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All DOE Contracts — June 04, 2026

All DOE Contracts

By Gunpowder Editorial ·

1 total filings analysed

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.

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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)"}

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