High-Value Federal Grants ($5M+) — April 10, 2026
These 21 high-value civilian federal contracts total $1,798,808,650 in obligations with 0/21 defense-related, emphasizing construction, IT services, and facilities support across agencies like DOJ, Education, HUD, DHS, NASA, and GSA. Dominant themes include long-term infrastructure projects and mission sustainment, with no DOD exposure mitigating defense-specific CR or NDAA risks. Highest-conviction bullish signal is Brasfield & Gorrie LLC's $519,305,226 fixed-price delivery order from DOJ/FBI for Redstone Arsenal construction, with $99,380,719 already outlayed over a 6.7-year period signaling durable revenue. Balanced by neutral signals on low-outlay or nonprofit awards like California Institute of Technology's dual NASA contracts totaling $112M. Key risk is execution under firm fixed-price terms in aging awards like Harris Corporation's $102M FAA telecom contract with only $33M outlayed over 19 years. Watch outlay progression on zero-spend contracts like Trane U.S. Inc.'s $79.7M GSA energy conservation delivery order.