Geopolitics Alpha

Amentum Holdings (AMTM): government contracts, filings & geopolitical news

Amentum Holdings (AMTM) and its matched subsidiaries received $6.84B in federal contract obligations in the last 12 months and $24.34B over the last five years, according to USAspending.gov. The Department of Defense accounted for 63% of the five-year total, followed by the Department of Energy (18%). Annual obligations were roughly flat from $6.95B in fiscal 2025 to $7.03B in fiscal 2026. Its largest contract with activity in that period is DEAC2708RV14800 from the Department of Energy for management of the hanford site tank farms, with $10.56B obligated over the life of the award. The Department of Defense announced 25 contract actions naming Amentum Holdings in the past year (face value $2.81B); the latest, on Oct 23, 2026, was $26.1M via the Air Force. 4 tracked superinvestor portfolios reported AMTM in the latest 13F filings. President Trump's financial disclosures list 2 trades in AMTM.

Amentum Holdings government contracts

$6.84Bobligated, last 12 months
$24.34Bobligated, last 5 years
11awarding agencies
25DoD announcements, past year
FY2022: $1.57B (partial)$1.57BFY22*FY2023: $3.57B$3.57BFY23FY2024: $5.22B$5.22BFY24FY2025: $6.95B$6.95BFY25FY2026: $7.03B$7.03BFY26FY2027: $12.6M (partial)$12.6MFY27*
Amentum Holdings federal contract obligations by fiscal year. Federal fiscal years (October to September); * = partial year.

Obligations by agency

AgencyLast 12 monthsLast 5 yearsShare of 5 years
Department of Defense$3.21B$15.37B63%
Department of Energy$1.58B$4.42B18%
Department of Homeland Security$1.04B$1.77B7%
National Aeronautics and Space Administration$465.2M$1.10B5%
General Services Administration$136.5M$478.1M2%
Department of State$161.4M$426.1M2%
Department of Justice$149.2M$366.7M2%
Department of the Treasury$87.1M$336.7M1%
Department of Transportation$9.1M$24.3M0%
Agency for International Development$0$18.8M0%

Top contracting offices (5 years): Department of the Army $5.42B; Department of Energy $4.42B; Department of the Air Force $4.35B; Department of the Navy $3.67B; National Aeronautics and Space Administration $1.10B; Defense Contract Management Agency $700.3M.

Largest contracts

Largest AMTM prime contracts with activity in the last five years, by total obligated
AwardDescription · recipientAgencyObligated (award total)StartEnd
DEAC2708RV14800Management of the hanford site tank farms WASHINGTON RIVER PROTECTION SOLUTIONS LLCDepartment of Energy$10.56BJun 20, 2008Feb 23, 2025
0004Logcap iv services in afghanistan AMENTUM SERVICES, INC.Department of Defense Department of the Army$7.38BJul 7, 2009Jun 30, 2022
DEEM0001971The major purpose of this contract is to operate and maintain the waste isolation pilot plant (wipp) and to implement the doe's national transuranic waste program (ntp). the overall mission of the wipp and the national transuranic waste pro NUCLEAR WASTE PARTNERSHIP LLCDepartment of Energy$2.82BApr 19, 2012Feb 3, 2023
89303523FEM400032Oak ridge reservation cleanup contract task orders UNITED CLEANUP OAK RIDGE LLCDepartment of Energy$2.54BMay 17, 2023Feb 27, 2032
NNK13MA14CThe test and operations support contract (tosc) is a cost-plus-award-fee contract with an indefinite delivery indefinite quantity task ordering provision. tosc provides a processing contract for the kennedy space center (ksc) supporting mul AMENTUM TECHNOLOGY, INC.National Aeronautics and Space Administration$2.10BMar 1, 2013Apr 30, 2023
80MSFC18C0011Engineering services and science capability augmentation (essca) AMENTUM TECHNOLOGY, INC.National Aeronautics and Space Administration$2.01BDec 1, 2017May 31, 2027
89303921FEM400037Hanford central plateau cleanup contract - task order 4 - end states & base ops. this task order is issued as an undefinitized task order pursuant to clause h.49, task ordering procedure. notice-to-proceed shall be effective on october 1, 2 CENTRAL PLATEAU CLEANUP COMPANY, LLCDepartment of Energy$1.70BAug 16, 2021Sep 30, 2024
89304223FEM400000The purpose of this action is to award the icp ten year plan hybrid task order under single award master idiq contract 89303321dem000061. clin 05 s1w d&d is included with authorization to commence scope 10/1/2023. IDAHO ENVIRONMENTAL COALITION LLCDepartment of Energy$1.66BOct 1, 2023Sep 30, 2031
0003Enhanced army global logistics enterprise (eagle) - army prepositioned stock (aps)-5 kuwait/qatar, logistics support services, including maintenance, supply, and transportation. AMENTUM SERVICES, INC.Department of Defense Department of the Army$1.26BSep 27, 2016Nov 21, 2025

