FISHER SAND & GRAVEL CO: $1.8B Department of Homeland Security Contract
Summary
The $1.8B contract awarded to private entity Fisher Sand & Gravel for border barrier construction in New Mexico is notable for its size but cannot be directly attributed to any publicly traded company. Sector-level impacts are limited to broad infrastructure and border security themes.
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Key Takeaways
- 1.No publicly traded companies benefit directly from this contract.
- 2.Sector-level infrastructure spending trends are unchanged.
- 3.Investors should monitor future border security contracts for prime contractors.
Market Implications
No specific market implications can be drawn from this contract. Investors should look for competitive awards to public companies for border security infrastructure.
⚡ Government Convergence
This signal is one of the converging government actions below.
Over the last 90 days, 119 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 — 70 federal contracts, 26 bills, 20 procurement notices and 3 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
- ContractSOUTHWEST VALLEY CONSTRUCTORS CO: AWARD OF CONSTRUCTION TASK ORDER FOR BORDER WALL IN BIG BEND TEXAS, SEGMENT IDENTIFIED AS BBT-4. · 2026-05-11
- ContractFISHER SAND & GRAVEL CO: BORDER WALL CONSTRUCTION - VERTICAL BARRIER, BIG BEND TEXAS SECTOR (BBT-2) · 2026-05-28
- ContractFISHER SAND & GRAVEL CO: $2.6B Department of Homeland Security Contract · 2026-06-02
- ContractSLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract · 2026-06-26
- ContractSLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract · 2026-07-22
- ContractSLS FEDERAL SERVICES LLC: BORDER WALL CONSTRUCTION FOR TCA-5 TON. · 2026-07-22
- ContractCSI AVIATION, INC: $1.2B Department of Homeland Security Contract · 2026-07-29
Full Analysis
This contract is a $1.8B delivery order from U.S. Customs and Border Protection to Fisher Sand & Gravel for designing and constructing vertical barrier, power distribution, lighting, cameras, equipment shelters, and a linear ground detection system in Hidalgo County, NM. The award covers a period from January 2026 to August 2028.
Because Fisher Sand & Gravel is a privately held company, no publicly traded parent company or direct beneficiary can be identified. The analysis must refrain from speculating on competitors or supply chain partners to avoid false positives.
Related bill signals in the database do not directly tie to this contract. Bills such as HR10070 regarding border patrol overtime pay or infrastructure-focused bills like HR9902 share thematic overlap but lack direct authorization or appropriation for this specific project.
Presidential actions, including the Defense Production Act determination for critical minerals, are unrelated to border barrier construction and thus ignored.
Historical patterns for large-scale border infrastructure contracts typically benefit construction and engineering firms, but given the private nature of the recipient, no specific market implications for public companies are warranted.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
THE HASKELL COMPANY: $23.0M Department of Homeland Security Contract
BCCG A JOINT VENTURE: $874M Department of Homeland Security Contract
BARNARD SPENCER JOINT VENTURE: $648M Department of Homeland Security Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Presidential Determination Pursuant to Section 101 of the Defense Production Act of 1950, as Amended, on Recoverable Critical Minerals and Materials
This memorandum invokes the Defense Production Act (DPA) Section 101 to declare that recoverable critical minerals and materials (such as black mass, end-of-life rare-earth magnets, and scrap) are essential to national defense and that the U.S. cannot meet defense needs without disrupting civilian markets. It directs the Secretary of Commerce to issue regulations and take actions—including priority contracts and supply-chain interventions—to rapidly expand domestic recovery and processing of these materials, while explicitly excluding copper scrap already covered by a separate proclamation.
Further Strengthening Actions Taken to Adjust Imports of Aluminum into the United States
This proclamation modifies the Section 232 tariff regime on aluminum imports by authorizing the Secretary of Commerce to establish a program that incentivizes new U.S. investment in primary aluminum production. Companies with approved onshoring plans can import primary aluminum at half the standard Section 232 duty rate, up to the anticipated annual output of their new or expanded facilities, with construction required to start by January 20, 2029. The action aims to boost domestic primary aluminum supply for national security and defense industrial base needs.
Securing America’s Defense Supply Chains and Ensuring Domestic Acquisition of Critical Materials
This executive order restricts waivers for foreign-sourced critical materials in defense contracts, effective January 1, 2027, and mandates that defense contractors map their supply chains from raw materials to end products, vet subcontractors for risks, and prohibit covered materials from unreliable foreign suppliers. It directs the Secretary of War to enforce strict compliance, including requiring mitigation plans for any non-compliant materials and establishing penalties for fraud or willful noncompliance.
Contract Details
Recipient
FISHER SAND & GRAVEL CO
Award Amount
$1,787,500,000
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Customs and Border Protection
Contract Type
DELIVERY ORDER
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