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Track government contract awards for defense & govtech stocks. Award-volume change compares capped award ceilings starting in the last 90 days with the prior 90 days.
Tracked Tickers
20
Accelerating
12
Decelerating
2
Both Positive
0
Stacked bar chart of monthly contract award volume by ticker. Select tickers to compare.
Government-dependent companies (estimated government revenue >30%). Award ceilings are not recognized revenue and the comparison is not a forecast of stock returns.
Government contracts are a small fraction of total revenue — shown for reference only, not as trading signals.
Source: USASpending.gov federal contract awards, bucketed by award start date. Amounts are base-and-all-options ceiling values (capped at $5B per award to limit multi-year mega-contract distortion); acceleration compares the last 90 days of new awards vs. the prior 90. Insider context comes from SEC Form 4 filings; neither dataset by itself is a recommendation.
| FLR |
| +897% |
| $41M |
| Mixed |
| ACN | +460% | $469M | Mixed |
| ACM | +450% | $131M | Mixed |
| PLTR | +399% | $27M | Mixed |
| SAIC | +209% | $261M | Mixed |
| LDOS | +176% | $211M | Mixed |
| NOC | +71% | $20M | Mixed |
| GD | +24% | $566M | Mixed |
| AXON | +7% | $49M | Mixed |
| BAH | +5% | $316M | Mixed |
| RTX | -4% | $11M | No change |
| LMT | -93% | $14M | Both negative |
| $126K |
| MSFT | -89% | $3M |
| CDNS | -90% | $62K |
| UNH | -100% | $4M |