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NASA & Space Contracts Intelligence — April 10, 2026

NASA & Space Contracts Intelligence

By Gunpowder Editorial ·

2 total filings analysed

Executive Summary

NASA awarded two delivery orders totaling $112,014,273 to California Institute of Technology via the NASA Management Office -- JPL, representing a 0/2 defense-related civilian split focused on space R&D. The contracts cover earth science atmospheric composition ($59,216,856 through 2027-09-26) and UAVSAR operations ($52,797,416 obligation, up to $97,936,008 through 2028-09-30), with $43.8M and $45.3M already outlayed respectively.

The highest-conviction signal is neutral ongoing civilian space R&D commitment to a nonprofit entity, implying steady but non-competitive funding. Key watch item: progress on remaining ~$15.4M and ~$7.5M outlays plus UAVSAR option exercises amid low average signal strength of 3.5/10.

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 April 07, 2026.

Investment Signals (3)

  • California Institute of Technology Secures $52,797,416 NASA UAVSAR Delivery Order (MEDIUM)

    Higher-materiality (5/10) cost-plus-fixed-fee contract for UAVSAR operations awarded 2018-08-10 via JPL, with $45,341,672 outlayed and potential to $97,936,008 through 2028-09-30 under NAICS 541715.

  • California Institute of Technology Receives $59,216,856 NASA Earth Science R&D Order (LOW)

    Cost-plus-fixed-fee delivery order for earth atmospheric composition research awarded 2018-07-20 via JPL, with $43,773,868 outlayed and ~$15.4M remaining through 2027-09-26 under NAICS 541715 and PSC AR22.

  • Nonprofit Status Mutes $112M NASA Awards' Equity Impact (HIGH)

    Both contracts to tax-exempt educational institution California Institute of Technology limit direct public market signals despite steady obligations.

Risk Flags (2)

  • Concentration [MEDIUM RISK]

    100% of $112,014,273 obligations to single nonprofit recipient California Institute of Technology via NASA JPL

  • Budget [LOW RISK]

    Remaining ~$15.4M on earth science and ~$7.5M on UAVSAR contracts vulnerable to NASA outlay timing despite low pricing risk

Opportunities (1)

  • Potential exercise of options on California Institute of Technology's $52,797,416 UAVSAR contract to reach $97,936,008 ceiling

Sector Themes (1)

  • California Institute of Technology received both $112M delivery orders for long-term (to 2027-2028) non-competed earth atmospheric composition and UAVSAR R&D via JPL under PSC AR22.

Watch List (2)

  • 👁

    {"entity"=>"California Institute of Technology", "reason"=>"Track ~$15.4M remaining outlays on $59.2M earth science contract and ~$7.5M on $52.8M UAVSAR toward potential $97.9M ceiling", "trigger"=>"quarterly outlay updates, option exercise announcements"}

  • 👁

    {"entity"=>"NASA Management Office -- JPL", "reason"=>"Ongoing R&D commitments through 2027-2028 imply similar future awards", "trigger"=>"2027-09-26 earth science end date, 2028-09-30 UAVSAR end date, NASA budget proposals"}

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