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Contract Deobligations Alert — May 04, 2026

Contract Deobligations Alert

By Gunpowder Editorial ·

1 total filings analysed

Executive Summary

A single Contract Deobligations Alert over the May 04, 2026 period flagged $351,035,113 in total obligations for ALCYON TECHNICAL SERVICES (ATS) JV, LLC's NASA Goddard Space Flight Center systems engineering contract. This is 0/1 defense-related, representing 100% civilian NASA exposure. The dominant theme is 8(a) set-aside R&D services in space systems engineering (NAICS 541712, PSC R425).

The highest-conviction signal is neutral (strength 3/10, materiality 2/10), reflecting low-impact deobligation on a mature contract with $246,907,027 outlayed (70% execution) and $7,385,356,524 in 2690 subawards. Key watch item: post-2023-11-30 end date deobligations and subawards flow-through.

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

Tracking the trend? Catch up on the prior Contract Deobligations Alert digest from May 02, 2026.

Investment Signals (1)

  • Deobligations Alert on $351M NASA Contract to ALCYON TECHNICAL SERVICES (ATS) JV, LLC (LOW)

    Alert highlights potential clawback on cost-plus-fixed-fee contract with $351,035,113 obligated ($246,907,027 outlayed), post-2023 end date, signaling budget adjustments at NASA Goddard.

Risk Flags (1)

  • Budget [LOW RISK]

    Deobligations alert on ALCYON TECHNICAL SERVICES (ATS) JV, LLC's $351M NASA Goddard contract, with $246.9M outlayed of total obligation and contract expired 2023-11-30.

Opportunities (1)

  • ALCYON TECHNICAL SERVICES (ATS) JV, LLC's execution of $351M 8(a) competed set-aside at NASA Goddard positions it for follow-on civilian space engineering awards.

Sector Themes (1)

  • ALCYON TECHNICAL SERVICES (ATS) JV, LLC's contract shows strong execution with $246.9M outlayed of $351M obligated and $7.385B across 2690 subawards, despite low-materiality deobligations alert.

Watch List (2)

  • 👁

    {"entity"=>"ALCYON TECHNICAL SERVICES (ATS) JV, LLC", "reason"=>"$351M NASA contract deobligations alert with $246.9M outlayed and $7.385B subawards; est. ~$43M annual revenue exposure.", "trigger"=>"deobligation confirmation, subawards updates"}

  • 👁

    {"entity"=>"NASA Goddard Space Flight Center contractors", "reason"=>"Post-expiration (2023-11-30) deobligations on systems engineering work (PSC R425).", "trigger"=>"re-compete announcements, NASA budget releases"}

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