GOTENNA, INC.: $37.6M Department of Homeland Security Contract
Summary
GOTENNA, INC. secured a $37.6M delivery order from the Department of Homeland Security's Customs and Border Protection for equipment. The award supports border security operations but cannot be attributed to a specific publicly-traded company based on available records.
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.$37.6M contract awarded to GOTENNA, INC. for CBP equipment.
- 2.No publicly-traded parent company identified, limiting direct stock market implications.
Market Implications
The contract reinforces federal spending on border security technology. Without a public company match, the immediate market impact is muted. However, the award signals continued investment in this area, which may benefit publicly-traded companies in the border security supply chain over time.
⚡ Government Convergence
This signal is one of the converging government actions below.
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
The contract is a delivery order against a single award IDIQ, indicating an established relationship. The amount is significant for a single order. However, without a public parent company identified, the direct market impact is unclear. The contract likely contributes to the broader border security technology sector, which includes surveillance, sensors, and communication equipment. Companies in this space may benefit indirectly, but no specific ticker can be assigned.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
BARNARD SPENCER JOINT VENTURE: $230M Department of Homeland Security Contract
RAPISCAN SYSTEMS INC: $133M Department of Homeland Security Contract
AMI METALS, INC: $2.0B Department of Homeland Security Contract
ELBITAMERICA, INC.: $244M 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
GOTENNA, INC.
Award Amount
$37,562,935
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Customs and Border Protection
Contract Type
DELIVERY ORDER
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 →