Newest contracts

Most recently started AMTM prime contracts, last 12 months
AwardDescription · recipientAgencyObligated (award total)StartEnd
47QSCC27F06HDHolder,badge AMENTUM SERVICES, INC.General Services Administration Federal Acquisition Service$232Oct 23, 2026Oct 26, 2026
47QSCC27F06H8Marker,traffic AMENTUM SERVICES, INC.General Services Administration Federal Acquisition Service$536Oct 23, 2026Oct 26, 2026
47QSCC27F06H7Towel,paper AMENTUM SERVICES, INC.General Services Administration Federal Acquisition Service$543Oct 23, 2026Oct 26, 2026
47QSCC27F06ARTape, measuring: msp- 19,200 AMENTUM SERVICES, INC.General Services Administration Federal Acquisition Service$175Oct 23, 2026Oct 26, 2026
47QSCC27F06AQBag,plastic AMENTUM SERVICES, INC.General Services Administration Federal Acquisition Service$435Oct 23, 2026Oct 26, 2026
47QSCC27F06APChart,calendar plan AMENTUM SERVICES, INC.General Services Administration Federal Acquisition Service$159Oct 23, 2026Oct 26, 2026
47QSCC27F0622Brush,acid swabbing AMENTUM SERVICES, INC.General Services Administration Federal Acquisition Service$79Oct 23, 2026Oct 26, 2026
47QSCC27F0610Crowbar: - see attached document for detail. AMENTUM SERVICES, INC.General Services Administration Federal Acquisition Service$68Oct 23, 2026Oct 26, 2026

