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NASA & Space Contracts Intelligence β€” March 18, 2026

NASA & Space Contracts Intelligence

1 total filings analysed

Executive Summary

NASA's $85.4M obligated delivery order to Caltech (nonprofit) for JPL's PO.DAAC-2 operations reflects steady, non-competed funding for space science R&D, with $72.4M (85%) already outlayed from an $89.6M ceiling. Neutral signal limits direct equity upside, but $4.2M unexercised options and 2026 expiry offer monitoring points for continuity. Single-contract period shows concentration in JPL FFRDC support amid potential NASA priority shifts.

Tracking the trend? Catch up on the prior NASA & Space Contracts Intelligence digest from March 17, 2026.

Risk Flags(2)

  • Execution[MEDIUM RISK]
    β–Ό

    Heavy reliance on NASA task orders for remaining funding realization

  • Market[HIGH RISK]
    β–Ό

    Exposure to NASA funding priority changes over long 8-year period ending 2026-09-30

Opportunities(2)

  • β—†

    $4.2M unexercised options within $89.6M ceiling

  • β—†

    Potential extension of JPL FFRDC operations for PO.DAAC-2 beyond 2026

Sector Themes(1)

  • β—†

    Non-competed Cost Plus Fixed Fee order sustains PO.DAAC-2 for physical oceanography R&D under NAICS 541715.

Watch List(2)

  • πŸ‘

    {"entity"=>"California Institute of Technology / JPL", "reason"=>"$85.4M obligation nears $89.6M ceiling with 2026 expiry", "trigger"=>"Option exercises, task orders, or follow-on solicitations"}

  • πŸ‘

    {"entity"=>"NASA Management Office -- JPL Task Orders", "reason"=>"Drives realization of remaining value in non-competed FFRDC support", "trigger"=>"Issuances impacting PO.DAAC-2 funding"}

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NASA & Space Contracts Intelligence β€” March 18, 2026 | Gunpowder Blog