SRCTEC, LLC: $11.3M Department of Homeland Security Contract
Summary
SRCTEC, LLC, a private entity, received an $11.3M definitive contract from DHS/CBP for persistent wide-area air surveillance radars. As the recipient is not publicly traded, there is no direct equity impact, though the award signals ongoing investment in border security technology.
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Key Takeaways
- 1.Private contractor SRCTEC wins $11.3M DHS radar contract; no direct public equity exposure.
- 2.Award reinforces steady demand for border surveillance technology but is too small to shift sector dynamics.
- 3.Investors should monitor larger prime contracts from DHS for publicly traded defense and technology firms.
Market Implications
The contract is too small to move markets and involves a private entity, so no direct stock impact. However, it underscores persistent government spending on wide-area surveillance, which benefits publicly traded defense contractors and sensor technology firms when they win similar or larger awards. Investors should watch for follow-on contracts from CBP that may go to public companies.
⚡ Government Convergence
This signal is one of the converging government actions below.
Over the last 90 days, 30 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 — 27 federal contracts, 2 bills and 1 procurement notices — 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
- ContractCSI AVIATION, INC: $1.2B Department of Homeland Security Contract · 2026-07-29
- ContractCSI AVIATION, INC: THIS CALL ORDER OBTAINS DEDICATED AND ON-DEMAND CHARTERED FLIGHT SERVICES FOR ENFORCEMENT AND REMOVAL OPERATIONS UNDER TH · 2026-07-29
- ContractSCIENCE APPLICATIONS INTERNATIONAL CORPORATION: U.S. CUSTOMS AND BORDER PROTECTION (CBP) OFFICE OF INFORMATION TECHNOLOGY, (OIT) TARGETING A · 2026-08-05
- ContractPRESCIENT EDGE CORPORATION: THIS IS A SBIR III CONTRACT IN SUPPORT OF THE DOD AND CBP, STEMMING FROM PREVIOUS SBIR I TOPIC AF211-CSO1. · 2026-07-31
- ContractFOUR POINTS TECHNOLOGY, L.L.C.: AMAZON WEB SERVICES FOR CBP. · 2026-07-30
- ContractKVG LLC: THIS TASK ORDER IS TO PROCURE THE RENOVATION OF EXISTING, ICE-OWNED PERMANENT STRUCTURE IN HAGERSTOWN, MD TO SERVE AS A PROCESSING · 2026-07-31
- ContractCORECIVIC, INC.: THE PURPOSE OF THIS TASK ORDER IS FOR COMPREHENSIVE DETENTION AND TRANSPORTATION SERVICES FOR HOUSING CRIMINAL ALIENS AT CA · 2026-08-04
- ContractTHE GEO GROUP, INC.: FY23 PRIVATE DETENTION SERVICES FOR CENTRAL VALLEY DETENTION FACILITY · 2026-07-28
Full Analysis
The Department of Homeland Security, through U.S. Customs and Border Protection, awarded SRCTEC, LLC an $11.3M contract for persistent wide-area air surveillance radars near-range. The contract runs from July 2026 to January 2028, covering approximately 18 months. SRCTEC, LLC is a private company with no publicly traded parent or subsidiary, so this award does not directly affect any listed equity. The contract falls under the defense and technology sectors, reflecting continued federal spending on border surveillance capabilities. No related legislation or presidential actions were directly tied to this award, and the relatively small contract size suggests routine procurement rather than a transformative sector event.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
RAPISCAN SYSTEMS INC: $21.2M Department of Homeland Security Contract
ADVANCED TECHNOLOGY SYSTEMS COMPANY, INC. (OF VIRGINIA): $63.5M Department of Homeland Security Contract
SLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract
TYONEK AIRCRAFT OVERHAUL, LLC: $26.8M Department of Homeland Security Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Adjusting Imports of Polysilicon and its Derivatives into the United States
This proclamation invokes Section 232 of the Trade Expansion Act to impose a minimum import price (MIP) program on polysilicon and its derivatives, a 15% ad valorem tariff on polysilicon derivatives, and directs the Secretary of Commerce to offer incentives for domestic production. It aims to protect and revive the U.S. polysilicon industry by restricting imports that threaten national security, particularly for semiconductor and solar supply chains.
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.
Contract Details
Recipient
SRCTEC, LLC
Award Amount
$11,327,000
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Customs and Border Protection
Contract Type
DEFINITIVE CONTRACT
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