Executive Summary
DHS obligated $598,444,871 across one civilian contract with zero defense-related exposure, centered on ICE detention, transportation, and medical logistics at Camp East Montana in El Paso, TX. ACQUISITION LOGISTICS LLC secured this bullish award via full and open competition after exclusion, signaling strong demand for small disadvantaged business capabilities in border enforcement.
The highest-conviction signal is the $598M obligation with potential upside to $1.34B through 2027-09-30, representing ~$299M annualized revenue estimate for the Henrico, VA-based firm. A key risk is high pricing/execution risk under the firm fixed price structure with zero outlays to date and current performance end of 2026-04-17. Investors should differentiate this as pure DHS/ICE civilian growth, distinct from DOD durability.
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Tracking the trend? Catch up on the prior DHS Homeland Security Contracts digest from April 16, 2026.
Investment Signals (1)
- ACQUISITION LOGISTICS LLC Wins $598M ICE Detention Logistics Order (HIGH)▲
ACQUISITION LOGISTICS LLC received a $598,444,871 firm fixed price delivery order from ICE via administrative transfer for detention, transportation, and medical services at Camp East Montana, with base + options value up to $1,339,875,022 through 2027-09-30. This full and open competition win after NAICS 541614 exclusion underscores competitive strength for the self-certified small disadvantaged, minority-owned, veteran-owned firm.
Risk Flags (1)
- Execution [HIGH RISK]▼
High pricing risk for ACQUISITION LOGISTICS LLC under firm fixed price structure (PSC R706) for detention/transport/medical services, with zero outlays to date despite $598M obligation and phased ends starting 2025-10-01.
Opportunities (1)
- ◆
ACQUISITION LOGISTICS LLC positioned for DHS/ICE expansion in detention compliance and removals logistics via this $598M order with $1.34B ceiling potential.
Sector Themes (1)
- ◆
ICE's $598M obligation to ACQUISITION LOGISTICS LLC for Camp East Montana services highlights priority on logistics consulting (NAICS 541614) for temporary detention facilities, awarded to a small disadvantaged business via full and open competition after exclusion.
Watch List (2)
- 👁
{"entity"=>"ACQUISITION LOGISTICS LLC", "reason"=>"$598M obligation with zero outlays and high pricing risk under firm fixed price for ICE detention services", "trigger"=>"outlay progress from $0, option exercises toward $1.34B, performance end 2026-04-17"}
- 👁
{"entity"=>"DHS/ICE logistics sector", "reason"=>"Single large civilian award signals potential for follow-on in detention/transport amid border priorities", "trigger"=>"re-compete announcement post-2027-09-30 or CR impacts on Oct-Dec awards"}
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