CYKOR LLC: $11.2M Department of Veterans Affairs Contract
Summary
Leidos Holdings (LDOS) subsidiary Cykor LLC won an $11.2M delivery order from the VA to support the provider directory for the Veteran Community Care Program. This is a routine but positive contract for Leidos' Health segment, reinforcing its role in VA health IT. The award has no direct connection to any of the listed bill signals, which primarily target finance and energy sectors.
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Key Takeaways
- 1.Leidos (LDOS) subsidiary Cykor LLC won an $11.2M VA delivery order for the Veteran Community Care Program provider directory.
- 2.The contract is routine and small (~0.04% of Leidos revenue), with no material stock impact expected.
- 3.No related legislation directly funds this award; it likely uses previously appropriated VA discretionary funds.
- 4.CACI International (CACI) faces minor competitive displacement risk in VA health IT.
- 5.Supply chain beneficiaries are not identifiable from this award alone.
Market Implications
For Leidos (LDOS), this contract is a non-event from a stock perspective — $11.2M is immaterial to a $16.5B revenue company. However, it reinforces Leidos' entrenched position in VA health IT, which is a stable, recurring revenue stream. Investors should view this as one of many routine wins that collectively support the Health segment's growth. For CACI (CACI), the loss is a minor negative signal but unlikely to affect earnings. No other publicly traded companies are directly impacted.
⚡ Government Convergence
Active government convergence in this signal’s sector right now.
Over the last 90 days, 28 separate government actions have converged on VA / Government Health IT. What that means: federal dollars are already moving — agencies are soliciting bids and awarding contracts, not just talking, and legislation and executive action are building the policy and funding tailwind behind it. When independent channels move together like this — 15 bills, 10 federal contracts and 3 procurement notices — it's the clearest early tell that Washington is committing to va / government health it, the kind of build-up that reshapes the sector well before it's obvious in the headlines.
Converging government actions
- ContractOPTUM PUBLIC SECTOR SOLUTIONS, INC.: $641M Department of Veterans Affairs Contract · 2026-06-17
- ContractOPTUM PUBLIC SECTOR SOLUTIONS, INC.: $598M Department of Veterans Affairs Contract · 2026-06-17
- ContractOPTUM PUBLIC SECTOR SOLUTIONS, INC.: $773M Department of Veterans Affairs Contract · 2026-06-17
- Procurement noticeGeneral Services Administration (GSA) seeks to lease the following space to be used as a Community Outpatient Clinic (CBOC) by the Departme · 2026-06-18
- Procurement noticeThe Department of Veterans Affairs, Office of Inspector General, Office of Audits & Evaluations Operational Planning Meeting FY26 from Augus · 2026-06-17
- Procurement noticeY1AZ--Temporary Supportive Housing (TSH) and Welcome Center, West Los Angeles Department of Veterans Affairs Medical Center (VAMC) · 2026-06-18
- ContractFIRST NATION GROUP LLC: $17.7M Department of Veterans Affairs Contract · 2026-06-16
- ContractSIGNATURE CHOICE II, LLC: $122M Department of Veterans Affairs Contract · 2026-06-08
Full Analysis
The Department of Veterans Affairs awarded Cykor LLC, a subsidiary of Leidos Holdings (LDOS), an $11.2M delivery order to support the provider directory for the Veteran Community Care Program. This program allows veterans to receive care from community providers outside the VA system, and the directory is a critical IT infrastructure component. The contract runs from April 2026 to April 2027.
Leidos is the publicly traded parent company (ticker: LDOS) with annual revenue of approximately $16.5B. The $11.2M award represents roughly 0.04% of Leidos' total revenue — a small but positive increment. Leidos' Health segment, which generated ~$2.5B in FY2025, focuses on federal health IT, including the VA's electronic health record modernization and community care systems. This contract adds to the segment's backlog and demonstrates continued customer trust.
None of the 20 related bill signals in the HillSignal database directly authorize or appropriate funding for this contract. The bills listed are overwhelmingly focused on finance (CFPB rules, prediction markets, terrorism risk insurance), energy (fuel taxes, EPA waivers), and other non-healthcare areas. The most relevant healthcare bill, HR8622 (Medicare Physician Data-driven Performance Payment System Act), is neutral and unrelated to VA community care. This contract likely draws from previously appropriated VA discretionary funds, not new legislation.
