Monitor future obligated amounts and any task orders under this contract to gauge revenue recognition pace. The five-year duration provides multi-year backlog visibility, but the single-bid solicitation suggests limited competition, which may support margin stability.
How the stock moved after the report
⚠ Clustered BULLISH VIEWSTOCK ABOVE ENTRY AT T+1- T+0 · Nov 6 $21.25entry
- T+1 · 3d ago +5.13%α +2.76% · $22.34
- T+3 · todayOpen
- T+5 · tomorrow Pending
- T+20 · in 25d Pending
- T+60 · in 3mo Pending
Price Chart
How similar events traded
Executive Summary
Amentum Service Inc., a subsidiary of Amentum Holdings (AMTM), received a $609M firm-fixed-price contract from the U.S. Army to provide supplemental workforce for sustaining organic industrial base operations at key depots. The award represents approximately 4.4% of AMTM's consensus annual revenue and includes an initial obligation of $122M, with work extending through November 2031.
Key Financial Metrics
Key Facts
- Award value: $608,999,219
- Initial obligated amount: $121,946,770
- Contract type: firm-fixed-price
- Duration: through Nov. 12, 2031 (approx. 5 years)
- Work location: Texarkana, Texas
- Agency: Army Contracting Command, Detroit Arsenal
- One bid received (sole-source or limited competition)
- Award represents ~4.4% of AMTM's consensus annual revenue of $13.9B
Financial Impact
Award value of $609M is ~4.4% of consensus annual revenue; initial obligation of $122M provides near-term cash flow visibility.
Risk Factors
- Single bid received indicates possible sole-source or limited competition, which could face protest or scrutiny
- Funding subject to annual appropriations; only $122M initially obligated
- Execution risk in staffing and maintaining 500+ FTE workforce over five years
- Firm-fixed-price contracts carry cost-overrun risk if labor or material costs rise unexpectedly
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 federal contract record from official U.S. government contract data.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-W911RQ27CA004 |
Track record
18 reports on AMTM
2 of 4 bullish or bearish reports moved the stock their way by T+1. Best: +2.74% at T+1 after the Oct 29, 2026 report. 2 of 4 went positive at some point.
Filters
- Nov 6, 20265d ago Institutional Cluster Neutral 2/10 Entry $21.25 to $22.34 Now $23.13 +8.85% ▲ +5.13% +2.76% vs SPY
- Nov 5, 20267d ago GOVT-CONTRACT Bullish 5/10 Viewing Entry $21.25 to $22.34 Now $23.13 +8.85% ▲ +5.13% +2.76% vs SPY
- Oct 29, 202614d ago GOVT-CONTRACT Bullish 5/10 Entry $21.87 to $22.47 Now $23.13 +5.76% ▲ +2.74% +3.22% vs SPY
- Oct 29, 202614d ago GOVT-CONTRACT Neutral 2/10 Entry $21.87 to $22.47 Now $23.13 +5.76% ▲ +2.74% +3.22% vs SPY
- Oct 27, 202616d ago GOVT-CONTRACT Neutral 3/10 Entry $21.69 to $22.07 Now $23.13 +6.64% ▲ +1.75% +2.13% vs SPY
- Oct 23, 202620d ago GOVT-CONTRACT Neutral 3/10 Entry $22.07 to $21.75 Now $23.13 +4.80% ▼ −1.45% −2.01% vs SPY
- Sep 30, 20266w ago GOVT-CONTRACT Neutral 3/10 Entry $18.48 to $18.14 Now $23.13 +25.16% ▼ −1.84% −2.58% vs SPY
- Sep 29, 20266w ago GOVT-CONTRACT Neutral 4/10 Entry $18.12 to $18.48 Now $23.13 +27.65% ▲ +1.99% +1.81% vs SPY
- Sep 22, 20267w ago GOVT-CONTRACT Neutral 3/10 Entry $19.71 to $19.40 Now $23.13 +17.35% ▼ −1.57% −1.49% vs SPY
- Sep 18, 20267w ago GOVT-CONTRACT Neutral 3/10 Entry $19.90 to $19.70 Now $23.13 +16.23% ▼ −1.00% −0.99% vs SPY
US Market Status
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