MODERN TECHNOLOGY SOLUTIONS, INC.: $211M General Services Administration Contract
Summary
Modern Technology Solutions, Inc. (MTSI), a private engineering and technology firm, received a $211M delivery order from the GSA for the ARCWerx ARTEMIS acquisition, covering program management, R&D, software development, and aerospace systems integration. As a private entity, no public company directly benefits, and the contract's impact on public markets is limited to potential indirect effects on the defense and aerospace supply chain.
See which stocks are affected
Key takeaways, market implications, full AI analysis, and connected signals are available to HillSignal members.
Already have an account? Log in
Key Takeaways
- 1.Private recipient means no direct public company exposure.
- 2.Contract size is significant but not market-moving for public indices.
- 3.No related legislation or executive action directly connects to this award.
Market Implications
The contract is unlikely to move public markets given the private recipient. However, defense and aerospace services companies may see indirect benefits if they secure subcontracts, but no specific tickers can be identified without further data. Investors should watch for any public statements from MTSI or prime contractors regarding teaming arrangements.
Full Analysis
The contract, awarded to Modern Technology Solutions, Inc. (MTSI), is a $211M delivery order under the GSA's Federal Acquisition Service, supporting the ARCWerx ARTEMIS program. The scope includes program management, innovative R&D, software development, digital engineering, aircraft and aerospace systems integration and testing, mission concepts of operation, and training. MTSI is a private company, so no public ticker is directly tied to this award. The contract period runs from January 2025 to December 2026, indicating a two-year performance window. While the contract is substantial in absolute terms, its impact on public markets is muted because MTSI is not publicly traded and no parent company or direct public beneficiary exists. The defense and aerospace sectors may see indirect benefits through subcontracting opportunities, but without specific subcontractor information, identifying public companies that will benefit would be speculative. The related bill signals are all neutral with minimal impact (1/10) and do not directly authorize or appropriate funds for this contract. The presidential actions listed are unrelated to this contract's domain (cybercrime and critical minerals), so they are not referenced. Historically, large defense contracts to private firms often lead to subcontracting opportunities for public companies, but without disclosed subcontractors, no specific public company can be named. The contract is a routine award in the defense services space, with no transformative market impact.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Adjusting Imports of Unmanned Aircraft Systems and Unmanned Aircraft Systems Components into the United States
This proclamation imposes a 100% ad valorem tariff on imports of unmanned aircraft systems (UAS) over 25 kg, those with thermal imagers, docking stations, and certain components, and a 25% tariff on UAS under 25 kg and other components, citing national security under Section 232 of the Trade Expansion Act. It also authorizes the Department of Commerce to establish an onshoring program offering preferential tariff treatment for companies that build new U.S. manufacturing facilities for UAS and components.
Rebuilding the United States Navy and America’s Shipbuilding Industrial Base
This memorandum directs the Secretary of War to replace the Electromagnetic Aircraft Launch System with steam/hydraulic systems on aircraft carrier CVN-81, adopt a 'Finland Model' allowing foreign shipbuilders to bid on up to three ship classes if they build U.S. shipyards and transfer technology, and submit plans for a fifth public Navy yard, a component repair center, and competitive acquisitions for surface combatants and auxiliary vessels. It also restricts iterative design changes and delegates waiver authority for foreign shipbuilding contracts.
Expanding Capabilities to Combat Transnational Cyber-Enabled Crime
This memorandum establishes a government program, managed by the National Coordination Center (NCC), that authorizes private companies to conduct cyber surveillance and operations against foreign cyber-enabled transnational criminal organizations under federal oversight. It directs the Department of Justice and Department of Homeland Security to co-execute the program, requiring vetted companies to enter contracts with the government and potentially post a $1 million bond, with implementation guidance to be developed within 60 days.
Contract Details
Recipient
MODERN TECHNOLOGY SOLUTIONS, INC.
Award Amount
$211,314,098
Awarding Agency
General Services Administration
Sub-Agency
Federal Acquisition Service
Contract Type
DELIVERY ORDER
Free — no credit card
Get the next market-moving signal before the news does
HillSignal scores every Congressional bill, federal contract, and insider filing for market impact and emails you the high-conviction ones — free, no credit card.
Weekly digest — the congressional activity that actually moved markets that week, in plain English. Free, one email.
Free forever plan · No credit card · Unsubscribe in one click
Want the live terminal too? Create a free account →