COULSON AVIATION (USA), INC.: $11.4M Department of Agriculture Contract
Summary
This $11.4M contract to Coulson Aviation (USA), Inc. for airtanker services under the USDA Forest Service's TORP #2 is a routine award to a private entity, with no direct impact on publicly traded companies.
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Key Takeaways
- 1.Coulson Aviation is a private entity; no public company benefits directly.
- 2.The $11.4M award is small in the context of the broader wildfire suppression industry.
- 3.Retail investors should not attempt to map this contract to any ticker; doing so would be speculative.
Market Implications
The contract has no direct market implications because the recipient is private. Investors tracking wildfire-related spending would need to look at larger, recurring contracts awarded to publicly traded aerial firefighting companies (e.g., those operating under the Next Generation Air Tanker program) for material signals. This single award does not indicate sector momentum or competitive shifts.
Full Analysis
The contract is a delivery order awarded to Coulson Aviation (USA), Inc., a private company specializing in aerial firefighting, for airtanker services under the USDA Forest Service's TORP (Tanker Observation and Response Program) #2. The award amount is $11.4 million over a period from June 2026 to December 2030. Since the recipient is privately held and not a subsidiary of any publicly traded entity, there is no direct mapping to a public ticker. The contract supports wildfire suppression efforts, a critical function for the Forest Service, but does not create a transparent investment opportunity for retail investors. No publicly traded competitors or supply chain partners can be reliably inferred from this single contract award without risking false positives. The award is isolated from the provided bill signals and presidential actions, which address unrelated policy domains such as defense supply chains and various legislative matters. Therefore, the contract represents a routine operational expenditure with negligible market implications.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
HELICOPTER TRANSPORT SERVICES, LLC: $21.3M Department of Agriculture Contract
ROTAK LLC: $17.9M Department of Agriculture Contract
FOUR BEERS, INC.: $20.0M Department of Agriculture Contract Vehicle
ALL IN EXCAVATION & HAULING LLC: $20.0M Department of Agriculture Contract Vehicle
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Actions by the United States in the Investigations under Section 301 of the Trade Act of 1974 of the Acts, Policies, and Practices of 60 Economies Related to the Failure of Each Economy to Impose and Effectively Enforce a Prohibition on the Importation of Goods Produced with Forced Labor
This Presidential Memorandum directs the U.S. Trade Representative to impose Section 301 tariffs on imports from 60 economies due to their failure to prohibit or effectively enforce forced labor import bans. Tariffs are set at 10% ad valorem for certain economies with partial enforcement or commitments, and 12.5% for others, with exemptions for raw materials and products causing domestic supply issues, and plans for textile tariff-rate quotas by September 2026. The action aims to eliminate the identified unreasonable trade practices through these tariffs and incentives.
Imposing Additional Duties to Offset Canadian Discrimination Against the Commerce of the United States with Respect to Dairy
President Trump, citing Section 338 of the Tariff Act of 1930, imposes a 50% additional ad valorem duty on certain Canadian products (listed in Annex II) effective August 19, 2026, to offset Canada's discriminatory dairy tariff-rate quota allocation that disadvantages U.S. cheese exporters compared to EU exporters under CETA. The action aims to pressure Canada to remove the discrimination and expand opportunities for U.S. dairy producers within the U.S. market.
Imposing Additional Duties to Offset Canadian Discrimination Against the Commerce of the United States with Respect to Alcoholic Beverages
This proclamation imposes a 50% ad valorem duty on certain Canadian products under Section 338 of the Tariff Act of 1930, effective August 19, 2026, to retaliate against Canadian provincial bans on U.S. alcoholic beverages that have reduced U.S. exports by 81%. It directs the U.S. Trade Representative and Customs and Border Protection to implement the duties via the Harmonized Tariff Schedule, targeting a range of Canadian goods to offset the trade disadvantage.
Contract Details
Recipient
COULSON AVIATION (USA), INC.
Award Amount
$11,409,940
Awarding Agency
Department of Agriculture
Sub-Agency
Forest Service
Contract Type
DELIVERY ORDER
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