CSI AVIATION, INC: $1.2B Department of Homeland Security Contract
Summary
CSI Aviation, Inc., a private company, received a $1.2B BPA call from ICE for deportation flight services. No publicly traded companies are directly involved, limiting direct stock impact.
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Key Takeaways
- 1.CSI Aviation is private, so no public tickers are directly affected.
- 2.The $1.2B contract is a routine renewal for ICE Air deportation services.
- 3.No related legislation directly authorizes or funds this specific award.
Market Implications
No publicly traded companies are implicated, so market implications are negligible. The contract reinforces the private aviation deportation niche but offers no direct stock catalyst.
⚡ Government Convergence
Active government convergence in this signal’s sector right now.
Over the last 90 days, 18 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 — 14 federal contracts, 3 bills and 1 executive actions — 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
- ContractSLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract · 2026-07-22
- ContractCSI AVIATION, INC: THIS CALL ORDER OBTAINS DEDICATED AND ON-DEMAND CHARTERED FLIGHT SERVICES FOR ENFORCEMENT AND REMOVAL OPERATIONS UNDER TH · 2026-07-29
- ContractSLS FEDERAL SERVICES LLC: BORDER WALL CONSTRUCTION FOR TCA-5 TON. · 2026-07-22
- ContractSCIENCE APPLICATIONS INTERNATIONAL CORPORATION: U.S. CUSTOMS AND BORDER PROTECTION (CBP) OFFICE OF INFORMATION TECHNOLOGY, (OIT) TARGETING A · 2026-07-27
- Executive actionProclamation: Imposing Additional Duties to Offset Canadian Discrimination Against the Commerce of the United States with Respect to Alcohol · 2026-07-20
- ContractTHE GEO GROUP, INC.: THE PURPOSE OF THIS TASK ORDER IS FOR COMPREHENSIVE DETENTION AND TRANSPORATION SERVICES FOR HOUSING CRIMINAL ALIENS AT · 2026-07-21
- ContractTHE GEO GROUP, INC.: FY23 PRIVATE DETENTION SERVICES FOR CENTRAL VALLEY DETENTION FACILITY · 2026-07-28
- ContractCORECIVIC, INC.: DETENTION AND TRANSPORTATION SERVICES AT OTAY MESA DETENTION CENTER FOR UNITED STATES MARSHALS SERVICE FOR THE PERIOD OF PE · 2026-07-28
Full Analysis
The Department of Homeland Security, through ICE, awarded CSI Aviation, Inc. a $1.2B call order under the ICE Air program for charter flight services to deport illegal aliens. CSI Aviation is a private entity, so no public company directly benefits from this contract. The transportation sector may see indirect effects, but without a public parent or competitor mapping, specific stock impacts are absent. Related bills like HR9979 (firearms shipping) and HR9997 (workforce integration) are neutral and low-impact, not directly tied to this contract. Historically, large deportation contracts support private aviation firms, but public investors have no clear exposure here.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
RAUMA MARINE CONSTRUCTIONS OY: $1.1B Department of Homeland Security Contract
CSI AVIATION, INC: $838M Department of Homeland Security Contract
Presidential Memorandum: Presidential Determination Pursuant to Section 303 of the Defense Production Act of 1950, as Amended, on Coal Supply Chains and Baseload Power Generation Capacity
Presidential Memorandum: Presidential Determination Pursuant to Section 303 of the Defense Production Act of 1950, as Amended, on Domestic Petroleum Production, Refining, and Logistics Capacity
Proclamation: Imposing Additional Duties to Offset Canadian Discrimination Against the Commerce of the United States with Respect to Motor Vehicles
REGIONAL TRANSPORTATION DISTRICT: $116M Department of Transportation Grant
LOS ANGELES COUNTY METROPOLITAN TRANSPORTATION AUTHORITY: $130M Department of Transportation Grant
DEPARTMENT OF TRANSPORTATION NEW YORK: $149M Department of Transportation Grant
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Imposing Additional Duties to Offset Canadian Discrimination Against the Commerce of the United States with Respect to Motor Vehicles
This proclamation imposes a 50% ad valorem duty on certain Canadian products, effective August 19, 2026, under Section 338 of the Tariff Act of 1930, to offset Canada's discriminatory 25% tariff and tariff-rate quota on U.S. motor vehicle exports, which have reduced U.S. auto exports to Canada by 22% and shifted demand to competitors like Mexico, Japan, Korea, and Germany.
Adjusting Imports of Commercial Aircraft, Jet Engines, and Aircraft and Engine Parts into the United States
The President has determined that imports of commercial aircraft, jet engines, and their associated parts threaten national security under Section 232 of the Trade Expansion Act of 1962. Rather than imposing immediate tariffs, the President directs the Secretary of Commerce and the U.S. Trade Representative to pursue negotiations with foreign trading partners to adjust imports, with a progress report due in 180 days, while reserving the right to consider alternative remedies (including tariffs) depending on the outcome.
Lowering the Cost of Living by Promoting the Freedom to Fix
This memorandum directs the EPA Administrator to issue guidance within 30 days clarifying that consumers can perform emission repairs without violating the Clean Air Act, encourages the EPA to approve alternative aftermarket parts certification processes beyond CARB, and deprioritizes enforcement against individuals who in good faith repair their own vehicles to original configuration.
Contract Details
Recipient
CSI AVIATION, INC
Award Amount
$1,150,404,815
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Immigration and Customs Enforcement
Contract Type
BPA CALL
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