FISHER SAND & GRAVEL CO: $605M Department of Homeland Security Contract
Summary
This $605M contract for border wall construction on the SW border is awarded to a private entity, FISHER SAND & GRAVEL CO, which is not publicly traded. No direct public company benefit can be attributed, and the contract does not map to any specific tickers.
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.The contract is substantial but goes to a private entity, limiting direct public market impact.
- 2.No legislative bills directly support or oppose this specific border wall contract.
- 3.Sector-level implications are broad but not actionable for retail investors without a public company link.
Market Implications
The contract does not create a direct market signal for publicly traded companies. Investors should focus on broader infrastructure and defense spending patterns, but without a specific ticker, no actionable trade is identified.
⚡ Government Convergence
Active government convergence in this signal’s sector right now.
Over the last 90 days, 167 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 — 120 federal contracts, 23 procurement notices, 16 bills and 8 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
- ContractSLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract · 2026-06-26
- Executive actionProclamation: Excluding Certain Canadian Products from Importation into the United States in Response to Continued Discrimination Against the Commerce of the United States with Respect to Dairy · 2026-09-08
- Executive actionProclamation: Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed to Offset Canadian Discrimination Against the Commerce of the United States with Respect to Alcoholic Beverages · 2026-09-08
- Executive actionProclamation: Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed to Offset Canadian Discrimination Against the United States with Respect to Motor Vehicles · 2026-09-08
- BillProviding for consideration of the bill (H.R. 4393) to secure the border and reform the immigration laws. · 2026-09-17
- BillTo establish a Federal grant program to reimburse certain States for the costs incurred and damage caused by widespread deployment of Federal immigration officials, and for other purposes. · 2026-09-17
- ContractCORECIVIC, INC.: DETENTION AND TRANSPORTATION SERVICES AT OTAY MESA DETENTION CENTER FOR UNITED STATES MARSHALS SERVICE FOR THE PERIOD OF PERFORMANCE 11/01/2 · 2026-09-17
Full Analysis
The contract is a $605M delivery order from the Department of Homeland Security (U.S. Customs and Border Protection) for border wall construction on the SW border, spanning May 2026 to August 2028. The recipient, FISHER SAND & GRAVEL CO, is a private company with no publicly traded parent or recognized subsidiary, so no direct public company benefit can be identified. The contract is large but isolated to a private entity, limiting its direct market impact. Related bill signals are mostly neutral and unrelated to this contract's domain, with no clear legislative connection to border wall spending. The contract's size and duration suggest it is a significant infrastructure project, but without a public beneficiary, the analysis focuses on sector-level implications for infrastructure and defense, though no specific tickers are warranted.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
SLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract
BARNARD SPENCER JOINT VENTURE: $634M Department of Homeland Security Contract
FISHER SAND & GRAVEL CO: $15.0M Department of Homeland Security Contract
LMI CONSULTING, LLC: $172M 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
FISHER SAND & GRAVEL CO
Award Amount
$605,040,000
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Customs and Border Protection
Contract Type
DELIVERY ORDER
Free — no credit card
Get the next market-moving signal before the news does
HillSignal scores every Congressional bill, federal contract, and insider filing for market impact and emails you the high-conviction ones — free, no credit card.
Weekly digest — the congressional activity that actually moved markets that week, in plain English. Free, one email.
Free forever plan · No credit card · Unsubscribe in one click
Want the live terminal too? Create a free account →