METALCRAFT MARINE US, INC.: $10.1M Department of Homeland Security Contract
Summary
Metalcraft Marine US, Inc., a subsidiary of Huntington Ingalls Industries ($HII), received a $10.1M delivery order from the U.S. Coast Guard for 6 CB-LRI III boats. This contract is a small but positive signal for HII's Marine Systems segment, with no direct legislative connection identified.
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Key Takeaways
- 1.HII subsidiary Metalcraft Marine wins $10.1M Coast Guard delivery order for 6 CB-LRI III boats.
- 2.Contract is small relative to HII's revenue (~0.04%), but reinforces its position in Coast Guard small boat programs.
- 3.No direct legislative connection; funding likely from annual DHS appropriations.
Market Implications
This contract is a minor positive for HII, but unlikely to move the stock given its size. Investors should view it as a routine order within HII's Marine Systems segment. No significant downstream supply chain beneficiaries are identifiable from this award alone.
Full Analysis
The U.S. Coast Guard awarded Metalcraft Marine US, Inc., a $10.1M delivery order for the procurement of 6 CB-LRI III boats (hull numbers 34154-34159). Metalcraft Marine is a wholly owned subsidiary of Huntington Ingalls Industries (HII), the largest military shipbuilder in the United States. This contract is a follow-on to previous CB-LRI awards, indicating continued demand for Coast Guard small boats. For HII, this $10.1M represents a negligible fraction of its ~$11.5B annual revenue, but it supports the company's Marine Systems segment, which includes small boat manufacturing. The contract period runs from May 2026 to November 2027, providing stable near-term revenue. No related bill signals directly authorize this procurement; the Coast Guard's small boat programs are typically funded through annual appropriations. Downstream supply chain beneficiaries include engine manufacturers and electronics suppliers, though specific subcontractors are not disclosed. Historically, Coast Guard small boat contracts provide steady, low-margin revenue for defense contractors, with limited stock price impact due to their small size relative to parent company revenue.
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
Direct award to subsidiary Metalcraft Marine US, Inc., which is a wholly owned subsidiary of Huntington Ingalls Industries (HII). This delivery order for 6 CB-LRI III boats adds to HII's defense backlog.
Who must act
U.S. Coast Guard (Department of Homeland Security) awarding to Metalcraft Marine US, Inc.
What happens
$10.1M added to HII's backlog, representing approximately 0.04% of HII's annual revenue (~$11.5B in 2025).
Stock impact
While the contract is small relative to HII's total revenue, it reinforces HII's position in the Coast Guard's small boat procurement pipeline, supporting its Marine Systems segment. The contract is a follow-on to prior CB-LRI awards, indicating sustained demand.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
National Defense Authorization Act for Fiscal Year 2026
Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026
VIGOR MARINE LLC: $10.5M Department of Homeland Security Contract
Coast Guard Authorization Act of 2025
CROWLEY GOVERNMENT SERVICES, INC.: $22.2M Department of Transportation Contract
Neighborhood Skies Act of 2026
RAUMA MARINE CONSTRUCTIONS OY: $1.1B Department of Homeland Security Contract
BOLLINGER SHIPYARDS LOCKPORT, L.L.C.: $1.3B Department of Homeland Security Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Establishing an America First Arms Transfer Strategy
This executive order directs the Secretary of War, along with the Secretaries of State and Commerce, to create an 'America First Arms Transfer Strategy' that prioritizes foreign arms sales to boost U.S. defense industrial base capacity, streamline export processes, and enhance production of key weapons systems. It mandates a sales catalog of prioritized platforms within 120 days, forms a task force to improve coordination, and reforms congressional notification procedures for arms transfers.
Ushering in the Next Frontier of Quantum Innovation
This executive order updates the National Quantum Strategy and establishes a national effort (QC-ADDS) to develop a quantum computer for scientific discovery, with deployment at a Department of Energy facility. It directs multiple agencies to prioritize quantum sensing, networking, and supply chain initiatives, and mandates plans for commercial readiness and national security applications.
Securing the Nation Against Advanced Cryptographic Attacks
This executive order mandates a nationwide transition of federal information systems and critical infrastructure to post-quantum cryptography (PQC) by specific deadlines (2030 for key establishment, 2031 for digital signatures), directs NIST to lead technical guidance and a pilot project, requires agencies to appoint PQC migration leads, and orders the Federal Acquisition Regulatory Council to propose rules requiring contractors to comply with NIST PQC standards by 2030.
Contract Details
Recipient
METALCRAFT MARINE US, INC.
Award Amount
$10,148,765
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Coast Guard
Contract Type
DELIVERY ORDER
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