All NASA Contracts — March 04, 2026

19-year contract for space vehicle components guarantees $475.9M obligation, with $140.9M outlayed and $15.2M options remaining through 2029.

19-year performance period to 2029 exposes to program changes, funding shifts, and award-fee dependency on evaluations.

$23.2M subawards to 97 recipients could erode net revenue retention amid supply chain pressures.

$336M remaining obligation plus $15.2M options provide multi-year revenue upside through 2029 OMPS development.

Non-competitive 19-year awards signal reliable funding for NAICS 334511 (navigation systems) and PSC 1820 (space components).

{"entity"=>"BAE Systems Space & Mission Systems Inc.", "reason"=>"Dominates this period's $476M NASA outlay with 2029 tail; tracks revenue conversion from obligation.", "trigger"=>"Outlays exceeding 50% of remaining $336M in next 12 months"}

{"entity"=>"Ball Corporation", "reason"=>"Parent exposure to subsidiary's space revenue stream amid subaward fragmentation.", "trigger"=>"Subsidiary spin-off or M&A interest in space assets"}