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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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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.
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.
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.
Matched on shared policy language across AI analyses, with ticker & timing weight
Department of Homeland Security Appropriations Act, 2026
Pay Our Homeland Defenders Act
PRICE Act of 2021
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