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.
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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.
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
SPENCER CONSTRUCTION LLC: $1.1B Department of Homeland Security Contract
FISHER SAND & GRAVEL CO: $2.8B Department of Homeland Security Contract
SOUTHWEST VALLEY CONSTRUCTORS CO: $1.7B Department of Homeland Security Contract
FISHER SAND & GRAVEL CO: $2.6B Department of Homeland Security Contract
SLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract
SLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract
STATE OF FLORIDA DEPARTMENT OF TRANSPORTATION: $1.8B Department of Transportation Grant
CENTRAL PLATEAU CLEANUP COMPANY, LLC: $1.0B Department of Energy Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
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.
Further Strengthening Actions Taken to Adjust Imports of Aluminum into the United States
This proclamation modifies the Section 232 tariff regime on aluminum imports by authorizing the Secretary of Commerce to establish a program that incentivizes new U.S. investment in primary aluminum production. Companies with approved onshoring plans can import primary aluminum at half the standard Section 232 duty rate, up to the anticipated annual output of their new or expanded facilities, with construction required to start by January 20, 2029. The action aims to boost domestic primary aluminum supply for national security and defense industrial base needs.
Securing America’s Defense Supply Chains and Ensuring Domestic Acquisition of Critical Materials
This executive order restricts waivers for foreign-sourced critical materials in defense contracts, effective January 1, 2027, and mandates that defense contractors map their supply chains from raw materials to end products, vet subcontractors for risks, and prohibit covered materials from unreliable foreign suppliers. It directs the Secretary of War to enforce strict compliance, including requiring mitigation plans for any non-compliant materials and establishing penalties for fraud or willful noncompliance.
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
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