Department of Homeland Security Appropriations Act, 2027
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.
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Key Takeaways
- 1.HR 9310 is a DHS appropriations bill for FY2027 reported by the House Appropriations Committee on June 12, 2026, moving to floor action.
- 2.The bill directly funds DHS operations and procurement, with the most concentrated beneficiary being OSI Systems (OSIS) due to TSA equipment procurement.
- 3.Key contractors CACI, Leidos, Booz Allen, and Huntington Ingalls will see sustained or increased contract activity from DHS components.
Market Implications
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.
Full 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.
Intelligence Surface
Cross-referenced against federal contracts, SEC insider filings & congressional trade disclosures
Multiple independent sources confirm this signal’s market thesis
What the bill does
Direct appropriation for Department of Homeland Security operations and support, including IT and professional services procurement.
Who must act
DHS Management Directorate and component agencies (CBP, TSA, ICE, USCIS) that issue task orders under existing contracts.
What happens
Expanded contract ceiling and funding availability for IT services, cybersecurity, and intelligence support programs that CACI provides to DHS.
Stock impact
CACI derives approximately 30% of revenue from DHS contracts, primarily in IT and intelligence support. Increased appropriations directly expand scope and volume of task orders for CACI's DHS portfolio.
What the bill does
Appropriation for DHS Management Directorate and TSA procurement, construction, and improvements.
Who must act
TSA and DHS CIO offices that procure airport screening systems, biometric identification, and enterprise IT services.
What happens
Increased funding for TSA's baggage screening equipment, credential authentication, and IT infrastructure modernization programs.
Stock impact
Leidos is a prime contractor for TSA's IT systems and screening technology integration. DHS IT services account for roughly 15% of Leidos revenue; the bill supports continued demand.
Key Legislators
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
Slash the Pentagon Act
An original bill to authorize appropriations for fiscal year 2027 for military activities of the Department of Defense, for military construction, and for defense activities of the Department of Energy, to prescribe military personnel strengths for such fiscal year, and for other purposes.
Cable Security Fleet Expansion Act
Pay Our Homeland Defenders Act
Muslim Brotherhood Terrorist Designation Act of 2025
Biodefense Diplomacy Enhancement Act
To authorize appropriations for fiscal year 2027 for intelligence and intelligence-related activities of the United States Government, the Intelligence Community Management Account, and the Central Intelligence Agency Retirement and Disability System, and for other purposes.
Trucking Security and CCP Disclosure Act of 2026
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Executive orders & memoranda affecting the same sectors or companies
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Presidential Determination Pursuant to Section 101 of the Defense Production Act of 1950, as Amended, on Recoverable Critical Minerals and Materials
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Further Strengthening Actions Taken to Adjust Imports of Aluminum into the United States
This proclamation modifies the Section 232 tariff regime on aluminum imports by authorizing the Secretary of Commerce to establish a program that incentivizes new U.S. investment in primary aluminum production. Companies with approved onshoring plans can import primary aluminum at half the standard Section 232 duty rate, up to the anticipated annual output of their new or expanded facilities, with construction required to start by January 20, 2029. The action aims to boost domestic primary aluminum supply for national security and defense industrial base needs.
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