Executive Summary
The sole contract analyzed for June 4, 2026, is a $113.3M Department of Energy (DOE) award to SURATECH LLC for managing the Thomas Jefferson National Accelerator Facility (TJNAF). This is a purely civilian, non-defense contract with a neutral signal strength (4/10) and low materiality (2/10) for public markets, as SURATECH is a private nonprofit.
The cost-plus-award-fee structure reduces profit risk but limits upside, and the 5-year term signals stable, mission-critical DOE funding for nuclear physics R&D. The key risk is the lack of direct public equity exposure, though subcontractors or adjacent firms may benefit. No bullish or bearish signals were identified, making this digest a baseline observation of DOE facility management contracting.
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 May 29, 2026.
Risk Flags (2)
- Execution [LOW RISK]▼
As a cost-plus-award-fee contract, SURATECH LLC faces limited profit upside but also minimal downside risk. However, execution delays or cost overruns at TJNAF could impact subcontractors or future DOE facility awards.
- Concentration [LOW RISK]▼
This single $113.3M award represents 100% of the analyzed period's total obligation, creating a concentration risk in the digest's sample. However, the DOE's broader contracting portfolio is far more diversified.
Opportunities (1)
- ◆
The 5-year, $115.7M TJNAF management contract signals sustained DOE investment in nuclear physics R&D infrastructure. Publicly traded firms providing specialized equipment, IT systems, or engineering services to TJNAF may see subcontracting opportunities.
Sector Themes (1)
- ◆
The cost-plus-award-fee contract to SURATECH LLC for TJNAF operations exemplifies the DOE's pattern of long-term, mission-critical facility management awards. These contracts are typically well-funded and resistant to budget cuts due to their role in national scientific infrastructure.
Watch List (2)
- 👁
{"entity"=>"SURATECH LLC (private)", "reason"=>"As the prime contractor for a $115.7M DOE facility, any subcontracting opportunities or spin-off technologies could benefit publicly traded partners.", "trigger"=>"Subcontract awards or option exercises under the TJNAF contract"}
- 👁
{"entity"=>"DOE Office of Science", "reason"=>"Future budget requests for nuclear physics R&D will determine the durability of this and similar facility management contracts.", "trigger"=>"FY2027 DOE budget request release (expected early 2026)"}
Get daily alerts with 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 →June 18, 2026
US Pre-Market SEC Filings Roundup — June 18, 2026
US Pre-Market SEC Filings Roundup
June 18, 2026
US Activist Hedge Fund Institutional SEC 13D 13G — June 18, 2026
US Activist Hedge Fund Institutional SEC 13D 13G
June 18, 2026
Dow Jones 30 Stocks SEC Filings — June 18, 2026
Dow Jones 30 Stocks SEC Filings
June 18, 2026
US Earnings Financial Results SEC Filings — June 18, 2026
US Earnings Financial Results SEC Filings