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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
5
Decelerating
9
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.
| AXON |
| +537% |
| $51M |
| Mixed |
| ACM | +215% | $88M | Mixed |
| ACN | +189% | $265M | Mixed |
| PLTR | -26% | $11M | Both negative |
| GD | -27% | $386M | Both negative |
| BAH | -60% | $134M | No change |
| LDOS | -82% | $72M | Both negative |
| SAIC | -91% | $9M | No change |
| LMT | -94% | $58M | Both negative |
| RTX | -96% | $12M | Both negative |
| NOC | -97% | $17M | Both negative |
| LHX | -98% | $14M | No change |
| $126K |
| AMZN | +30% | $15M |
| MSFT | -80% | $8M |
| UNH | -100% | $324K |