SOUTHERN OHIO CLEANUP COMPANY LLC: $369M Department of Energy Contract
Summary
A $369M DOE decontamination contract awarded to Amentum ($AMTM) provides steady multi-year revenue, representing ~0.78% of annual revenue. The award reinforces Amentum's position in nuclear cleanup but is not a major catalyst given its size relative to the company's $7.9B revenue base.
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Key Takeaways
- 1.Amentum ($AMTM) receives $369M DOE cleanup contract, adding ~0.78% to annual revenue.
- 2.Multi-year award (2025-2031) provides revenue visibility but does not address negative net income.
- 3.No direct legislative connection; contract is funded through DOE appropriations.
Market Implications
For Amentum, this contract reinforces its role in DOE environmental cleanup but is unlikely to drive significant stock outperformance given its small relative size. Investors should monitor future DOE task orders and the company's ability to improve margins. No major downstream supply chain beneficiaries are identifiable from this award alone.
⚡ Government Convergence
Active government convergence in this signal’s sector right now.
Over the last 90 days, 122 separate government actions have converged on Nuclear / Uranium / SMR. What that means: federal dollars are already moving — agencies are soliciting bids and awarding contracts, not just talking, and legislation and executive action are building the policy and funding tailwind behind it. When independent channels move together like this — 47 federal contracts, 41 procurement notices, 14 bills, 11 SEC filings, 8 patents and 1 executive actions — it's the clearest early tell that Washington is committing to nuclear / uranium / smr, the kind of build-up that reshapes the sector well before it's obvious in the headlines.
Converging government actions
- ContractTHE AEROSPACE CORPORATION: SYSTEM ENGINEERING AND INTEGRATION (SE&I) SUPPORT AND INDEPENDENT TECHNICAL AND PROGRAMMATIC ANALYSIS FOR THE OFFICES OF DEFENSE NUCLEAR NON · 2025-04-23
- ContractHUNTINGTON INGALLS INC: 199806!1700!2211!BZ002!NAVAL SEA SYSTEMS COMMAND !N0002498C2107 !A!*!* !19980206!20030930!001307495!149899957!149899 · 2025-05-14
- BillRESTRAIN Act · 2025-11-19
- ContractGENERAL MATTER, INC.: $900M Department of Energy Contract · 2026-03-04
- ContractFLUOR MARINE PROPULSION, LLC: NAVAL NUCLEAR LABORATORY · 2026-04-16
- ContractHANFORD TANK WASTE OPERATIONS & CLOSURE, LLC: $1.4B Department of Energy Contract · 2026-06-18
- ContractLOS ALAMOS NATIONAL SECURITY LLC: THE CONTRACTOR SHALL, IN ACCORDANCE WITH THE TERMS AND CONDITIONS OF THIS CONTRACT, PROVIDE THE PERSONNEL, EQUIPMENT, MATERIALS, SUPPLIES, A · 2026-07-07
- Executive actionProclamation: Modifying the Grand Staircase-Escalante National Monument · 2026-07-13
- ContractHANFORD TANK WASTE OPERATIONS & CLOSURE, LLC: $1.5B Department of Energy Contract · 2026-07-14
- ContractFLUOR MARINE PROPULSION, LLC: MANAGEMENT AND OPERATION OF THE NAVAL NUCLEAR LABORATORY AND NAVAL NUCLEAR PROPULSION PROGRAM SUPPORT · 2026-07-30
- ContractHANFORD TANK WASTE OPERATIONS & CLOSURE, LLC: $1.6B Department of Energy Contract · 2026-08-13
- Procurement noticeBenchtop Nuclear Magnetic Resonance (NMR) Spectrometer · 2026-08-25
- PatentPatent: KOREA HYDRO & NUCLEAR POWER CO., LTD. — TRANSPORT BASKET FOR DEFECTIVE SPENT NUCLEAR FUEL OF HEAVY-WATER REACTOR · 2026-08-25
- PatentPatent: TerraPower, LLC — System Including A Bypass Pipe That Routes Some Sodium Coolant From A Primary Pump Discharge Upward To Sodium Measuring · 2026-08-25
Full Analysis
The Department of Energy awarded a $369M delivery order to Southern Ohio Cleanup Company LLC, a subsidiary of Amentum Holdings, for decontamination and decommissioning at the Portsmouth site from 2025 to 2031. This is a multi-year task order under an existing contract vehicle. Amentum, a pure-play government services contractor, reported FY2025 revenue of $7.9B and a net loss of $314M. The contract adds approximately $61.5M annually, or 0.78% of revenue, providing stable cash flow but not enough to reverse the company's negative net margin. No specific legislation is directly tied to this award; it is funded through DOE appropriations. Potential subcontractors in the nuclear cleanup supply chain include small-cap environmental firms, but no specific names are disclosed. Historically, DOE cleanup contracts provide steady, low-risk revenue for contractors like Amentum, but stock price reactions are typically muted for awards of this relative size.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
HANFORD TANK WASTE OPERATIONS & CLOSURE, LLC: $1.6B Department of Energy Contract
CENTRAL PLATEAU CLEANUP COMPANY, LLC: $1.0B Department of Energy Contract
PANTEXAS DETERRENCE, LLC: $3.5B Department of Energy Contract
FERMI FORWARD DISCOVERY GROUP, LLC: $2.4B Department of Energy Contract
HANFORD TANK WASTE OPERATIONS & CLOSURE, LLC: $1.5B Department of Energy Contract
FERMI FORWARD DISCOVERY GROUP, LLC: $2.4B Department of Energy Contract
HANFORD TANK WASTE OPERATIONS & CLOSURE, LLC: $1.4B Department of Energy Contract
FERMI FORWARD DISCOVERY GROUP, LLC: $2.4B Department of Energy Contract
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.
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.
Presidential Determination Pursuant to Section 101 of the Defense Production Act of 1950, as Amended, on Recoverable Critical Minerals and Materials
This memorandum invokes the Defense Production Act (DPA) Section 101 to declare that recoverable critical minerals and materials (such as black mass, end-of-life rare-earth magnets, and scrap) are essential to national defense and that the U.S. cannot meet defense needs without disrupting civilian markets. It directs the Secretary of Commerce to issue regulations and take actions—including priority contracts and supply-chain interventions—to rapidly expand domestic recovery and processing of these materials, while explicitly excluding copper scrap already covered by a separate proclamation.
Contract Details
Recipient
SOUTHERN OHIO CLEANUP COMPANY LLC
Award Amount
$368,804,998
Awarding Agency
Department of Energy
Sub-Agency
Department of Energy
Contract Type
DELIVERY ORDER
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