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NASA & Space Contracts Intelligence — March 18, 2026

NASA & Space Contracts Intelligence

By Gunpowder Editorial ·

1 total filings analysed

Executive Summary

NASA's $109.2M obligation to Caltech (ceiling $125.4M) for JPL FFRDC operations and EMIT Earth mineral dust project through 2028 reflects sustained space R&D funding, with $90.3M already outlayed. Neutral signal due to nonprofit recipient limits direct equity exposure for investors. Minor upside from $16.2M unexercised options and potential future task orders warrants monitoring JPL ecosystem.

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

Tracking the trend? Catch up on the prior NASA & Space Contracts Intelligence digest from February 28, 2026.

Risk Flags (1)

  • Execution [MEDIUM RISK]

    Long 10-year performance period to 2028-09-30 with full obligation dependent on future task orders issued by NASA Management Office -- JPL.

Opportunities (1)

  • $16.2M unexercised options to reach $125.4M ceiling, plus continued JPL FFRDC sponsorship enabling additional NASA task orders through 2028.

Sector Themes (1)

  • Non-competed $109.2M delivery order to Caltech/JPL under NAICS 541715 for EMIT and operations highlights NASA's dependence on FFRDCs for space science.

Watch List (1)

  • 👁

    {"entity"=>"Jet Propulsion Laboratory (JPL)", "reason"=>"Core FFRDC with $125.4M ceiling through 2028 and $90.3M outlayed, positioned for ongoing NASA space science tasks.", "trigger"=>"New task orders or option exercises exceeding $109.2M obligation"}

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