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
SOUTHERN OHIO CLEANUP COMPANY LLC: $344M Department of Energy Contract
CENTRAL PLATEAU CLEANUP COMPANY, LLC: $1.0B Department of Energy Contract
CENTRAL PLATEAU CLEANUP COMPANY, LLC: $1.0B Department of Energy Contract
WEST VALLEY CLEANUP ALLIANCE, LLC: $101M 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.
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
$344,237,998
Awarding Agency
Department of Energy
Sub-Agency
Department of Energy
Contract Type
DELIVERY ORDER
Related Bills
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