Recent Department of Defense contract announcements

DateBranch / agencyAmountContractAnnouncement (excerpt)
Oct 23, 2026Air Force$26.1MFA4890-25-C-0002Amentum Services Inc., Chantilly, Virginia, has been awarded a $26,096,110 modification (P00013) to previously awarded contract FA4890-25-C-0002 for the Air Forces Central (AFCENT) Aviation Command and Control, Operations and Maintenance Support Services II…
Oct 5, 2026Air Force$17.6MFA489022C0019Amentum Services Inc., Chantilly, Virginia, has been awarded a $17,648,024 modification (P00038) to a previously awarded contract (FA489022C0019) for Option Year Four of the Aerial Targets III Program. Work will be performed at Tyndall Air Force Base,…
Oct 1, 2026Air Force$79.0MFA6800-26-F-0020Amentum Services Inc., Germantown, Maryland, was awarded a $78,958,165 firm-fixed-price task order for HH-60W helicopter maintenance services at Joint Base Andrews. This contract provides for rotary-wing aircraft maintenance services in support of the safe…
Sep 29, 2026Army$20.0MW912DS-26-D-A002Jacobs Government Services Co., Arlington, Virginia (W912DS-26-D-A002); AECOM-HDR Design Partners JV, New York, New York (W912DS-26-D-A003); Burns & McDonnell Engineering Co. Inc., Kansas City, Missouri (W912DS-26-D-A004); Mason & Hanger-Tetra Tech JV,…
Sep 29, 2026Army$20.0MW912DS-26-D-A002Jacobs Government Services Co., Arlington, Virginia (W912DS-26-D-A002); AECOM-HDR Design Partners JV, New York, New York (W912DS-26-D-A003); Burns & McDonnell Engineering Co. Inc., Kansas City, Missouri (W912DS-26-D-A004); Mason & Hanger-Tetra Tech JV,…
Sep 28, 2026Air Force$572.4M47QTCK-18-D-0056Amentum Technology Inc., Tullahoma, Tennessee, has been awarded a $572,358,987 cost-plus-incentive-fee for North American Aerospace Defense Command Cheyenne Mountain Complex – Integrated Tactical Warning/Attack Assessment and Space Support Contract Three…
Sep 17, 2026Army$13.8MW912CH-24-C-0015Amentum, Chantilly, Virginia, was awarded a $13,801,622 modification (P00007) to contract (W912CH-24-C-0015) to provide advise and assist services. The modification brings the total cumulative face value of the contract to $43,899,071. Work will be performed…
Sep 16, 2026Air Force$150.0MFA9101-26-D-B016Amentum Technology Inc., Tullahoma, Tennessee, has been awarded a $150,000,000 ceiling indefinite delivery/indefinite quantity, firm-fixed-price contract for a new Survivability Test Stand. This contract provides for design, procurement, and installation of a…
Sep 9, 2026Navy$10.2MN0042123D0012Amentum Services Inc., Germantown, Maryland, is awarded a $10,192,466 modification (P00016) to a previously awarded indefinite-delivery/indefinite-quantity contract (N0042123D0012). This modification increases the contract ceiling as a result of an updated…
Jul 30, 2026Air Force$981.0MFA255326DB001Amentum Technology Inc., Tullahoma, Tennessee (FA255326DB001); BAE Systems Inc., Broomfield, Colorado (FA255326DB002); CACI Inc., Chantilly, Virginia (FA255326DB003); Firefly Aerospace, Leander, Texas (FA255326DB004); L3Harris Technologies Inc., Palm Bay,…
Jul 29, 2026Navy$138.0MN40192-25-C-5400DZSP 21 LLC, Chantilly, Virginia, was awarded a $138,004,329 cost-plus-award-fee modification to previously awarded contract for base operations support services, Joint Region Marianas, Guam. This award brings the total cumulative face value of the contract…
Jul 1, 2026Army$19.2MW58RGZ-25-C-0003Amentum Services Inc., Chantilly, Virginia, was awarded a $19,172,890 time and materials contract for worldwide aviation maintenance. The modification brings the total cumulative face value of the contract to $377,769,702. Bids were solicited via the internet…
Jun 29, 2026Army$9.4MW58RGZ-25-C-0003Amentum Services Inc., Chantilly, Virginia, was awarded a $9,385,002 modification (P00101) to contract W58RGZ-25-C-0003 for global aviation maintenance services. The modification brings the total cumulative face value of the contract to $367,981,814. Work…
Jun 24, 2026Navy$49.1MN40084-21-D-0060PAE Government Services Inc., Chantilly, Virginia, is awarded a $49,080,773, firm-fixed-price, indefinite-delivery/indefinite-quantity modification (N40084-21-D-0060) to previously awarded contract for base operations support at Marine Corps Air Station…
May 27, 2026Navy$50.2MN69450-20-D-0045Amentum Technology Inc., Tullahoma, Tennessee, is awarded a $50,214,669 modification to previously awarded contract (N69450-20-D-0045) for base operations support services at Naval Submarine Base Kings Bay and outlying areas. This modification exercises…

Matched USAspending recipients: AMENTUM HOLDINGS INC. (UEI TU4KCXMM9AP6, parent with subsidiaries); AMENTUM SERVICES, INC. (UEI QEMLRQA7PLG4, parent with subsidiaries).

