Department of Homeland Security Appropriations Act, 2026
Summary
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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Key Takeaways
- 1.HR7481 is an early-stage DHS appropriations bill; passage is uncertain but the funding priorities favor key contractors.
- 2.TSA, Coast Guard, and CISA are major spending areas within the bill, directly benefiting screening, shipbuilding, and cybersecurity companies.
- 3.No immediate market impact; monitor committee action for progress signals.
Market Implications
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.
⚡ Government Convergence
Active government convergence in this signal’s sector right now.
Over the last 90 days, 80 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 — 47 federal contracts, 21 bills, 9 procurement notices, 2 executive actions and 1 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
- ContractDELL FEDERAL SYSTEMS L.P: $1.0B Department of Veterans Affairs Contract · 2025-04-01
- ContractSCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $135M Department of State Contract · 2025-05-09
- BillWater Cybersecurity Enhancement Act of 2025 · 2025-10-28
- ContractLOCKHEED MARTIN CORPORATION: IGF::OT::IGF AFSOC ACTS AWARD OF CONTRACT FOR CLS, ENGINEERING, INSTRUCTION, CYBERSECURITY, DMO · 2026-03-20
- ContractCACI, INC. - FEDERAL: DYNAMIC AND EVOLVING FEDERAL ENTERPRISE NETWORK DEFENSE GROUP A DEFEND A OPTION EXERCISE AND TRANSFER FROM PIID 47QFCA18F0050 · 2026-04-07
- ContractGENERAL DYNAMICS INFORMATION TECHNOLOGY, INC.: THE SCOPE OF THIS REQUIREMENT INCLUDES PROGRAM MANAGEMENT SERVICES, TRANSITION SERVICES, AND A FULL RANGE OF ENTERPRISE IT-RELATED SERVICES · 2026-05-26
- Executive actionExecutive Order: Promoting Advanced Artificial Intelligence Innovation and Security · 2026-06-02
- Executive actionPresidential Memorandum: National Security Presidential Memorandum/NSPM-12 · 2026-06-12
- ContractCGI FEDERAL INC.: DYNAMIC AND EVOLVING FEDERAL ENTERPRISE NETWORK DEFENSE GROUP C DEFEND C · 2026-07-07
- ContractBOOZ ALLEN HAMILTON INC: DYNAMIC AND EVOLVING FEDERAL ENTERPRISE NETWORK DEFENSE GROUP B DEFEND B · 2026-08-31
- ContractCGI FEDERAL INC.: DYNAMIC AND EVOLVING FEDERAL ENTERPRISE NETWORK DEFENSE TASK ORDER GROUP F (DEFEND F) · 2026-09-03
- ContractACCENTURE FEDERAL SERVICES LLC: THE NNSA OCIO IS IN NEED OF IT OPERATIONS TO INCLUDE: SERVICE OPERATIONS AND MANAGEMENT SERVICES, PATCH MANAGEMENT, HOSTING AND CLOUD SERVIC · 2026-09-08
- ContractADVANCED TECHNOLOGY INTERNATIONAL: $102M Department of Energy Federal Award · 2026-09-09
- Procurement noticeZero Trust Architecture (ZTA) Vendor Framework · 2026-09-10
Active government convergence in this signal’s sector right now.
Over the last 90 days, 153 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 — 107 federal contracts, 23 procurement notices, 15 bills and 8 executive actions — 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
- BillMichel O. Maceda Memorial Act · 2024-12-11
- BillA bill to expand the sharing of information with respect to suspected violations of intellectual property rights in trade. · 2025-08-01
- ContractBARNARD SPENCER JOINT VENTURE: $634M Department of Homeland Security Contract · 2025-09-19
- ContractFISHER SAND & GRAVEL CO: $2.8B Department of Homeland Security Contract · 2025-12-17
- ContractSPENCER CONSTRUCTION LLC: $1.1B Department of Homeland Security Contract · 2026-03-18
- ContractBARNARD CONSTRUCTION COMPANY, INCORPORATED: BORDER WALL CONSTRUCTION FOR EL PASO SECTOR - EPT-5 · 2026-04-24
- ContractSOUTHWEST VALLEY CONSTRUCTORS CO: $1.7B Department of Homeland Security Contract · 2026-05-11
- ContractSLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract · 2026-06-26
- Executive actionProclamation: Excluding Certain Canadian Products from Importation into the United States in Response to Continued Discrimination Against the Commerce of the United States with Respect to Dairy · 2026-09-08
- Executive actionProclamation: Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed to Offset Canadian Discrimination Against the Commerce of the United States with Respect to Alcoholic Beverages · 2026-09-08
- Executive actionProclamation: Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed to Offset Canadian Discrimination Against the United States with Respect to Motor Vehicles · 2026-09-08
- ContractTHE MITRE CORPORATION: CBP ACQUISITION AND SYSTEMS ENGINEERING · 2026-09-12
- ContractGRANITE CONSTRUCTION COMPANY: $515M Department of Homeland Security Contract · 2026-09-14
- Procurement noticeCOTHEN TECHNOLOGY REFRESH, Solicitation Number 70B04C26Q20153254, CBP · 2026-09-15
Full Analysis
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).
Intelligence Surface
Cross-referenced against federal contracts, SEC insider filings & congressional trade disclosures
No confirming evidence found yet from contracts, insider trades, or congressional activity
What the bill does
Appropriations for DHS IT systems and security operations, including TSA, CISA, USCIS, and FEMA.
Who must act
Leidos (prime contractor for DHS IT and security services)
What happens
Increased contract obligations and task orders from DHS for systems integration, cybersecurity, and support services.
Stock impact
Leidos has multi-year contracts with DHS; additional appropriations expand scope and funding ceilings, driving revenue growth in its Civil and Defense segments.
What the bill does
Appropriations for Coast Guard acquisitions, including new cutters and vessels.
Who must act
Huntington Ingalls Industries (shipbuilder for Coast Guard offshore patrol cutters and national security cutters)
What happens
Funding for Coast Guard shipbuilding programs, supporting construction and sustainment contracts.
Stock impact
HII's Ingalls Shipbuilding division is a key supplier for Coast Guard cutter programs; appropriation supports backlog and production rates.
Key Legislators
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
FISHER SAND & GRAVEL CO: $1.8B Department of Homeland Security Contract
SLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract
CSI AVIATION, INC: $1.3B Department of Homeland Security Contract
SLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract
CSI AVIATION, INC: $1.2B Department of Homeland Security Contract
BARNARD SPENCER JOINT VENTURE: $648M Department of Homeland Security Contract
BCCG A JOINT VENTURE: $874M Department of Homeland Security Contract
GRANITE CONSTRUCTION COMPANY: $515M Department of Homeland Security Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Restoring Reciprocity in Government Procurement
This Presidential Memorandum directs the Office of Management and Budget, the U.S. Trade Representative, and other federal agencies to identify and remove Canadian-origin items from federal civil procurement where possible, citing Canada's 'Buy Canadian' policies as discriminatory. It also requires agencies to be notified of domestic alternatives and mandates ongoing monitoring of Canada's procurement practices, with provisions for restoring access if Canada changes its policies.
Providing Meaningful Water Quality Improvements Through Collaboration and Oversight of Federal Support
This executive order revokes Executive Order 13508, which had mandated Chesapeake Bay restoration efforts, and directs federal agencies to prioritize funding for direct, on-the-ground water quality projects. It also instructs the EPA to work with states to assess and encourage the repeal of stormwater management fees (rain taxes) that have burdened residents, aiming to reduce costs while maintaining environmental progress.
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.
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