These companies get a bulk of their revenues from the government

With the federal government shutdown underway, Wall Street is parsing which contractors are most at risk, and which may bounce back once a deal is struck. While a typical shutdown of a few weeks is unlikely to do lasting damage to government services firms, a protracted impasse could crimp backlog conversion, slow awards and weigh on cash flow for these companies, according to TD Cowen. "We've received many investor inbounds on the fundamental risk to govt services stocks if the federal gov't budget impasse isn't resolved for about a month," TD Cowen analyst Gautam Khanna said in a note to clients. "We view the risk as fairly minor to sales/FCF. BAH & SAIC have tougher fundamental set-ups, but we believe their stocks have greater recovery potential once the shutdown's conclusion becomes mo