Contract data: USAspending.gov (federal prime contract obligations, award types A-D, by action date) and the Department of Defense daily contract announcements (awards of $7.5 million or more). Both are public-domain U.S. government data. Company matching uses legal names and parent/child recipient records and is deliberately conservative, so some subsidiaries may be missing. Obligations are not revenue. Not investment advice.

AMTM share price, last 12 months

Close $20.16 on Sep 15, 2026, -10.6% since Oct 24, 2025 (range $19.32 to $37.53, daily closes).

Company facts

Ticker
AMTM (NYSE)
Sector
Consumer
Industry (SEC SIC code)
Services-Business Services, NEC (7389)

Industry from the SEC Standard Industrial Classification code on the company's EDGAR filings.

What changed for Amentum Holdings (AMTM)

Latest SEC filings

None on record yet.

Latest fund & insider buys and sales

None on record yet.

Held by superinvestors

4 of the tracked billionaire portfolios reported AMTM in their latest 13F, and 1 sold out. 13F data is delayed up to 45 days after quarter end; not advice.

Manager% of portfolioValueChangeQuarter
Ruane Cunniff Ruane Cunniff & Goldfarb0.17%$11.1MReduced 67%Q2 2026
George Soros Soros Fund Management0.03%$2.4MAdded 10%Q2 2026
Mario Gabelli GAMCO Investors0.02%$2.0MAdded 2%Q2 2026
Ray Dalio Bridgewater Associates0.00%$976.1KAdded 177%Q2 2026
Lee Ainslie Maverick Capital0.00%$0Sold outQ2 2026

Latest geopolitical & market news

None on record yet.

Trump trades in AMTM

Transactions in AMTM listed on President Trump's public financial disclosures (OGE). See the Trump Tracker.

TradedSideAmountFiledSource
2026-07-29Sell$15,001 - $50,0002026-09-22OGE filing
2026-07-08Sell$1,001 - $15,0002026-09-22OGE filing

Peers: Services-Business Services, NEC

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Biggest government contractors in Consumer: McKesson ($12.33B), Cencora ($4.69B), Accenture ($3.76B), Reliance ($2.02B), The GEO Group ($1.41B), Tutor Perini ($1.35B), Oshkosh ($931.3M), Ford Motor ($796.6M).

Congressional trades in AMTM

Trades in AMTM that members of Congress have publicly reported, newest filing first.

MemberSideAmountTradedFiledSource
Donald J Trumpsell$15,001 - $50,0002026-07-292026-09-22Filing
Donald J Trumpsell$1,001 - $15,0002026-07-082026-09-22Filing

All congressional stock trades →

Geopolitical news for AMTM

Everything on AMTM, newest first

No original notes are listed on this page yet.

Frequently asked questions

How much does the U.S. government spend with Amentum Holdings?

USAspending.gov shows $6.84B in federal contract obligations to Amentum Holdings (AMTM) and its matched subsidiaries in the last 12 months and $24.34B over the last five years (as of Oct 28, 2026).

Which agencies award contracts to Amentum Holdings?

Over five years: Department of Defense $15.37B; Department of Energy $4.42B; Department of Homeland Security $1.77B; National Aeronautics and Space Administration $1.10B.

What is Amentum Holdings's latest Department of Defense contract?

On Oct 23, 2026 the Department of Defense announced a $26.1M award to Amentum Services Inc. (FA4890-25-C-0002) via the Air Force.

Where does the contract data come from?

USAspending.gov (the official source of U.S. federal spending data) and the Department of Defense's daily contract announcements. Both are public domain and refreshed daily here.

What geopolitical news affects AMTM?

This page lists every Geopolitics Alpha note that names AMTM as exposed to an event, with the reason it is exposed.

Has Congress traded AMTM?

The table above lists trades in AMTM that members of Congress have publicly reported, with a link to each official filing.

Is this investment advice?

No. We show news, exposure and past price moves. Nothing here is a recommendation.