Significant Contract Modifications ($10M+) — May 22, 2026

Akumen's sole-source 8(a) contract for diplomatic technology services provides a non-competitive, high-certainty revenue stream of $91.7M through October 2026, with options potentially raising the ceiling to $134.9M.

Carahsoft's firm-fixed-price delivery order for a Salesforce ELA at USDA, with a $277M ceiling if fully optioned through 2030, indicates active federal cloud/SaaS adoption and potential follow-on orders.

LMI Consulting's firm-fixed-price delivery order for border wall construction quality assurance services, running through February 2029, signals sustained DHS investment in border security infrastructure.

General Dynamics Information Technology's $296.8M cost-plus-award-fee delivery order from GSA FAS FEDSIM has a negative outlayed amount of -$13,398, suggesting minimal funding disbursed or accounting adjustments that could indicate execution delays or modifications.

Davenport Aviation's $95.5M firm-fixed-price delivery order for 10 H125 helicopters carries high execution risk with $0 outlayed funds as of award date, meaning revenue recognition has not begun and cost overruns could erode margins.

Carahsoft's $104.4M firm-fixed-price Salesforce ELA at USDA passes all cost risk to Carahsoft, with a high pricing risk rating; any overruns in software licensing or implementation directly impact profitability.

GOVCIO, LLC's $153.1M VA contract has $88.4M already outlayed and 73 subawards totaling $93.9M, indicating heavy subcontractor dependency and potential revenue concentration risk on a single award through March 2026.

LMI Consulting's $172.0M border wall quality assurance contract has no options beyond the base period, limiting upside and making it vulnerable to DHS budget shifts or policy changes on border wall construction.

Akumen's $91.7M sole-source 8(a) State Department contract provides a non-competitive revenue base with options up to $134.9M, offering a stable growth platform for this small business in diplomatic IT services.

Carahsoft's $104.4M USDA Salesforce ELA, with a $277M ceiling, positions the company for significant revenue expansion if all options are exercised through 2030, reflecting broader federal cloud/SaaS adoption trends.

Davenport Aviation's $95.5M H125 helicopter award for CBP border enforcement could lead to follow-on orders for rotary-wing assets as DHS modernizes its air fleet, especially if delivery performance is strong.

Two contracts totaling $267.5M from DHS/CBP—LMI Consulting's $172.0M quality assurance services and Davenport Aviation's $95.5M helicopter procurement—demonstrate sustained investment in border wall construction and aerial enforcement, driving demand for both professional services and hardware.

Carahsoft's $104.4M USDA Salesforce ELA and GDIT's $296.8M GSA engineering services contract highlight federal agencies' continued shift to cloud-based enterprise software and professional engineering support, with combined value exceeding $400M.

{"entity"=>"General Dynamics Information Technology, Inc.", "reason"=>"The $296.8M GSA contract has a negative outlayed amount (-$13,398), raising questions about execution status and potential modifications or delays.", "trigger"=>"Next contract modification or outlay data update; contract end date June 2024"}

{"entity"=>"Davenport Aviation Inc", "reason"=>"The $95.5M H125 helicopter award has $0 outlayed funds, making execution and delivery milestones critical for revenue recognition.", "trigger"=>"First delivery milestone or outlay report; CBP budget for rotary-wing assets"}

{"entity"=>"Akumen, Inc.", "reason"=>"The $91.7M sole-source 8(a) State Department contract has options up to $134.9M; option exercise will signal client satisfaction and revenue durability.", "trigger"=>"Option exercise decisions by October 2026; follow-on sole-source awards"}

{"entity"=>"Carahsoft Technology Corp", "reason"=>"The $104.4M USDA Salesforce ELA has a $277M ceiling; option exercise by 2027 will determine revenue expansion.", "trigger"=>"USDA option exercise announcement; recompete of SAP vehicle"}