Executive Summary
These two civilian federal construction contracts total $218,304,799 in obligations, with 0/2 defense-related and focus on Department of Transportation (DOT) and Department of Homeland Security (DHS) infrastructure projects. The highest materiality award is a bullish $95,538,222 firm fixed price delivery order to Brasfield & Gorrie LLC from the U.S.
Coast Guard for utility infrastructure, roads, and clinic construction at USCG Base Charleston, SC, signaling substantial medium-term revenue under full and open competition. Kokosing Construction Company, Inc. received a neutral $122,766,577 contract modification from DOT, lacking detailed competitive or risk signals. Dominant theme is civilian agency infrastructure buildout with no defense exposure. Highest-conviction signal is bullish growth for Brasfield & Gorrie amid 3.25-year performance period starting April 2026. Key watch item is Brasfield & Gorrie's outlay progress from $0 current amid high firm fixed price execution risk.
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Tracking the trend? Catch up on the prior Federal Construction & Infrastructure Contracts digest from April 08, 2026.
Investment Signals (2)
- Brasfield & Gorrie LLC Secures $95.5M USCG Infrastructure Delivery Order (MEDIUM)▲
Brasfield & Gorrie LLC won a $95,538,222 firm fixed price delivery order from DHS U.S. Coast Guard under full and open competition for design-build utility infrastructure, roads, and clinic at USCG Base Charleston, SC, with performance from 2026-04-20 to 2029-07-10 and $0 outlayed to date.
- Kokosing Construction Company Receives $122.8M DOT Contract Modification (LOW)▲
Kokosing Construction Company, Inc. was awarded a $122,766,577 contract modification from Department of Transportation dated 2021-09-08, with neutral investment signal due to lack of specified competition, risk, or sector details.
Risk Flags (1)
- Execution [HIGH RISK]▼
Brasfield & Gorrie LLC faces high contract pricing risk on $95,538,222 firm fixed price delivery order from DHS U.S. Coast Guard with $0 outlayed to date and performance through 2029-07-10.
Opportunities (1)
- ◆
Brasfield & Gorrie LLC gains ~$29M annual revenue potential from $95,538,222 DHS U.S. Coast Guard award over ~3.25 years starting 2026-04-20.
Sector Themes (1)
- ◆
DOT awarded $122,766,577 modification to Kokosing Construction Company, Inc., while DHS U.S. Coast Guard issued $95,538,222 firm fixed price order to Brasfield & Gorrie LLC for base infrastructure, highlighting non-defense buildout in commercial/institutional construction (NAICS 236220).
Watch List (2)
- 👁
{"entity"=>"Brasfield & Gorrie LLC", "reason"=>"$95,538,222 DHS U.S. Coast Guard award with $0 outlayed and high firm fixed price risk over 3.25-year performance to 2029-07-10", "trigger"=>"outlay progress from $0, performance milestones, modifications to base + options value"}
- 👁
{"entity"=>"Kokosing Construction Company, Inc.", "reason"=>"$122,766,577 DOT contract modification lacking competition or risk details", "trigger"=>"any modifications or performance updates"}
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