CSI AVIATION, INC: $1.3B Department of Homeland Security Contract
Summary
CSI AVIATION, INC, a private company, was awarded a $1.3B call order under the ICE Air program for deportation flight services. As the recipient is not publicly traded, there is no direct impact on public equity markets.
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Key Takeaways
- 1.Private company CSI AVIATION wins $1.3B ICE Air contract.
- 2.No publicly traded company directly benefits from this award.
- 3.Investors should avoid speculating on unnamed competitors or subcontractors.
Market Implications
This contract has no direct implications for public equity markets as the recipient is private. The aviation services sector for government deportation operations remains opaque to public investors. No tickers are affected.
⚡ Government Convergence
This signal is one of the converging government actions below.
Over the last 90 days, 134 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 — 85 federal contracts, 26 procurement notices, 19 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
- Executive actionExecutive Order: Strengthening Customs Enforcement · 2026-06-03
- ContractSLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract · 2026-06-26
- 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
- ContractCSI AVIATION, INC: $1.3B Department of Homeland Security Contract · 2026-08-31
- Procurement noticeCBP Vehicle Fuel Management Services · 2026-08-31
- Procurement noticeOPTION - CBP Area Port of Vancouver Firearms Facility Services · 2026-09-01
Full Analysis
The Department of Homeland Security, through ICE, awarded a $1.3B call order to CSI AVIATION, INC for dedicated and on-demand chartered flight services under the ICE Air program, which facilitates the transportation and deportation of illegal aliens. CSI AVIATION is a private entity with no publicly traded parent company or recognized subsidiaries, so this contract does not directly affect any public company's revenue or stock performance. The contract is a BPA call with a one-year period from November 2025 to October 2026. While the award is substantial, it does not create a public equity catalyst. No related legislation in the provided bill signals directly authorizes or appropriates funds for this specific contract, and the bills listed are neutral with low impact on unrelated sectors. Without a public beneficiary, supply chain partners or competitors cannot be reliably identified without risking false positives. Historically, large government aviation contracts for deportation services are typically awarded to specialized private operators, limiting public market exposure.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
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
CSI AVIATION, INC: $838M Department of Homeland Security Contract
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
$1,282,404,815
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Immigration and Customs Enforcement
Contract Type
BPA CALL
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