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GOVT-CONTRACT ·Filed Jul 9, 2026

AMTM

Amentum Holdings, Inc.
NEUTRAL
Impact 3/10
Horizonmonths Processed3mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

Monitor future DOE budget allocations and continuing resolutions that could affect funding for the Idaho Cleanup Project. The modification indicates ongoing government demand for Amentum's environmental services, but revenue contribution relative to total company scale is unclear without annual revenue data.

DirectionNeutral
Confidencemedium
Horizonmonths
Final — all horizons settled through T+60d
AMTM ▼ -13.18% at T+60d
NEUTRAL call -13.18% · α vs SPY -15.82% · entry $21.01 → $18.24
Entry = T+0 close
Jul 10, 2026
via day close
T+1d
-2.76%
call -2.76% · α -2.00%
$20.43
settled 4mo ago
T+5d
-1.57%
call -1.57% · α -0.03%
$20.68
settled 3mo ago
T+20d
+17.90%
call +17.90% · α +15.47%
$24.77
settled 3mo ago
T+60d
-13.18%
call -13.18% · α -15.82%
$18.24
settled 22d ago

Price Chart

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Executive Summary

The Department of Energy obligated $73.9 million in funding to Amentum Holdings subsidiary Idaho Environmental Coalition LLC for the Idaho Cleanup Project, covering task orders for integration, mission continuity, naval reactor decommissioning, and waste treatment. This modification adds to an existing contract and supports Amentum's environmental management business.

Key Financial Metrics

Award Amount
$73.9M
Agency
Department of Energy
Contract Type
modification

Key Facts

  • Modification P00148 to contract 89304223FEM400000 obligates $73,896,823.88
  • Awarding agency is the Department of Energy
  • Covers Task Order 3.2 (Integration and Mission Continuity), Task Order 5.1 (Naval Reactors S1W D&D), and Task Order 7.2 (Integrated Waste Treatment)
  • Recipient is Idaho Environmental Coalition LLC, a subsidiary of Amentum Holdings Inc.
  • Company annual revenue is not available, so revenue impact percentage cannot be calculated

Financial Impact

$73.9 million in obligated funding under an existing DOE contract for environmental cleanup and decommissioning work

revenue

Risk Factors

  • Funding subject to federal budget appropriations and potential continuing resolutions
  • Execution risk on complex nuclear decommissioning and waste treatment tasks
  • 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-89304223FEM400000
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—$22.05 (+0.14%)
Sep 30, 2026
27d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$18.48awaiting T+20—$22.05 (+19.29%)
Sep 29, 2026
28d ago
GOVT-CONTRACT
NEUTRAL ★ 4/10
$18.12awaiting T+20—$22.05 (+21.66%)
Sep 22, 2026
5w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$19.71 $20.15▲ +2.23%▲ +1.54%$22.05 (+11.85%)
Sep 18, 2026
5w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$19.90 $19.48▼ −2.11%▼ −1.20%$22.05 (+10.78%)
Jul 31, 2026
12w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$23.18 $19.99▼ −13.76%▼ −15.00%$22.05 (−4.90%)
Jul 31, 2026
12w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$23.18 $19.99▼ −13.76%▼ −15.00%$22.05 (−4.90%)
Jul 20, 2026
14w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$20.98 $20.95▼ −0.14%▼ −2.70%$22.05 (+5.08%)
Jul 9, 2026
15w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$21.01 $24.77▲ +17.90%▲ +15.47%$22.05 (+4.93%)
Jun 11, 2026
19w ago
Institutional Cluster
BULLISH ★ 5/10
$22.86 $21.01▼ −8.09%▼ −9.87%$22.05 (−3.57%)
Showing 10 of 13

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Report published Jul 9, 2026