contract_award•Awarded Tuesday, June 16, 2026Analyzed

BRASFIELD & GORRIE LLC: $230M Department of Homeland Security Contract

Bullish

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

ContractNeutral

WHITING-TURNER CONTRACTING COMPANY, THE: $50.9M Department of Homeland Security Contract

Shared: Coast Guard · Guard Capital · Construction23% match

ContractNeutral

RQ CONSTRUCTION, LLC: $32.0M Department of Homeland Security Contract

Shared: Coast Guard · Dhs Coast · Construction23% match

ContractBullish

TUTOR PERINI CORPORATION: $315M Department of Homeland Security Contract

Shared: Coast Guard · Appropriations Coast · Coast$TPC22% match

ContractNeutral

WHITING-TURNER CONTRACTING COMPANY, THE: $50.9M Department of Homeland Security Contract

Shared: Coast Guard · Construction · Coast21% 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

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

S1547HR8778

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