ELBITAMERICA, INC.: $86.1M Department of Homeland Security Contract
Summary
ElbitAmerica, Inc., a private entity, secured an $86.1M delivery order from CBP for consolidating towers and surveillance equipment. This contract signals increased border security spending but cannot be directly attributed to any publicly traded company.
See which stocks are affected
Key takeaways, market implications, full AI analysis, and connected signals are available to HillSignal members.
Already have an account? Log in
Key Takeaways
- 1.ElbitAmerica is private, so no direct public company benefits.
- 2.The $86.1M contract supports border surveillance infrastructure.
- 3.Investors should monitor future border security contracts for public company involvement.
Market Implications
This contract has no direct market implications for publicly traded stocks due to the private nature of the recipient. However, it reinforces the government's commitment to border security, which could indirectly support sector sentiment for defense and infrastructure ETFs.
Full Analysis
The Department of Homeland Security, through U.S. Customs and Border Protection, awarded a $86.1M delivery order to ElbitAmerica, Inc. for consolidating towers and surveillance equipment, with a performance period from May 2026 to May 2029. This contract supports border surveillance infrastructure, a key priority for the administration. Since ElbitAmerica is a private company, no direct public company beneficiary can be identified. The contract aligns with broader border security initiatives, but without a public parent or subsidiary link, it does not directly impact any traded stock. Related legislation, such as HR8917 (No Tax on Border Patrol Agent Overtime Act), reflects congressional support for border operations, though it does not directly fund this contract. Supply chain beneficiaries are speculative and not included to avoid false positives. Historically, border surveillance contracts have supported growth in defense and infrastructure sectors, but this specific award lacks public company exposure.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
No Tax on Border Patrol Agent Overtime Act
SPENCER CONSTRUCTION LLC: $1.1B Department of Homeland Security Contract
FISHER SAND & GRAVEL CO: $1.6B Department of Homeland Security Contract
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
BARNARD SPENCER JOINT VENTURE: $634M Department of Homeland Security Contract
SPENCER CONSTRUCTION LLC: $512M Department of Homeland Security Contract
Executive Order: Promoting Efficiency, Accountability, and Performance in Federal Contracting
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Promoting Advanced Artificial Intelligence Innovation and Security
This executive order directs multiple federal agencies to prioritize cybersecurity hardening of national security, Department of War, and civilian government systems within 30 days. It establishes a classified benchmarking process for 'covered frontier models' and a voluntary framework for AI developers to provide early access to such models to the government for cybersecurity purposes. It also creates an AI cybersecurity clearinghouse, expands cybersecurity hiring pathways, and directs enforcement against AI-enabled computer crimes.
Further Adjusting the Tariff Regimes for Imports of Aluminum, Steel, and Copper into the United States
This proclamation modifies existing Section 232 tariffs on aluminum, steel, and copper imports by expanding the list of derivative products eligible for a reduced 15% duty to include agricultural equipment and residential HVAC systems, temporarily reducing tariffs on mobile industrial equipment, adding aluminum lithographic plates and steel racks to the derivative tariff coverage, and lowering the threshold for products to qualify as made 'entirely' from American metals from 95% to 85%.
Approving Critical Position Pay Authority for National Security Investment Workforce
This memorandum authorizes the Office of Personnel Management to allocate up to 400 critical positions with pay up to $400,000 to recruit specialized talent for national security investment programs, focusing on critical minerals, advanced materials, and strategic supply chains. It directs OPM and OMB to oversee allocation and ensure pay is used only to recruit or retain exceptionally qualified individuals. The action aims to accelerate domestic mineral production and reduce foreign dependence.
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
Related Bills