All NASA Contracts — October 10, 2026

Airborne Systems North America, a TransDigm subsidiary, holds a $17,142,577 cost-plus-fixed-fee NASA Langley obligation with $13,943,198 outlayed (about 81%) through an end date of 2027-04-30. Materiality to TransDigm's consolidated results cannot be determined from the data provided.

The California Institute of Technology (JPL) holds a $23,169,745 cost-plus-fixed-fee delivery order supporting SpaceX's Human Landing System with $20,006,483 outlayed, but the recipient is a nonprofit and the contract is not a direct driver of any listed stock. Any indirect exposure runs through NASA-SpaceX HLS program milestones.

The University System of New Hampshire's cost-no-fee NASA Ames contract has $11,975,824 outlayed against $18,509,068 obligated, and its current end date of 2026-10-31 creates near-term option or extension uncertainty. Revenue is not investable as the recipient is a nonprofit public institution.

The University of Alaska Fairbanks cost-no-fee, not-competed NASA Goddard award offers no margin upside and no competitive-award signal, with $13,759,604 outlayed against a $30,000,000 ceiling. The contract is of limited investment relevance beyond sector-level signals.

NASA budget trend cannot be determined from these four single-award records; no multi-year appropriations data is provided, so the direction of NASA science and exploration funding is unresolved.

Three of four awards (Caltech/JPL, University System of New Hampshire, University of Alaska Fairbanks) go to nonprofit educational institutions, so the sample offers little public-equity exposure.

The University System of New Hampshire contract's current end date of 2026-10-31 falls shortly after the record date, with $6,533,244 of obligated funds not yet outlayed.

Remaining $1,467,605 gap between base-plus-options and obligated value on the Airborne Systems Dragonfly contract could be exercised, adding to TransDigm's NASA backlog.

The Caltech/JPL delivery order has a $28,406,195 base-plus-options ceiling against $23,169,745 obligated, leaving headroom for additional funded work tied to NASA's Human Landing System.

All four awards, totaling $75,515,990, flow to universities and a nonprofit research lab rather than commercial primes, with three of four on cost-no-fee or cost-plus-fixed-fee terms. This pattern limits public-equity read-through.

The Airborne Systems North America award for Dragonfly parachute hardware ($17,142,577, cost-plus-fixed-fee, full and open competition) is the only contract with a commercial, publicly held parent, indicating a niche supplier role in planetary landers.

{"entity" => "TransDigm Group", "reason" => "Airborne Systems North America holds a $17,142,577 NASA Dragonfly obligation with $1,467,605 of unexercised base-plus-options value, but consolidated materiality is not disclosed.", "trigger" => "Dragonfly option exercise or modification from NASA Langley; TransDigm segment disclosure of aerospace revenue"}

{"entity" => "University System of New Hampshire (HELIOSWARM)", "reason" => "The $18,509,068 cost-no-fee contract reaches its current end date of 2026-10-31 with $6,533,244 still unoutlayed, creating near-term extension uncertainty.", "trigger" => "Extension or option announcement from NASA Ames before 2026-10-31"}

{"entity" => "California Institute of Technology (JPL)", "reason" => "The $23,169,745 delivery order supporting SpaceX's Human Landing System has $5,236,450 of headroom to its $28,406,195 ceiling and runs to 2027-11-15.", "trigger" => "NASA Human Landing System schedule milestones and any JPL work-scope modification"}