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.
⚡ Government Convergence
Active government convergence in this signal’s sector right now.
Over the last 90 days, 24 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 — 13 federal contracts, 8 bills, 2 procurement notices and 1 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
- ContractFISHER SAND & GRAVEL CO: $2.8B Department of Homeland Security Contract · 2026-06-12
- ContractSOUTHWEST VALLEY CONSTRUCTORS CO: AWARD OF CONSTRUCTION TASK ORDER FOR BORDER WALL IN BIG BEND TEXAS, SEGMENT IDENTIFIED AS BBT-4. · 2026-05-11
- ContractBARNARD CONSTRUCTION COMPANY, INCORPORATED: BORDER WALL CONSTRUCTION FOR EL PASO SECTOR - EPT-5 · 2026-04-24
- ContractFISHER SAND & GRAVEL CO: BORDER WALL CONSTRUCTION-SW BORDER · 2026-05-15
- ContractSUNDT CONSTRUCTION, INC.: SOUTHWEST BORDER WALL CONSTRUCTION · 2026-05-28
- ContractLMI CONSULTING, LLC: AWARD FOR QUALITY ASSURANCE INSPECTION SUPPORT SERVICES FOR CONSTRUCTION OF BORDER WALL BARRIER AND ATTRIBUTES ALONG TH · 2026-05-20
- BillSecure America Act · 2026-06-05
- Executive actionExecutive Order: Strengthening Customs Enforcement · 2026-06-03
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
FERMI FORWARD DISCOVERY GROUP, LLC: $2.4B Department of Energy Contract
SPENCER CONSTRUCTION LLC: $1.1B Department of Homeland Security Contract
PANTEXAS DETERRENCE, LLC: $3.5B Department of Energy Contract
FISHER SAND & GRAVEL CO: $2.8B Department of Homeland Security Contract
SOUTHWEST VALLEY CONSTRUCTORS CO: $1.7B Department of Homeland Security Contract
RAUMA MARINE CONSTRUCTIONS OY: $1.1B Department of Homeland Security Contract
PANTEXAS DETERRENCE, LLC: $3.5B Department of Energy Contract
FERMI FORWARD DISCOVERY GROUP, LLC: $2.4B Department of Energy Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Advancing Regenerative Agriculture and Strengthening American Farm Resilience
This executive order directs the EPA, USDA, and HHS to prioritize registration of alternative pesticides, expedite cumulative exposure research, and maximize funding for a regenerative agriculture pilot program, while creating public-private partnerships to expand adoption of conservation farming practices. The order specifically instructs the EPA Administrator to speed up registration actions for substances that can replace older active ingredients, and requires HHS to issue a grand prize challenge for cumulative chemical exposure evaluation technologies.
Establishing an America First Arms Transfer Strategy
This executive order directs the Secretary of War, along with the Secretaries of State and Commerce, to create an 'America First Arms Transfer Strategy' that prioritizes foreign arms sales to boost U.S. defense industrial base capacity, streamline export processes, and enhance production of key weapons systems. It mandates a sales catalog of prioritized platforms within 120 days, forms a task force to improve coordination, and reforms congressional notification procedures for arms transfers.
Ushering in the Next Frontier of Quantum Innovation
This executive order updates the National Quantum Strategy and establishes a national effort (QC-ADDS) to develop a quantum computer for scientific discovery, with deployment at a Department of Energy facility. It directs multiple agencies to prioritize quantum sensing, networking, and supply chain initiatives, and mandates plans for commercial readiness and national security applications.
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
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