Palantir USG Inc.

Palantir USG Inc., a subsidiary of Palantir Technologies Inc., is a prime contractor delivering enterprise data integration, analytics, and software platforms to the Department of Defense, civilian agencies, and intelligence organizations. The company competes exclusively full-and-open on major contracts with no small-business set-aside participation, holding a commanding position across defense data modernization and operations initiatives.

Palantir USG operates as the federal vehicle for Palantir Technologies' proprietary Gotham and Foundry platforms—sophisticated software systems enabling complex data management, visualization, and advanced analytics across mission-critical defense and intelligence workflows. Recent representative work spans intelligence systems modernization ($38.7 million Army delivery order for Capability Drop 2 licenses and field support, March 2026), supply chain optimization ($3.8 million AI-driven Class IX stockage forecasting for Project ARIA, March 2026), and space operations analytics ($358.5 million Space Command data platform delivery order, June 2025). The company also delivers specialized applications including Army Vantage (a $459 billion SaaS data platform for tactical operations), Maven Smart System production support (underlying the company's $1.275 billion OSD contract), personnel data environment services, and crisis management platforms deployed across State Department operations.

Customer concentration reflects defense-heavy demand. The top customer by count—Department of the Army (33 awards, $840 million combined potential value)—anchors a portfolio where Army, Air Force, Space Command, and Office of the Secretary of Defense account for roughly 51 percent of awards by count and 24 percent by combined potential value. The ranking split between volume and dollars signals significant variance in award sizes: the Army dominates by order count, but the Office of the Secretary of Defense ($10.2 billion across five awards) and Space and Missile Systems Center ($1.71 billion across eleven awards) anchor most of the contract value, particularly through large enterprise and platform modernization vehicles.

Palantir USG holds a multi-billion-dollar contract vehicle footprint anchoring its federal presence. The company is positioned on the $1.275 billion Maven Smart System (May 2024–May 2029) with 36 task orders totaling $1.32 billion; the $10 billion Consolidated Enterprise Agreement for Palantir's Commercial Solutions (July 2025–July 2035) consolidating over 75 Army and defense procurement actions; the $46 billion Eglin Wide Agile Acquisition Contract (January 2024–September 2031) with the Air Force; the $900 million Space System Command Data Services contract (April 2023–March 2028); and the $410 million Enterprise Blanket Purchase Agreement (September 2025–September 2026) spanning civilian agency data platforms. Delivery orders flow consistently across these vehicles, with the DCGS Army Capability Drop 2 Data Fabric and Analytics IDIQ carrying 21 task orders ($146.4 million) and the Army All Source II contract 11 task orders ($75.3 million). Palantir USG also holds an Other Transaction Indefinite Delivery Vehicle (W15QKN229P002) supporting Army and European Command operations ($89.5 million across 25 orders).

Activity has accelerated significantly: 11 awards in 2022 to 62 in 2025, with 20 awards valued through July 15, 2026. Thirty-one awards with completion dates in the next twenty-four months carry combined potential value of $1.09 billion, representing recompete exposure concentrated in Army Capability Drop 2 sustainment, Maven Smart System task orders, and civilian agency data platform refresh cycles.

Palantir USG operates as a nearly pure prime contractor (93 percent of awards) and self-performs the vast majority of federal services work. Service Contract Inventory data from FY2022–FY2024 shows $99.7 million in invoiced revenue across 14 SCI-reportable records, with zero sub-hours recorded across the vendor's prime contracts. The company exhibits no characteristic FTE workforce reporting on labor-heavy service contracts, indicating most task orders are software licensing, platforms-as-a-service, and technical field service representatives priced on a firm fixed-price basis rather than labor-hour models.

Subcontract engagement is minimal and opportunistic. Named sub work includes Palantir Foundry platform licensing under SAIC for ground vehicle systems modeling, General Dynamics Information Technology for CENTCOM IT services and OMFV prototype development, Deloitte on Navy ERP process design, and Mantech on Marine Corps information warfare capabilities. These subs reflect the market reality that large defense prime integrators frequently embed Palantir analytics layers into broader IT modernization programs rather than Palantir subcontracting to achieve scope expansion.

The company's recent federal activity—$66.64 billion combined potential value across 183 awards—reflects dominant market positioning in defense analytics modernization. Nearly all contracts are full-and-open competition with firm fixed-price terms, reflecting customer confidence in Palantir's platform stack and the company's maturity in delivering at scale across dispersed Army commands, Air Force operations, and OSD enterprise initiatives.