TELEDYNE FLIR DEFENSE, INC.: $28.8M Department of Homeland Security Contract
Summary
The $28.8M DHS/CBP contract for enhanced mobile surveillance (EMSC-L) awarded to Teledyne FLIR Defense, Inc., a private entity, has no direct publicly traded beneficiary. While the contract supports border security technology, it does not directly impact specific stock performance.
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Key Takeaways
- 1.Contract is with a private entity (Teledyne FLIR Defense, Inc.), not publicly traded.
- 2.No publicly traded company benefits directly; avoiding false attribution is critical.
- 3.The contract supports border surveillance but is a routine procurement, not a market mover.
Market Implications
No market implications for publicly traded equities. Investors should ignore this contract for stock selection as the recipient is private and no supply chain or competitor inference is reliable without further disclosure.
⚡ Government Convergence
This signal is one of the converging government actions below.
Over the last 90 days, 119 separate government actions have converged on Border / Immigration Enforcement. What that means: federal dollars are already moving — agencies are soliciting bids and awarding contracts, not just talking, and legislation and executive action are building the policy and funding tailwind behind it. When independent channels move together like this — 70 federal contracts, 26 bills, 20 procurement notices and 3 executive actions — it's the clearest early tell that Washington is committing to border / immigration enforcement, the kind of build-up that reshapes the sector well before it's obvious in the headlines.
Converging government actions
- BillMichel O. Maceda Memorial Act · 2024-12-11
- BillA bill to expand the sharing of information with respect to suspected violations of intellectual property rights in trade. · 2025-08-01
- ContractBARNARD SPENCER JOINT VENTURE: $634M Department of Homeland Security Contract · 2025-09-19
- ContractFISHER SAND & GRAVEL CO: $2.8B Department of Homeland Security Contract · 2025-12-17
- ContractSPENCER CONSTRUCTION LLC: $1.1B Department of Homeland Security Contract · 2026-03-18
- ContractBARNARD CONSTRUCTION COMPANY, INCORPORATED: BORDER WALL CONSTRUCTION FOR EL PASO SECTOR - EPT-5 · 2026-04-24
- ContractSOUTHWEST VALLEY CONSTRUCTORS CO: $1.7B Department of Homeland Security Contract · 2026-05-11
- ContractSOUTHWEST VALLEY CONSTRUCTORS CO: AWARD OF CONSTRUCTION TASK ORDER FOR BORDER WALL IN BIG BEND TEXAS, SEGMENT IDENTIFIED AS BBT-4. · 2026-05-11
- ContractFISHER SAND & GRAVEL CO: BORDER WALL CONSTRUCTION - VERTICAL BARRIER, BIG BEND TEXAS SECTOR (BBT-2) · 2026-05-28
- ContractFISHER SAND & GRAVEL CO: $2.6B Department of Homeland Security Contract · 2026-06-02
- ContractSLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract · 2026-06-26
- ContractSLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract · 2026-07-22
- ContractSLS FEDERAL SERVICES LLC: BORDER WALL CONSTRUCTION FOR TCA-5 TON. · 2026-07-22
- ContractCSI AVIATION, INC: $1.2B Department of Homeland Security Contract · 2026-07-29
Full Analysis
Teledyne FLIR Defense, Inc., a private company, secured a $28.8M definitive contract from U.S. Customs and Border Protection (DHS) for the Enhanced Mobile Surveillance Capabilities – Lite (EMSC-L) program. The contract runs from June 2026 to June 2028, providing mobile surveillance technology for border monitoring. As a private entity, there is no parent company publicly traded, and mapping to competitors would introduce speculative false positives. The contract is relatively modest in size and does not signal a major shift in sector dynamics. Recent executive orders on AI and schedule policy may indirectly influence federal surveillance contracting trends, but their direct relevance to this specific award is insufficient to cite. No related bills from the provided list directly authorize or appropriate this contract, making legislative connections absent.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
FISHER SAND & GRAVEL CO: $1.8B Department of Homeland Security Contract
RAUMA MARINE CONSTRUCTIONS OY: $1.1B Department of Homeland Security Contract
SPENCER CONSTRUCTION LLC: $1.1B Department of Homeland Security Contract
PANTEXAS DETERRENCE, LLC: $3.5B Department of Energy Contract
FERMI FORWARD DISCOVERY GROUP, LLC: $2.4B Department of Energy Contract
FISHER SAND & GRAVEL CO: $2.8B Department of Homeland Security Contract
SOUTHWEST VALLEY CONSTRUCTORS CO: $1.7B Department of Homeland Security Contract
DELL FEDERAL SYSTEMS L.P: $1.0B Department of Veterans Affairs Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Expanding Capabilities to Combat Transnational Cyber-Enabled Crime
This memorandum establishes a government program, managed by the National Coordination Center (NCC), that authorizes private companies to conduct cyber surveillance and operations against foreign cyber-enabled transnational criminal organizations under federal oversight. It directs the Department of Justice and Department of Homeland Security to co-execute the program, requiring vetted companies to enter contracts with the government and potentially post a $1 million bond, with implementation guidance to be developed within 60 days.
Adjusting Imports of Polysilicon and its Derivatives into the United States
This proclamation invokes Section 232 of the Trade Expansion Act to impose a minimum import price (MIP) program on polysilicon and its derivatives, a 15% ad valorem tariff on polysilicon derivatives, and directs the Secretary of Commerce to offer incentives for domestic production. It aims to protect and revive the U.S. polysilicon industry by restricting imports that threaten national security, particularly for semiconductor and solar supply chains.
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.
Contract Details
Recipient
TELEDYNE FLIR DEFENSE, INC.
Award Amount
$28,756,078
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Customs and Border Protection
Contract Type
DEFINITIVE CONTRACT
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