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All NASA Contracts — September 10, 2026

All NASA Contracts

By Gunpowder Editorial ·

1 total filings analysed

Executive Summary

The sole contract in this digest is a $47.7 million cost-plus-fixed-fee delivery order from NASA to the California Institute of Technology (Caltech) for terrestrial ecology and carbon cycle research, spanning 2018-2027. This is a civilian agency award with zero defense-related content, reflecting NASA's continued investment in Earth science.

The neutral signal (strength 5/10, materiality 3/10) indicates limited market implications due to the non-competitive nature and nonprofit recipient. Key risk is the lack of competitive validation and potential budget shifts in NASA's Earth science programs. The aggregate obligation of $47.7 million is modest, and the outlay rate of $35.4 million suggests steady funding flow but no near-term catalyst for investors.

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

Tracking the trend? Catch up on the prior All NASA Contracts digest from September 02, 2026.

Investment Signals (1)

  • NASA Earth Science Budget Uncertainty Could Impact Caltech's $47.7M Contract (MEDIUM)
    ▲

    The Caltech award is tied to NASA's Earth science priorities, which face potential budget reallocation under future appropriations or continuing resolutions, creating execution risk for the remaining $12.3M in obligated funds.

Risk Flags (2)

  • Budget [MEDIUM RISK]
    ▼

    NASA's Earth science budget may face cuts or delays under future continuing resolutions or administration policy shifts, directly affecting the remaining $12.3M in un-outlaid funds on Caltech's contract.

  • Concentration [LOW RISK]
    ▼

    Caltech's reliance on a single non-competitive NASA award for $47.7M over nine years creates revenue concentration risk, though mitigated by its nonprofit status and diversified research portfolio.

Opportunities (1)

  • ◆

    NASA's sustained investment in terrestrial ecology and carbon cycle research, evidenced by the $47.7M Caltech award, signals stable funding for climate-focused research contracts, benefiting universities and research institutions.

Sector Themes (1)

  • ◆

    The Caltech $47.7M cost-plus contract demonstrates NASA's long-term commitment to terrestrial ecology and carbon cycle research, with a nine-year performance period and steady outlays.

Watch List (2)

  • 👁

    {"entity" => "California Institute of Technology", "reason" => "Caltech holds a $47.7M non-competitive NASA contract with $12.3M remaining to be outlaid through 2027.", "trigger" => "NASA Earth Science budget request for FY2028 or re-compete announcement for similar research"}

  • 👁

    {"entity" => "NASA Earth Science Division", "reason" => "The agency's procurement patterns for terrestrial ecology research are concentrated in non-competitive awards to Caltech.", "trigger" => "Any competitive solicitation in terrestrial ecology or carbon cycle science"}

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