Loading the records…
Loading the records…
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.
Key takeaways, market implications, full AI analysis, and connected signals are available to HillSignal members.
Already have an account? Log in
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
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
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.
Free — no credit card
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 →