It very well might.
‘Veteran owned’, ‘Black owned’, ‘Women owned’, or the real meal ticket - ‘Black Women Veteran owned’ is a huge thing in gov’t procurement. To the point where if you aren’t those things, you’d better be a major (near monopoly) provider and have your own congressman or two ensuring you’ll get bids.
If they remove the affirmative action requirement in contractors, it’s going to be a bloodbath.
Not so much from an actual ‘which company does what’, but rather in all the various borderline (or actual) fraudulent corporate structures that have been setup to game the system.
This has been going on (and well understood) for at least 30 years that I personally know about.