Executive Summary
The Department of Veterans Affairs awarded Booz Allen Hamilton Inc. a single $809,754,946 delivery order for IT operations and services transformation, representing 100% civilian exposure with 0/1 defense-related contracts. This fully committed time-and-materials contract under full and open competition provides high funding certainty through 2025-01-22, with $317,898,571 already outlayed and steady annual revenue estimated at $140-145 million. The dominant agency theme is VA healthcare IT services modernization via NAICS 541512 and PSC D318. Highest-conviction bullish signal is Booz Allen's stable multi-year VA revenue stream amid low pricing risk. Key watch item: progress on remaining ~$492 million outlays and any modifications to the 2025-01-22 end date amid uncertain pacing.
Tracking the trend? Catch up on the prior VA Healthcare & Services Contracts digest from May 06, 2026.
Investment Signals (1)
- Booz Allen Hamilton Inc. Wins $809.8M VA IT Transformation Delivery Order (HIGH)▲
Awarded May 17, 2019, by VA Technology Acquisition Center NJ for IT operations support through 2025-01-22, with $317,898,571 outlayed to date and $161,555,185 in subawards across 124 recipients under time-and-materials pricing.
Risk Flags (2)
- Execution [MEDIUM RISK]▼
Uncertain outlay pacing on remaining ~$492M balance of Booz Allen Hamilton Inc.'s VA contract, with only $317.9M outlayed to date on a 5.67-year performance period ending 2025-01-22.
- Competition [MEDIUM RISK]▼
Potential re-compete risk for Booz Allen Hamilton Inc.'s $809.8M VA IT services order post-2025-01-22 end date, despite full and open competition win with no set-aside.
Opportunities (1)
- ◆
Booz Allen Hamilton Inc. positioned for continued VA IT services revenue through full commitment of $809.8M base + options, with low pricing risk under time-and-materials structure.
Sector Themes (1)
- ◆
Department of Veterans Affairs' $809.8M delivery order to Booz Allen Hamilton Inc. underscores demand for integrated IT operations transformation (NAICS 541512, PSC D318), with $317.9M outlayed and stable multi-year funding.
Watch List (2)
- 👁
{"entity"=>"Booz Allen Hamilton Inc.", "reason"=>"Progress on $492M remaining outlays from $809.8M VA contract and subaward retention of $161.6M across 124 recipients.", "trigger"=>"quarterly outlay updates, modifications to 2025-01-22 end date"}
- 👁
{"entity"=>"Department of Veterans Affairs Technology Acquisition Center NJ", "reason"=>"Sole large IT services award in period signals potential follow-on opportunities post-Booz Allen's contract end.", "trigger"=>"new IT operations awards or re-compete announcements"}
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