Geopolitics Alpha

Largo (LGO): government contracts, filings & geopolitical news

Largo (LGO) and its matched subsidiaries received $60.1M in federal contract obligations in the last 12 months and $60.1M over the last five years, according to USAspending.gov. The Department of Defense accounted for 100% of the five-year total. Its largest contract with activity in that period is SP800026F0032 from the Defense Logistics Agency for vanadium pentoxide, with $60.1M obligated over the life of the award.

Largo government contracts

$60.1Mobligated, last 12 months
$60.1Mobligated, last 5 years
1awarding agency
0DoD announcements, past year
FY2022: $0 (partial)$0FY22*FY2023: $0$0FY23FY2024: $0$0FY24FY2025: $0$0FY25FY2026: $60.1M$60.1MFY26FY2027: $0 (partial)$0FY27*
Largo 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$60.1M$60.1M100%

Top contracting offices (5 years): Defense Logistics Agency $60.1M.

Largest contracts

Largest LGO prime contracts with activity in the last five years, by total obligated
AwardDescription · recipientAgencyObligated (award total)StartEnd
SP800026F0032Vanadium pentoxide LARGO RESOURCES USA INCDepartment of Defense Defense Logistics Agency$60.1MJul 1, 2026Jan 31, 2030

Newest contracts

Most recently started LGO prime contracts, last 12 months
AwardDescription · recipientAgencyObligated (award total)StartEnd
SP800026F0032Vanadium pentoxide LARGO RESOURCES USA INCDepartment of Defense Defense Logistics Agency$60.1MJul 1, 2026Jan 31, 2030

Matched USAspending recipients: LARGO RESOURCES USA INC (UEI RK89EL7FCVR3, 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.

LGO share price, last 12 months

Close $0.46 on Oct 8, 2026, -60.1% since Oct 24, 2025 (range $0.45 to $1.87, daily closes).

Company facts

Ticker
LGO (NasdaqGS)
Sector
Materials
Industry (SEC SIC code)
Mining & Quarrying of Nonmetallic Minerals (No Fuels) (1400)
Headquarters (USAspending)
Mc Lean, Va

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

What changed for Largo (LGO)

Latest SEC filings

None on record yet.

Latest fund & insider buys and sales

None on record yet.

Latest geopolitical & market news

None on record yet.

Peers: Mining & Quarrying of Nonmetallic Minerals (No Fuels)

Biggest government contractors in Materials: Parker-Hannifin ($340.1M), Perimeter Solutions ($281.0M), Olin ($198.2M), Air Products and Chemicals ($93.0M), United States Antimony ($47.4M), PPG Industries ($31.2M), Cleveland-Cliffs ($0).

Congressional trades in LGO

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

No congressional trades are stored for this view yet.

All congressional stock trades →

Geopolitical news for LGO

Everything on LGO, newest first

No original notes are listed on this page yet.

Frequently asked questions

How much does the U.S. government spend with Largo?

USAspending.gov shows $60.1M in federal contract obligations to Largo (LGO) and its matched subsidiaries in the last 12 months and $60.1M over the last five years (as of Oct 28, 2026).

Which agencies award contracts to Largo?

Over five years: Department of Defense $60.1M.

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 LGO?

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

Has Congress traded LGO?

The table above lists trades in LGO 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.