C SPEED LLC: $14.9M Department of Homeland Security Contract
Summary
C SPEED LLC, a private entity, secured a $14.9M definitive contract from DHS/CBP for persistent wide area air surveillance radars. This contract supports border security but does not directly impact 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.Private firm C SPEED LLC wins $14.9M border radar contract
- 2.No publicly traded company directly benefits
- 3.Contract supports persistent surveillance capabilities for CBP
Market Implications
This contract is a modest addition to the border surveillance market. Without a public parent company, the direct market implications are negligible. Investors should not expect stock movements from this award.
⚡ Government Convergence
Active government convergence in this signal’s sector right now.
Over the last 90 days, 212 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 — 190 federal contracts, 13 bills, 8 executive actions and 1 news — 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
- ContractTHE GEO GROUP, INC.: DETENTION SERVICES FOR LOS ANGELES AOR AT ADELANTO DETENTION FACILITY · 2024-12-20
- ContractTHE GEO GROUP, INC.: THE PURPOSE OF THIS NEW TASK ORDER IS TO PROVIDE THE FUNDING NECESSARY FOR TRANSITION, DETENTION, AND TRANSPORTATION SERVICES FOR HOUSING IC · 2025-03-06
- ContractFISHER SAND & GRAVEL CO: NEW VERTICAL BARRIER BORDER WALL BORDER WITHIN THE TUCSON, ARIZONA SECTOR (TCA), THESE INCLUDE TCA 10-4, SONOITA AND TCA 10-6. · 2025-06-12
- ContractCSI AVIATION, INC: THIS CALL ORDER OBTAINS DEDICATED AND ON-DEMAND CHARTERED FLIGHT SERVICES FOR ENFORCEMENT AND REMOVAL OPERATIONS UNDER THE ICE AIR PROGRAM. · 2025-10-31
- ContractFISHER SAND & GRAVEL CO: $2.8B Department of Homeland Security Contract · 2025-12-17
- ContractFISHER SAND & GRAVEL CO: BORDER WALL CONSTRUCTION - VERTICAL BARRIER, BIG BEND TEXAS SECTOR (BBT-2) · 2026-03-05
- ContractBARNARD CONSTRUCTION COMPANY, INCORPORATED: BORDER WALL CONSTRUCTION FOR EL PASO SECTOR - EPT-5 · 2026-04-24
- ContractSLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract · 2026-07-22
- Executive actionProclamation: Excluding Certain Canadian Products from Importation into the United States in Response to Continued Discrimination Against the Commerce of the United States with Respect to Dairy · 2026-09-08
- Executive actionProclamation: Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed to Offset Canadian Discrimination Against the Commerce of the United States with Respect to Alcoholic Beverages · 2026-09-08
- Executive actionProclamation: Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed to Offset Canadian Discrimination Against the United States with Respect to Motor Vehicles · 2026-09-08
- ContractANDURIL INDUSTRIES, INC.: $42.1M Department of Homeland Security Contract · 2026-10-07
- ContractSOUTHWEST VALLEY CONSTRUCTORS CO: $144M Department of Homeland Security Contract · 2026-10-09
- ContractGARDAWORLD FEDERAL SERVICES LLC: $100M Department of Homeland Security Contract · 2026-10-15
Full Analysis
C SPEED LLC received a $14.9M definitive contract from the Department of Homeland Security's Customs and Border Protection for persistent wide area air surveillance radars mid-range. The contract is for border surveillance technology. As the recipient is a private company not listed on public exchanges, there is no direct stock market impact. The contract is relatively small in the context of the overall defense and surveillance market. No specific legislation was identified as directly authorizing this award, but it falls under general DHS appropriations for border security. The supply chain for such radars typically includes specialized electronics and sensor manufacturers, but no specific public companies are named as subcontractors. Historically, border surveillance contracts have been part of a sustained investment in perimeter security, but this particular award is too small to shift market dynamics.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
SRCTEC, LLC: $11.3M Department of Homeland Security Contract
ELBITAMERICA, INC.: $244M Department of Homeland Security Contract
ELBITAMERICA, INC.: $86.1M Department of Homeland Security Contract
ADVANCED TECHNOLOGY SYSTEMS COMPANY, INC. (OF VIRGINIA): $63.5M Department of Homeland Security Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Streamlining Access to Government Services Through America.gov
The executive order directs the General Services Administration to create America.gov, a unified digital portal for federal services, integrating Login.gov for authentication and requiring agencies to expose their digital services via APIs. It also mandates the use of AI (referred to as 'super intelligence') with transparency safeguards, while preserving existing service channels and excluding tax and defense/intelligence services.
Enhancing Program Integrity and Integrity and Interagency Coordination in the Administration of the H-1B Nonimmigrant Visa Program
This executive order directs the Secretaries of State, Labor, and Homeland Security to coordinate with Commerce, Education, and the SBA when processing H-1B petitions, and requires them to consider whether the employer has engaged in layoffs of similarly situated U.S. workers within the past year. It also orders the Labor Department to review past labor condition applications for potential enforcement actions against sponsoring employers, effectively tightening scrutiny on H-1B usage, especially by outsourcing firms.
Restriction on Entry of Certain Nonimmigrant Workers
This proclamation extends for an additional 12 months the existing restriction on entry of H-1B nonimmigrant workers, which requires a $100,000 payment per petition (with limited exceptions) and is supported by a DHS weighted selection process that prioritizes higher-skilled, higher-paid workers. The action continues to target IT staffing and outsourcing firms that have abused the program, and it maintains the requirement for ongoing rulemakings by DHS and DOL to further reform wage protections and program integrity.
Contract Details
Recipient
C SPEED LLC
Award Amount
$14,868,000
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Customs and Border Protection
Contract Type
DEFINITIVE CONTRACT
Free — no credit card
Get the next market-moving signal before the news does
HillSignal scores every Congressional bill, federal contract, and insider filing for market impact and emails you the high-conviction ones — free, no credit card.
Weekly digest — the congressional activity that actually moved markets that week, in plain English. Free, one email.
Free forever plan · No credit card · Unsubscribe in one click
Want the live terminal too? Create a free account →