ELBITAMERICA, INC.: $86.1M Department of Homeland Security Contract
Summary
ELBITAMERICA, INC., a private entity, received an $86.1M delivery order from DHS/CBP for consolidating towers and surveillance equipment. As the recipient is not publicly traded, no direct market impact is expected.
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Key Takeaways
- 1.Award of $86.1M to a private firm for border surveillance equipment.
- 2.No publicly traded companies directly benefit from this contract.
- 3.Contract period of 3 years suggests stable but non-material spending for the sector.
Market Implications
The contract does not create direct market moves. Border security spending remains a theme but lacks a specific public beneficiary here.
Full Analysis
This contract awards $86.1M to ELBITAMERICA, INC., a private defense contractor, for consolidating towers and surveillance equipment at U.S. borders. Since the recipient is privately held, there is no direct revenue impact on any publicly traded company. The contract runs from 2026 to 2029, indicating sustained spending on border security infrastructure. However, without a public parent company or identifiable supply chain beneficiaries, market effects are minimal. The Department of Homeland Security continues to invest in surveillance technology, which broadly supports the defense and technology sectors, but no specific equities are tied to this award.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
Secure America Act
Stop Secret Spending Act of 2025
National Defense Authorization Act for Fiscal Year 2026
FISHER SAND & GRAVEL CO: $2.6B Department of Homeland Security Contract
Modern Worker Security Act
FISHER SAND & GRAVEL CO: $605M Department of Homeland Security Contract
To amend the Export Control Reform Act of 2018 to provide for expedited consideration of proposals for additions to, removals from, or other modifications with respect to entities on the Entity List, and for other purposes.
SOUTHWEST VALLEY CONSTRUCTORS CO: $1.7B Department of Homeland Security Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
National Security Presidential Memorandum/NSPM-11
This memorandum directs the national security enterprise (including the Department of War, intelligence agencies, and others) to accelerate the adoption, adaptation, and assurance of AI technologies for military and intelligence missions. It mandates updates to DOD Directive 3000.09 on autonomous weapons within 90 days, requires termination of contracts with companies that repeatedly violate policy (e.g., by enabling adversary control or embedding bias), and emphasizes supply chain resilience and multi-vendor sourcing to avoid single-vendor dependencies.
Strengthening Customs Enforcement
This executive order directs the Secretary of Homeland Security to revise customs enforcement regulations within 180 days, requiring importers of record (IORs) to maintain minimum tangible domestic assets or bonding, disclose ownership and business affiliations, and maintain good standing with CBP. It prohibits foreign IORs from filing informal entries for low-value articles and imposes additional bonding and CTPAT validation requirements for foreign IORs on formal entries, aiming to enhance compliance and revenue collection.
Implementing Schedule Policy/Career in the Excepted Service
This executive order expands the Schedule Policy/Career excepted service category, transferring certain federal positions from competitive service to at-will employment to facilitate removal for poor performance or misconduct. It directs agency heads to petition for reclassification of policy-influencing roles, mandates performance bonus pools for these employees, and amends civil service rules to exempt them from standard adverse action procedures.
Contract Details
Recipient
ELBITAMERICA, INC.
Award Amount
$86,139,426
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Customs and Border Protection
Contract Type
DELIVERY ORDER