BILL ANALYSIS

HR7481

BULLISH

Department of Homeland Security Appropriations Act, 2026

HR7481 (Department of Homeland Security Appropriations Act, 2026) has been assessed with a bullish outlook for investors. The primary sectors impacted are Technology, Defense and Infrastructure. View the full bill text on Congress.gov.

bullish

Market Sentiment

5/10

Impact Score

Sectors Impacted

Key Takeaways for Investors

HR7481 is an early-stage DHS appropriations bill; passage is uncertain but the funding priorities favor key contractors.

TSA, Coast Guard, and CISA are major spending areas within the bill, directly benefiting screening, shipbuilding, and cybersecurity companies.

No immediate market impact; monitor committee action for progress signals.

How HR7481 Affects the Market

Given the bill's early stage, no immediate stock price catalysts. However, for long-term positioning, the bill confirms sustained government demand for cybersecurity (CRWD, PANW), airport security (OSIS), and government IT services (LDOS). Coast Guard shipbuilding (HII) remains a multi-year procurement cycle. Investors should not trade on this bill alone but use it as confirmation of sector tailwinds. Absent market data, no price trends to report.

Bill Details

Metric	Value
Bill Number	HR7481
Market Sentiment	bullish
Event Date	February 11, 2026
Affected Sectors	Technology, Defense, Infrastructure
Source	View on Congress.gov →

Summary

HR7481 is a Democratic-sponsored DHS appropriations bill for FY2026, introduced in February 2026 and referred to two committees. It funds TSA, Coast Guard, Secret Service, CISA, FEMA, and other DHS components, excluding ICE and CBP. At this early stage, passage is uncertain, but the bill highlights intended funding priorities that directly benefit homeland security contractors and cybersecurity vendors.

⚡ Government Convergence

Cybersecurity / Zero TrustConvergence score 100 · 5 channels · 83 events

Over the last 90 days, 83 separate government actions have converged on Cybersecurity / Zero Trust. What that means: federal dollars are already moving — agencies are soliciting bids and awarding contracts, not just talking, and legislation and executive action are building the policy and funding tailwind behind it. When independent channels move together like this — 46 federal contracts, 23 bills, 11 procurement notices, 2 executive actions and 1 patents — it's the clearest early tell that Washington is committing to cybersecurity / zero trust, the kind of build-up that reshapes the sector well before it's obvious in the headlines.

Converging government actions

ContractDELL FEDERAL SYSTEMS L.P: $1.0B Department of Veterans Affairs Contract · 2025-04-01
ContractSCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $135M Department of State Contract · 2025-05-09
BillWater Cybersecurity Enhancement Act of 2025 · 2025-10-28
BillRemote Access Security Act · 2026-01-13
ContractLOCKHEED MARTIN CORPORATION: IGF::OT::IGF AFSOC ACTS AWARD OF CONTRACT FOR CLS, ENGINEERING, INSTRUCTION, CYBERSECURITY, DMO · 2026-03-20
ContractCACI, INC. - FEDERAL: DYNAMIC AND EVOLVING FEDERAL ENTERPRISE NETWORK DEFENSE GROUP A DEFEND A OPTION EXERCISE AND TRANSFER FROM PIID 47QFCA18F0050 · 2026-04-07
ContractGENERAL DYNAMICS INFORMATION TECHNOLOGY, INC.: THE SCOPE OF THIS REQUIREMENT INCLUDES PROGRAM MANAGEMENT SERVICES, TRANSITION SERVICES, AND A FULL RANGE OF ENTERPRISE IT-RELATED SERVICES · 2026-05-26
Executive actionExecutive Order: Promoting Advanced Artificial Intelligence Innovation and Security · 2026-06-02
Executive actionPresidential Memorandum: National Security Presidential Memorandum/NSPM-12 · 2026-06-12
ContractCGI FEDERAL INC.: DYNAMIC AND EVOLVING FEDERAL ENTERPRISE NETWORK DEFENSE GROUP C DEFEND C · 2026-07-07
ContractBOOZ ALLEN HAMILTON INC: DYNAMIC AND EVOLVING FEDERAL ENTERPRISE NETWORK DEFENSE GROUP B DEFEND B · 2026-08-31
ContractECS FEDERAL, LLC: $218M General Services Administration Contract · 2026-09-03
ContractCUSTOMER VALUE PARTNERS, LLC: ENTERPRISE CYBERSECURITY SUPPORT SERVICES (ECSS) · 2026-09-04
ContractASTRION GROUP, LLC: THE CONTRACTOR SHALL ASSIST THE AGENCY IN ESTABLISHING AND MAINTAINING ROBUST CYBERSECURITY AND PRIVACY PROGRAMS. THE CONTRACTOR SHALL ENS · 2026-09-04

