All NASA Contracts — October 23, 2026

The firm fixed price Gateway Logistics Services contract (NASA Kennedy Space Center, 2020-03-25, end date 2032-03-24) has $127,924,073 obligated against a stated $7,000,000,000 base-plus-options ceiling, meaning the funded portion is only about 1.8% of the ceiling. Option exercises and incremental funding would be the primary drivers of realized revenue.

Outlays of $114,712,954 represent about 90% of the $127,924,073 obligated to date, leaving roughly $13.2 million of currently funded work remaining, which may require additional funding actions to sustain performance.

Amentum Technology, Inc. (parent Amentum Holdings Inc.) received a firm fixed price delivery order of $36,896,560 for CMOE-II facilities support at NASA Langley, won through full and open competition with no set-aside. This is an approximately $18.4 million per year revenue stream over the 2026-10-01 to 2028-09-30 performance period.

The $36,896,560 Amentum order shows $0 outlayed as of the award date, so revenue realization depends on performance beginning on 2026-10-01 and sustained monthly or quarterly billing thereafter.

KATALYST SPACE TECHNOLOGIES, LLC received a $29,036,960 NASA SBIR/STTR award dated 2025-09-19, but the available data does not provide pricing type, competition detail, scope, or performance period, limiting the ability to assess revenue durability.

The Space Exploration Technologies Corp. Gateway Logistics contract has only $127.9M obligated against a $7.0B ceiling, so the bulk of projected value depends on future option exercises and funding that are not yet secured.

All three awards are civilian NASA contracts with no defense linkage (0 of 3), so this digest offers no read-through to DOD budget cycles, and NASA funding remains subject to appropriations and continuing resolution timing.

The Amentum delivery order and SpaceX award were won through full and open competition, and competitor identity and protest activity are not disclosed in the data, so competitive pressure on re-competes is unquantified.

Space Exploration Technologies Corp. has an unexercised pathway to a $7B Gateway Logistics ceiling, representing the largest potential value in this digest, though current obligation is only $127.9M.

Amentum Technology, Inc. could extend its NASA facilities footprint at Langley beyond the $36.9M CMOE-II order if the 2026-2028 performance period is followed by follow-on work.

KATALYST SPACE TECHNOLOGIES, LLC's SBIR/STTR award of $29.0M may open Phase II or follow-on NASA technology development opportunities, though the data does not confirm this.

The largest award, $127.9M to Space Exploration Technologies Corp. under NASA Kennedy Space Center, sits within a space transportation and logistics focus (PSC V126, NAICS 481212), accounting for roughly 66% of the $193.9M aggregate obligation.

Amentum Technology, Inc.'s $36.9M NASA Langley CMOE-II facilities order (NAICS 561210, PSC Z1JZ) reflects continued outsourcing of civilian facilities maintenance to large contractors via full and open competition.

{"entity" => "Space Exploration Technologies Corp.", "reason" => "Largest award ($127.9M obligated) against a $7.0B ceiling with 90% of obligations already outlayed, creating dependence on future funding.", "trigger" => "Option exercise or incremental funding announcements under the Gateway Logistics contract; any modification to firm fixed price terms"}

{"entity" => "Amentum Holdings Inc. / Amentum Technology, Inc.", "reason" => "$36.9M CMOE-II delivery order with $0 outlayed at award, so revenue realization is unconfirmed until performance and billing begin.", "trigger" => "Performance start on 2026-10-01 and first quarterly outlay disclosures; any protest activity on the full and open award"}

{"entity" => "KATALYST SPACE TECHNOLOGIES, LLC", "reason" => "$29.0M SBIR/STTR award with incomplete data on pricing, scope, and performance period, limiting assessment.", "trigger" => "SBIR/STTR Phase II or follow-on award decisions from NASA"}