CENTRAL PLATEAU CLEANUP COMPANY, LLC: $946M Department of Energy Contract
Summary
Amentum Holdings ($AMTM) received a $946M task order from the Department of Energy for Hanford cleanup, representing ~12% of its annual revenue. This is a transformative contract for the pure-play environmental services company, significantly boosting its backlog and revenue visibility.
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Key Takeaways
- 1.Amentum Holdings ($AMTM) received a $946M DOE contract, ~12% of annual revenue.
- 2.This is a multi-year task order providing stable cash flows for a company with negative net income.
- 3.Subcontractors like Jacobs ($J) and Tetra Tech ($TTEK) may benefit downstream.
Market Implications
This contract is a clear positive for $AMTM, a pure-play environmental cleanup company. The $946M award (12% of revenue) could significantly improve its financial profile, potentially narrowing net losses and boosting investor confidence. Subcontractors like $J and $TTEK may also see modest benefits, but the primary impact is on AMTM. The contract's multi-year nature reduces execution risk and provides a stable backlog.
Full Analysis
- The contract: The Department of Energy awarded a $946M task order to CENTRAL PLATEAU CLEANUP COMPANY, LLC for the Hanford Central Plateau Cleanup Contract - Task Order 7 - End States & Base Ops. This is a 3-year delivery order (2024-2027) with an initial not-to-exceed value of $98M, but the total ceiling is $946M. 2) The parent company: CENTRAL PLATEAU CLEANUP COMPANY, LLC is a subsidiary of Amentum Holdings, Inc. ($AMTM). For FY2025, AMTM reported $7.9B in revenue and a net loss of $314M. This $946M contract represents ~12% of annual revenue, a massive boost for a company with negative net income. The contract's multi-year nature provides stable cash flows and improves earnings visibility. 3) Connection to legislation: While no specific bill directly authorizes this contract, the Department of Energy's environmental cleanup mission is funded through annual appropriations. The contract aligns with broader infrastructure and energy sector spending signals, though no related bills were identified in the provided data. 4) Supply chain winners: Subcontractors for Hanford cleanup typically include specialized environmental and nuclear services firms. Potential beneficiaries include Jacobs Solutions ($J), a major player in nuclear cleanup, and Tetra Tech ($TTEK), which provides environmental consulting. These smaller-cap companies could see outsized moves from subcontracting opportunities. 5) Historical pattern: Large DOE cleanup contracts like this have historically provided sustained revenue growth for prime contractors. AMTM's pure-play focus on environmental and nuclear services means this contract is a significant catalyst, likely improving investor sentiment and potentially narrowing the company's net loss.
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 contract award to subsidiary CENTRAL PLATEAU CLEANUP COMPANY, LLC, a wholly owned entity of Amentum Holdings, Inc.
Who must act
Department of Energy awarding to CENTRAL PLATEAU CLEANUP COMPANY, LLC
What happens
$946M task order over 3 years, representing ~12% of AMTM's FY2025 annual revenue of $7.9B
Stock impact
This contract is a major catalyst for AMTM, a pure-play environmental cleanup and nuclear services company. It adds significant backlog and revenue visibility, directly addressing the company's negative net income by providing high-margin, long-duration work at the Hanford site.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
CENTRAL PLATEAU CLEANUP COMPANY, LLC: $53.1M Department of Energy Contract
WEST VALLEY CLEANUP ALLIANCE, LLC: $101M Department of Energy Contract
SOUTHERN OHIO CLEANUP COMPANY LLC: $265M Department of Energy Contract
AMENTUM SERVICES, INC.: $21.0M National Aeronautics and Space Administration Contract Vehicle
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
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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
CENTRAL PLATEAU CLEANUP COMPANY, LLC
Award Amount
$945,862,222
Awarding Agency
Department of Energy
Sub-Agency
Department of Energy
Contract Type
DELIVERY ORDER
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