Border / Immigration EnforcementConvergence score 100 · 4 channels · 148 events

Over the last 90 days, 148 separate government actions have converged on Border / Immigration Enforcement. What that means: federal dollars are already moving — agencies are soliciting bids and awarding contracts, not just talking, and legislation and executive action are building the policy and funding tailwind behind it. When independent channels move together like this — 98 federal contracts, 26 procurement notices, 16 bills and 8 executive actions — it's the clearest early tell that Washington is committing to border / immigration enforcement, the kind of build-up that reshapes the sector well before it's obvious in the headlines.

Converging government actions

BillMichel O. Maceda Memorial Act · 2024-12-11
BillA bill to expand the sharing of information with respect to suspected violations of intellectual property rights in trade. · 2025-08-01
ContractBARNARD SPENCER JOINT VENTURE: $634M Department of Homeland Security Contract · 2025-09-19
ContractFISHER SAND & GRAVEL CO: $2.8B Department of Homeland Security Contract · 2025-12-17
ContractSPENCER CONSTRUCTION LLC: $1.1B Department of Homeland Security Contract · 2026-03-18
ContractBARNARD CONSTRUCTION COMPANY, INCORPORATED: BORDER WALL CONSTRUCTION FOR EL PASO SECTOR - EPT-5 · 2026-04-24
ContractSOUTHWEST VALLEY CONSTRUCTORS CO: $1.7B Department of Homeland Security Contract · 2026-05-11
ContractSOUTHWEST VALLEY CONSTRUCTORS CO: AWARD OF CONSTRUCTION TASK ORDER FOR BORDER WALL IN BIG BEND TEXAS, SEGMENT IDENTIFIED AS BBT-4. · 2026-05-11
ContractFISHER SAND & GRAVEL CO: BORDER WALL CONSTRUCTION - VERTICAL BARRIER, BIG BEND TEXAS SECTOR (BBT-2) · 2026-05-28
ContractFISHER SAND & GRAVEL CO: $2.6B Department of Homeland Security Contract · 2026-06-02
ContractSLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract · 2026-06-26
Executive actionProclamation: Excluding Certain Canadian Products from Importation into the United States in Response to Continued Discrimination Against the Commerce of the United States with Respect to Dairy · 2026-09-08
Executive actionProclamation: Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed to Offset Canadian Discrimination Against the Commerce of the United States with Respect to Alcoholic Beverages · 2026-09-08
Executive actionProclamation: Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed to Offset Canadian Discrimination Against the United States with Respect to Motor Vehicles · 2026-09-08

Full AI Market Analysis

On February 11, 2026, Rep. DeLauro introduced HR7481, the Department of Homeland Security Appropriations Act, 2026, for the 119th Congress. The bill was referred to the Appropriations and Budget committees. It provides detailed FY2026 appropriations for most DHS agencies except ICE and CBP. This is an appropriations bill, meaning it allocates actual funds rather than authorizing ceilings. The bill includes specific line items: $297.6M for Office of the Secretary operations, $8.9M for procurement, and similar detailed amounts for TSA, Coast Guard, CISA, FEMA, USCIS, and others. The total funding is not fully stated in the snippet but is substantial (likely in the tens of billions). Key direct beneficiaries include IT and security services providers like Leidos (LDOS), which holds major contracts across DHS for systems integration and cybersecurity. The Coast Guard shipbuilding program supports shipyards like Huntington Ingalls (HII). TSA procurement of screening equipment benefits OSI Systems (OSIS), maker of Rapiscan scanners. CISA cybersecurity initiatives provide tailwinds for endpoint security leaders like CrowdStrike (CRWD). Because this bill is in early-stage committee referral, its path to enactment is long. It must pass the House, Senate, and be signed into law. Related bills (e.g., HR4213) show similar provisions have progressed, but the current bill has only four actions—all on the introduction date. The 114 cosponsors suggest Democratic support, but bipartisan buy-in will be needed for passage. Investors should watch committee markups and floor schedules. Meanwhile, the bill's specifics reinforce the structural dependence of these DHS contractors on annual appropriations. Actual market impact depends on passage, which is uncertain in an election year (2026 midterms).