On the eve of fiscal year-end, Arctas attention is following companies converting AI investment, SBIR pathways, and agency relationships into consequential new work.
AI and leadership moves set the early pace. Cognizance Technologies launched Nutex, an enterprise AI platform built for regulated, expert-driven work. Dan Levenson was also appointed Chief Executive Officer of Agile Six.
Steampunk delivered one of the day’s clearest momentum stories. The company secured a $15M CMS OIT AI Advisory and Delivery Support contract, then leveraged SBIR Phase III to land a $446M CBP Design Intelligence Mission Modernization Hub contract.
Federal health and AI continued to move at scale. Chevo secured a $145M FDA Business Transformation Team Support BPA. A RELI Group and ePATHUSA joint venture beat out eight competitors for a $30M CMS CPI RADV Program Support contract, while RELI Group also added TSA Exercise Information System IT Support. CNI landed a $99M FDA Adverse Events Monitoring Systems BPA, and Knexus secured a $76M HHS Advanced AI User Pilot contract. Tryfacta added $32M in DHA tasks supporting military treatment facilities, while SPN Solutions secured CDC Modernized VAERS Reporting Application support.
VA activity stayed especially active. ReefPoint Group stacked two wins, adding NCA Data Analytics Service Line support and a VHA AI National Event Support task on IHT 2.0. CGI secured an automated ATO platform task on its new VA SBIR Phase III BOA, while a GovCIO subsidiary added an $18M AI Search and Summarization task. Aptive also had a multi-front day, securing Homeless Veterans Outreach Services while its Artemis Arc joint venture beat out nine competitors for CBP Trusted Traveler Program Marketing Support.
Homeland security brought another wave of competitive activity. Partner Forces beat out 18 competitors for Border Patrol Support Services. 22nd Century added a $142M TSA IT Operations award, and Disruptive Solutions secured a $34M TSA Governance, Risk, and Compliance contract. SHR added FEMA EDAMI data migration and engineering work, while Niyam IT secured FEMA ARTEMIS-C sustainment support.
Civilian and defense awards kept coming. Swingtech added USDA NASS Service Sampling Enhancement work. Anika beat out three competitors for a $20M IRS Intake Returns Processing and Posting Systems contract, while a ThunderYard-led joint venture topped three for a $34M IRS Enterprise Case Management System Development Services task. Hunter Strategy beat out four competitors for SBA GoogleSecOps work.
Koniag also stacked wins across civilian and defense missions, adding SBA Interim Enterprise IT Operations, Engineering, and Mission Support alongside a $55M DoD OCDAO support contract through a Koniag Government Services subsidiary. Nemean rounded out the defense activity with an Army Mission Training Complex Simulation and Stimulation Training Support task.
Fiscal year-end is delivering exactly what the market expected. Big awards, AI moving into real mission environments, and companies turning strategic investments into scale.
ARCTAS MTN
Big moves, big investments, and the companies suddenly getting real attention.