All DOE Contracts — July 09, 2026

This single award represents 96.6% of total obligations and signals deep entrenchment in DOE's nuclear security mission, though limited data on pricing and competition reduces confidence.

Cost-plus pricing reduces risk for APTIM, and the contract supports steady revenue through 2028, though only $13.4M has been outlayed so far.

The large ceiling suggests significant expansion potential if options are exercised, but T&M pricing and foreign ownership introduce execution and regulatory risks.

Firm-fixed-price structure transfers cost risk to the contractor, but the specialized nuclear waste logistics niche provides stable demand.

Fixed-price contract with $65.1M potential value strengthens MAXIMUS's federal IT portfolio, but performance risk is elevated relative to cost-plus contracts.

Fixed-price contracts for CAST SPECIALTY TRANSPORTATION ($42.1M) and MAXIMUS ($39.4M) transfer cost overrun risk to contractors, which could squeeze margins if scope changes or delays occur.

All contracts are DOE civilian awards, which may face funding uncertainty under a continuing resolution or budget sequestration, especially the $5.63B NATIONAL SECURITY TECHNOLOGIES contract.

96.6% of total digest value is concentrated in a single award to NATIONAL SECURITY TECHNOLOGIES, LLC, creating extreme dependency on that contract's performance and renewal.

Accenture Federal Services is foreign-owned, which could face increased scrutiny or restrictions under evolving federal IT security policies.

APTIM's $69.3M cost-plus contract for Los Alamos decommissioning could expand if options are exercised, and the company may win additional DOE environmental management task orders.

Accenture Federal Services' $500M ceiling on its $49.1M IT contract suggests potential for significant revenue growth if DOE exercises all options, reflecting continued federal IT modernization spending.

CAST SPECIALTY TRANSPORTATION's veteran-owned status could provide advantages in future set-aside contracts, even though this award was full-and-open.

Three of five contracts (NATIONAL SECURITY TECHNOLOGIES, APTIM, CAST SPECIALTY TRANSPORTATION) totaling $5.74B are tied to nuclear waste remediation and decommissioning, highlighting sustained federal investment in legacy cleanup.

Two contracts (Accenture Federal Services, MAXIMUS) totaling $88.5M are for IT support services, reflecting ongoing demand for digital transformation and cybersecurity at civilian agencies.

{"entity"=>"NATIONAL SECURITY TECHNOLOGIES, LLC", "reason"=>"Dominant $5.63B contract with limited public information; any modification or re-compete will be highly material.", "trigger"=>"Contract modification, re-compete announcement, or performance review"}

{"entity"=>"APTIM FEDERAL SERVICES, LLC", "reason"=>"Cost-plus contract with only $13.4M outlayed so far; option exercises will signal revenue stability.", "trigger"=>"Option exercise announcements through 2028"}

{"entity"=>"ACCENTURE FEDERAL SERVICES LLC", "reason"=>"$500M ceiling provides significant upside if options are exercised; foreign ownership adds regulatory risk.", "trigger"=>"Option year exercises, CFIUS or policy changes"}

{"entity"=>"MAXIMUS FEDERAL SERVICES, INC.", "reason"=>"Fixed-price IT contract with $65.1M potential; performance and margin trends are key.", "trigger"=>"Option exercise announcements, quarterly earnings for federal IT margins"}