Executive Summary
NASA Goddard Space Flight Center dominates with a single $351,035,113 cost-plus-fixed-fee obligation to ALCYON TECHNICAL SERVICES (ATS) JV, LLC, representing 100% civilian exposure and 0% defense-related contracts.
The dominant agency theme is NASA civilian space systems engineering R&D (NAICS 541712, PSC R425), awarded as an 8(a) competed set-aside to this SBA Certified 8(a) Joint Venture and Economically Disadvantaged Women Owned Small Business. Highest-conviction signal is neutral (strength 3/10, materiality 2/10) due to set-aside nature limiting competitive moat signals and low overall materiality. $246,907,027 has been outlayed (70% progress) with $7,385,356,524 across 2690 subawards indicating substantial downstream activity. Key watch item: contract end date compliance by 2023-11-30 and remaining $104M obligation execution amid potential re-compete.
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Tracking the trend? Catch up on the prior New Federal Contractors digest from May 02, 2026.
Investment Signals (1)
- ALCYON TECHNICAL SERVICES (ATS) JV, LLC hits $246.9M outlay on $351M NASA Goddard contract (LOW)▲
$246,907,027 outlayed to date on $351,035,113 obligation (base + options to $380M) signals steady execution since 2015 award, with $7.38B subawards across 2690 transactions highlighting ecosystem impact.
Risk Flags (2)
- Execution [MEDIUM RISK]▼
ALCYON TECHNICAL SERVICES (ATS) JV, LLC NASA Goddard contract nears end (2023-11-30) with $104M remaining obligation and low pricing risk on cost-plus-fixed-fee structure.
- Competition [LOW RISK]▼
8(a) set-aside award to ALCYON JV limits signals of broad competitive strength, as full and open competition was after exclusion of sources.
Opportunities (1)
- ◆
ALCYON TECHNICAL SERVICES (ATS) JV, LLC demonstrates 8(a) JV execution capability for NASA Goddard systems engineering, positioning for similar civilian R&D set-asides.
Sector Themes (1)
- ◆
Single $351M 8(a) set-aside to ALCYON JV for mission/instrument engineering (2015-2023) with $247M outlayed and $7.38B subawards underscores sustained civilian space tech support.
Watch List (2)
- 👁
{"entity"=>"ALCYON TECHNICAL SERVICES (ATS) JV, LLC", "reason"=>"$246.9M outlay progress on $351M NASA obligation and $7.38B subawards execution across 2690 transactions", "trigger"=>"contract end 2023-11-30, re-compete announcement"}
- 👁
{"entity"=>"NASA civilian space R&D sector", "reason"=>"Ongoing $351M systems engineering at Goddard SFC via 8(a) set-aside", "trigger"=>"subawards execution milestones"}
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