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

$209.7M firm-fixed-price obligation (potential $428.6M with options) for enriched uranium conversion through 2028, with $185.1M already outlayed since 2023 award, signaling multi-year revenue visibility and strong execution.

$81.4M firm-fixed-price obligation (potential $180.4M with options) for pharmaceutical/medical supply warehousing through 2028, with $55.3M outlayed since 2023, indicating competitive strength in disaster preparedness support.

$81.8M firm-fixed-price delivery order for Base Kodiak residential housing through 2028, awarded via full/open competition, offering ~$32M annual revenue potential despite $0 outlayed to date.

$92.7M firm-fixed-price order with $41.6M outlayed through 2026, supporting ongoing TSA checkpoint logistics under full/open competition.

High firm-fixed-price risk on BWX Technologies' $209.7M DOE/NNSA contract and Metro Logics' $81.4M GSA award, with performance through 2028 amid early outlay progress ($185.1M and $55.3M respectively).

$0 outlayed on new awards like Tutor Perini's $81.8M DHS/Coast Guard housing (through 2028) and Signature Choice II's $121.4M VA claims processing (through 2026), exposing early-stage funding delays.

Palmetto GBA's $181M Railroad Retirement Board contract ended 2023-03-31 with only $34.4M outlayed, signaling potential funding shortfalls in historical health admin awards.

BWX Technologies via Nuclear Fuel Services Inc. option exercise to expand $209.7M DOE/NNSA obligation to $428.6M ceiling through 2028.

Metro Logics Inc. potential extension of $81.4M GSA contract to 2033 via options, reaching $180.4M for medical supply management.

Signature Choice II, LLC SDVOSB set-aside delivery order expansion from $121.4M VA obligation to $382M options for claims processing.

DOE/NNSA's $209.7M non-competed award to Nuclear Fuel Services Inc. (BWX) for uranium purification underscores durable multi-year demand, with $185.1M outlayed.

DHS awards total $174.5M including Leidos' $92.7M TSA security deployment (41.6% outlayed) and Tutor Perini's $81.8M Coast Guard housing.

GSA's $81.4M to Metro Logics (55M outlayed) for medical warehousing and VA's $121.4M SDVOSB order to Signature Choice II highlight civilian emergency/health admin priorities.

{"entity"=>"BWX Technologies, Inc.", "reason"=>"$209.7M DOE/NNSA obligation progress with $185.1M outlayed; potential to $428.6M options.", "trigger"=>"option exercises or modifications to 2028-04-09 end date"}

{"entity"=>"Metro Logics Inc.", "reason"=>"$81.4M GSA obligation with $55.3M outlayed; upside to $180.4M options through potential 2033.", "trigger"=>"option exercise progress through 2028 end"}

{"entity"=>"Tutor Perini Corporation", "reason"=>"$81.8M DHS/Coast Guard award with $0 outlayed; firm-fixed-price construction risks.", "trigger"=>"initial outlays and milestones to 2028-11-22"}

{"entity"=>"Leidos Holdings, Inc.", "reason"=>"$92.7M DHS/TSA order with $41.6M outlayed through 2026.", "trigger"=>"outlay progress beyond $41.6M to 2026-07-13 end"}