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
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.
Market Impact Score
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
National Defense Authorization Act for Fiscal Year 2026
National Defense Authorization Act for Fiscal Year 2026
Commerce, Justice, Science; Energy and Water Development; and Interior and Environment Appropriations Act, 2026
Stop Secret Spending Act of 2025
BARNARD CONSTRUCTION COMPANY, INCORPORATED: $1.6B Department of Homeland Security Contract
Ensuring Better Interest Treatment and Deductibility Act (EBITDA)
FISHER SAND & GRAVEL CO: $847M Department of Homeland Security Contract
Consolidated Appropriations Act, 2026
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
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Promoting Efficiency, Accountability, and Performance in Federal Contracting
This executive order mandates that federal agencies default to using fixed-price contracts for procurement, shifting away from cost-reimbursement models. It requires written justification and senior-level approval for any non-fixed-price contract over certain dollar thresholds (e.g., $10M for most agencies, $100M for the Department of War), and directs agencies to review and renegotiate their 10 largest non-fixed-price contracts within 90 days. The order also tasks OMB with implementation guidance and the Federal Acquisition Regulatory Council with proposing regulatory amendments within 120 days.
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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