This modification adds to a series of large contract actions on the Sandia National Laboratories M&O contract, indicating sustained government spending. Monitor future modifications for continued revenue visibility and any impact on Honeywell's government services segment margins.
How the stock moved after the report
⚠ Clustered NEUTRAL VIEWSTOCK ABOVE ENTRY AT T+1- T+0 · Nov 2 $223.77entry
- T+1 · yesterday +0.13%α −0.17% · $224.05
- T+2 · todayOpen
- T+5 · in 5d Pending
- T+20 · in 27d Pending
- T+60 · in 3mo Pending
Price Chart
REPLAYWatch the reaction play outHow similar events traded
Executive Summary
Honeywell International, through its subsidiary National Technology & Engineering Solutions of Sandia, LLC, received a $629M modification to its Department of Energy contract for management and operation of Sandia National Laboratories. This modification represents approximately 3.15% of Honeywell's annualized revenue, providing a material but not transformative boost to the company's government services revenue stream.
Key Financial Metrics
Contract history
Every action SecBot has tracked on this contract, newest first; latest action 2026-10-30. Each amount is that action's figure: obligated by the action, the announced value, or for an award total, the award's value to date.
- 2026-10-30 Modification(this report) $629.1Mobligated Mod 315 · USAspending
- 2026-09-29 Modification $29.6Mobligated Mod 310 · USAspending
- 2026-09-29 Modification $232.4Mobligated Mod 311 · USAspending
- 2026-08-28 Modification $201.7Mobligated Mod 305 · USAspending
- 2026-08-28 Modification $222.6Mobligated Mod 306 · USAspending
- 2026-07-30 Modification $198.1Mobligated Mod 302 · USAspending
- 2026-06-30 Modification $44.4Mobligated Mod 298 · USAspending
- 2026-06-30 Modification $156.6Mobligated Mod 299 · USAspending
Key Facts
- Modification 315 to contract DENA0003525 valued at $629,144,563.09
- Awarded by Department of Energy for management and operation of Sandia National Laboratories
- Recipient is National Technology & Engineering Solutions of Sandia, LLC, a Honeywell subsidiary
- Modification represents approximately 3.15% of Honeywell's annualized revenue of $19.976B
- Part of a series of modifications on this contract, with prior actions totaling over $1B in recent months
Financial Impact
$629 million modification, approximately 3.15% of annualized revenue
Risk Factors
- Government contract funding subject to appropriations and continuing resolutions
- Execution risk on large-scale national laboratory operations
- Potential for future modifications to vary in size and timing
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-DENA0003525~f6b9b |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 2, 2026 2d ago | 144 | $224.05 | awaiting T+60 | awaiting T+60 | $228.47 (+1.97%) |
Nov 2, 2026 2d ago | 144 | $224.05 | awaiting T+60 | awaiting T+60 | $228.47 (+1.97%) |
Oct 30, 2026 5d ago | GOVT-CONTRACT | $223.77 | awaiting T+60 | awaiting T+60 | $228.47 (+2.10%) |
Oct 30, 2026 5d ago | GOVT-CONTRACT | $223.77 | awaiting T+60 | awaiting T+60 | $228.47 (+2.10%) |
Oct 28, 2026 7d ago | GOVT-CONTRACT | $222.14 | awaiting T+60 | awaiting T+60 | $228.47 (+2.85%) |
Oct 27, 2026 8d ago | Insider Cluster | $219.26 | awaiting T+60 | awaiting T+60 | $228.47 (+4.20%) |
Oct 26, 2026 9d ago | 144 | $218.81 | awaiting T+60 | awaiting T+60 | $228.47 (+4.41%) |
Oct 26, 2026 9d ago | 144 | $218.81 | awaiting T+60 | awaiting T+60 | $228.47 (+4.41%) |
Oct 22, 2026 13d ago | 8-K | $218.31 | awaiting T+60 | awaiting T+60 | $228.47 (+4.65%) |
Oct 20, 2026 15d ago | Institutional Cluster | $214.73 | awaiting T+60 | awaiting T+60 | $228.47 (+6.40%) |
US Market Status
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