DHS Homeland Security Contracts — October 07, 2026

MVM, Inc.'s $182.1M time-and-materials delivery order from ICE for nationwide transportation of unaccompanied minors and family units indicates sustained, high-value demand for immigration enforcement support services, even under full-and-open competition.

Two firm-fixed-price construction awards totaling $273M to Tutor Perini ($144M) and Southwest Valley Constructors ($129M) for new CBP facilities in Jacksonville, FL and Sierra Vista, AZ signal a multi-year investment cycle in border infrastructure, providing steady revenue streams through September 2029.

Both Tutor Perini ($144M) and Southwest Valley Constructors ($129M) bear cost-overrun risk on firm-fixed-price contracts; rising construction material or labor costs could compress margins over the three-year performance period.

MVM, Inc.'s $182.1M time-and-materials contract carries medium pricing risk; cost variability could pressure margins if labor or transportation costs rise unexpectedly during the one-year period.

Tutor Perini's $144M and Southwest Valley Constructors' $129M firm-fixed-price contracts carry cost-overrun risk; construction cost inflation (materials, labor) could erode margins over the three-year performance period.

MVM's $182.1M ICE contract is politically sensitive; changes in immigration policy or administration priorities could alter scope, delay payments, or lead to early termination.

All three awards are from DHS, creating agency-specific concentration risk; a DHS budget cut or continuing resolution could impact future task orders or extensions.

MVM, Inc. could secure follow-on awards or extensions beyond March 2027 if ICE's transportation needs persist, given the $182.1M single-year commitment.

Tutor Perini and Southwest Valley Constructors may win additional CBP facility awards, as the $273M combined investment signals a multi-year infrastructure build-out; further solicitations for border stations are likely.

Southwest Valley Constructors' $129M fully-funded award (no options) suggests DHS is committing to large, single-phase projects, which could reduce re-compete risk and provide predictable revenue.

Two large CBP facility construction awards totaling $273M to Tutor Perini and Southwest Valley Constructors, both under full-and-open competition, confirm a sustained DHS investment in physical border infrastructure through at least 2029.

MVM, Inc.'s $182.1M single-year ICE contract for transportation of unaccompanied minors underscores stable, high-value demand for immigration-related security services, even under full-and-open competition.

{"entity" => "MVM, Inc.", "reason" => "Holds the largest single award ($182.1M) but faces execution risk on time-and-materials pricing and political sensitivity of ICE mission.", "trigger" => "ICE policy changes, re-compete announcement in late 2026, quarterly cost disclosures"}

{"entity" => "Tutor Perini Corporation", "reason" => "Won $144M CBP facility contract; fixed-price structure creates margin risk if construction costs rise.", "trigger" => "Quarterly earnings for cost-overrun disclosures, construction cost index movements"}

{"entity" => "Southwest Valley Constructors Co", "reason" => "Won $129M fully-funded CBP contract; potential for additional awards if DHS expands border infrastructure.", "trigger" => "New CBP facility RFPs, quarterly financial reports"}

{"entity" => "DHS/CBP budget", "reason" => "All three awards are DHS-funded; budget cuts or CRs could impact future task orders or extensions.", "trigger" => "FY2027 DHS budget request, CR resolution timeline"}