.7M DOE obligation, $185M outlayed) and Metro Logics Inc ($81.4M GSA, $55M outlayed), offering multi-year revenue visibility through 2028+. Key risk is pervasive high fixed-price execution risk across 5/6 contracts, particularly unstarted awards like Tutor Perini ($81.8M DHS Coast Guard) and Signature Choice II ($121.4M VA) at $0 outlay.

6 total filings
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DOE Energy Grants — May 10, 2026

DOE's NNSA awarded a single $209,699,872 firm fixed price contract to Nuclear Fuel Services Inc., a subsidiary of BWX Technologies, Inc., for enriched uranium conversion and purification services, representing 100% civilian obligations with 0/1 defense-related. This non-competed award provides BWX Technologies multi-year revenue visibility through 2028-04-09, with $185,102,338 already outlayed and potential expansion to $428,560,690 including options. The highest-conviction bullish signal stems from the significant obligation and early execution on this 5-year DOE/NNSA nuclear services contract. Key watch item is progress toward full $209.7M outlay and exercise of options amid high pricing risk on the firm fixed price structure.

1 total filings
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General Federal Contracts — May 10, 2026

This digest covers $768,059,956 in total obligations across 6 civilian contracts (0/6 defense-related) from May 10, 2026, spanning agencies including DOE/NNSA, Railroad Retirement Board, VA, DHS/TSA and Coast Guard, and GSA. Dominant themes include nuclear fuel services, health/claims administration, security deployment, housing construction, and emergency medical supply management, all under civilian budgets with no NDAA or DOD exposure. Highest-conviction bullish signals emerge from Nuclear Fuel Services Inc. (BWX Technologies subsidiary, $209.7M DOE obligation) and Metro Logics Inc. ($81.4M GSA obligation), both with strong materiality (8/10) and partial outlays indicating execution momentum. Neutral signals dominate lower-materiality awards like Palmetto GBA ($181M historical RRB) and Leidos ($92.7M DHS/TSA), providing limited near-term visibility. Key risk is high fixed-price execution across most contracts, particularly for future-funded awards like Tutor Perini ($81.8M DHS/Coast Guard) with $0 outlayed.

6 total filings
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Federal Construction & Infrastructure Contracts — May 09, 2026

These 6 federal construction contracts total $379,208,194 in obligations, entirely civilian with 0 defense-related awards, highlighting steady infrastructure spending outside DOD. Dominant themes include the Department of the Interior's Bureau of Reclamation Navajo-Gallup Water Supply Project (NGWSP), accounting for ~$213M (56%) via awards to S.J. LOUIS CONSTRUCTION, INC ($151.4M across two contracts) and AMES FEDERAL CONTRACTING GROUP LLC ($61.8M). Additional exposure includes VA healthcare facilities ($85.3M total to THE POVOLNY GROUP INC and RBVETCO, LLC) and DOT highway repair ($80.7M to LPC CONTRACTORS INC). Highest-conviction signal is neutral revenue visibility from multi-year performance periods amid ongoing federal infrastructure priorities. Key risk: pervasive high pricing risk from firm-fixed-price structures across all contracts, with uneven outlay progress (e.g., $0 on newer awards).

6 total filings
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DHS Homeland Security Contracts — May 09, 2026

DHS awarded $162,816,193 in four civilian contracts (0/4 defense-related) for low-tech support services, dominated by ICE detention security (Akima $49.4M) and FLETC facility/housing management (Greenlight $43.8M, T47 $35M obligation/$99.6M potential). All signals neutral (avg 4.0/10 strength), with highest-conviction theme of stable DHS spending on janitorial, housing, and security at training/detention centers amid full competition or set-asides. Aggregate materiality led by T47 (6/10) and Akima (5/10), adding ~$140M+ in near-term backlog for small/disadvantaged firms. Key risk: high fixed-price execution risks on $128.3M (Akima, Greenlight, T47); watch outlay progress (e.g., Akima $30.6M of $49.4M disbursed, T47 $2.9M of $35M).

4 total filings
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VA Healthcare & Services Contracts — May 09, 2026

VA Healthcare & Services stream reflects $187,479,988 in total obligations across four civilian contracts (0/4 defense-related), emphasizing IT sustainment/enhancement and healthcare infrastructure construction. Dominant agency theme is Department of Veterans Affairs' focus on EHRM upgrades, connected care support, VRE products, and facilities projects like IGAP Phase 5. Highest-conviction neutral signal (avg 4.3/10 strength) is steady multi-year revenue visibility for small/private firms GOVCIO, THE POVOLNY GROUP INC, SOLDIERPOINT DIGITAL HEALTH, and RBVETCO amid high fixed-price execution risks. No public market direct exposure, but signals broader VA civilian IT/services sector stability. Key risk/watch: Monitor outlay progression (e.g., Soldierpoint from $0, GOVCIO beyond $43.7M) and option exercises (e.g., Soldierpoint toward $194M ceiling).

4 total filings
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New Federal Contractors — May 09, 2026

These 30 new federal contracts total $64,458,703,949 in obligations, entirely civilian agency awards with 0 defense-related, highlighting massive DOE lab management commitments alongside IT, construction, and facilities services. Dominant themes include DOE's $62.7B combined awards to REGENTS OF THE UNIVERSITY OF CALIFORNIA, THE ($35.3B) and LOS ALAMOS NATIONAL SECURITY LLC ($27.4B), plus recurring infrastructure wins for S.J. LOUIS CONSTRUCTION, INC. ($151.4M across two DOI contracts) and public firms like General Dynamics. Highest-conviction bullish signal is General Dynamics Information Technology, Inc.'s $187.5M HHS delivery order for CMS engineering services, providing ~$62M annual revenue visibility through 2027 with low pricing risk. Key risk is widespread high firm-fixed-price execution exposure in construction contracts like LPC Contractors Inc.'s $80.7M DOT highway repair and multiple DOI water projects, vulnerable to cost overruns amid uneven outlays.

