Keep Our Border Agents Paid Act
Summary
S.3681 is a narrow, early-stage bill that guarantees back pay for certain CBP and ICE contractors during a government shutdown. It introduces zero new funding, no change in contract volume, and no market-moving mechanism. Near-term impact is negligible.
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Key Takeaways
- 1.S.3681 guarantees pay for certain CBP/ICE contractors during shutdowns but appropriates zero new funds and adds no contract volume.
- 2.The bill is in early-stage committee referral with minimal cosponsorship—no near-term passage probability.
- 3.No publicly traded company faces a measurable revenue or cost change from this procedural legislation.
Market Implications
There are no market implications from S.3681. The bill does not authorize spending, change procurement, or alter competitive dynamics in any sector. Investors should disregard this legislation for equity allocation decisions. Current price action in Leidos ($LDOS at $147.51, down 5% over 30 days) and TTEC ($TTEC at $2.84) is driven by company-specific factors, not this bill.
Full Analysis
The Keep Our Border Agents Paid Act (S.3681), introduced in the Senate on January 15, 2026, is a procedural bill that would amend the Homeland Security Act to ensure continuing appropriations for excepted employees and covered contractors of five specific CBP and ICE subcomponents during a government shutdown. The bill has been read twice and referred to the Committee on Homeland Security and Governmental Affairs. With only one sponsor (Sen. Rick Scott, R-FL) and one cosponsor (Sen. Justice), it lacks broad bipartisan momentum and is in the earliest legislative stage. The bill text explicitly appropriates 'such sums as are necessary' only during a lapse in appropriations, meaning it does not authorize or allocate any new baseline funding. It provides zero new contract volume, no expansion of scope, and no change in procurement priorities. The mechanism is entirely risk-reduction for a narrow set of federal support contracts tied to border security operations. No market-moving financial mechanism exists. With no real market data showing price movements tied to this bill—and the stock prices of Leidos ($LDOS, down 5.15% over 30 days to $147.51) and TTEC Holdings ($TTEC, up 13.6% over 30 days to $2.84) reflecting unrelated market dynamics—this legislation has zero measurable impact on any publicly traded company. The bill's trajectory faces significant hurdles: it must pass committee, receive floor votes in both chambers, and be signed into law. At current status, it is stalled and has no near-term timeline for advancement.
Intelligence Surface
Cross-referenced against federal contracts, SEC insider filings & congressional trade disclosures
Limited confirming evidence — causal thesis exists but few external signals
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
Stop Secret Spending Act of 2025
Making appropriations for national security, Department of State, and related programs for the fiscal year ending September 30, 2027, and for other purposes.
Department of Homeland Security Appropriations Act, 2026
CITIBANK, NATIONAL ASSOCIATION: $184M Department of State Contract
MANTECH ADVANCED SYSTEMS INTERNATIONAL, INC.: $137M General Services Administration Contract
FOX-ESA JV LLC: $37.0M Department of Veterans Affairs Contract
SPREZZATURA MANAGEMENT CONSULTING, LLC: $23.2M Department of Veterans Affairs Contract
MODERN TECHNOLOGY SOLUTIONS, INC.: $10.1M General Services Administration Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Presidential Determination Pursuant to Section 101 of the Defense Production Act of 1950, as Amended, on Recoverable Critical Minerals and Materials
This memorandum invokes the Defense Production Act (DPA) Section 101 to declare that recoverable critical minerals and materials (such as black mass, end-of-life rare-earth magnets, and scrap) are essential to national defense and that the U.S. cannot meet defense needs without disrupting civilian markets. It directs the Secretary of Commerce to issue regulations and take actions—including priority contracts and supply-chain interventions—to rapidly expand domestic recovery and processing of these materials, while explicitly excluding copper scrap already covered by a separate proclamation.
Further Strengthening Actions Taken to Adjust Imports of Aluminum into the United States
This proclamation modifies the Section 232 tariff regime on aluminum imports by authorizing the Secretary of Commerce to establish a program that incentivizes new U.S. investment in primary aluminum production. Companies with approved onshoring plans can import primary aluminum at half the standard Section 232 duty rate, up to the anticipated annual output of their new or expanded facilities, with construction required to start by January 20, 2029. The action aims to boost domestic primary aluminum supply for national security and defense industrial base needs.
Securing America’s Defense Supply Chains and Ensuring Domestic Acquisition of Critical Materials
This executive order restricts waivers for foreign-sourced critical materials in defense contracts, effective January 1, 2027, and mandates that defense contractors map their supply chains from raw materials to end products, vet subcontractors for risks, and prohibit covered materials from unreliable foreign suppliers. It directs the Secretary of War to enforce strict compliance, including requiring mitigation plans for any non-compliant materials and establishing penalties for fraud or willful noncompliance.
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