BLOG / 🇺🇸 United States · · daily

All NASA Contracts — March 25, 2026

All NASA Contracts

By Gunpowder Editorial ·

1 total filings analysed

Executive Summary

NASA's $2.95B obligation to Caltech for JPL operations (with $2.43B outlayed and $3.15B potential including options) through 2028 confirms stable, non-competitive funding for space R&D including Europa Clipper, but as a nonprofit FFRDC, offers no direct equity exposure. This sole contract in the period highlights concentrated reliance on JPL for critical missions amid a 10-year term.

Investors should monitor task order issuances and option exercises for indirect sector signals.

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

Tracking the trend? Catch up on the prior All NASA Contracts digest from March 20, 2026.

Investment Signals (2)

  • Stable JPL Funding Locked In (HIGH)

    $2.95B obligation with $2.43B outlayed underscores NASA's commitment to Caltech/JPL for space science through 2028.

  • Task Order Variability (MEDIUM)

    Delivery order structure exposes value to future NASA task orders beyond base funding.

Risk Flags (1)

  • Execution [MEDIUM RISK]

    10-year term to 2028-09-30 vulnerable to NASA funding shifts or delayed task orders.

Opportunities (1)

  • $202M in unexercised options elevates potential to $3.15B; signals scope for expanded space R&D work.

Sector Themes (1)

  • Single $2.95B non-competed award to Caltech/JPL reflects heavy reliance on nonprofits for core space science R&D.

Watch List (1)

  • 👁

    {"entity"=>"Caltech/JPL Contract", "reason"=>"100% of period value; tracks NASA space priorities amid $2.43B outlayed.", "trigger"=>"Option exercises exceeding $200M or funding revisions"}

Get daily alerts with 2 investment signals, 1 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 NASA Contracts

🇺🇸 More from United States

View all →