SOUTHERN OHIO CLEANUP COMPANY LLC: $265M Department of Energy Contract
Summary
Amentum Holdings ($AMTM) received a $265M Department of Energy contract for decontamination and decommissioning at the Portsmouth site, spanning 2025-2031. This represents roughly 0.56% of annual revenue, providing steady but modest cash flow to a company with negative net income. No directly related legislation was identified.
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Key Takeaways
- 1.Amentum Holdings ($AMTM) secures $265M DOE contract for Portsmouth decontamination, averaging $44M/year.
- 2.Contract represents ~0.56% of AMTM's annual revenue, providing stable but modest cash flow.
- 3.No directly related legislation identified; contract is a task order under an existing IDIQ.
Market Implications
The contract is a positive but incremental development for Amentum Holdings. It reinforces the company's position in DOE environmental cleanup but does not alter its fundamental financial picture. Investors should view this as a routine award that supports backlog stability rather than a catalyst for stock appreciation. The lack of related legislation reduces the potential for sector-wide tailwinds.
Full Analysis
The Department of Energy awarded Southern Ohio Cleanup Company LLC, a subsidiary of Amentum Holdings, a $265M delivery order for decontamination and decommissioning at the Portsmouth site. The contract runs from September 2025 through September 2031, providing a multi-year revenue stream. Amentum Holdings, a publicly traded company with $7.9B in annual revenue and a net loss of $314M in FY2025, will see this contract add approximately $44M per year, or 0.56% of revenue. While not transformative, it supports the company's environmental cleanup segment and provides backlog stability. The contract is a task order under an existing indefinite-delivery/indefinite-quantity (IDIQ) contract, indicating a continuation of work rather than a new program. No related bills in the provided list directly authorize this specific contract, as the bills focus on technology modernization, watershed programs, and other areas. Supply chain beneficiaries could include waste management firms and specialty subcontractors, but specific tickers are not identifiable from the data. Historically, DOE environmental cleanup contracts provide steady, low-risk revenue for contractors like Amentum, but do not typically drive significant stock outperformance unless they are large relative to the company's market cap.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
CENTRAL PLATEAU CLEANUP COMPANY, LLC: $1.0B Department of Energy Contract
STATE OF FLORIDA DIVISION OF EMERGENCY MANAGEMENT: $2.9B Department of Homeland Security Grant
GEORGIA EMERGENCY MANAGEMENT AND HOMELAND SECURITY AGENCY: $1.6B Department of Homeland Security Grant
GOVERNOR'S AUTHORIZED REPRESENTATIVE: $1.8B Department of Homeland Security Grant
NORTH CAROLINA DEPARTMENT OF PUBLIC SAFETY: $2.4B Department of Homeland Security Grant
CENTRAL PLATEAU CLEANUP COMPANY, LLC: $1.0B Department of Energy Contract
FISHER SAND & GRAVEL CO: $1.8B Department of Homeland Security Contract
STATE OF FLORIDA DEPARTMENT OF TRANSPORTATION: $1.8B Department of Transportation Grant
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Adjusting Imports of Unmanned Aircraft Systems and Unmanned Aircraft Systems Components into the United States
This proclamation imposes a 100% ad valorem tariff on imports of unmanned aircraft systems (UAS) over 25 kg, those with thermal imagers, docking stations, and certain components, and a 25% tariff on UAS under 25 kg and other components, citing national security under Section 232 of the Trade Expansion Act. It also authorizes the Department of Commerce to establish an onshoring program offering preferential tariff treatment for companies that build new U.S. manufacturing facilities for UAS and components.
Rebuilding the United States Navy and America’s Shipbuilding Industrial Base
This memorandum directs the Secretary of War to replace the Electromagnetic Aircraft Launch System with steam/hydraulic systems on aircraft carrier CVN-81, adopt a 'Finland Model' allowing foreign shipbuilders to bid on up to three ship classes if they build U.S. shipyards and transfer technology, and submit plans for a fifth public Navy yard, a component repair center, and competitive acquisitions for surface combatants and auxiliary vessels. It also restricts iterative design changes and delegates waiver authority for foreign shipbuilding contracts.
Adjusting Imports of Polysilicon and its Derivatives into the United States
This proclamation invokes Section 232 of the Trade Expansion Act to impose a minimum import price (MIP) program on polysilicon and its derivatives, a 15% ad valorem tariff on polysilicon derivatives, and directs the Secretary of Commerce to offer incentives for domestic production. It aims to protect and revive the U.S. polysilicon industry by restricting imports that threaten national security, particularly for semiconductor and solar supply chains.
Contract Details
Recipient
SOUTHERN OHIO CLEANUP COMPANY LLC
Award Amount
$265,045,067
Awarding Agency
Department of Energy
Sub-Agency
Department of Energy
Contract Type
DELIVERY ORDER
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