All NASA Contracts — February 05, 2026

90% outlay ($90.2M of $102.7M) on 5.5-year contract indicates reliable revenue progression and potential $16M options exercise.

27-year $164M obligation provides stable R&D revenue through 2029, though only 15% outlayed limits near-term impact.

Agile at 90% outlay contrasts SwRI's 15%, highlighting potential delays in long-term NASA missions.

Low outlay (15%) in 27-year Pluto contract and subaward dependence ($28.9M in Agile) risk delays or cuts.

Nonprofit status caps investor returns despite stable funding; cost-plus-fee exposes to oversight.

$16M combined unobligated options in both contracts, plus Agile's 8(a)/ANC status for future NASA bids.

NASA's long-term commitments (to 2029) in deep space R&D and mission support amid rising space economy.

Contracts spanning 5.5-27 years with $266.7M total underscore predictable funding in space engineering and admin services.

8(a)/ANC firms like Agile secure full/open deals with strong execution, diverging from neutral nonprofits.

{"entity"=>"Arctic Slope Regional Corporation", "reason"=>"Parent of high-execution Agile contract with $16M options and set-aside tailwinds.", "trigger"=>"Option exercise or new NASA awards by July 2026"}

{"entity"=>"Southwest Research Institute", "reason"=>"$164M obligation with low outlay risks funding cliffs through 2029.", "trigger"=>"Outlay acceleration >20% or mission delays"}