BLOG / 🇺🇸 United States · · daily

All DOE Contracts — March 01, 2026

All DOE Contracts

By Gunpowder Editorial ·

1 total filings analysed

Executive Summary

A single $20.65B DOE contract for Lockheed Martin underscores exceptional long-term revenue stability in Y-12 plant management through 2027, providing high-confidence bullish signal for the company amid full and open competition. No outlays despite 43-year history flags execution risks tied to DOE budgets, warranting caution on near-term cash flows.

Fully funded structure and follow-on potential position Lockheed as a prime watch item in facilities support services.

Materiality, sentiment, and priority are scored by Gunpowder’s analysis pipeline. How we score filings →

Tracking the trend? Catch up on the prior All DOE Contracts digest from February 27, 2026.

Investment Signals (1)

  • $20.65B DOE Contract Extends to 2027 (HIGH)

    Cost-plus award fee for Y-12 operations delivers multi-decade revenue visibility with minimal base/options variance indicating full funding.

Risk Flags (2)

  • Execution [HIGH RISK]

    $0 outlayed under contract despite 43-year period signals potential delays or funding holds.

  • Market [MEDIUM RISK]

    Cost-plus reimbursements fully dependent on DOE budgets, vulnerable to cuts post-2027.

Opportunities (1)

  • Near-identical total obligation and base+options values suggest fully funded runway; follow-on awards likely for Y-12 continuity.

Sector Themes (1)

  • Massive 43-year contract concentration in facilities management highlights sustained federal commitment to Oak Ridge Y-12 operations.

Watch List (2)

  • 👁

    {"entity"=>"Lockheed Martin Corp", "reason"=>"Dominates $20.65B DOE award with revenue tied to Y-12 through 2027.", "trigger"=>"First outlays or modifications signaling activation"}

  • 👁

    {"entity"=>"DOE SC Oak Ridge Office", "reason"=>"Sole source of $20.65B obligation; budget shifts could impact execution.", "trigger"=>"FY2027 funding levels or new competitions"}

Get daily alerts with 1 investment signals, 2 risk alerts, 1 opportunities and full AI analysis of all 1 filings

$30/mo after a 14-day free trial — no credit card required. See pricing or explore intelligence streams.

More from: All DOE Contracts

🇺🇸 More from United States

View all →