Geopolitics Alpha

Vericel (VCEL): government contracts, filings & geopolitical news

Vericel (VCEL) and its matched subsidiaries received $35.5M in federal contract obligations in the last 12 months and $37.2M over the last five years, according to USAspending.gov. The Department of Health and Human Services accounted for 94% of the five-year total, followed by the Department of Veterans Affairs (6%). Annual obligations rose from $351K in fiscal 2025 to $35.5M in fiscal 2026 (+10040%). Its largest contract with activity in that period is 75A50126C00002 from the Office of Assistant Secretary for Preparedness and Response for non surgical debridement, with $34.9M obligated over the life of the award.

Vericel government contracts

$35.5Mobligated, last 12 months
$37.2Mobligated, last 5 years
3awarding agencies
0DoD announcements, past year
FY2022: $599K (partial)$599KFY22*FY2023: $258K$258KFY23FY2024: $442K$442KFY24FY2025: $351K$351KFY25FY2026: $35.5M$35.5MFY26FY2027: $0 (partial)$0FY27*
Vericel federal contract obligations by fiscal year. Federal fiscal years (October to September); * = partial year.

Obligations by agency

AgencyLast 12 monthsLast 5 yearsShare of 5 years
Department of Health and Human Services$34.9M$34.9M94%
Department of Veterans Affairs$661K$2.3M6%
Department of Defense$0-$3K-0%

Top contracting offices (5 years): Office of Assistant Secretary for Preparedness and Response $34.9M; Department of Veterans Affairs $2.3M; Department of the Navy -$3K.

Largest contracts

Largest VCEL prime contracts with activity in the last five years, by total obligated
AwardDescription · recipientAgencyObligated (award total)StartEnd
75A50126C00002Non surgical debridement VERICEL CORPORATIONDepartment of Health and Human Services Office of Assistant Secretary for Preparedness and Response$34.9MApr 1, 2026Mar 31, 2036
36C24626P0844Implant - surgical VERICEL CORPORATIONDepartment of Veterans Affairs$153KJul 16, 2026Oct 12, 2026
36C24622P0664Maci implant VERICEL CORPORATIONDepartment of Veterans Affairs$111KMar 7, 2022Mar 31, 2022
36C24126P0834Maci procedure VERICEL CORPORATIONDepartment of Veterans Affairs$76KSep 30, 2026Dec 31, 2026
36C24126P0827Surgical implant mabi membrane VERICEL CORPORATIONDepartment of Veterans Affairs$76KSep 29, 2026Dec 28, 2026
36C24126P0708Maci final product assembled, 1 membrane VERICEL CORPORATIONDepartment of Veterans Affairs$76KSep 3, 2026Dec 3, 2026
36C25226P0376Implant VERICEL CORPORATIONDepartment of Veterans Affairs$70KMay 7, 2026Jun 6, 2026
36C25926P0377Pros knee cartilage defects VERICEL CORPORATIONDepartment of Veterans Affairs$70KApr 9, 2026Jun 29, 2026
36C25926P0334Pros implants VERICEL CORPORATIONDepartment of Veterans Affairs$70KMar 13, 2026May 13, 2026
36C24626P0317Stem cell implant VERICEL CORPORATIONDepartment of Veterans Affairs$70KJan 20, 2026Jan 27, 2026

Newest contracts

Most recently started VCEL prime contracts, last 12 months
AwardDescription · recipientAgencyObligated (award total)StartEnd
36C24126P0834Maci procedure VERICEL CORPORATIONDepartment of Veterans Affairs$76KSep 30, 2026Dec 31, 2026
36C24126P0827Surgical implant mabi membrane VERICEL CORPORATIONDepartment of Veterans Affairs$76KSep 29, 2026Dec 28, 2026
36C24126P0708Maci final product assembled, 1 membrane VERICEL CORPORATIONDepartment of Veterans Affairs$76KSep 3, 2026Dec 3, 2026
36C24626P0844Implant - surgical VERICEL CORPORATIONDepartment of Veterans Affairs$153KJul 16, 2026Oct 12, 2026
36C25226P0376Implant VERICEL CORPORATIONDepartment of Veterans Affairs$70KMay 7, 2026Jun 6, 2026
36C25926P0377Pros knee cartilage defects VERICEL CORPORATIONDepartment of Veterans Affairs$70KApr 9, 2026Jun 29, 2026
75A50126C00002Non surgical debridement VERICEL CORPORATIONDepartment of Health and Human Services Office of Assistant Secretary for Preparedness and Response$34.9MApr 1, 2026Mar 31, 2036
36C25926P0334Pros implants VERICEL CORPORATIONDepartment of Veterans Affairs$70KMar 13, 2026May 13, 2026

