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GOVT-CONTRACT ·Filed Sep 30, 2026

AMTM

Amentum Holdings, Inc.
NEUTRAL
Impact 3/10
Horizonmonths Processed26d 22h ago
Large government contract award ($500M+)
Actionable Insight • Neutral

The modification is a routine option exercise on an existing contract, providing incremental revenue visibility for one more year. Monitor for additional option exercises or follow-on awards under this DHS vehicle.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+5d ⚠ clustered
AMTM ▲ +2.65% at T+5d
NEUTRAL call +2.65% · α vs SPY +1.35% · entry $18.48 → $18.97
Next anchor: T+20d in 3d
Latest observation: T+16 +23.14% FF3 residual α
Entry = T+0 close
Oct 1, 2026
via day close
T+1d
-1.84%
call -1.84% · α -2.58%
$18.14
settled 24d ago
T+5d
+2.65%
call +2.65% · α +1.35%
$18.97
settled 18d ago
T+20d
Pending
in 3d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

Amentum Services, Inc. received a $43.8 million contract modification from the Department of Homeland Security for aircraft maintenance and logistics support services, exercising Option Year 5 and providing incremental funds. The award is a routine option exercise on an existing contract, not a new competitive win.

Key Financial Metrics

Award Amount
$43.8M
Agency
Department of Homeland Security
Contract Type
modification

Key Facts

  • Contract modification P00087 on IDIQ 70B02C21C00000005
  • Obligation amount: $43,811,423.49
  • Awarding agency: Department of Homeland Security
  • Action: Exercise of Option Year 5 and issuance of option year incremental funds
  • Services: Aircraft maintenance and logistics support
  • Recipient: Amentum Services, Inc. (subsidiary of Amentum Holdings, Inc.)

Financial Impact

$43.8 million contract modification for option year exercise

revenue

Risk Factors

  • Company annual revenue not provided — cannot assess materiality as percentage of revenue
  • Option year funding is incremental and subject to future appropriations

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-70B02C21C00000005
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 Sep 30, 2026