Federal IT & Cybersecurity Contracts — December 25, 2025

DHS and VA obligated $259M across AWS delivery and infrastructure management, with $108M outlayed signaling immediate revenue acceleration.

Service Disabled Veteran Owned Four Points secured $138M DHS set-aside, highlighting advantages in full/open competitions post-exclusions.

Firm fixed price structures expose both contractors to cost overruns amid rapid outlays and multi-year performance (to 2026-2028).

Peraton's 6 subawards totaling $14M introduce subcontractor dependency risks over long performance period.

$430M combined unexercised options ($67M Four Points, $363M Peraton) could double obligated value.

SDVOSB set-aside success positions Four Points for repeat DHS/CBP IT awards.

High-value awards for AWS and managed services reflect DHS/VA prioritization of IT modernization.

One set-aside (DHS small biz) vs. open competition (VA non-small) shows varied entry paths to large federal deals.

{"entity"=>"Four Points Technology", "reason"=>"$138M obligation with $67M options; rapid $72M outlay tests cash flow in short 2-year window", "trigger"=>"June 2026 completion or early option exercises"}

{"entity"=>"Peraton Enterprise Solutions", "reason"=>"$121M obligation with $363M options and potential 2028 extension; subaward dependencies", "trigger"=>"2026 end-date funding or option ramp-up"}

{"entity"=>"Federal IT set-asides (DHS/VA)", "reason"=>"Proven path to $100M+ awards for SDVOSBs", "trigger"=>"New RFPs excluding non-small competitors"}