contract_award•Awarded Tuesday, September 29, 2026Analyzed

CENTRAL PLATEAU CLEANUP COMPANY, LLC: $1.1B Department of Energy Contract

Bullish

Summary

The Department of Energy awarded a $1.1B task order under the Hanford Central Plateau Cleanup Contract to Central Plateau Cleanup Company, LLC, a subsidiary of Amentum Holdings ($AMTM). This contract adds meaningful backlog to Amentum, representing up to 4.6% of annual revenue, and reinforces its position in the nuclear cleanup sector.

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Key Takeaways

  • 1.Amentum secures $1.1B contract ceiling for Hanford cleanup, adding to its backlog.
  • 2.The contract provides stable revenue for a company with negative net income.
  • 3.Congressional support for nuclear waste cleanup (e.g., S4252) provides sector tailwind.

Market Implications

The award reinforces Amentum's ($AMTM) role in the nuclear cleanup sector. Given the company's large revenue base, the contract is not transformative but provides essential backlog. Investors should monitor future task orders under this contract and broader DOE cleanup budgets. The sector tailwind from nuclear waste legislation (S4252) supports continued government spending in this area.

⚡ Government Convergence

Nuclear / Uranium / SMRScore 100 · 8 channels · 152 events

Active government convergence in this signal’s sector right now.

Over the last 90 days, 152 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 — 66 federal contracts, 46 procurement notices, 14 SEC filings, 12 bills, 9 patents, 3 news, 1 executive actions and 1 insider buys — 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

Full Analysis

  1. The contract: The Department of Energy issued Task Order 7 under the Hanford Central Plateau Cleanup Contract to Central Plateau Cleanup Company, LLC, a subsidiary of Amentum Holdings. The task order has a not-to-exceed value of $98M initially, with a total contract ceiling of $1.1B over three years for end states and base operations. This is a continuation of Amentum's work at the Hanford site, a major nuclear waste cleanup location. 2) The parent company is Amentum Holdings ($AMTM), a publicly traded government services contractor with annual revenue of $7.9B (FY2025). The immediate $98M obligation is about 1.24% of revenue, and the full $1.1B represents roughly 4.6% of annual revenue over the contract period. For a company currently operating at a net loss (-$314M net income), this contract provides essential stable revenue and strengthens its backlog. 3) Connection to legislation: While no specific bill directly authorizes this task order, the WIPP Economic Assistance Assurance Act (S4252) signals continued congressional support for DOE nuclear waste cleanup programs, which benefits contractors like Amentum. Other bills in the database (e.g., S5587 on critical minerals) are not directly connected. 4) Supply chain: Subcontractors for Hanford cleanup typically include specialized environmental remediation firms. Potential beneficiaries include Perma-Fix ($PFX) for nuclear waste treatment and disposal services, though specific subcontracts are not disclosed. 5) Historical pattern: DOE environmental management contracts are typically multi-year and provide stable revenue streams. Companies like Amentum have seen sustained engagement at Hanford, with task orders accumulating over time. This contract reinforces Amentum's position as a prime contractor for DOE cleanup and may lead to additional task orders.

Intelligence Surface

Cross-referenced against federal contracts, SEC insider filings & congressional trade disclosures

Unconfirmed

No confirming evidence found yet from contracts, insider trades, or congressional activity

$$AMTM▲ Bullish
Est. $98.0M – $366.7M revenue impact
①

What the bill does

Direct award of task order under existing Hanford Central Plateau Cleanup Contract. The task order has a not-to-exceed value of $98M initially, with a total contract ceiling of $1.1B over three years.

②

Who must act

Department of Energy awarded to Central Plateau Cleanup Company, LLC, a subsidiary of Amentum Holdings, Inc.

③

What happens

Immediate obligation of $98M added to backlog, representing approximately 1.24% of Amentum's annual revenue ($7.9B). The full contract value of $1.1B over three years represents about 4.6% of annual revenue.

④

Stock impact

Amentum is a government services contractor with a focus on environmental management, nuclear cleanup, and infrastructure. This task order extends their work at Hanford, a key DOE site. Given the company's negative net income (-$314M in FY2025), this contract provides stable, long-term revenue that supports their operational base and positions them for future task orders.

Related Presidential Actions

Executive orders & memoranda affecting the same sectors or companies

proclamationSep 8, 2026

Adjusting Certain Delegations Under the Defense Production Act

This proclamation amends Executive Order 13603 to share authority under the Defense Production Act for energy matters between the Secretary of the Interior and the Secretary of Energy, allowing each to act independently, and directs inter-agency dispute resolution via the National Energy Dominance Council and National Security Council, with coordination from the Department of War when national defense is implicated.

Exec OrderAug 26, 2026

Declaring a National Emergency to Secure the United States Bulk-Power System

This executive order declares a national emergency to restrict foreign-produced bulk-power system electric equipment that poses national security risks, prohibiting new transactions involving equipment from covered foreign entities and allowing the Secretary of Energy to impose conditions on existing equipment. It directs the Secretary of Energy, in coordination with multiple agencies, to identify, mitigate, and potentially replace risky equipment, and establishes a pre-qualification list for approved vendors.

proclamationAug 13, 2026

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.

Contract Details

Recipient

CENTRAL PLATEAU CLEANUP COMPANY, LLC

Award Amount

$1,115,135,672

Awarding Agency

Department of Energy

Sub-Agency

Department of Energy

Contract Type

DELIVERY ORDER

Related Bills

S4252

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