BRASFIELD & GORRIE LLC: $230M Department of Homeland Security Contract
Summary
Brasfield & Gorrie, a private construction firm, won a $230M delivery order from the U.S. Coast Guard for a design-build shore construction project at Base Charleston. While no public ticker is directly tied, the contract signals sustained infrastructure spending within the Department of Homeland Security, benefiting the broader construction and defense infrastructure sector.
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Key Takeaways
- 1.No publicly traded company directly benefits from this award
- 2.The contract reinforces a bullish outlook for federal infrastructure and defense construction spending
- 3.Investors should monitor DHS and Coast Guard appropriations for follow-on awards
Market Implications
The award is a strong indicator of sustained federal investment in coastal and defense infrastructure. While no public company is directly tied, firms like KBR (KBR) and AECOM (ACM) may see indirect benefits as subcontractors or through similar future awards. The contract's multi-year timeline suggests stable revenue for the private recipient and potential follow-on work for the sector.
Full Analysis
- The contract: Brasfield & Gorrie LLC, a large private construction and engineering firm based in Alabama, was awarded a $230M delivery order by the U.S. Coast Guard (under DHS) for a design-build shore construction project at Base Charleston, SC. The period runs from mid-2026 to late 2030, indicating a multi-year, large-scale infrastructure build-out. 2) No public parent: Since the recipient is private and not a recognized subsidiary of any publicly traded company, no ticker is directly mapped. However, the contract is a significant award in the coastal defense and federal construction space, signaling robust demand for specialized construction services. 3) Legislation connection: While no specific authorization bill directly matches this award, related bills like S1547 ("America the Beautiful Act") and HR8778 ("EV Charging Accessibility Act") signal a broader infrastructure push, though neither directly funds this project. The contract falls under DHS/Coast Guard capital improvement programs, which are typically authorized through annual appropriations and the Coast Guard Authorization Act. 4) Supply chain: Without a public prime, potential subcontractors and suppliers include large infrastructure firms like KBR (KBR), AECOM (ACM), and smaller specialty contractors like Granite Construction (GVA) or Tutor Perini (TPC), though these are indirect inferences. 5) Historical pattern: Large federal construction contracts for military bases tend to be awarded to a mix of private and public firms; when awarded to private entities, the primary market impact is on the sector's overall spending outlook rather than specific stock moves.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
EV Charging Accessibility Act
America the Beautiful Act
BOLLINGER SHIPYARDS LOCKPORT, L.L.C.: $2.1B Department of Homeland Security Contract
FISHER SAND & GRAVEL CO: $2.8B Department of Homeland Security Contract
SPENCER CONSTRUCTION LLC: $1.1B Department of Homeland Security Contract
FISHER SAND & GRAVEL CO: $2.8B Department of Homeland Security Contract
SOUTHWEST VALLEY CONSTRUCTORS CO: $1.7B Department of Homeland Security Contract
FISHER SAND & GRAVEL CO: $2.6B Department of Homeland Security Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
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.
Securing America’s Defense Supply Chains and Ensuring Domestic Acquisition of Critical Materials
This executive order restricts waivers for foreign-sourced critical materials in defense contracts, effective January 1, 2027, and mandates that defense contractors map their supply chains from raw materials to end products, vet subcontractors for risks, and prohibit covered materials from unreliable foreign suppliers. It directs the Secretary of War to enforce strict compliance, including requiring mitigation plans for any non-compliant materials and establishing penalties for fraud or willful noncompliance.
Contract Details
Recipient
BRASFIELD & GORRIE LLC
Award Amount
$230,000,000
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Coast Guard
Contract Type
DELIVERY ORDER
Related Bills
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