CSI AVIATION, INC: $1.3B Department of Homeland Security Contract
Summary
CSI Aviation, Inc., a private company, was awarded a $1.3B BPA call order by ICE for charter flight services under the ICE Air program. Because the recipient is private and no public parent or supply chain relationships are confirmed, no public tickers are mapped. The contract signals ongoing federal spending on immigration enforcement transportation.
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Key Takeaways
- 1.CSI Aviation, Inc. is a private company; no public tickers are mapped.
- 2.The $1.3B contract is for ICE Air charter flight services, indicating ongoing federal spending on immigration enforcement.
- 3.No related legislation or supply chain beneficiaries are identified, limiting public market impact.
Market Implications
The contract is a significant award for CSI Aviation but has no direct public equity impact. Investors should monitor for potential subcontracting opportunities or future contracts in the federal aviation services space, but no specific tickers are actionable at this time.
⚡ Government Convergence
Active government convergence in this signal’s sector right now.
Over the last 90 days, 155 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 — 109 federal contracts, 23 procurement notices, 15 bills and 8 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
- BillMichel O. Maceda Memorial Act · 2024-12-11
- BillA bill to expand the sharing of information with respect to suspected violations of intellectual property rights in trade. · 2025-08-01
- ContractBARNARD SPENCER JOINT VENTURE: $634M Department of Homeland Security Contract · 2025-09-19
- ContractFISHER SAND & GRAVEL CO: $2.8B Department of Homeland Security Contract · 2025-12-17
- ContractSPENCER CONSTRUCTION LLC: $1.1B Department of Homeland Security Contract · 2026-03-18
- ContractBARNARD CONSTRUCTION COMPANY, INCORPORATED: BORDER WALL CONSTRUCTION FOR EL PASO SECTOR - EPT-5 · 2026-04-24
- ContractSOUTHWEST VALLEY CONSTRUCTORS CO: $1.7B Department of Homeland Security Contract · 2026-05-11
- ContractSLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract · 2026-06-26
- 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: Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed to Offset Canadian Discrimination Against the United States with Respect to Motor Vehicles · 2026-09-08
- ContractGRANITE CONSTRUCTION COMPANY: $515M Department of Homeland Security Contract · 2026-09-14
- ContractTEPA EC, LLC: HOPI DETENTION CENTER DESIGN BUILD · 2026-09-14
- Procurement noticeCOTHEN TECHNOLOGY REFRESH, Solicitation Number 70B04C26Q20153254, CBP · 2026-09-15
Full Analysis
This $1.3B call order under the ICE Air program provides dedicated and on-demand charter flight services for enforcement and removal operations. The recipient, CSI Aviation, Inc., is a private entity, and no public parent company or recognized subsidiary was identified. As a result, direct public equity exposure is not available, and no tickers are included in the analysis.
The contract is a BPA call under the Department of Homeland Security, specifically U.S. Immigration and Customs Enforcement. The period of performance runs from November 2025 through October 2026. This is a large, single-year award that underscores sustained federal spending on immigration enforcement logistics.
No related legislation in the provided bill signals directly authorizes or appropriates funds for this specific contract. The bills listed are mostly neutral, low-impact proposals across various sectors, none of which have a direct connection to immigration enforcement or charter flight services. Therefore, no legislative tailwind is identified.
Supply chain beneficiaries are not identified because the recipient is private and no subcontractors or suppliers were disclosed. While companies in the charter aviation and logistics space could potentially benefit indirectly, such inferences would be speculative and are avoided per the guardrails.
Historically, large federal contracts for specialized services like air transportation tend to be renewed or expanded, but without public company exposure, retail investors cannot directly capture this trend through equities. The contract is a routine but sizable award in the federal services market, with limited public market implications.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
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MACRO OVERRIDE: Escalating Iran Conflict
RAUMA MARINE CONSTRUCTIONS OY: $1.1B Department of Homeland Security Contract
MACRO OVERRIDE: Trump's Venezuela Oil Deal
MACRO OVERRIDE: U.S.-Iran Military Escalation
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Restoring Reciprocity in Government Procurement
This Presidential Memorandum directs the Office of Management and Budget, the U.S. Trade Representative, and other federal agencies to identify and remove Canadian-origin items from federal civil procurement where possible, citing Canada's 'Buy Canadian' policies as discriminatory. It also requires agencies to be notified of domestic alternatives and mandates ongoing monitoring of Canada's procurement practices, with provisions for restoring access if Canada changes its policies.
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 Motor Vehicles
This proclamation bans imports of certain Canadian products, escalating a trade dispute over Canada's motor vehicle tariffs. It builds on prior actions under Section 338 of the Tariff Act of 1930 to impose an import exclusion, effective September 29, 2026, for goods currently subject to a 50% duty. The measure directs U.S. Customs and Border Protection to implement the ban and removes these products from the tariff regime, potentially disrupting supply chains in automotive and related sectors.
Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed to Offset Canadian Discrimination Against the United States with Respect to Motor Vehicles
This proclamation modifies the list of Canadian products subject to the existing 50% additional ad valorem duty imposed under Proclamation 11048, effective September 15, 2026. While some products remain covered (Part A), others are removed from the duty (Part B). The action is taken under Section 338 of the Tariff Act of 1930 and Section 604 of the Trade Act of 1974, and the duties stack on top of Section 232 tariffs. U.S. Customs and Border Protection is authorized to implement the changes.
Contract Details
Recipient
CSI AVIATION, INC
Award Amount
$1,290,404,815
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Immigration and Customs Enforcement
Contract Type
BPA CALL
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