Expedited Removal of Criminal Aliens Act

1) What happened and its current status: HR5713, the Expedited Removal of Criminal Aliens Act, was introduced in October 2025, marked up and passed by the House Judiciary Committee in November 2025, and placed on the House Union Calendar on March 18, 2026. It has an identical companion bill (S1827) in the Senate. The bill does not appropriate any funds; it is a pure policy authorization that modifies the Immigration and Nationality Act to mandate expedited removal for a defined class of criminal aliens. 2) The money trail: The bill authorizes zero dollars. It directs DHS to expand removal operations, but any funding for equipment, infrastructure, or personnel must come from separate DHS appropriations bills that have not yet been introduced for FY2027. This is a structural policy signal — it creates a mandate that will require spending if the policy is implemented, but no contract dollars are committed today. 3) Structural winners: General Dynamics ($GD) and Oshkosh ($OSK) are the purest plays on DHS ground logistics and tactical vehicle procurement. Lockheed Martin ($LMT) provides surveillance and C4ISR systems. Niche tactical vehicle makers are proportionally more leveraged to incremental DHS orders than diversified prime contractors. 4) Real market data: $GD is at $342.19, up +9.25% over 7 days and down -0.3% over 30 days — the 7-day rally suggests recent sentiment shift possibly tied to this legislation's calendar placement. $OSK is at $157.16, up +4.54% over 7 days and +6.76% over 30 days, showing sustained outperformance. $LMT is at $510.02, down -0.67% over 7 days and -15.61% over 30 days — its broader selloff dwarfs any bill-specific signal. 5) Timeline: The bill must pass the House floor, then the Senate (companion S1827 is at Judiciary Committee referral), then reach a unified conference text before being sent to the President. With a Republican House and a closely divided Senate, passage probability is moderate but not guaranteed before the summer recess.