NASA & Space Contracts Intelligence — October 15, 2026

The largest award is a six-month cost-plus-fixed-fee order to the nonprofit California Institute of Technology with about $23.7M outlayed and a 2026-11-14 end date. Any follow-on or subcontract disclosure would be the only route to an investable linkage.

The cost-plus-fixed-fee order runs 2023-11-30 to 2028-09-30 with $52,523,970 outlayed against a $130,856,531 base-plus-options value. It signals sustained NASA planetary science funding but offers no direct public-equity exposure.

Amentum Services (parent Amentum Holdings Inc.) received a NASA Ames delivery order with about 80% of obligated value outlayed and eleven subawards totaling $4,326,226. The award ends 2026-11-30, so renewal activity is the key read-through for Amentum Holdings.

The sole-source, firm-fixed-price contract for Boeing 737-700 reduced-gravity modification places cost-overrun exposure on DENMAR Technical Services, a small self-certified disadvantaged business. Its public-listing status is not established in the data.

The cost-no-fee NASA Marshall contract for Lunar Terrain Vehicle instrumentation has only $20,798 outlayed against $10.2M obligated and a $19,999,910 options ceiling. The two subawards totaling $2,169,522 are unnamed and are the only potentially investable linkage.

Three older sole-source Caltech orders from 2018 (JUICE RIME at $22,304,837, ATPO at $23,979,512, and a $28,548,195 order) show substantial outlays and expiring periods through 2026 to 2028. They confirm a long-running NASA-JPL funding relationship without any investable counterparty.

California Institute of Technology holds five of eight awards totaling about $262M, all sole-source or non-competed cost-plus orders to a nonprofit that cannot be invested in directly.

DENMAR Technical Services carries firm-fixed-price exposure on the 737-700 modification with about $4.37M outlayed against $9.89M obligated, and the scope spans multiple phases.

Several awards end in late 2026 with no disclosed follow-on, and the data provides no NASA budget trend, so funding continuity cannot be confirmed.

Continued NASA lunar and Mars instrumentation funding, evidenced by SKYFALL and AIRES, could create subcontracting demand for instrument and aerospace suppliers.

Amentum Holdings could extend its FILMSS 2 position at NASA Ames if the program recompetes and its $12.8M task order converts to follow-on work.

DENMAR Technical Services, as a small self-certified disadvantaged business, is positioned for future NASA Armstrong aircraft modification work if the 737 feasibility study leads to additional options.

Five of eight awards go to Caltech for sole-source JPL and ATPO work across Mars, Rosalind Franklin, JUICE, and SKYFALL programs. This points to stable, relationship-driven civilian space science funding rather than competitive rebidding.

Amentum's FILMSS 2 task order and DENMAR's Boeing 737-700 modification show NASA demand for research-support and aircraft modification services, with the DENMAR award carrying firm-fixed-price risk.

{"entity" => "Amentum Holdings Inc.", "reason" => "Public parent of Amentum Services, which holds the $12,849,729 NASA Ames FILMSS 2 delivery order at about 80% outlay with eleven subawards totaling $4,326,226.", "trigger" => "FILMSS 2 recompete or follow-on notice before the 2026-11-30 end date"}

{"entity" => "California Institute of Technology / NASA JPL", "reason" => "Five awards totaling about $262M form the dominant NASA stream, but the recipient is non-investable and SKYFALL's $88.6M unspent balance expires 2026-11-14.", "trigger" => "SKYFALL follow-on decision and option exercises on the Rosalind Franklin order before 2028-09-30"}

{"entity" => "DENMAR Technical Services Inc", "reason" => "Firm-fixed-price, sole-source Boeing 737-700 modification worth $9,892,201 with high pricing risk and unclear public status.", "trigger" => "Feasibility assessment results and modification option exercise after the 2026-06-01 start"}

{"entity" => "Arizona State University (AIRES subawardees)", "reason" => "Two unnamed subawards totaling $2,169,522 are the only potentially investable linkage in the $10.2M lunar instrumentation award, which has just $20,798 outlayed.", "trigger" => "Public disclosure of subawardee identities and outlay progression toward $10.2M obligated"}