Significant Contract Modifications ($10M+) — May 07, 2026

$79,811,931 obligation (options to $116.7M) with $56M outlayed signals specialized nuclear moat via non-competed DOE NNSA award for 3.6 MT HALEU through 2028-08-23.

$86,271,599 firm-fixed BPA call for Enforcement Removal Operations Case Management SaaS starts 2026-05-05, full obligation with $0 outlayed under full/open competition.

HUBZone small business Lynker's $98,883,639 delivery order (options to $137M) has $62.4M outlayed since 2022 for 5-year NCEP engineering services through 2027-08-31.

Small business set-aside $83,737,440 delivery order (options to $102M) with $58.8M outlayed supports CMS clinical data through 2027-04-30.

$112,687,934 T&M delivery order (options to $144.5M) for Army PM TN engineering at Aberdeen through potential 2025-06-30, despite low -$852 outlay.

$106,061,831 firm-fixed VA delivery order for 1-year Region 4 exams ended 2021-09-30 with $94.3M outlayed, limiting future revenue without follow-ons.

$71,911,936 firm-fixed delivery order (options to $208M) for Global Support Strategy 2.0 through potential 2033-12-12, $0 outlayed since 2023.

8(a) $113,293,528 T&M contract at Lackland AFB has $106.5M outlayed, with only ~$7M remaining through 2025-09-25, signaling wind-down.

High fixed-price risk on 12 contracts (e.g., VES $106M VA, GEO $51M DHS, Olsson $68.7M Interior) with substantial obligations but variable outlays ($0 on future-dated like Palantir $86M).

$0 outlays on future-dated awards like Palantir $86M DHS (starts 2026-05-05), GEO $51M DHS (starts 2025-12-20), and Olsson $68.7M Interior (starts 2026-05-01) vulnerable to CR uncertainty.

No single contractor >8% of total, but HHS/CMS cluster (VENTERA $84M + Flexion $49M = $133M) exposes health IT to CMS budget shifts.

BWXT $36.9M options to $116.7M DOE ceiling for HALEU processing through 2028-08-23.

VENTERA $17.9M options to $101.7M CMS QualityNet through potential 2028-04-30.

Booz Allen $31.8M options to $144.5M GSA Army SETA through 2025-06-30.

Lynker HUBZone $38M options to $137M NOAA through 2027-08-31.

VENTERA $83.7M CMS QualityNet, Flexion $49M CMS MCADS, Solventum/3M $53.9M VA encoder software highlight $186M+ in healthcare data/IT obligations with strong outlays (e.g., VENTERA $58.8M).

BWXT $79.8M NNSA HALEU non-competed + Accenture $55.4M HQ IT support total $135M, with $56M+$49M outlayed signaling steady civilian nuclear/IT flow.

Palantir $86.3M SaaS + GEO $51M detention total $137M at $0 outlayed, starting 2025-2026 for modernization/transport.

{"entity"=>"BWXT (BWXT)", "reason"=>"$79.8M DOE HALEU with $23.8M remaining obligation post-$56M outlayed.", "trigger"=>"option exercise to $116.7M by 2028-08-23"}

{"entity"=>"Palantir (PLTR)", "reason"=>"$86.3M DHS BPA call at $0 outlayed, future-dated.", "trigger"=>"outlay start 2026-05-05"}

{"entity"=>"Booz Allen Hamilton (BAH)", "reason"=>"$112.7M GSA Army at -$852 outlayed despite options to $144.5M.", "trigger"=>"outlay progress + options by 2024-12-31"}

{"entity"=>"VENTERA LLC", "reason"=>"$83.7M CMS with $58.8M outlayed, options to $102M.", "trigger"=>"option exercise by 2027-04-30"}

{"entity"=>"General Dynamics (GD)", "reason"=>"$71.9M State at $0 outlayed, options to $208M.", "trigger"=>"outlay initiation + 2027-06-12 milestones"}