Datasets:

tensorust
/

federal-revenue-dependence-sample

company stringlengths 9 46	ticker stringlengths 2 4 ⌀	cik int64 12.9k 2.01M	loc stringclasses 9 values	revenue_cy2025 int64 160M 89.5B	revenue_tag stringclasses 2 values	revenue_period_start stringdate 2024-07-01 00:00:00 2025-05-01 00:00:00	revenue_period_end stringdate 2025-06-30 00:00:00 2026-04-30 00:00:00	revenue_accession stringlengths 20 20	fed_obligated_fy2025 float64 111M 76.6B	fed_obligated_fy2026 float64 80.7M 57.2B	fed_contract_obligations_fy25_27td float64 289M 134B	fed_grant_obligations_fy25_27td float64 -18,937.78 56.5M	fed_obligations_to_revenue float64 0.24 1.02	dependence_band stringclasses 3 values	top_agency stringclasses 5 values	n_federal_recipient_entities int64 1 85	n_contract_awards int64 11 46.6k	n_grant_awards int64 0 26	match_level stringclasses 1 value	parent_uei stringlengths 12 12	edgar_url stringlengths 68 70
LOCKHEED MARTIN CORPORATION	LMT	936,468	US-MD	75,048,000,000	Revenues	2025-01-01	2025-12-31	0001628280-26-004195	76,575,878,495.66	57,232,511,546.84	133,827,732,253.32	16,458,020.36	1.0204	over 50%	Department of Defense	82	46,642	26	parent	ZFN2JJXBLZT3	https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=936468
HUNTINGTON INGALLS INDUSTRIES, INC.	HII	1,501,585	US-VA	12,484,000,000	Revenues	2025-01-01	2025-12-31	0001501585-26-000006	10,964,840,805.91	9,407,030,030.54	20,369,266,704.45	0	0.8783	over 50%	Department of Defense	15	828	0	parent	F9SDJAZFTLG6	https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1501585
NATIONAL PRESTO INDUSTRIES INC	NPK	80,172	US-WI	503,524,000	Revenues	2025-01-01	2025-12-31	0001437749-26-008214	401,498,890.78	543,246,492.04	944,745,382.82	0	0.7974	over 50%	Department of Defense	1	12	0	parent	EPHSJYKAY8V9	https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=80172
Firefly Aerospace Inc.	FLY	1,860,160	US-TX	159,855,000	RevenueFromContractWithCustomerExcludingAssessedTax	2025-01-01	2025-12-31	0001193125-26-116309	115,033,987.96	173,711,566.97	288,822,952.93	0	0.7196	over 50%	National Aeronautics and Space Administration	1	14	0	parent	UJHHLTAPK7N5	https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1860160
Booz Allen Hamilton Holding Corporation	BAH	1,443,646	US-VA	11,217,000,000	RevenueFromContractWithCustomerExcludingAssessedTax	2025-04-01	2026-03-31	0001628280-26-037521	7,701,743,447.61	6,780,057,220.14	14,520,057,062.85	0	0.6866	over 50%	Department of Defense	15	1,803	1	parent	MBPHTU7Y9S65	https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1443646
GENERAL DYNAMICS CORPORATION	GD	40,533	US-VA	52,550,000,000	Revenues	2025-01-01	2025-12-31	0000040533-26-000006	35,090,927,679.26	27,289,874,698.13	62,517,844,219.69	3,042,230.68	0.6678	over 50%	Department of Defense	85	6,124	7	parent	VF58HFRNGEL8	https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=40533
Science Applications International Corporation	SAIC	1,571,123	US-VA	7,262,000,000	Revenues	2025-02-01	2026-01-30	0001571123-26-000029	4,831,658,681.01	4,325,794,484.69	9,219,732,793.47	-6,925.21	0.6653	over 50%	Department of Defense	16	2,298	1	parent	MMLKPW9JLX64	https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1571123
Amentum Holdings, Inc.	AMTM	2,011,286	US-VA	14,393,000,000	RevenueFromContractWithCustomerExcludingAssessedTax	2024-09-28	2025-10-03	0001628280-25-053993	8,219,321,267.97	7,762,045,782.15	16,281,657,772.52	0	0.5711	over 50%	Department of Defense	44	3,795	0	parent	TU4KCXMM9AP6	https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2011286
INTUITIVE MACHINES, INC.	LUNR	1,844,452	US-TX	210,059,000	Revenues	2025-01-01	2025-12-31	0001628280-26-019865	111,465,182.94	187,491,681.12	304,949,819.91	310,638	0.5306	over 50%	National Aeronautics and Space Administration	2	21	1	parent	HQHKENU27Y83	https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1844452
CACI International Inc	CACI	16,058	US-VA	8,627,824,000	RevenueFromContractWithCustomerExcludingAssessedTax	2024-07-01	2025-06-30	0001628280-26-054195	4,448,923,522.75	4,089,965,553.3	8,544,392,900.03	2,247,021.13	0.5156	over 50%	Department of Defense	22	595	1	parent	QSRTXLFKV857	https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=16058
PERIMETER SOLUTIONS, INC.	PRM	1,880,319	US-MO	652,862,000	RevenueFromContractWithCustomerExcludingAssessedTax	2025-01-01	2025-12-31	0001880319-26-000013	319,165,121.75	348,517,499.62	605,682,621.37	0	0.4889	25 to 50%	Department of Agriculture	2	34	0	parent	QGUQWSU5AHB4	https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1880319
