CSI AVIATION, INC: $838M Department of Homeland Security Contract
Summary
This $838M contract for ICE Air deportation flights was awarded to private entity CSI Aviation, Inc., with no publicly traded parent or recognized subsidiary. No direct market impact on public equities is identifiable.
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Key Takeaways
- 1.CSI Aviation, Inc. is private; no public ticker exposure.
- 2.$838M contract supports ICE deportation flights but no direct market impact.
- 3.HR8692 (SAM Act) is a related bullish bill for Transportation sector but not tied to this award.
Market Implications
No public equities are directly affected by this contract. The private nature of the recipient means no ticker-level impact. Sector-level sentiment for Transportation remains neutral, with no actionable signal for investors.
⚡ Government Convergence
Active government convergence in this signal’s sector right now.
Over the last 90 days, 120 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 — 73 federal contracts, 24 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
- Executive actionExecutive Order: Restoring Integrity to America’s Financial System · 2026-05-19
- ContractFISHER SAND & GRAVEL CO: BORDER WALL CONSTRUCTION - VERTICAL BARRIER, BIG BEND TEXAS SECTOR (BBT-2) · 2026-05-28
- Executive actionExecutive Order: Strengthening Customs Enforcement · 2026-06-03
- Executive actionProclamation: Imposing Additional Duties to Offset Canadian Discrimination Against the Commerce of the United States with Respect to Alcoholic Beverages · 2026-07-20
- ContractTRIBALCO LLC: $13.8M Department of Homeland Security Contract · 2026-08-11
- ContractTHE GEO GROUP, INC.: TASK ORDER FOR DETENTION SERVICES AT RIVERS DETENTION CENTER IN WINTON, NC. · 2026-08-12
- ContractLEIDOS, INC.: CBP CYBER SECURITY OPERATIONS CENTER (SOC) BRIDGE II. AWARDED SUBJECT TO AVAILABILITY OF FUNDS, PERFORMANCE IN ADVANCE OF FUNDING. · 2026-08-12
Full Analysis
The Department of Homeland Security, through ICE, awarded an $838M BPA call order to CSI Aviation, Inc. for chartered flight services under the ICE Air program, which transports and deports illegal aliens. CSI Aviation is a private company not listed on public exchanges, and no publicly traded parent or subsidiary relationship has been identified. The contract period runs from November 2025 to October 2026. While the contract is large in absolute terms, its private nature prevents direct attribution to any public company. Related legislation includes HR8692 (SAM Act of 2026), a bullish bill with moderate impact on Transportation and Infrastructure sectors, which may signal broader support for immigration enforcement logistics but does not directly fund this contract. No publicly traded supply chain or competitor beneficiaries can be reliably inferred without risking false positives. Historical patterns show that large government transportation contracts often benefit private aviation firms, but without a public equity link, retail investors cannot trade on this news.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
SAM Act of 2026
STATE OF FLORIDA DEPARTMENT OF TRANSPORTATION: $1.8B Department of Transportation Grant
RAUMA MARINE CONSTRUCTIONS OY: $1.1B Department of Homeland Security Contract
CSI AVIATION, INC: $1.2B Department of Homeland Security Contract
PENNSYLVANIA DEPARTMENT OF TRANSPORTATION: $500M Department of Transportation Grant
SOUTH CAROLINA DEPARTMENT OF TRANSPORTATION: $566M Department of Transportation Grant
Presidential Memorandum: Presidential Determination Pursuant to Section 303 of the Defense Production Act of 1950, as Amended, on Coal Supply Chains and Baseload Power Generation Capacity
Presidential Memorandum: Presidential Determination Pursuant to Section 303 of the Defense Production Act of 1950, as Amended, on Domestic Petroleum Production, Refining, and Logistics Capacity
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Adjusting Imports of Unmanned Aircraft Systems and Unmanned Aircraft Systems Components into the United States
This proclamation imposes a 100% ad valorem tariff on imports of unmanned aircraft systems (UAS) over 25 kg, those with thermal imagers, docking stations, and certain components, and a 25% tariff on UAS under 25 kg and other components, citing national security under Section 232 of the Trade Expansion Act. It also authorizes the Department of Commerce to establish an onshoring program offering preferential tariff treatment for companies that build new U.S. manufacturing facilities for UAS and components.
Rebuilding the United States Navy and America’s Shipbuilding Industrial Base
This memorandum directs the Secretary of War to replace the Electromagnetic Aircraft Launch System with steam/hydraulic systems on aircraft carrier CVN-81, adopt a 'Finland Model' allowing foreign shipbuilders to bid on up to three ship classes if they build U.S. shipyards and transfer technology, and submit plans for a fifth public Navy yard, a component repair center, and competitive acquisitions for surface combatants and auxiliary vessels. It also restricts iterative design changes and delegates waiver authority for foreign shipbuilding contracts.
Imposing Additional Duties to Offset Canadian Discrimination Against the Commerce of the United States with Respect to Motor Vehicles
This proclamation imposes a 50% ad valorem duty on certain Canadian products, effective August 19, 2026, under Section 338 of the Tariff Act of 1930, to offset Canada's discriminatory 25% tariff and tariff-rate quota on U.S. motor vehicle exports, which have reduced U.S. auto exports to Canada by 22% and shifted demand to competitors like Mexico, Japan, Korea, and Germany.
Contract Details
Recipient
CSI AVIATION, INC
Award Amount
$837,608,822
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Immigration and Customs Enforcement
Contract Type
BPA CALL
Related Bills
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