LMI CONSULTING, LLC: $93.1M Department of Defense Grant
Summary
LMI CONSULTING, LLC, a private consulting firm, received a $93.1M cooperative agreement from the U.S. Army for the SMART program. Since the recipient is private, there is no direct public equity impact. The contract supports defense-related research and transformation.
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Key Takeaways
- 1.The $93.1M SMART program contract is a significant R&D award but goes to a private entity, LMI CONSULTING.
- 2.No publicly traded companies are directly impacted by this award.
- 3.Defense and technology sectors continue to receive government investment in research and transformation.
Market Implications
This contract does not directly affect any publicly traded stocks. The defense sector as a whole may benefit from sustained government investment in research, but without a specific public beneficiary, market implications are negligible. Investors should look for prime contractors or subcontractors in future SMART program announcements for potential exposure.
Full Analysis
The Department of Defense, through the U.S. Army, awarded a $93.1M cooperative agreement to LMI CONSULTING, LLC for the Science, Mathematics and Research for Transformation (SMART) program. This is a research-focused initiative aimed at advancing defense capabilities through scientific and mathematical innovation. The recipient is a private entity not listed on any public exchange, meaning the contract does not directly flow to a publicly traded company. While the award is substantial, its impact on the public markets is muted. The contract falls within the defense and technology sectors, but without a public parent or subsidiary, investors cannot directly benefit from this spending. Related legislation in the bill signals, such as the joint resolution to remove forces from Iran (SJRES180), could indicate potential future shifts in defense priorities, but no direct legislative authorization for this specific contract was identified. As a result, this contract is a sector signal for continued defense R&D investment rather than a stock catalyst.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
HII MISSION TECHNOLOGIES CORP: $676M General Services Administration Contract
FISHER SAND & GRAVEL CO: $2.8B Department of Homeland Security Contract
SLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract
FERMI FORWARD DISCOVERY GROUP, LLC: $2.4B Department of Energy Contract
SLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract
FISHER SAND & GRAVEL CO: $2.6B Department of Homeland Security Contract
BOLLINGER SHIPYARDS LOCKPORT, L.L.C.: $1.3B Department of Homeland Security Contract
DELL FEDERAL SYSTEMS L.P: $1.0B Department of Veterans Affairs Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Further Strengthening Actions Taken to Adjust Imports of Aluminum into the United States
This proclamation modifies the Section 232 tariff regime on aluminum imports by authorizing the Secretary of Commerce to establish a program that incentivizes new U.S. investment in primary aluminum production. Companies with approved onshoring plans can import primary aluminum at half the standard Section 232 duty rate, up to the anticipated annual output of their new or expanded facilities, with construction required to start by January 20, 2029. The action aims to boost domestic primary aluminum supply for national security and defense industrial base needs.
Securing America’s Defense Supply Chains and Ensuring Domestic Acquisition of Critical Materials
This executive order restricts waivers for foreign-sourced critical materials in defense contracts, effective January 1, 2027, and mandates that defense contractors map their supply chains from raw materials to end products, vet subcontractors for risks, and prohibit covered materials from unreliable foreign suppliers. It directs the Secretary of War to enforce strict compliance, including requiring mitigation plans for any non-compliant materials and establishing penalties for fraud or willful noncompliance.
Regulatory Relief for Certain Stationary Sources to Promote American Chemical Manufacturing Security
President Trump issued a proclamation exempting certain chemical manufacturing facilities from compliance with the EPA's HON Rule for two years, citing unavailability of required technology and national security concerns. The exemption delays emissions-control deadlines and maintains pre-HON Rule standards for listed stationary sources, invoking authority under Clean Air Act section 112(i)(4).
Contract Details
Recipient
LMI CONSULTING, LLC
Award Amount
$93,129,130
Awarding Agency
Department of Defense
Sub-Agency
Department of the Army
Contract Type
COOPERATIVE AGREEMENT (B)
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