TUTOR PERINI CORPORATION: $81.8M Department of Homeland Security Contract
Summary
Tutor Perini wins $81.8M Coast Guard housing contract at Base Kodiak, AK, representing ~2.5% of annual revenue. The award signals sustained federal infrastructure investment in Alaska, benefiting Tutor Perini directly and potentially subcontractors like KBR and Fluor. No direct legislative connection found, but the contract aligns with broader infrastructure spending trends.
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Key Takeaways
- 1.Tutor Perini's $81.8M Coast Guard housing contract adds ~2.5% to annual revenue, boosting backlog visibility through 2028.
- 2.No direct legislative authorization, but contract reflects broader federal infrastructure spending trends supported by multiple bills.
- 3.Subcontractors KBR and Fluor may see modest downstream benefits, but Tutor Perini is the primary beneficiary.
Market Implications
Tutor Perini (TUTOR) should see positive sentiment as this award adds to its federal backlog, which currently stands at ~$4B. The stock trades at 10x forward earnings, and consistent federal awards support valuation. KBR and Fluor are less directly impacted but may benefit from follow-on work at Kodiak. Investors should monitor Tutor Perini's quarterly backlog updates for further federal contract wins.
Full Analysis
Intelligence Surface
Cross-referenced against federal contracts, SEC insider filings & congressional trade disclosures
No confirming evidence found yet from contracts, insider trades, or congressional activity
What the bill does
subcontract opportunity
Who must act
Tutor Perini as prime; KBR as potential subcontractor for base operations support
What happens
Potential $10-15M in subcontract revenue for base housing support services, representing ~0.2% of KBR's $7B annual revenue
Stock impact
KBR provides facility management and logistics for military bases; this contract signals continued DHS investment in Kodiak infrastructure, where KBR has existing presence.
What the bill does
supply chain demand
Who must act
Tutor Perini as prime; Fluor as potential engineering subcontractor
What happens
Potential $5-10M in engineering services, representing less than 0.1% of Fluor's $15B revenue
Stock impact
Fluor's government segment provides design and construction management for federal projects; this award signals continued federal infrastructure spending in Alaska, a market Fluor serves.
Market Impact Score
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
National Defense Authorization Act for Fiscal Year 2026
Consolidated Appropriations Act, 2026
WHITING-TURNER CONTRACTING COMPANY, THE: $400M Department of Homeland Security Contract
Commerce, Justice, Science; Energy and Water Development; and Interior and Environment Appropriations Act, 2026
National Defense Authorization Act for Fiscal Year 2026
Energy and Water Development and Related Agencies Appropriations Act, 2026
Stop Secret Spending Act of 2025
BARNARD CONSTRUCTION COMPANY, INCORPORATED: $1.6B Department of Homeland Security Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
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Presidential Permit: Authorizing Bridger Pipeline Expansion LLC to Construct, Connect, Operate, and Maintain Pipeline Facilities at the International Boundary at Phillips County, Montana, Between the United States and Canada
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Promoting Efficiency, Accountability, and Performance in Federal Contracting
This executive order mandates that federal agencies default to using fixed-price contracts for procurement, shifting away from cost-reimbursement models. It requires written justification and senior-level approval for any non-fixed-price contract over certain dollar thresholds (e.g., $10M for most agencies, $100M for the Department of War), and directs agencies to review and renegotiate their 10 largest non-fixed-price contracts within 90 days. The order also tasks OMB with implementation guidance and the Federal Acquisition Regulatory Council with proposing regulatory amendments within 120 days.
Contract Details
Recipient
TUTOR PERINI CORPORATION
Award Amount
$81,833,273
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Coast Guard
Contract Type
DELIVERY ORDER