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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.
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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.
Active government convergence in this signal’s sector right now.
Over the last 90 days, 437 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 — 321 procurement notices, 90 federal contracts, 18 bills, 3 news, 3 executive actions and 2 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
Active government convergence in this signal’s sector right now.
Over the last 90 days, 237 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 — 183 federal contracts, 39 procurement notices, 9 executive actions and 6 bills — 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
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).
Matched on shared policy language across AI analyses, with ticker & timing weight
AMI METALS, INC: $2.0B Department of Homeland Security Contract
SOUTHWEST VALLEY CONSTRUCTORS CO: $1.7B Department of Homeland Security Contract
FISHER SAND & GRAVEL CO: $1.2B Department of Homeland Security Contract
BARNARD CONSTRUCTION COMPANY, INCORPORATED: $1.0B Department of Homeland Security Contract
BARNARD CONSTRUCTION COMPANY, INCORPORATED: $1.8B Department of Homeland Security Contract
BARNARD CONSTRUCTION COMPANY, INCORPORATED: $1.8B Department of Homeland Security Contract
FISHER SAND & GRAVEL CO: $1.8B Department of Homeland Security Contract
CSI AVIATION, INC: $1.3B Department of Homeland Security Contract
Executive orders & memoranda affecting the same sectors or companies
This proclamation reaffirms U.S. leadership in space exploration, declaring outer space open to development and permanent settlement by American citizens. It sets goals for a return to the Moon by 2028 and a future Mars mission, while emphasizing support for the commercial space industry. The action does not invoke specific legal authorities or direct new funding but signals continued policy focus on space.
The President invokes Section 232 of the Trade Expansion Act to declare that imports of robotics, industrial machinery, and their components threaten national security, and directs the Secretary of Commerce and USTR to negotiate agreements with trading partners to adjust these imports, potentially leading to tariffs or quotas within 180 days.
This proclamation initiates negotiations to adjust imports of wind turbines and their components under Section 232, citing national security concerns including cybersecurity vulnerabilities, radar interference, and grid reliability. It does not immediately impose tariffs but sets the stage for potential trade restrictions, and notes that certain wind turbine components made of aluminum, steel, or copper are already subject to existing tariffs.
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