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GOVT-CONTRACT ·Filed Jul 31, 2026

AMTM

Amentum Holdings, Inc.
NEUTRAL
Impact 3/10
Horizonmonths Processed2mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

This modification adds funding to an existing contract, indicating continued program execution. Monitor future modifications for the pace of funding additions and any scope changes that could signal program expansion or contraction.

DirectionNeutral
Confidencemedium
Horizonmonths
Latest settled — T+20d ⚠ clustered
AMTM ▼ -13.76% at T+20d
NEUTRAL call -13.76% · α vs SPY -15.00% · entry $23.18 → $19.99
Next anchor: T+60d in 14h
Latest observation: T+58 +6.60% FF3 residual α
Entry = T+0 close
Aug 3, 2026
via day close
T+1d
+4.14%
call +4.14% · α +2.34%
$24.14
settled 3mo ago
T+5d
+5.44%
call +5.44% · α +3.41%
$24.44
settled 3mo ago
T+20d
-13.76%
call -13.76% · α -15.00%
$19.99
settled 8w ago
T+60d
Pending
in 14h

Price Chart

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Executive Summary

Amentum Holdings, Inc. received a $104.3 million incremental funding modification on its Department of Energy contract for environmental cleanup at Oak Ridge, Tennessee. The total obligations on the contract have increased to approximately $2.53 billion, reflecting continued government investment in this program.

Key Financial Metrics

Award Amount
$104.3M
Agency
Department of Energy
Contract Type
modification

Key Facts

  • Modification P00121 to contract 89303523FEM400032 adds $104,349,019.43 in incremental funding
  • Total obligations increased from $2,429,373,908 to $2,533,722,927.43
  • Awarding agency is the Department of Energy
  • Recipient is United Cleanup Oak Ridge LLC, a subsidiary of Amentum Holdings Inc.

Financial Impact

$104.3 million incremental funding on a DOE contract; total contract obligations now ~$2.53 billion

revenue

Risk Factors

  • Company annual revenue is not provided, so the materiality of this award relative to total revenue cannot be assessed
  • Government contracts are subject to funding availability and potential budget constraints

Investment Themes

Software & IT

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-89303523FEM400032
13 reports for AMTM
Performance horizon
33% Hit rate @ T+20 1 of 3 directional calls Went positive at some point 1 of 3 best @ T+1▲ +0.80%Mar 13, 2026
Filters
Rows
Reports for AMTM — sortable, filterable
TypeNow
Oct 23, 2026
3d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
—awaiting T+20——
Sep 30, 2026
26d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$18.48awaiting T+20—$22.07 (+19.43%)
Sep 29, 2026
27d ago
GOVT-CONTRACT
NEUTRAL ★ 4/10
$18.12awaiting T+20—$22.07 (+21.80%)
Sep 22, 2026
4w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$19.71 $20.15▲ +2.23%▲ +1.54%$22.07 (+11.97%)
Sep 18, 2026
5w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$19.90 $19.48▼ −2.11%▼ −1.20%$22.07 (+10.90%)
Jul 31, 2026
12w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$23.18 $19.99▼ −13.76%▼ −15.00%$22.07 (−4.79%)
Jul 31, 2026
12w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$23.18 $19.99▼ −13.76%▼ −15.00%$22.07 (−4.79%)
Jul 20, 2026
14w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$20.98 $20.95▼ −0.14%▼ −2.70%$22.07 (+5.20%)
Jul 9, 2026
15w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$21.01 $24.77▲ +17.90%▲ +15.47%$22.07 (+5.05%)
Jun 11, 2026
19w ago
Institutional Cluster
BULLISH ★ 5/10
$22.86 $21.01▼ −8.09%▼ −9.87%$22.07 (−3.46%)
Showing 10 of 13

US Market Status

Market Closed — Opens Tue (< 1m)

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Report published Jul 31, 2026