HURLEY JV, LLP: $46.2M Department of Veterans Affairs Contract
Summary
The Department of Veterans Affairs awarded a $46.2M definitive contract to private entity HURLEY JV, LLP for EHRM infrastructure construction, signaling continued federal investment in healthcare IT modernization. While no publicly-traded company is directly tied, the contract underscores sector tailwinds for healthcare infrastructure and IT services.
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Key Takeaways
- 1.Private entity HURLEY JV, LLP wins $46.2M VA contract for EHRM infrastructure, highlighting ongoing federal healthcare IT spending.
- 2.No publicly-traded company is directly tied, limiting immediate stock market impact.
- 3.Sector tailwinds for healthcare IT and infrastructure remain strong due to legislative support like the MRRRI Act.
Market Implications
The contract does not directly impact any publicly-traded company's stock, but it reinforces the positive sentiment for the healthcare IT and infrastructure sectors. Companies like Cerner (now part of Oracle) and other EHR vendors may benefit indirectly from the broader modernization trend, but no specific revenue impact can be attributed. Investors should watch for future awards that name public companies as primes or major subcontractors.
⚡ Government Convergence
This signal is one of the converging government actions below.
Over the last 90 days, 155 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 — 90 federal contracts, 40 bills and 25 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
- ContractDELOITTE & TOUCHE LLP: $66.8M Department of Veterans Affairs Contract · 2024-08-26
- ContractBOOZ ALLEN HAMILTON INC: $27.5M Department of Veterans Affairs Contract · 2025-01-03
- ContractDELL FEDERAL SYSTEMS L.P: $1.0B Department of Veterans Affairs Contract · 2025-04-01
- ContractHEALTH NET FEDERAL SERVICES, LLC: PROVIDE MANAGED CARE SUPPORT TO THE DEPARTMENT OF DEFENSE TRICARE PROGRAM. CONTRACTOR SHALL ASSIST MILITARY HEALTH SYSTEM IN OPERATING AN IN · 2025-09-03
- ContractOPTUM PUBLIC SECTOR SOLUTIONS, INC.: $526M Department of Veterans Affairs Contract · 2025-11-01
- ContractHEALTH NET FEDERAL SERVICES, LLC: IGF::OT::IGF MANAGED CARE SUPPORT SERVICES IN SUPPORT OF THE TRICARE PROGRAM · 2026-03-04
- ContractHUMANA GOVERNMENT BUSINESS INC: TRICARE MANAGED CARE SUPPORT SERVICES CONTRACT, 5TH GENERATION EAST REGION · 2026-03-19
- ContractTRIWEST HEALTHCARE ALLIANCE CORP: TRICARE MANAGED CARE SUPPORT SERVICES CONTRACT, 5TH GENERATION WEST REGION · 2026-03-19
- ContractEVERNORTH FEDERAL SERVICES INC: TRICARE PHARMACY SERVICES · 2026-03-20
- Procurement notice2510--Mobile Prosthetics Orthotic Care Van Omaha Veterans Affairs · 2026-05-11
- ContractCLARK CONSTRUCTION GROUP LLC: DESIGN-BUILD CONSTRUCTION OF THE VETERANS AFFAIRS HEALTH CARE CENTER, EL PASO, TX · 2026-07-15
- ContractBOOZ ALLEN HAMILTON INC: $172M Department of Veterans Affairs Contract · 2026-08-12
- ContractORACLE HEALTH GOVERNMENT SERVICES, INC.: $300M Department of Veterans Affairs Contract · 2026-08-12
- ContractAMCOR JV ONE LLC: REPAIR STERILE PROCESSING SYSTEM (SPS) SEWER AND UPGRADE EQUIPMENT AREA LOCATED AT NEW MEXICO DEPARTMENT OF VETERANS AFFAIRS HEALTHCARE SYST · 2026-08-12
Full Analysis
The Department of Veterans Affairs awarded a $46.2M definitive contract to HURLEY JV, LLP for EHRM (Electronic Health Record Modernization) infrastructure construction, with a period from March 2025 to September 2026. This contract is part of the VA's ongoing effort to modernize its health record system, a multi-billion dollar initiative. Since HURLEY JV, LLP is a private entity, no publicly-traded company is directly benefiting from this award. However, the contract highlights the broader trend of federal spending on healthcare IT infrastructure, which benefits companies in the healthcare IT and construction sectors. The contract size is moderate relative to the overall EHRM program, which has seen significant appropriations in recent years. Related legislation such as the MRRRI Act (S5151) and other infrastructure bills signal continued congressional support for infrastructure spending, though no specific bill directly authorizes this contract. The private nature of the recipient means that investors should look for subcontracting opportunities or indirect benefits through supply chain partners, but no specific tickers can be identified with confidence. Historically, large federal IT modernization contracts tend to flow to a mix of prime contractors and specialized firms, but without a public parent company, the direct market impact is muted.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
HURLEY JV 2, LLP: $47.0M Department of Veterans Affairs Contract
HURLEY JV 2, LLP: $47.0M Department of Veterans Affairs Contract
ORACLE HEALTH GOVERNMENT SERVICES, INC.: $300M Department of Veterans Affairs Contract
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.
Delivering Gold Standard Childhood Vaccine Recommendations for Americans
This executive order directs HHS to establish a 'Gold Standard' childhood vaccine schedule with fewer recommended vaccines than current CDC guidelines, mandates that MMR be administered as three separate single-disease shots when domestically available, and instructs the DOJ to challenge state vaccine mandates that do not provide religious or medical exemptions. It also orders HHS to develop alternative adjuvants to aluminum and improve vaccine safety monitoring, while preserving access to existing vaccines.
Contract Details
Recipient
HURLEY JV, LLP
Award Amount
$46,152,596
Awarding Agency
Department of Veterans Affairs
Sub-Agency
Department of Veterans Affairs
Contract Type
DEFINITIVE CONTRACT
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