FLUOR CORPORATION	FLR	1,124,198	US-TX	15,503,000,000	Revenues	2025-01-01	2025-12-31	0001124198-26-000007	6,551,897,602.72	8,040,963,024.25	15,344,217,633.89	0	0.4226	25 to 50%	Department of Defense	11	158	0	parent	MFA3GM9L8X58	https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1124198
The GEO Group, Inc.	GEO	923,796	US-FL	2,631,549,000	RevenueFromContractWithCustomerExcludingAssessedTax	2025-01-01	2025-12-31	0001193125-26-071747	1,100,402,854.95	1,407,429,189.93	2,528,198,539.22	0	0.4182	25 to 50%	Department of Justice	8	192	0	parent	JMLKZZ1NL2Z6	https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=923796
EMERGENT BIOSOLUTIONS INC.	EBS	1,367,644	US-MD	742,900,000	Revenues	2025-01-01	2025-12-31	0001367644-26-000015	286,518,879.03	216,563,606.2	503,082,485.23	0	0.3857	25 to 50%	Department of Health and Human Services	4	11	0	parent	DKEFA8JAW3X4	https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1367644
Great Lakes Dredge & Dock Corporation	null	1,372,020	US-TX	888,277,000	RevenueFromContractWithCustomerExcludingAssessedTax	2025-01-01	2025-12-31	0001193125-26-097043	336,601,888.8	80,662,529.86	417,264,418.66	0	0.3789	25 to 50%	Department of Defense	1	48	0	parent	Y1TKNHJ8TK71	https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1372020
Leidos Holdings, Inc.	LDOS	1,336,920	US-VA	17,174,000,000	Revenues	2025-01-04	2026-01-02	0001336920-26-000030	5,822,741,865.78	6,784,396,941.04	12,606,092,837.27	-18,937.78	0.339	25 to 50%	Department of Defense	31	717	3	parent	ZL41ERXMPAR3	https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1336920
PARSONS CORPORATION	PSN	275,880	US-VA	6,364,245,000	RevenueFromContractWithCustomerExcludingAssessedTax	2025-01-01	2025-12-31	0001193125-26-045495	2,146,595,933.98	1,125,951,278.8	3,278,141,722.5	0	0.3373	25 to 50%	Department of Defense	22	522	0	parent	FFCMDLMXRK49	https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=275880
Maximus, Inc.	MMS	1,032,220	US-VA	5,431,276,000	RevenueFromContractWithCustomerExcludingAssessedTax	2024-10-01	2025-09-30	0001032220-25-000053	1,778,882,388.14	1,219,544,450.68	2,984,978,800.86	0	0.3275	25 to 50%	Department of Health and Human Services	3	81	0	parent	RBGHRKKXVQ83	https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1032220
HONEYWELL INTERNATIONAL INC	HON	773,840	US-NC	37,442,000,000	RevenueFromContractWithCustomerExcludingAssessedTax	2025-01-01	2025-12-31	0000773840-26-000013	10,549,649,901.19	9,702,917,533.39	21,432,863,733.21	1,146,542.75	0.2818	25 to 50%	Department of Defense	39	7,725	5	parent	JXSUJ4ALFHB4	https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=773840
AEROVIRONMENT,Â INC.	AVAV	1,368,622	US-VA	1,976,845,000	RevenueFromContractWithCustomerExcludingAssessedTax	2025-05-01	2026-04-30	0001104659-26-078906	555,811,244.67	849,357,600.94	1,405,168,845.61	0	0.2812	25 to 50%	Department of Defense	5	121	0	parent	MWKWXVSSC518	https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1368622
BOEING CO	BA	12,927	US-VA	89,463,000,000	Revenues	2025-01-01	2025-12-31	0001628280-26-004357	23,664,466,521	32,758,331,144.86	56,472,691,913.42	56,533,608.97	0.2645	25 to 50%	Department of Defense	65	23,551	26	parent	NU2UC8MX6NK1	https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=12927
TIMKEN CO	TKR	98,362	US-OH	4,581,800,000	RevenueFromContractWithCustomerExcludingAssessedTax	2025-01-01	2025-12-31	0000098362-26-000012	1,205,904,524.57	1,467,725,903.16	2,751,283,498.4	0	0.2632	25 to 50%	Department of Defense	8	1,084	1	parent	XBY5FEGMU441	https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=98362
Oshkosh Corporation	OSK	775,158	US-WI	10,422,300,000	RevenueFromContractWithCustomerExcludingAssessedTax	2025-01-01	2025-12-31	0001193125-26-054061	2,682,561,526.07	1,594,812,064.34	4,277,373,590.41	0	0.2574	25 to 50%	Department of Defense	8	12,221	0	parent	GVX8NG7QE7W9	https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=775158
Palantir Technologies Inc.	PLTR	1,321,655	US-FL	4,475,446,000	RevenueFromContractWithCustomerExcludingAssessedTax	2025-01-01	2025-12-31	0001321655-26-000011	1,097,151,744.47	2,341,423,820.99	3,445,048,172.32	0	0.2451	5 to 25%	Department of Defense	2	176	0	parent	FSY4LVSBGWB7	https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1321655
Textron Inc.	TXT	217,346	US-RI	14,799,000,000	Revenues	2024-12-29	2026-01-03	0000217346-26-000006	3,606,046,813.88	3,989,644,207.63	7,595,404,831.76	264,792.79	0.2437	5 to 25%	Department of Defense	11	2,667	3	parent	HKUMGJBEMKN3	https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=217346

