Federal Contract Intelligence for Investors

Know Which Companies Are Winning Before Wall Street Does

Weekly briefing on federal contract awards mapped to public tickers. Daily watchlist alerts. $700B in annual federal spending — decoded for investors.

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How It Works

From Federal Register to Your Inbox in 24 Hours

We monitor USASpending.gov daily, enrich awards with ticker data, and deliver AI-generated analyst commentary — so you don't have to.

Daily Award Scan

We pull every federal contract award over $750K from USASpending.gov each morning — before the press releases go out.

Ticker Enrichment

Each award is mapped to the parent public company and ticker. Boeing subsidiary wins a DoD contract? You'll see it as $BA.

AI Commentary

Every significant award gets analyst-style commentary: revenue implications, competitive significance, and investor angle.

Delivered to You

Free subscribers get the weekly digest. Paid subscribers get daily watchlist alerts the moment a company they track wins a contract.

Sample Issue

What You'll Get Every Week

Lockheed Martin $LMT MEGA CAP

$2.4B

Missile Defense Agency · NAICS 336414 · Awarded March 22, 2026

This modification to an existing THAAD development contract expands the program by $2.4B, extending Lockheed's missile defense backlog through FY2029. Given the Golden Dome initiative's $151B SHIELD vehicle, LMT is positioned as a primary systems integrator — this award likely precedes a larger LRIP contract in Q3. Investors should note this adds approximately 3% to FY26 revenue guidance assumptions.

Palantir Technologies $PLTR LARGE CAP

$480M

Dept of Army · NAICS 541512 · Awarded March 20, 2026

This Army data analytics task order marks Palantir's third Army contract expansion in 12 months, reinforcing the company's position in DoD's AI/ML modernization push. At $480M over 5 years, it represents roughly 8% of current annual government revenue. The contract's cost-plus structure reduces execution risk and supports the high-margin software recognition model management has guided to.

Booz Allen Hamilton $BAH

$320M

DISA · NAICS 541611 · Awarded March 19, 2026

DISA cybersecurity advisory contract adds to BAH's DoD portfolio. Recompete win against SAIC and Leidos suggests BAH maintained incumbent advantage — a positive signal for retention rates heading into Q4 earnings. Management consulting NAICS classification implies higher realized margins than systems integration peers.

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