To amend the Homeland Security Act of 2002 to direct the Secretary of Homeland Security, acting through the Commissioner of U.S. Customs and Border Protection, to implement large-scale, non-intrusive inspection technology at land ports of entry identified as high risk, and for other purposes.
HR9565 (To amend the Homeland Security Act of 2002 to direct the Secretary of Homeland Security, acting through the Commissioner of U.S. Customs and Border Protection, to implement large-scale, non-intrusive inspection technology at land ports of entry identified as high risk, and for other purposes.) has been assessed with a bullish outlook for investors. The primary sectors impacted are Technology and Infrastructure. View the full bill text on Congress.gov.
bullish
Market Sentiment
4/10
Impact Score
2
Sectors Impacted
Key Takeaways for Investors
1
HR9565 directs CBP to deploy non-intrusive inspection tech at high-risk ports, but no funding is authorized yet.
2
OSIS (Rapiscan) is the most direct beneficiary, while LDOS and LHX have secondary exposure.
3
The bill is early-stage; actual market impact depends on future appropriations and legislative progress.
How HR9565 Affects the Market
The border security inspection market is set to expand if HR9565 gains traction. OSIS, as the leading pure-play, could see its Security segment accelerate. LDOS and LHX offer diversified exposure but with lower sensitivity. Investors should track DHS appropriations for border technology, as authorization without funding limits near-term impact. Early stage means no immediate catalyst, but the policy signal supports structural growth for inspection tech suppliers.
HR9565 mandates DHS/CBP to deploy large-scale non-intrusive inspection technology at high-risk land ports, creating a procurement opportunity for inspection system providers. The bill is at an early stage with no authorized funding, but signals policy direction. OSIS (Rapiscan), LDOS, and LHX are positioned to benefit.
Over the last 90 days, 218 separate government actions have converged on Border / Immigration Enforcement. What that means: federal dollars are already moving — agencies are soliciting bids and awarding contracts, not just talking, and legislation and executive action are building the policy and funding tailwind behind it. When independent channels move together like this — 141 federal contracts, 37 procurement notices, 26 news, 9 executive actions and 5 bills — it's the clearest early tell that Washington is committing to border / immigration enforcement, the kind of build-up that reshapes the sector well before it's obvious in the headlines.
Converging government actions
Procurement noticeU.S. Customs and Border Protection (CBP) Law Enforcement Safety & Compliance (LESC) Directorate 9mm Service and Reduced Hazard Qualification Ammunition · 2024-11-22
Procurement noticeCONTRACT DETENTION FACILITY � WESTERN DISTRICT OF TEXAS · 2025-03-26
ContractBARNARD SPENCER JOINT VENTURE: CONSTRUCT 23 MILES OF BORDER WALL SYSTEM AND 81 MILES OF SYSTEM ATTRIBUTES. · 2025-09-19
ContractCSI AVIATION, INC: THIS CALL ORDER OBTAINS DEDICATED AND ON-DEMAND CHARTERED FLIGHT SERVICES FOR ENFORCEMENT AND REMOVAL OPERATIONS UNDER THE ICE AIR PROGRAM. · 2025-10-31
NewsFISHER SAND & GRAVEL CO: $2.8B Department of Homeland Security Contract · 2025-12-17
Contract
Full AI Market Analysis
HR9565, introduced by Rep. Schweikert (R-AZ), amends the Homeland Security Act to require the Secretary of Homeland Security, through CBP, to implement large-scale non-intrusive inspection technology (e.g., X-ray, CT scanners) at land ports of entry identified as high risk. The bill was referred to the Homeland Security and Ways and Means Committees on June 30, 2026—early in the legislative process.
There is no explicit funding authorization in the bill text. As an authorization bill, it sets policy direction but does not allocate money; actual spending requires separate appropriations. The likely mechanism is that CBP would seek funding through DHS appropriations bills to procure additional inspection systems. The bill's mandate creates a clear signal for increased procurement of cargo and vehicle screening equipment.
The primary beneficiaries are companies that manufacture non-intrusive inspection systems for border security. OSI Systems (OSIS) via its Rapiscan division is a pure-play leader in cargo and baggage screening. Leidos (LDOS) provides integrated border security systems and has a history of CBP contracts. L3Harris (LHX) supplies sensors and communications that could be part of integrated solutions, though less directly tied. No related bills or procurement data were provided for convergence analysis.
The legislative timeline is uncertain. The bill must pass both committees, the full House, and the Senate before reaching the President. Given the early stage and single sponsor, passage is not imminent. However, the directive reflects bipartisan interest in border technology. Investors should monitor committee markups and appropriations riders.
FISHER SAND & GRAVEL CO: BORDER WALL CONSTRUCTION - VERTICAL BARRIER, BIG BEND TEXAS SECTOR (BBT-2) · 2026-03-05
ContractBARNARD CONSTRUCTION COMPANY, INCORPORATED: BORDER WALL CONSTRUCTION FOR EL PASO SECTOR - EPT-5 · 2026-04-24
ContractFISHER SAND & GRAVEL CO: $1.8B Department of Homeland Security Contract · 2026-08-10
Executive actionProclamation: Excluding Certain Canadian Products from Importation into the United States in Response to Continued Discrimination Against the Commerce of the United States with Respect to Dairy · 2026-09-08
Executive actionProclamation: Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed to Offset Canadian Discrimination Against the Commerce of the United States with Respect to Alcoholic Beverages · 2026-09-08
Executive actionProclamation: FURTHER MODIFYING THE SCOPE OF PRODUCTS OF CANADA SUBJECT TO THE ADDITIONAL DUTIES IMPOSED TO OFFSET CANADIAN DISCRIMINATION AGAINST THE COMMERCE OF THE UNITED STATES WITH RESPECT TO MOTOR VEHICLES · 2026-10-23
ContractJACOBS ENGINEERING GROUP INC.: $119M Department of Homeland Security Contract · 2026-11-09
ContractAKIMA INFRASTRUCTURE PROTECTION LLC: $79.9M Department of Homeland Security Contract · 2026-11-09
BillTo rescind appropriations provided to U.S. Immigration and Customs Enforcement and U.S. Customs and Border Protection by the One, Big, Beautiful Bill Act, and for other purposes. · 2026-11-10