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All NASA Contracts — October 17, 2026

All NASA Contracts

By Gunpowder Editorial ·

2 total filings analysed

Executive Summary

This digest covers two NASA contracts totaling $32,668,591 in obligations, both civilian and neither defense-related (0 of 2). The dominant theme is sustained NASA civilian spending routed through the Jet Propulsion Laboratory management office and the Marshall Space Flight Center logistics vehicle, but neither award maps to a publicly traded parent in the provided data.

Both signals are rated neutral with average strength of 3.0/10 and materiality of 2/10, so no bullish or bearish conviction is warranted. The highest-weight item is California Institute of Technology's $17,137,851 cost-plus-fixed-fee delivery order (about 51% outlayed), which signals durable NASA R&D funding but offers no direct equity exposure. The key watch item is Akima Global Logistics' $15,530,739 MSFC award, where high pricing risk and only about 34% outlay progress warrant monitoring of option exercises toward the $18,300,000 ceiling.

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 October 16, 2026.

Investment Signals (2)

  • California Institute of Technology $17,137,851 NASA JPL delivery order extends to 2028 (MEDIUM)
    ▲

    The cost-plus-fixed-fee delivery order runs 2018-10-01 to 2028-09-30 with a $21,669,510 base-plus-options ceiling and $11,042,681 outlayed, indicating sustained NASA JPL-managed R&D funding. The recipient is a nonprofit higher education institution, so no public-equity vehicle is identified.

  • Akima Global Logistics $15,530,739 MSFC award carries high pricing risk (LOW)
    ▲

    The time-and-materials delivery order under NASA Marshall Space Flight Center's Logistics Support Services II vehicle has only about 34% ($6,313,381) outlayed and is rated high pricing risk. Revenue realization depends on option exercises toward the $18,300,000 ceiling, and the parent's public status is not stated.

Risk Flags (2)

  • Execution [MEDIUM RISK]
    ▼

    Akima Global Logistics' MSFC delivery order shows high pricing risk on a time-and-materials basis with only about 34% outlayed; slow burn or scope changes could delay revenue recognition.

  • Budget [LOW RISK]
    ▼

    The data contains no NASA budget trend information, so the durability of civilian funding behind both awards cannot be verified from this digest.

Opportunities (2)

  • ◆

    Remaining options on the Caltech JPL delivery order could raise obligations from $17,137,851 toward the $21,669,510 ceiling as NASA space science work continues through 2028.

  • ◆

    Akima Global Logistics could expand MSFC Logistics Support Services II revenue by closing the gap between the $15,530,739 obligation and the $18,300,000 base-plus-options value.

Sector Themes (1)

  • ◆

    Both awards are civilian NASA obligations totaling $32,668,591 with zero defense-related awards, signaling that this sample reflects steady civilian R&D and facilities support rather than defense-driven demand. The contracts span applied space science research and flight hardware logistics support.

Watch List (2)

  • 👁

    {"entity" => "Akima Global Logistics, LLC / NANA Regional Corporation", "reason" => "A $15,530,739 MSFC award with high pricing risk and only about 34% outlayed; parent public status is unconfirmed.", "trigger" => "Option exercise announcements toward the $18,300,000 ceiling and quarterly outlay progress before the 2027-08-31 performance end date"}

  • 👁

    {"entity" => "California Institute of Technology / NASA JPL", "reason" => "A $17,137,851 cost-plus-fixed-fee delivery order with about 51% outlayed and options running to 2028-09-30.", "trigger" => "Option exercise or modification increasing obligation toward $21,669,510, and any NASA JPL budget changes"}

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