Federal Revenue Dependence Index: free sample (Tensorust LLC)

How much of each public company's revenue is federal money, from its own SEC revenue and its USAspending awards.

Headline: Federal shutdowns, rescissions and DOGE cuts hit hardest where federal money is a big share of a company's revenue, and most filers do not state that share.

This repository is a free teaser, not the dataset. It holds 25 example rows and a summary table with no names in it. The full file has 655 rows and is sold by Tensorust LLC: https://tensorust.com/datasets/federal-revenue-dependence/.

Files here

file	what it is
`sample.csv`	25 rows of the full file (the same sample shown on tensorust.com)
`summary_by_dependence_band.csv`	row counts and totals by dependence band across the full file, no entity names (groups with fewer than 3 rows are folded into "Other")

Summary by dependence band (largest groups)

Dependence band	rows	Federal obligations FY2025 (USD)
under 5%	580	44,748,943,307
5 to 25%	35	18,953,603,205
over 50%	22	148,668,128,773
25 to 50%	18	57,021,460,416
TOTAL	655	269,392,135,701

Full table: summary_by_dependence_band.csv.

What the full file has

655 rows
Key fields: company, ticker, cik, loc, revenue_cy2025, revenue_tag, revenue_period_start, revenue_period_end, revenue_accession, fed_obligated_fy2025
Parquet and CSV, a README with sources, method and limits, and the build script
Free 25-row sample (no personal contact data)

Coverage: 655 SEC filers with calendar-2025 revenue in the XBRL frames and a federal recipient match; 642 matched at parent level, 13 at recipient level. Bands: under 5% 580, 5 to 25% 35, over 50% 22, 25 to 50% 18. SEC frames pulled Nov 6 2026 (10-K filings for calendar 2025); USAspending pulled Nov 5 2026; built Nov 6 2026

