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, 133 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 — 82 federal contracts, 27 procurement notices, 20 bills and 4 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
- ContractFISHER SAND & GRAVEL CO: $2.6B Department of Homeland Security Contract · 2026-06-02
- 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
- Executive actionProclamation: Temporary Suspension of Additional Duties to Offset Canadian Discrimination Against the Commerce of the United States with Respect to Alcoholic Beverages, Dairy, and Motor Vehicles · 2026-08-19
- ContractACG SYSTEMS, INC.: $10.2M Department of Homeland Security Contract · 2026-08-28
- Procurement noticeCBP Vehicle Fuel Management Services · 2026-08-28
- ContractCORECIVIC, INC.: DETENTION AND TRANSPORTATION SERVICES AT OTAY MESA DETENTION CENTER FOR UNITED STATES MARSHALS SERVICE FOR THE PERIOD OF PERFORMANCE 11/01/2 · 2026-08-28
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
RAUMA MARINE CONSTRUCTIONS OY: $1.1B Department of Homeland Security Contract
CSI AVIATION, INC: $1.2B Department of Homeland Security Contract
STATE OF FLORIDA DEPARTMENT OF TRANSPORTATION: $1.8B 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
SALUS WORLDWIDE SOLUTIONS CORP.: $698M Department of Homeland Security Contract
SOUTH CAROLINA DEPARTMENT OF TRANSPORTATION: $566M Department of Transportation Grant
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Further Ensuring Affordable Beef for the American Consumer
This proclamation temporarily increases the tariff-rate quota for lean beef trimmings by 300,000 metric tons for calendar year 2026, adding to a prior 80,000 mt increase from Argentina, to counteract rising ground beef prices caused by a historic U.S. herd decline, drought, and live-cattle import restrictions from Mexico due to screwworm. The action, authorized under the Uruguay Round Agreements Act, aims to boost imports and lower retail beef prices for American consumers.
The National Space Transportation Policy
This memorandum directs multiple agencies to expand and modernize U.S. space launch and reentry infrastructure to support over 1,000 launches annually by 2030, expedite permitting and environmental reviews, develop new federal reentry sites, and strengthen the space transportation industrial base. It mandates range scheduling transparency, spectrum reliability, and workforce development, with specific reports and plans due within 90 to 240 days.
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.
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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