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
TUTOR PERINI CORPORATION: $43.1M Department of Homeland Security Contract
WHITING-TURNER CONTRACTING COMPANY, THE: $50.9M Department of Homeland Security Contract
WHITING-TURNER CONTRACTING COMPANY, THE: $50.9M Department of Homeland Security Contract
BRASFIELD & GORRIE LLC: $95.5M Department of Homeland Security Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
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.
Accelerating Access To Veterans' Benefits And Employment Opportunities
This proclamation orders the Secretaries of War and Veterans Affairs to mandate rapid, ongoing digital sharing of military personnel and medical records, deploy AI-powered tools for benefits applications, and update existing IT contracts for interoperability. It also requires the Transition Assistance Program to connect separating service members to specific jobs or training programs before discharge.
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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