Federal Contract Tracker

Track government contract awards for defense & govtech stocks. Contract acceleration compares the last 90 days vs. the prior 90 days.

Tracked Tickers

Accelerating

Decelerating

Strong Signals

Monthly Contract Awards

Stacked bar chart of monthly contract award volume by ticker. Select tickers to compare.

Contract + Insider Cross-Signal

Government-dependent companies (gov revenue >30%). Backtest: high contract momentum → 71% win rate, +5.2% avg monthly return.

Ticker	Contract Accel	90d Amount	Insider Buys	Insider Sells	Signal
AXON	+458%	$15M	—	7	Moderate
FLR	+100%	$4M	—	—	Moderate
J	-22%	$19M	—	—	Neutral
ACM	-30%	$18M	—	—	Neutral
GD	-48%	$293M	—	—	Neutral
SAIC	-64%	$25M	—	—	Neutral
ACN	-72%	$71M	—	—	Neutral
LDOS	-75%	$77M	—	—	Neutral
LMT	-84%	$200M	—	—	Neutral
BAH	-89%	$52M	—	—	Neutral
PLTR	-94%	$5M	—	4	Bearish
RTX	-97%	$11M	—	—	Neutral
LHX	-98%	$15M	—	—	Neutral
NOC	-99%	$9M	—	—	Neutral

Big Tech & Others

Government contracts are a small fraction of total revenue — shown for reference only, not as trading signals.

Ticker	Contract Accel	90d Amount	Insider Buys	Insider Sells
CDNS	+239%	$470K	—	3
MSFT	-61%	$23M	—	3
AMZN	-66%	$14M	—	8
ORCL	-86%	$2M	—	—

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 signals from SEC Form 4 filings.

Related Research

The Companies Winning the Most Government Contracts Are Down 25–47% This Year. Contracts Aren't a Stock Signal.3 min read