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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

Monitor for additional DOE funding actions and any contract extensions at Portsmouth. The incremental funding supports ongoing operations but does not signal new business wins or material changes to the company's revenue trajectory.

DirectionNeutral
Confidencehigh
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 due 2h ago
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
due 2h ago

Price Chart

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Executive Summary

The Department of Energy issued a $79.2 million incremental funding modification to Amentum Holdings' subsidiary for decontamination and decommissioning work at the Portsmouth, Ohio site. This is a routine funding action on an existing contract, providing continued revenue visibility but representing a modest addition to the company's overall contract portfolio.

Key Financial Metrics

Award Amount
$79.2M
Agency
Department of Energy
Contract Type
modification

Key Facts

  • Modification P00016 to contract 89303125FEM400428 provides $79,192,930.96 in incremental funding
  • Awarding agency is the Department of Energy
  • Work involves decontamination and decommissioning at the Portsmouth, Ohio site
  • Funding covers contract line items 1, 2, 3, and 4
  • Recipient is Southern Ohio Cleanup Company LLC, a subsidiary of Amentum Holdings Inc.
  • Company annual revenue is not available in the provided data

Financial Impact

$79.2 million incremental funding on an existing DOE contract

revenue

Risk Factors

  • Funding is incremental and subject to future appropriations
  • No information on total contract value or remaining options
  • Company annual revenue unknown, limiting assessment of materiality

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-89303125FEM400428
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
4d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$22.02awaiting T+20—$22.19 (+0.79%)
Sep 30, 2026
27d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$18.48awaiting T+20—$22.19 (+20.08%)
Sep 29, 2026
28d ago
GOVT-CONTRACT
NEUTRAL ★ 4/10
$18.12awaiting T+20—$22.19 (+22.46%)
Sep 22, 2026
5w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$19.71 $20.15▲ +2.23%▲ +1.54%$22.19 (+12.58%)
Sep 18, 2026
5w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$19.90 $19.48▼ −2.11%▼ −1.20%$22.19 (+11.51%)
Jul 31, 2026
12w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$23.18 $19.99▼ −13.76%▼ −15.00%$22.19 (−4.27%)
Jul 31, 2026
12w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$23.18 $19.99▼ −13.76%▼ −15.00%$22.19 (−4.27%)
Jul 20, 2026
14w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$20.98 $20.95▼ −0.14%▼ −2.70%$22.19 (+5.77%)
Jul 9, 2026
15w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$21.01 $24.77▲ +17.90%▲ +15.47%$22.19 (+5.62%)
Jun 11, 2026
19w ago
Institutional Cluster
BULLISH ★ 5/10
$22.86 $21.01▼ −8.09%▼ −9.87%$22.19 (−2.93%)
Showing 10 of 13

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Report published Jul 31, 2026