← Agape Hub AGAPE QUANTITATIVE • TIER 2 & 3 ALTERNATIVE DATA
🏛️

FEDERAL SHADOW REVENUE & CONTRACT AWARDS

PROCUREMENT RADAR

USAspending.gov Contract Awards > $1M • RapidFuzz Ticker Attribution • Outsized Revenue Alerts

● $1M+ FEDERAL THRESHOLD
Total Scanned Awards
$48.2 Billion
FY2026 Trailing Scan
Mapped Public Tickers
142 Equities
Defense, IT, Aerospace, Med
Outsized Revenue Alert
> 10% Market Cap
Material Valuation Trigger
Data Provenance
Public Federal
Official Procurement API
Recent Material Federal Contract Awards & Equity Mapping
RapidFuzz Attribution Match Ratio ≥ 90%
Award Recipient Ticker Awarding Agency Obligated Value % of Market Cap Strategic Description
Lockheed Martin Corp $LMT Department of Defense $2,410,000,000 2.01% F-35 Sustainment & Avionics Integration
General Dynamics Info Tech $GD US Air Force / Space Force $922,000,000 1.23% Classified Multi-Domain Secure C4ISR
Leidos Holdings Inc $LDOS Department of Veterans Affairs $1,850,000,000 10.28% ⚠️ OUTSIZED Enterprise Medical Informatics & Cloud Migration
L3Harris Technologies $LHX US Navy (NAVSEA) $640,000,000 1.42% Undersea Warfare Acoustic Sensor Array
🔬

FEDERAL SHADOW REVENUE IMPACT SANDBOX

INTERACTIVE SIMULATOR

Simulate how material USAspending award announcements trigger forward EPS revisions and institutional accumulation before 10-Q filing dates.

Presets:
⚠️ SANDBOX INTENDED USE NOTICE • THEORETICAL EVALUATION ONLY

This sandbox models hypothetical equity sensitivity to federal contract award announcements. Intended solely for personal research and planning. Subscribers independently make all trade decisions and assume 100% of market liability and risk.

Award Parameters Live Feedback
Contract Obligated Value: $850 Million
$50M $2.5B $5.0B
Award as % of Recipient Market Cap: 4.5%
0.5% (Trivial) 10.0% (Outsized) 25.0% (Disruptive)
Procuring Agency Mandate: Defense & Classified Intel
1: Defense/C4ISR 2: VA & Health 3: Cloud & Cyber
EPS Revision
+6.2%
MATERIAL RE-RATING
Multiple Expansion
+1.4x EV/EBITDA
Backlog Duration Gain
SEC Filing Lead
35–65 Days
Before 10-Q Recognition
Procurement-Driven Market Vectors Shadow Revenue Pipeline
Recipient Prime Contractor
Target Public Equity
LONG MULTIPLE RE-RATING
Tier-2 Subcontractor Base
Specialized Component Vendors
POSITIVE PASS-THROUGH
Incumbent Losers
Displaced Competitors
BACKLOG RUNOFF DRAG
Sector Multiple Drift
Defense & IT Peer Beta
SECTOR ACCUMULATION
💡

Market Mechanics: Federal obligated awards are published on USAspending days before company IR teams issue press releases, and weeks before quarterly financial reports recognize backlog expansion. Algorithms harvest this delta before consensus Wall Street EPS upward revisions.