contract_award•Awarded Friday, September 18, 2026Analyzed

KENTUCKY DEPARTMENT OF MILITARY AFFAIRS: $147M Department of Homeland Security Grant

Neutral

Summary

The $147M FEMA grant to the Kentucky Department of Military Affairs supports disaster recovery under the Public Assistance program. As the recipient is a state government entity, no publicly traded companies are directly impacted.

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Key Takeaways

1.This FEMA grant is a routine disaster recovery award to a state agency, not a public company.
2.No publicly traded tickers are associated with this contract.
3.Investors should monitor future FEMA contracts awarded directly to private sector firms for potential market impact.

Market Implications

This contract award has no direct market implications for publicly traded companies. The funds flow to a state government entity for disaster recovery operations, and no private sector firms are identified as beneficiaries. Investors should focus on FEMA contracts awarded to companies like $CAT, $DE, or $WM for debris removal or emergency services, but this specific grant does not involve them.

Full Analysis

This contract award is a $147M project grant from the Department of Homeland Security's Federal Emergency Management Agency (FEMA) to the Kentucky Department of Military Affairs. The funding supports the Public Assistance (PA) program, which provides federal grant assistance for debris removal, emergency protective measures, and restoration of disaster-damaged public facilities. The recipient is a state government agency, not a publicly traded company or subsidiary. Therefore, this award does not directly affect any public company's revenue or stock performance. No related legislation from the provided bill signals directly authorizes or appropriates this specific grant; the PA program is a standing FEMA program. Similarly, recent presidential actions on procurement reciprocity and veterans benefits are not directly connected to this disaster relief grant. As a result, there are no identifiable supply chain beneficiaries or competitive dynamics to analyze. Historically, FEMA grants to state and local governments are routine and do not create material market movements for public companies unless they are specifically contracted as prime or subcontractors, which is not the case here.

Connected Signals

Matched on shared policy language across AI analyses, with ticker & timing weight

ContractStrong LinkNeutral

KENTUCKY DEPARTMENT OF MILITARY AFFAIRS: $142M Department of Homeland Security Grant

Shared: Provides Federal · Fema Kentucky · Facilities Recipient30% match

ContractStrong LinkNeutral

KENTUCKY DEPARTMENT OF MILITARY AFFAIRS: $42.1M Department of Homeland Security Grant

Shared: Affairs Funding · Provides Federal · Facilities Recipient29% match

ContractStrong LinkNeutral

KENTUCKY DEPARTMENT OF MILITARY AFFAIRS: $42.9M Department of Homeland Security Grant

Shared: Kentucky Department · Restoration Disaster · Damaged Public29% match

ContractStrong LinkNeutral

PUBLIC SAFETY, MISSOURI DEPARTMENT OF: $25.4M Department of Homeland Security Grant

Shared: Restoration Disaster · Damaged Public · Historically Fema27% match

Related Presidential Actions

Executive orders & memoranda affecting the same sectors or companies

proclamationOct 28, 2026

ADJUSTING IMPORTS OF ROBOTICS, INDUSTRIAL MACHINERY, AND THEIR PARTS AND COMPONENTS INTO THE UNITED STATES

The President invokes Section 232 of the Trade Expansion Act to declare that imports of robotics, industrial machinery, and their components threaten national security, and directs the Secretary of Commerce and USTR to negotiate agreements with trading partners to adjust these imports, potentially leading to tariffs or quotas within 180 days.

$ROK $CAT $DE $HON $IR $LMT

8/10Source

proclamationOct 22, 2026

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.

$VWS $SGRE $GE $NRX $ENPH $NEE

8/10Source

presidential_memorandumSep 16, 2026

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.

$LMT $NOC $RTX $BA $CAT $DE

6/10Source

Contract Details

Recipient

KENTUCKY DEPARTMENT OF MILITARY AFFAIRS

Award Amount

$146,590,411

Awarding Agency

Department of Homeland Security

Sub-Agency

Federal Emergency Management Agency

Contract Type

PROJECT GRANT (B)

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