Columns in the full file

column	meaning
`company`	SEC filer name
`ticker`	Ticker (SEC company tickers file), when listed
`cik`	SEC Central Index Key
`loc`	SEC location code
`revenue_cy2025`	Reported revenue for the calendar-2025 frame, USD (larger of the two revenue tags)
`revenue_tag`	us-gaap tag used: Revenues or RevenueFromContractWithCustomerExcludingAssessedTax
`revenue_period_start`	Start of the reported annual period
`revenue_period_end`	End of the reported annual period
`revenue_accession`	Filing accession number
`fed_obligated_fy2025`	Federal prime award obligations FY2025 (Oct 2024 to Sep 2025), all matched recipient entities, USD
`fed_obligated_fy2026`	Federal prime award obligations FY2026 (Oct 2025 to Sep 2026), USD
`fed_contract_obligations_fy25_27td`	Contract obligations FY2025 to FY2027 to date, USD
`fed_grant_obligations_fy25_27td`	Grant obligations FY2025 to FY2027 to date, USD
`fed_obligations_to_revenue`	fed_obligated_fy2025 / revenue_cy2025
`dependence_band`	under 5%, 5 to 25%, 25 to 50%, over 50%
`top_agency`	Most frequent top awarding agency across matched recipients
`n_federal_recipient_entities`	Distinct recipient UEIs rolled up
`n_contract_awards`	Contract awards FY2025 onward
`n_grant_awards`	Grant awards FY2025 onward
`match_level`	parent (USAspending parent name matched the filer) or recipient (recipient name matched)
`parent_uei`	USAspending parent UEI when matched at parent level
`edgar_url`	Company filings on EDGAR

Get the full file

tier	price	includes
Dependence file	$1,500	All 655 matched filers with revenue, FY2025 and FY2026 federal obligations, ratio, band, top agency and match level. CSV and Parquet.
Quarterly refresh	$8,000 a year	Re-run each quarter as 10-Ks and USAspending update, with movers flagged, for IR, credit and equity research teams. Up to 10 users.
Research license	$24,000 a year	Monthly refresh, subsidiary mapping review for a 100-name watchlist, agency-level splits, internal use across a fund or rating team.

Email mattbusel@tensorust.com with the tier and a billing contact, and we will send a proper invoice (ACH or card). The file is delivered once the invoice is paid. Details and the live sample: https://tensorust.com/datasets/federal-revenue-dependence/. All datasets: https://tensorust.com/datasets/

Method and limits

Take each filer's calendar-2025 revenue from the SEC frames (the larger of the two revenue tags). Normalize filer names and USAspending parent names (upper case, punctuation and suffixes such as INC, CORP, LLC removed) and match exactly; when no parent carries the name, match recipient names. Names shared by two filers are dropped. Sum FY2025 obligations over every recipient entity in the match and divide by revenue.

Obligations are not revenue: a multi-year contract can be obligated in one year and earned over several, so a ratio over 100% is possible and means front-loaded obligations, not an error. Name matching misses subsidiaries that carry a different name and can attach a same-named unrelated recipient; each row shows the match level to check. Filers whose fiscal year does not fall in the CY2025 frame are not covered. Subcontract revenue is not counted. Not investment advice.

Sources

SEC XBRL frames API, us-gaap Revenues and RevenueFromContractWithCustomerExcludingAssessedTax, CY2025: https://data.sec.gov/api/xbrl/frames/us-gaap/Revenues/USD/CY2025.json and https://data.sec.gov/api/xbrl/frames/us-gaap/RevenueFromContractWithCustomerExcludingAssessedTax/USD/CY2025.json
SEC company tickers, https://www.sec.gov/files/company_tickers.json
USAspending.gov prime award bulk downloads FY2025 to FY2027 to date (https://api.usaspending.gov/api/v2/bulk_download/awards/), aggregated by recipient in the Tensorust ontology on Nov 5 2026

License

The sample and summary here are free to view, analyze and cite with attribution to "Tensorust LLC, https://tensorust.com/datasets/federal-revenue-dependence/". The full dataset is licensed separately per tier. No resale or redistribution of Tensorust data without a written license.

Tensorust LLC, Tuckahoe NY. mattbusel@tensorust.com | https://tensorust.com

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