SOUTHERN OHIO CLEANUP COMPANY LLC: $344M Department of Energy Contract
Summary
Amentum Holdings ($AMTM) subsidiary wins $344M DOE decontamination contract, adding ~0.7% to annual revenue over six years, with supportive legislative tailwinds from brownfields revitalization bills.
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Key Takeaways
- 1.Amentum secures $344M multi-year DOE cleanup contract.
- 2.Annual revenue impact of ~0.7% is meaningful but not transformative.
- 3.Legislative tailwinds from brownfields bills support the environmental services sector.
Market Implications
Amentum's stock may see modest positive sentiment from this contract award, as it reinforces the company's position in DOE environmental work. The broader environmental services sector could benefit from continued legislative focus on remediation, but no immediate price catalysts are expected.
Full Analysis
- The contract: Southern Ohio Cleanup Company LLC, a subsidiary of Amentum Holdings, received a $344M task order from the Department of Energy for decontamination and decommissioning at the Portsmouth site, covering FY2026-2031. 2) The parent company: Amentum Holdings ($AMTM) is a publicly traded engineering and environmental services firm with $7.9B in annual revenue. This contract adds ~$57M per year to its backlog, a modest but steady contribution. 3) Legislative connection: While no single bill directly authorizes this specific award, the Brownfields Revitalization for a Better Tomorrow Act (HR8739) signals congressional support for environmental remediation, creating a favorable policy backdrop. 4) Supply chain: Subcontractors likely include specialized environmental cleanup firms, but specific names are not disclosed. Potential beneficiaries include small-cap environmental service providers, though no direct tickers are confirmed. 5) Historical pattern: DOE cleanup contracts are recurring and often multi-year, providing predictable revenue streams. Similar awards have historically supported stable backlog growth for environmental contractors like Amentum.
Intelligence Surface
Cross-referenced against federal contracts, SEC insider filings & congressional trade disclosures
No confirming evidence found yet from contracts, insider trades, or congressional activity
What the bill does
Direct award to subsidiary Southern Ohio Cleanup Company LLC, a wholly owned entity of Amentum Holdings, Inc.
Who must act
Department of Energy awards task order to Southern Ohio Cleanup Company LLC (Amentum)
What happens
$344M added to backlog over 6 years, annualized ~$57.3M, representing ~0.73% of Amentum's FY2025 revenue of $7.9B.
Stock impact
Amentum's environmental cleanup segment directly benefits; the contract reinforces its position in DOE decontamination and decommissioning work.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
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CENTRAL PLATEAU CLEANUP COMPANY, LLC: $53.1M Department of Energy Contract
CENTRAL PLATEAU CLEANUP COMPANY, LLC: $946M Department of Energy Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
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.
Further Strengthening Actions Taken to Adjust Imports of Aluminum into the United States
This proclamation modifies the Section 232 tariff regime on aluminum imports by authorizing the Secretary of Commerce to establish a program that incentivizes new U.S. investment in primary aluminum production. Companies with approved onshoring plans can import primary aluminum at half the standard Section 232 duty rate, up to the anticipated annual output of their new or expanded facilities, with construction required to start by January 20, 2029. The action aims to boost domestic primary aluminum supply for national security and defense industrial base needs.
Securing America’s Defense Supply Chains and Ensuring Domestic Acquisition of Critical Materials
This executive order restricts waivers for foreign-sourced critical materials in defense contracts, effective January 1, 2027, and mandates that defense contractors map their supply chains from raw materials to end products, vet subcontractors for risks, and prohibit covered materials from unreliable foreign suppliers. It directs the Secretary of War to enforce strict compliance, including requiring mitigation plans for any non-compliant materials and establishing penalties for fraud or willful noncompliance.
Contract Details
Recipient
SOUTHERN OHIO CLEANUP COMPANY LLC
Award Amount
$344,237,998
Awarding Agency
Department of Energy
Sub-Agency
Department of Energy
Contract Type
DELIVERY ORDER
Related Bills
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