BILL ANALYSIS

HR9310

BULLISH

Department of Homeland Security Appropriations Act, 2027

HR9310 (Department of Homeland Security Appropriations Act, 2027) has been assessed with a bullish outlook for investors. This legislation directly affects CACI International ($CACI), Leidos Holdings ($LDOS), Booz Allen Hamilton ($BAH) and $OSIS and 3 other tickers. The primary sectors impacted are Defense and Technology. View the full bill text on Congress.gov.

bullish

Market Sentiment

Affected Stocks

Sectors Impacted

Key Takeaways for Investors

HR 9310 is a DHS appropriations bill for FY2027 reported by the House Appropriations Committee on June 12, 2026, moving to floor action.

The bill directly funds DHS operations and procurement, with the most concentrated beneficiary being OSI Systems (OSIS) due to TSA equipment procurement.

Key contractors CACI, Leidos, Booz Allen, and Huntington Ingalls will see sustained or increased contract activity from DHS components.

How HR9310 Affects the Market

The reported DHS appropriations bill provides a clear structural catalyst for security-focused government contractors. OSI Systems (OSIS) stands out with the highest DHS revenue concentration (TSA screening equipment). CACI (CACI), Leidos (LDOS), and Booz Allen (BAH) are well-positioned for sustained IT and consulting demand. Huntington Ingalls (HII) benefits from Coast Guard shipbuilding continuity. Defense primes NOC, LMT, and RTX have diversified portfolios but will see incremental DHS-driven revenue. No market data is available for price trends; the impact is forward-looking based on contract flow.

Bill Details

Metric	Value
Bill Number	HR9310
Market Sentiment	bullish
Event Date	June 12, 2026
Affected Sectors	Defense, Technology
Affected Stocks	CACI International ($CACI), Leidos Holdings ($LDOS), Booz Allen Hamilton ($BAH), $OSIS, Huntington Ingalls ($HII), Northrop Grumman ($NOC), Lockheed Martin ($LMT)
Source	View on Congress.gov →

Summary

The House Appropriations Committee reported HR 9310, the DHS Appropriations Act for FY2027, on June 12, 2026, placing it on the Union Calendar. The bill appropriates funds for DHS operations and procurement, directly benefiting defense and technology contractors with DHS exposure including CACI, Leidos, Booz Allen, OSI Systems, Huntington Ingalls, Northrop Grumman, Lockheed Martin, and Raytheon. Passage is likely but requires floor approval and Senate action before becoming law.

Full AI Market Analysis

On June 12, 2026, the House Appropriations Committee reported HR 9310, the Department of Homeland Security Appropriations Act for fiscal year 2027, with a favorable committee report (H. Rept. 119-697). The bill was placed on the Union Calendar (Calendar No. 605), representing the next step before House floor consideration. Introduced by Rep. Amodei (R-NV), a senior appropriator, the bill carries strong committee momentum. The bill appropriates funds for DHS operations across all major components: Office of the Secretary, Management Directorate, CBP, TSA, ICE, USCIS, Coast Guard, FEMA, and CISA. Specific line items include $290.3 million for Office of the Secretary operations, $1.67 billion for Management Directorate operations (including vehicle fleet modernization), and unspecified but significant amounts for DHS-wide procurement, construction, and improvements. As an appropriations bill, this is the actual spending authority—not an authorization ceiling—meaning the funds are made available for contract obligations once enacted. The primary beneficiaries are defense and technology contractors with established DHS relationships. OSI Systems (Rapiscan) has the most concentrated exposure, with TSA representing its largest customer. CACI, Leidos, and Booz Allen derive substantial DHS revenue from IT and professional services. Huntington Ingalls benefits from Coast Guard shipbuilding programs (Offshore Patrol Cutter). Northrop Grumman, Lockheed Martin, and Raytheon supply border surveillance, sensor, and cybersecurity systems. The legislative path ahead: the bill must pass the House floor, be reconciled with the Senate's version (if introduced), and be signed by the President. Given the bipartisan nature of DHS funding, passage is highly probable before the start of FY2027 (October 1, 2026). However, timing and exact funding levels may change during the process.