FISHER SAND & GRAVEL CO: $2.6B Department of Homeland Security Contract
Summary
Fisher Sand & Gravel Co, a private entity, received a $2.6B delivery order from CBP for border barrier construction. No publicly traded companies are directly tied to this award, limiting direct stock impact.
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Key Takeaways
- 1.Fisher Sand & Gravel is private, so no public company directly benefits.
- 2.The $2.6B award underscores continued border infrastructure spending.
- 3.Investors should monitor for subcontractor disclosures that may reveal public company exposure.
Market Implications
The contract does not directly impact any publicly traded company, so market implications are minimal. However, the broader trend of increased border security spending could benefit infrastructure ETFs or materials sector funds over time.
Full Analysis
This contract is a $2.6B delivery order awarded to Fisher Sand & Gravel Co by U.S. Customs and Border Protection for border barrier design and build (BBT-5). The recipient is a private company with no publicly traded parent or recognized subsidiary, so no direct ticker mapping is possible. The contract falls under the Department of Homeland Security, reflecting ongoing infrastructure spending for border security. While no public companies are directly benefiting, the award signals sustained federal investment in physical barrier construction, which could indirectly support materials suppliers like concrete and steel producers, but these are not explicitly named in the contract. Related legislation such as the TRUE Accountability Act (HR8466) and the Stop Fueling Cartel Violence Act (S4544) align with border security priorities, though neither directly authorizes this specific contract. The contract's multi-year period (2026-2027) suggests stable funding, but without a public beneficiary, the market impact is muted.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
TRUE Accountability Act
Stop Fueling Cartel Violence Act
SPENCER CONSTRUCTION LLC: $1.1B Department of Homeland Security Contract
FISHER SAND & GRAVEL CO: $1.6B Department of Homeland Security Contract
Presidential Memorandum: Presidential Determination Pursuant to Section 303 of the Defense Production Act of 1950, as Amended, on Domestic Petroleum Production, Refining, and Logistics Capacity
SALUS WORLDWIDE SOLUTIONS CORP.: $698M Department of Homeland Security Contract
BARNARD SPENCER JOINT VENTURE: $634M Department of Homeland Security Contract
SPENCER CONSTRUCTION LLC: $512M Department of Homeland Security Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
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Promoting Advanced Artificial Intelligence Innovation and Security
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Further Adjusting the Tariff Regimes for Imports of Aluminum, Steel, and Copper into the United States
This proclamation modifies existing Section 232 tariffs on aluminum, steel, and copper imports by expanding the list of derivative products eligible for a reduced 15% duty to include agricultural equipment and residential HVAC systems, temporarily reducing tariffs on mobile industrial equipment, adding aluminum lithographic plates and steel racks to the derivative tariff coverage, and lowering the threshold for products to qualify as made 'entirely' from American metals from 95% to 85%.
Contract Details
Recipient
FISHER SAND & GRAVEL CO
Award Amount
$2,594,040,000
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Customs and Border Protection
Contract Type
DELIVERY ORDER
Related Bills