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, 99 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 — 38 procurement notices, 31 federal contracts, 15 bills, 9 SEC filings, 5 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
- Congressional tradeCharles J. "Chuck" Fleischmann bought URA ($1,001 - $15,000) · 2025-02-14
- 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
- ContractMID-AMERICA CONVERSION SERVICES, LLC: IGF::OT::IGF OPERATION OF DEPLETED URANIUM HEXAFLUORIDE (DUF6) · 2026-01-13
- ContractFLUOR MARINE PROPULSION, LLC: NAVAL NUCLEAR LABORATORY · 2026-03-11
- ContractORANO FEDERAL SERVICES LLC: THE PURPOSE OF THIS TASK ORDER (TO) IS TO ESTABLISH NEW ANNUAL DOMESTIC COMMERCIAL LOW-ENRICHED URANIUM (LEU) CAPACITY AND BEGIN PRODUCTION · 2026-04-30
- ContractGENERAL MATTER, INC.: THE PURPOSE OF THIS TASK ORDER (TO) IS TO ESTABLISH NEW ANNUAL DOMESTIC COMMERCIAL HIGH-ASSAY LOW-ENRICHED URANIUM (HALEU) CAPACITY AND BEGI · 2026-06-09
- ContractHANFORD TANK WASTE OPERATIONS & CLOSURE, LLC: $1.4B Department of Energy Contract · 2026-06-18
- ContractAMERICAN CENTRIFUGE OPERATING, LLC: THE PURPOSE OF THIS TASK ORDER (TO) IS TO ESTABLISH NEW ANNUAL DOMESTIC COMMERCIAL HIGH-ASSAY LOW-ENRICHED URANIUM (HALEU) CAPACITY AND BEGI · 2026-07-01
- 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
- ContractHANFORD TANK WASTE OPERATIONS & CLOSURE, LLC: $1.5B Department of Energy Contract · 2026-07-14
- ContractMISSION SUPPORT & TEST SERVICES LLC: IGF::CL,CT::IGF CONTRACT AWARD DE-NA0003624 TO THE MISSION SUPPORT AND TEST SERVICES LLC (MSTS) FOR THE MANAGEMENT AND OPERATION OF THE DEPA · 2026-07-28
- ContractFLUOR MARINE PROPULSION, LLC: MANAGEMENT AND OPERATION OF THE NAVAL NUCLEAR LABORATORY AND NAVAL NUCLEAR PROPULSION PROGRAM SUPPORT · 2026-07-30
- 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 · 2026-07-30
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: $344M Department of Energy Contract
SOUTHERN OHIO CLEANUP COMPANY LLC: $265M 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
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
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.
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.
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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