MILITARY DEPARTMENT, WASHINGTON STATE: $27.1M Department of Defense Grant
Summary
The $27.1M cooperative agreement to the Washington State Military Department for Army National Guard facilities programs is a routine state-level contract with no direct public company beneficiary. It supports infrastructure maintenance and opening operations for the Guard, but does not create material exposure for publicly traded defense or construction firms.
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Key Takeaways
- 1.No publicly traded company is directly or indirectly benefiting from this contract.
- 2.The award is a routine state-level cooperative agreement for Army National Guard facilities.
- 3.Investors should not expect any stock price movement from this contract.
Market Implications
This contract has no direct market implications because the recipient is a state government entity, not a publicly traded company. No tickers are affected, and no supply chain beneficiaries can be identified. The award is too small and routine to influence sector-level sentiment in defense or infrastructure.
Full Analysis
This contract award of $27.1M is a cooperative agreement from the Department of the Army to the Military Department of Washington State for Army National Guard facilities programs. The award covers the fiscal year 2026 period (October 2025 to September 2026) and is described as an 'opening modification' with an estimated award value, entered late due to a government shutdown. The NAICS code is not specified, indicating this is a general facilities support agreement rather than a specialized procurement.
Because the recipient is a state government entity, there is no publicly traded parent company or subsidiary to attribute this contract to. The analysis cannot map this award to any specific ticker, and doing so would produce false positives. The contract does not flow through a prime contractor that is publicly listed; it is a direct federal-state cooperative agreement.
No related legislation in the provided bill signals directly authorizes or appropriates funds for this specific contract. While bills like S5189 (gender neutral standards for armed forces) touch on defense personnel, they do not address facilities programs. The contract appears to be funded through standard DoD appropriations for National Guard operations and maintenance.
Supply chain beneficiaries are not identifiable from the contract details. The work likely involves local construction, maintenance, and facility management services provided by Washington-based firms, but no specific subcontractors or suppliers are named. The contract is too small and localized to generate significant downstream revenue for publicly traded companies.
Historically, state-level National Guard facilities contracts are routine and recurring, funded annually through the defense budget. They do not typically move markets or create investment catalysts. The $27.1M value is modest relative to the overall defense facilities budget, and the lack of a public company recipient means this award has negligible stock market implications.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
MILITARY NEBRASKA DEPARTMENT OF: $25.6M Department of Defense Grant
DEPARTMENT OF MILITARY AFFAIRS WISCONSIN: $33.3M Department of Defense Grant
NATIONAL GUARD, UTAH: $35.2M Department of Defense Grant
IOWA DEPARTMENT OF PUBLIC DEFENSE: $42.6M Department of Defense Grant
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.
Contract Details
Recipient
MILITARY DEPARTMENT, WASHINGTON STATE
Award Amount
$23,291,168
Awarding Agency
Department of Defense
Sub-Agency
Department of the Army
Contract Type
COOPERATIVE AGREEMENT (B)
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