Matched USAspending recipients: VERICEL CORPORATION (UEI WHK8B1525XA7, parent with subsidiaries).

Contract data: USAspending.gov (federal prime contract obligations, award types A-D, by action date) and the Department of Defense daily contract announcements (awards of $7.5 million or more). Both are public-domain U.S. government data. Company matching uses legal names and parent/child recipient records and is deliberately conservative, so some subsidiaries may be missing. Obligations are not revenue. Not investment advice.

VCEL share price, last 12 months

Close $39.74 on Sep 15, 2026, +9.4% since Oct 24, 2025 (range $29.34 to $42.54, daily closes).

Company facts

Ticker
VCEL (NasdaqGM)
Sector
Health
Industry (SEC SIC code)
Biological Products, (No Diagnostic Substances) (2836)
Headquarters (USAspending)
Cambridge, Ma

Industry from the SEC Standard Industrial Classification code on the company's EDGAR filings.

What changed for Vericel (VCEL)

Latest SEC filings

None on record yet.

Latest fund & insider buys and sales

None on record yet.

Held by superinvestors

0 of the tracked billionaire portfolios reported VCEL in their latest 13F, and 1 sold out. 13F data is delayed up to 45 days after quarter end; not advice.

Manager% of portfolioValueChangeQuarter
Mario Gabelli GAMCO Investors0.00%$0Sold outQ2 2026

Latest geopolitical & market news

None on record yet.

Peers: Biological Products, (No Diagnostic Substances)

CompanyTickerFederal contracts, 12 months
AmgenAMGN$126.0M
Gilead SciencesGILD–
ModernaMRNA–
argenx SEARGX–
Revolution MedicinesRVMD–
BiogenBIIB–
BioNTech SEBNTX–
ExelixisEXEL–
Neurocrine BiosciencesNBIX–
Halozyme TherapeuticsHALO–

Biggest government contractors in Health: Regeneron Pharmaceuticals ($279.4M), Fresenius Medical Care AG ($236.7M), Emergent BioSolutions ($216.6M), DaVita ($154.5M), Abbott Laboratories ($147.5M), Amgen ($126.0M), Labcorp Holdings ($96.4M), Stryker ($92.5M).

Congressional trades in VCEL

Trades in VCEL that members of Congress have publicly reported, newest filing first.

No congressional trades are stored for this view yet.

All congressional stock trades →

Geopolitical news for VCEL

Everything on VCEL, newest first

No original notes are listed on this page yet.

Frequently asked questions

How much does the U.S. government spend with Vericel?

USAspending.gov shows $35.5M in federal contract obligations to Vericel (VCEL) and its matched subsidiaries in the last 12 months and $37.2M over the last five years (as of Oct 28, 2026).

Which agencies award contracts to Vericel?

Over five years: Department of Health and Human Services $34.9M; Department of Veterans Affairs $2.3M; Department of Defense -$3K.

Where does the contract data come from?

USAspending.gov (the official source of U.S. federal spending data) and the Department of Defense's daily contract announcements. Both are public domain and refreshed daily here.

What geopolitical news affects VCEL?

This page lists every Geopolitics Alpha note that names VCEL as exposed to an event, with the reason it is exposed.

Has Congress traded VCEL?

The table above lists trades in VCEL that members of Congress have publicly reported, with a link to each official filing.

Is this investment advice?

No. We show news, exposure and past price moves. Nothing here is a recommendation.