Supply chain beneficiaries are limited. The provider directory is a software service; potential subcontractors could include small IT firms specializing in healthcare data management, but no publicly traded companies are identifiable from this award alone. Competitor CACI International (CACI) may face minor competitive displacement, as it also pursues VA health IT contracts.
Historically, VA health IT contracts tend to be stable, multi-year relationships. Leidos has held similar VA contracts for years, and this delivery order is consistent with a pattern of incremental renewals and expansions. Such awards typically have no material impact on Leidos' stock price given their small size relative to the company's overall revenue.
Intelligence Surface
Cross-referenced against federal contracts, SEC insider filings & congressional trade disclosures
No confirming evidence found yet from contracts, insider trades, or congressional activity
What the bill does
Direct award to subsidiary Cykor LLC; Leidos is the parent company and prime contractor for this VA provider directory delivery order.
Who must act
Department of Veterans Affairs (awarding agency) and Cykor LLC (recipient, a subsidiary of Leidos Holdings Inc.)
What happens
$11.2M added to Leidos' Health segment backlog, representing approximately 0.04% of Leidos' ~$16.5B annual revenue — a routine but positive incremental win.
Stock impact
Leidos' Health segment serves federal healthcare agencies including VA. This delivery order supports the Veteran Community Care Program's provider directory, a core IT service. While small relative to total revenue, it reinforces Leidos' entrenched position in VA health IT and contributes to recurring service revenue.
What the bill does
Competitive displacement risk; CACI is a direct competitor to Leidos in federal health IT and VA systems integration. This award signals Leidos winning share in the VA Community Care ecosystem, potentially at CACI's expense.
Who must act
Department of Veterans Affairs (awarding agency); CACI is not a party to this contract.
What happens
No direct revenue impact on CACI. However, this award reduces the addressable opportunity for CACI in the VA provider directory space, a segment estimated at $50-100M annually.
Stock impact
CACI's Health & Social Sector segment competes for VA IT contracts. Losing this delivery order to Leidos is a minor negative signal for CACI's competitive positioning in VA health IT, though immaterial to CACI's ~$7B total revenue.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
Stop Secret Spending Act of 2025
Making appropriations for national security, Department of State, and related programs for the fiscal year ending September 30, 2027, and for other purposes.
FOX-ESA JV LLC: $37.0M Department of Veterans Affairs Contract
MANTECH ADVANCED SYSTEMS INTERNATIONAL, INC.: $137M General Services Administration Contract
ENCORE JV1 LLC: $21.9M Department of Veterans Affairs Contract
PERATON INC.: $38.3M Department of Commerce Contract
Intelligence Authorization Act for Fiscal Year 2026
CACI, INC. - FEDERAL: $710M General Services Administration Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Advancing Regenerative Agriculture and Strengthening American Farm Resilience
This executive order directs the EPA, USDA, and HHS to prioritize registration of alternative pesticides, expedite cumulative exposure research, and maximize funding for a regenerative agriculture pilot program, while creating public-private partnerships to expand adoption of conservation farming practices. The order specifically instructs the EPA Administrator to speed up registration actions for substances that can replace older active ingredients, and requires HHS to issue a grand prize challenge for cumulative chemical exposure evaluation technologies.
Establishing an America First Arms Transfer Strategy
This executive order directs the Secretary of War, along with the Secretaries of State and Commerce, to create an 'America First Arms Transfer Strategy' that prioritizes foreign arms sales to boost U.S. defense industrial base capacity, streamline export processes, and enhance production of key weapons systems. It mandates a sales catalog of prioritized platforms within 120 days, forms a task force to improve coordination, and reforms congressional notification procedures for arms transfers.
Ushering in the Next Frontier of Quantum Innovation
This executive order updates the National Quantum Strategy and establishes a national effort (QC-ADDS) to develop a quantum computer for scientific discovery, with deployment at a Department of Energy facility. It directs multiple agencies to prioritize quantum sensing, networking, and supply chain initiatives, and mandates plans for commercial readiness and national security applications.
Contract Details
Recipient
CYKOR LLC
Award Amount
$11,169,554
Awarding Agency
Department of Veterans Affairs
Sub-Agency
Department of Veterans Affairs
Contract Type
DELIVERY ORDER
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