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.
See which stocks are affected
Key takeaways, market implications, full AI analysis, and connected signals are available to HillSignal members.
Already have an account? Log in
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
Department of Homeland Security Appropriations Act, 2026
Pay Our Homeland Defenders Act
PRICE Act of 2021
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Accelerating Access To Veterans' Benefits And Employment Opportunities
This proclamation orders the Secretaries of War and Veterans Affairs to mandate rapid, ongoing digital sharing of military personnel and medical records, deploy AI-powered tools for benefits applications, and update existing IT contracts for interoperability. It also requires the Transition Assistance Program to connect separating service members to specific jobs or training programs before discharge.
Adjusting Certain Delegations Under the Defense Production Act
This proclamation amends Executive Order 13603 to share authority under the Defense Production Act for energy matters between the Secretary of the Interior and the Secretary of Energy, allowing each to act independently, and directs inter-agency dispute resolution via the National Energy Dominance Council and National Security Council, with coordination from the Department of War when national defense is implicated.
Declaring a National Emergency to Secure the United States Bulk-Power System
This executive order declares a national emergency to restrict foreign-produced bulk-power system electric equipment that poses national security risks, prohibiting new transactions involving equipment from covered foreign entities and allowing the Secretary of Energy to impose conditions on existing equipment. It directs the Secretary of Energy, in coordination with multiple agencies, to identify, mitigate, and potentially replace risky equipment, and establishes a pre-qualification list for approved vendors.
Free — no credit card
Get the next market-moving signal before the news does
HillSignal scores every Congressional bill, federal contract, and insider filing for market impact and emails you the high-conviction ones — free, no credit card.
Weekly digest — the congressional activity that actually moved markets that week, in plain English. Free, one email.
Free forever plan · No credit card · Unsubscribe in one click
Want the live terminal too? Create a free account →