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
Department of Homeland Security Appropriations Act, 2026
VIGOR MARINE LLC: $10.5M Department of Homeland Security Contract
Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026
Department of Defense Appropriations Act, 2027
CROWLEY GOVERNMENT SERVICES, INC.: $22.2M Department of Transportation Contract
Coast Guard Authorization Act of 2025
Neighborhood Skies Act of 2026
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
To Facilitate Positive Adjustment to Competition from Imports of Quartz Surface Products
This proclamation imposes a 4-year tariff-rate quota on imports of quartz surface products (QSP) to protect the domestic industry from serious injury caused by increased imports. It excludes Canada, Mexico, Australia, CAFTA-DR countries, Colombia, Israel, Jordan, Korea, Panama, Peru, Singapore, and CBERA beneficiaries, and provides a developing-country exemption. The action is a safeguard measure under section 202 of the Trade Act of 1974.
Presidential Determination Pursuant to Section 101 of the Defense Production Act of 1950, as Amended, on Recoverable Critical Minerals and Materials
This memorandum invokes the Defense Production Act (DPA) Section 101 to declare that recoverable critical minerals and materials (such as black mass, end-of-life rare-earth magnets, and scrap) are essential to national defense and that the U.S. cannot meet defense needs without disrupting civilian markets. It directs the Secretary of Commerce to issue regulations and take actions—including priority contracts and supply-chain interventions—to rapidly expand domestic recovery and processing of these materials, while explicitly excluding copper scrap already covered by a separate proclamation.
Actions by the United States in the Investigations under Section 301 of the Trade Act of 1974 of the Acts, Policies, and Practices of 60 Economies Related to the Failure of Each Economy to Impose and Effectively Enforce a Prohibition on the Importation of Goods Produced with Forced Labor
This Presidential Memorandum directs the U.S. Trade Representative to impose Section 301 tariffs on imports from 60 economies due to their failure to prohibit or effectively enforce forced labor import bans. Tariffs are set at 10% ad valorem for certain economies with partial enforcement or commitments, and 12.5% for others, with exemptions for raw materials and products causing domestic supply issues, and plans for textile tariff-rate quotas by September 2026. The action aims to eliminate the identified unreasonable trade practices through these tariffs and incentives.
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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