WHITING-TURNER CONTRACTING COMPANY, THE: $138M Department of Homeland Security Contract
Summary
The $138M contract awarded to private entity Whiting-Turner for CERCLA cleanup and waterfront recapitalization at Coast Guard Base Seattle supports the homeporting of new Polar Security Cutters, but has no direct impact on publicly traded companies.
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Key Takeaways
- 1.Whiting-Turner is a private contractor, so no public ticker is affected.
- 2.The contract size ($138M) is moderate and limited to a single base project.
- 3.Investors should not attribute this award to any public company.
Market Implications
No publicly traded companies are beneficiaries of this contract. The infrastructure and defense sectors as a whole are not materially moved by a single $138M award to a private firm. Capital allocation in Coast Guard facilities is ongoing but does not indicate a shift in competitive dynamics for listed defense or construction firms.
⚡ Government Convergence
Active government convergence in this signal’s sector right now.
Over the last 90 days, 348 separate government actions have converged on Shipbuilding / Maritime / Arctic. 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 — 291 procurement notices, 43 federal contracts, 4 news, 3 bills, 3 SEC filings, 2 executive actions and 2 insider buys — it's the clearest early tell that Washington is committing to shipbuilding / maritime / arctic, the kind of build-up that reshapes the sector well before it's obvious in the headlines.
Converging government actions
- Procurement noticeGNSS DENIED NAVIGATION FOR AUTONOMOUS UNDERWATER AND SURFACE VEHICLES · 2024-10-25
- Procurement noticeSNWW Sabine Neches Canal to Neches River Channel, Pipeline Dredging, in Jefferson County, Texas · 2025-02-06
- Procurement notice1 NSN SPE7MX25R0057 1040013834114 · 2025-05-21
- ContractKIEWIT-ALBERICI SIOP MACC AJV: RM25-4869 SEISMIC REPAIR DRY DOCK 4, B704. DESIGN AND RETROFIT THE WALLS OF DRY DOCK 4 (DD4) FOR A SEISMIC LEVEL EVENT. THIS ACTION WAS ISSU · 2025-09-02
- ContractBOLLINGER SHIPYARDS LOCKPORT, L.L.C.: LETTER CONTRACT AWARD OF ARCTIC SECURITY CUTTERS · 2025-12-19
- ContractRAUMA MARINE CONSTRUCTIONS OY: PURCHASE OF TWO ARCTIC SECURITY CUTTERS FOR THE USCG · 2025-12-26
- ContractDAVIE DEFENSE INC.: THE PURPOSE OF THIS LETTER CONTRACT IS FOR THE DELIVERY OF FIVE (5) EACH MULTI-PURPOSE POLAR SHIP (MPPS-100) VESSELS HEREAFTER REFERRED TO A · 2026-02-10
- ContractFERROVIAL CONSTRUCCION PR, LLC: RIO PUERTO NUEVO FLOOD CONTROL PROJECT, SUPPLEMENTAL CONTRACT 3 CHANNEL BOTTOM AND WALL IMPROVEMENTS IN SAN JUAN, PR. INCLUDES CHANNEL WIDEN · 2026-04-30
- ContractBOLLINGER SHIPYARDS LOCKPORT, L.L.C.: $2.1B Department of Homeland Security Contract · 2026-07-31
- Executive actionPresidential Memorandum: Rebuilding the United States Navy and America's Shipbuilding Industrial Base · 2026-08-13
- Executive actionProclamation: Honoring the Memory of Dolly Parton · 2026-08-25
- Procurement noticeKingdom of Bahrain S&RTS · 2026-10-23
- Procurement noticeREQUEST FOR INFORMATION (RFI) FOR GROUP 1 AND GROUP 2 UNMANNED AIRCRAFT SYSTEM (UAS) TRAINING, MISSION PLANNING, MISSION REHEARSAL, SIMULATION, AND QUALIFICATION MANAGEMENT SYSTEMS · 2026-10-23
- Procurement noticeUSACE National Enterprise Dredging Center Scope Dredge to Budget Contract · 2026-10-23
Full Analysis
Whiting-Turner Contracting Company, a private construction firm, received a $138M delivery order from the U.S. Coast Guard (DHS) for environmental remediation and waterfront infrastructure upgrades at Base Seattle. The project enables the service to accommodate new heavy polar icebreakers. Since the recipient is privately held, no public company directly benefits from this award. The contract falls under the Department of Homeland Security's capital investment portfolio, reflecting ongoing federal spending on coastal defense infrastructure and environmental compliance. No publicly traded competitors or supply chain partners can be reliably identified without risking false positives. The award is routine in size for large infrastructure projects and does not create a material catalyst in public equity markets.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
WHITING-TURNER CONTRACTING COMPANY, THE: $138M Department of Homeland Security Contract
WHITING-TURNER CONTRACTING COMPANY, THE: $139M Department of Homeland Security Contract
WHITING-TURNER CONTRACTING COMPANY, THE: $138M Department of Homeland Security Contract
WHITING-TURNER CONTRACTING COMPANY, THE: $174M Department of Homeland Security Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Adjusting Imports of Wind Turbines and Their Parts and Components into the United States
This proclamation initiates negotiations to adjust imports of wind turbines and their components under Section 232, citing national security concerns including cybersecurity vulnerabilities, radar interference, and grid reliability. It does not immediately impose tariffs but sets the stage for potential trade restrictions, and notes that certain wind turbine components made of aluminum, steel, or copper are already subject to existing tariffs.
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.
Providing Meaningful Water Quality Improvements Through Collaboration and Oversight of Federal Support
This executive order revokes Executive Order 13508, which had mandated Chesapeake Bay restoration efforts, and directs federal agencies to prioritize funding for direct, on-the-ground water quality projects. It also instructs the EPA to work with states to assess and encourage the repeal of stormwater management fees (rain taxes) that have burdened residents, aiming to reduce costs while maintaining environmental progress.
Contract Details
Recipient
WHITING-TURNER CONTRACTING COMPANY, THE
Award Amount
$138,215,720
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Coast Guard
Contract Type
DELIVERY ORDER
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