TRIBALCO LLC: $317M Department of Homeland Security Contract
Summary
Department of Homeland Security awarded a $317M delivery order to Tribalco LLC for Motorola radios and batteries, supporting secure communications for ICE personnel. As the recipient is private, no direct publicly traded company is identified.
See which stocks are affected
Key takeaways, market implications, full AI analysis, and connected signals are available to HillSignal members.
Already have an account? Log in
Key Takeaways
- 1.Tribalco LLC received a $317M multi-year DHS contract for radios and batteries, but as a private entity, it does not directly affect public stock prices.
- 2.Investors should monitor broader spending trends in secure communications by DHS, which may benefit public companies like Motorola Solutions indirectly, but this contract alone lacks a clear public beneficiary.
Market Implications
This contract does not directly impact any publicly traded company due to the private nature of the recipient. Sector-wide, spending on secure communications by DHS supports long-term demand for radio and battery suppliers, but no specific ticker moves are attributable. Investors should watch for future awards involving public primes.
Full Analysis
This contract provides Motorola radios and batteries to U.S. Immigration and Customs Enforcement, ensuring uninterrupted secure communications for enforcement and public safety. The recipient, Tribalco LLC, is a private entity, so no direct mapping to public equities is possible. The award spans from December 2025 to September 2029, indicating a multi-year commitment. While Motorola Solutions (MSI) is a likely equipment supplier, the contract's structure does not specify a public prime contractor, and guessing competitors or supply chain partners risks false positives. The broader sector impact supports telecommunications and defense industries, as federal investment in secure communications hardware continues. No related legislation from the provided bill signals directly influences this award.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
PANTEXAS DETERRENCE, LLC: $3.5B Department of Energy Contract
SPENCER CONSTRUCTION LLC: $1.1B Department of Homeland Security Contract
FISHER SAND & GRAVEL CO: $1.6B Department of Homeland Security Contract
FISHER SAND & GRAVEL CO: $2.6B Department of Homeland Security Contract
BARNARD SPENCER JOINT VENTURE: $634M Department of Homeland Security Contract
HII MISSION TECHNOLOGIES CORP: $579M General Services Administration Contract
VERTEX AEROSPACE LLC: $513M General Services Administration Contract
SPENCER CONSTRUCTION LLC: $512M Department of Homeland Security Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
National Security Presidential Memorandum/NSPM-11
This memorandum directs the national security enterprise (including the Department of War, intelligence agencies, and others) to accelerate the adoption, adaptation, and assurance of AI technologies for military and intelligence missions. It mandates updates to DOD Directive 3000.09 on autonomous weapons within 90 days, requires termination of contracts with companies that repeatedly violate policy (e.g., by enabling adversary control or embedding bias), and emphasizes supply chain resilience and multi-vendor sourcing to avoid single-vendor dependencies.
Implementing Schedule Policy/Career in the Excepted Service
This executive order expands the Schedule Policy/Career excepted service category, transferring certain federal positions from competitive service to at-will employment to facilitate removal for poor performance or misconduct. It directs agency heads to petition for reclassification of policy-influencing roles, mandates performance bonus pools for these employees, and amends civil service rules to exempt them from standard adverse action procedures.
Promoting Advanced Artificial Intelligence Innovation and Security
This executive order directs multiple federal agencies to prioritize cybersecurity hardening of national security, Department of War, and civilian government systems within 30 days. It establishes a classified benchmarking process for 'covered frontier models' and a voluntary framework for AI developers to provide early access to such models to the government for cybersecurity purposes. It also creates an AI cybersecurity clearinghouse, expands cybersecurity hiring pathways, and directs enforcement against AI-enabled computer crimes.
Contract Details
Recipient
TRIBALCO LLC
Award Amount
$317,101,596
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Immigration and Customs Enforcement
Contract Type
DELIVERY ORDER