Executive Summary
Three new federal contracts totaling $993,948,995 in obligations, all civilian with zero defense-related awards, highlight bullish signals in DHS logistics and IT services for GSA and VA. The highest-conviction signal is Acquisition Logistics LLC's $598,444,871 DHS delivery order for detention, transportation, and medical services at Camp East Montana, representing 60% of the aggregate value and a potential $1.34B with options through 2027. Dominant sector theme is civilian agency commitments to logistics consulting (NAICS 541614) and computer systems design (NAICS 541512). General Dynamics One Source LLC and Booz Allen Hamilton Inc. add $224.9M and $170.6M respectively in stable GSA and VA IT services. Key risk is zero outlays across all contracts (negative -$60K for General Dynamics), signaling execution and funding delays ahead.
Tracking the trend? Catch up on the prior New Federal Contractors digest from April 18, 2026.
Investment Signals(3)
- Acquisition Logistics LLC Secures $598M DHS Detention Logistics Order(HIGH)▲
$598,444,871 obligated via administrative transfer to ICE for detention, transportation, and medical services at Camp East Montana, with base + options up to $1,339,875,022 through 2027-09-30 under firm fixed price; self-certified small disadvantaged business win via full and open competition.
- General Dynamics One Source LLC Lands $225M GSA IT Delivery Order(MEDIUM)▲
$224,880,318 obligated under cost-plus-award-fee for computer systems design services (NAICS 541512), with ceiling up to $616,859,400 through 2024-01-07; full and open competition award to non-small business with $14.8M in subawards.
- Booz Allen Hamilton Inc Wins $171M VA Benefits Enterprise Services Order(MEDIUM)▲
$170,623,805 obligated firm fixed price delivery order for IT business application support (NAICS 541512), base + options up to $456,716,346 through potential 2028-04-16; full and open competition to non-small business starting 2026-04-17.
Risk Flags(2)
- Execution[HIGH RISK]▼
Zero outlays to date on Acquisition Logistics LLC's $598M DHS order and Booz Allen Hamilton Inc's $170M VA order, with high pricing risk under firm fixed price; General Dynamics One Source LLC shows negative -$60,375 outlayed on $225M GSA order.
- Budget[MEDIUM RISK]▼
Future start dates and unexercised options expose obligations to civilian budget cycles, e.g., Booz Allen Hamilton Inc's 2026-04-17 VA start and General Dynamics One Source LLC's nearing 2024-01-07 end.
Opportunities(2)
- ◆
Acquisition Logistics LLC's $598M DHS order for ICE detention logistics offers expansion via options to $1.34B through 2027-09-30.
- ◆
General Dynamics One Source LLC and Booz Allen Hamilton Inc IT orders with ceilings of $617M and $457M respectively signal upside in GSA/VA enterprise services.
Sector Themes(1)
- ◆
DHS ($598M to Acquisition Logistics LLC), GSA ($225M to General Dynamics One Source LLC), and VA ($171M to Booz Allen Hamilton Inc) awards emphasize NAICS 541512/541614 for IT systems design and logistics consulting under full and open competition.
Watch List(3)
- 👁
{"entity"=>"Acquisition Logistics LLC", "reason"=>"$598M DHS obligation with zero outlays and high pricing risk; 60% of aggregate value.", "trigger"=>"outlay progress and option exercises toward $1.34B by 2026-04-17/2027-09-30"}
- 👁
{"entity"=>"Booz Allen Hamilton Inc (BAH)", "reason"=>"$171M VA order starting 2026-04-17 with zero outlays and $457M potential.", "trigger"=>"initial outlays and option exercises beyond 2027-04-16"}
- 👁
{"entity"=>"General Dynamics One Source LLC", "reason"=>"Negative -$60K outlayed on $225M GSA order nearing 2024-01-07 end.", "trigger"=>"obligation changes toward $617M ceiling and outlay resolution"}
Get daily alerts with 3 investment signals, 2 risk alerts, 2 opportunities and full AI analysis of all 3 filings
More from: New Federal Contractors
🇺🇸 More from United States
View all →April 22, 2026
US Pre-Market SEC Filings Roundup — April 22, 2026
US Pre-Market SEC Filings Roundup
April 22, 2026
Contract Option Exercises — April 22, 2026
Contract Option Exercises
April 22, 2026
Contract Deobligations Alert — April 22, 2026
Contract Deobligations Alert
April 22, 2026
Significant Contract Modifications ($10M+) — April 22, 2026
Significant Contract Modifications ($10M+)