SOUTHERN OHIO CLEANUP COMPANY LLC: $344M Department of Energy Contract
Summary
Amentum Holdings ($AMTM) received a $344M DOE task order for Portsmouth decontamination and decommissioning, adding ~0.73% to annual revenue over six years. The contract reinforces Amentum's position in nuclear cleanup but is not a major catalyst given its size relative to the company's $7.9B revenue.
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Key Takeaways
- 1.Amentum secured a $344M DOE cleanup contract, adding steady revenue over six years.
- 2.The contract represents ~0.73% of Amentum's annual revenue, providing modest but predictable cash flow.
- 3.No direct legislative catalyst; the contract is a routine task order under existing DOE programs.
Market Implications
For Amentum ($AMTM), this contract reinforces its position in the nuclear cleanup market but is unlikely to drive significant stock price movement on its own. The company's financials show negative net income, so consistent contract wins are important for stability. No other publicly traded companies are directly impacted, though subcontractors like BWX Technologies ($BWXT) could see indirect benefits if they participate.
⚡ Government Convergence
This signal is one of the converging government actions below.
Over the last 90 days, 147 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 — 65 federal contracts, 46 procurement notices, 14 SEC filings, 12 bills, 9 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
- ContractHANFORD TANK WASTE OPERATIONS & CLOSURE, LLC: $1.6B Department of Energy Contract · 2026-08-13
- ContractCENTRAL PLATEAU CLEANUP COMPANY, LLC: $1.0B Department of Energy Contract · 2026-08-27
- Procurement notice6515--523-26-4-1467-0076 Sun Nuclear QA 4 (VA-26-00078780) Intent to Sole Source · 2026-09-23
- ContractNATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC: IGF::CL,CT::IGF CONTRACT AWARD DE-NA0003525 TO THE NATIONAL TECHNOLOGY&ENGINEERING SOLUTIONS OF SANDIA, LLC (NTESS) FOR THE MANAGEMENT AND O · 2026-09-23
- ContractMELE ASSOCIATES INC: TECHNICAL SUPPORT SERVICES FOR NEST U.S. DEPARTMENT OF ENERGY (DOE)/NATIONAL NUCLEAR SECURITY ADMINISTRATION (NNSA), OFFICE OF COUNTERTERRO · 2026-09-23
Full Analysis
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The Department of Energy awarded a $344 million delivery order to Southern Ohio Cleanup Company LLC for decontamination and decommissioning at the Portsmouth site, covering fiscal years 2026 through 2031. This is a multi-year task order under an existing contract vehicle.
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Southern Ohio Cleanup Company LLC is a subsidiary of Amentum Holdings, Inc. ($AMTM), a publicly traded engineering and environmental services company. Amentum's FY2025 revenue was $7.9B, with a net loss of $314M. The $344M contract translates to roughly $57.3M per year, or 0.73% of annual revenue—meaningful but not transformative for a company of this size.
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No specific legislation directly authorizes this contract. The related bill signals provided are mostly neutral and unrelated to DOE cleanup activities. The contract likely falls under existing DOE appropriations for environmental management.
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Potential subcontractors for this work could include nuclear services firms such as BWX Technologies ($BWXT) and Fluor Corporation ($FLR), both of which have experience in DOE cleanup. However, no subcontractors are named in the award, so these are speculative.
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Historically, DOE environmental cleanup contracts provide stable, long-term revenue for companies like Amentum. Similar awards have led to sustained backlog growth but rarely cause significant stock price movements unless the contract is unusually large relative to the company's market cap.
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 of a task order for decontamination and decommissioning services at the Portsmouth site.
Who must act
Department of Energy awards to Southern Ohio Cleanup Company LLC, a subsidiary of Amentum Holdings, Inc.
What happens
$344 million added to Amentum's backlog over six years, representing approximately $57.3 million per year, or about 0.73% of FY2025 annual revenue.
Stock impact
Amentum's Environmental & Infrastructure segment, which includes nuclear cleanup, will see a steady revenue stream from this multi-year contract. Given Amentum's negative net income and operating income, this contract provides predictable cash flow but is not transformative relative to the company's $7.9B revenue base.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
SOUTHERN OHIO CLEANUP COMPANY LLC: $369M Department of Energy Contract
SOUTHERN OHIO CLEANUP COMPANY LLC: $344M Department of Energy Contract
SOUTHERN OHIO CLEANUP COMPANY LLC: $369M Department of Energy Contract
SOUTHERN OHIO CLEANUP COMPANY LLC: $265M Department of Energy Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Restoring Reciprocity in Government Procurement
This Presidential Memorandum directs the Office of Management and Budget, the U.S. Trade Representative, and other federal agencies to identify and remove Canadian-origin items from federal civil procurement where possible, citing Canada's 'Buy Canadian' policies as discriminatory. It also requires agencies to be notified of domestic alternatives and mandates ongoing monitoring of Canada's procurement practices, with provisions for restoring access if Canada changes its policies.
Providing Meaningful Water Quality Improvements Through Collaboration and Oversight of Federal Support
This executive order revokes Executive Order 13508, which had mandated Chesapeake Bay restoration efforts, and directs federal agencies to prioritize funding for direct, on-the-ground water quality projects. It also instructs the EPA to work with states to assess and encourage the repeal of stormwater management fees (rain taxes) that have burdened residents, aiming to reduce costs while maintaining environmental progress.
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.
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
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