30 total filings
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Significant Contract Modifications ($10M+) — May 09, 2026

This batch of 32 significant contract modifications from May 9, 2026, aggregates $64.5B in total obligations, with 0/32 defense-related awards—all civilian across DOE, HHS, DOL, DOI, and GSA. DOE dominates with $62.7B (97%) via Regents of the University of California ($35.3B) and Los Alamos National Security LLC ($27.4B) for enduring national lab management contracts dating to 1978 and 2005. Highest-conviction bullish signals are these DOE awards' scale and durability for institutional exposure to federal R&D labs. Balanced by execution risks in firm-fixed-price structures (e.g., S.J. Louis Construction's $151M DOI water projects nearing full outlay) and low initial outlays in new awards like HII Mission Technologies' $56M GSA order. Key watch: option exercises in high-ceiling contracts like Accenture Federal Services' $133M GSA DNS Resolver ($61M obligated).

32 total filings
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Contract Deobligations Alert — May 09, 2026

This Contract Deobligations Alert synthesizes 30 civilian contracts totaling $64,458,703,949 in obligations from May 09, 2026, with 0/30 defense-related awards, dominated by Department of Energy's massive commitments to Regents of the University of California, The ($35.3B) and Los Alamos National Security LLC ($27.4B) for national lab management spanning decades. These highest-materiality bullish signals (8/10 materiality) underscore durable DOE funding for lab operations, though non-public recipients limit direct equity exposure. Public company wins include General Dynamics Information Technology ($187M HHS), HII Mission Technologies Corp ($56M GSA), Accenture Federal Services LLC ($61M GSA), and Parsons Government Services Inc ($47M GSA), providing multi-year civilian IT and services revenue visibility. Highest-conviction signal is DOE lab stability amid 8 bullish signals overall (avg 4.7/10 strength). Key risk/watch: stalled outlays on recent awards like HII ($0 outlayed) and NETCENTRIC TECHNOLOGY ($0 outlayed), signaling potential execution delays in firm-fixed-price structures.

30 total filings
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Contract Option Exercises — May 09, 2026

This digest covers 32 contract option exercises totaling $64.5 billion in obligations, entirely civilian with 0 defense-related awards, dominated by Department of Energy's massive $35.3B to Regents of the University of California and $27.4B to Los Alamos National Security LLC for national lab management, representing 97% of value and signaling durable DOE funding priorities. Smaller but material awards highlight public companies like General Dynamics IT ($187.5M HHS), HII Mission Technologies ($56.2M GSA), and Parsons Government Services ($47.0M GSA) in IT/engineering services. Highest-conviction bullish signal is DOE lab contracts' scale and longevity (ends 1978/2005 but options exercised), underscoring stable civilian R&D revenue. Key risk is execution on 20+ firm-fixed-price contracts (e.g., MINACT $97.9M DOL, LPC $80.7M DOT) amid high pricing risk and uneven outlays.

32 total filings
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Federal Professional Services Contracts — May 09, 2026

These four federal professional services contracts aggregate $366,662,091 in total obligations, entirely civilian with zero defense-related awards, spanning HHS/CMS, Department of State, GSA, and Department of the Interior. Dominant sector theme is civilian management and technical consulting services, led by high-materiality awards to Alutiiq Solutions, LLC ($81.3M, 8/10 materiality) for State Department program management and General Dynamics Information Technology, Inc. ($187.5M, 5/10 materiality) for HHS/CMS healthcare engineering. Highest-conviction bullish signal is Alutiiq's non-competitive 8(a) set-aside delivery order offering up to $92.6M in multi-year revenue visibility for this ANC-owned firm. Balanced by neutral signals on LinQuest and Managed Business Solutions contracts; key risk is low outlay execution, notably Alutiiq's $5.3M (6.5%) of $81.3M obligated and General Dynamics IT's $124.4M in subawards potentially eroding prime margins.

4 total filings
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Federal IT & Cybersecurity Contracts — May 09, 2026

These 9 Federal IT & Cybersecurity contracts total $491,633,006 in obligations, entirely civilian with 0 defense-related awards, highlighting steady demand from agencies like Commerce/NOAA ($85M to Guidehouse Digital), NSF ($64M to Synectics), and VA ($62M to GOVCIO + $40M to Soldierpoint). Dominant themes include multi-year IT systems design (NAICS 541512) for weather/climate, sustainment, and application support, with average signal strength of 4.9/10 and mostly neutral signals. Highest-conviction bullish signals are Accenture Federal Services LLC's $61M GSA Protective DNS Resolver (potential $133M) and Parsons Government Services Inc.'s $47M GSA C4 capabilities (potential $77M), signaling established positions in GSA IT. Key risk is high fixed-price execution exposure in GOVCIO's $62M VA firm-fixed VRE sustainment ($44M outlayed) and Soldierpoint's $40M VA help desk (1-year term, $194M ceiling). Watch option exercises across contracts with $500M+ combined ceilings for revenue upside.

9 total filings