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
Coast Guard Personnel Equipment Act
To direct the Commandant of the Coast Guard to establish a pilot program to provide corrosion prevention and control assistance to Coast Guard field units, and for other purposes.
Atlantic Coast Shipping Safety Act
Coast Guard Leadership Modernization Act
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.
Excluding Certain Canadian Alcoholic Beverages from Importation into the United States in Response to Continued Discrimination Against the Commerce of the United States with Respect to Alcoholic Beverages
President Trump, invoking Section 338 of the Tariff Act of 1930, orders an import ban on certain Canadian alcoholic beverages effective September 29, 2026, escalating previous 50% ad valorem duties. This action targets Canadian discrimination against U.S. alcoholic beverages, citing Canada's broken commitments and additional retaliation. The ban replaces the tariff for specified products with a complete exclusion from entry into the United States.
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 Motor Vehicles
This proclamation bans imports of certain Canadian products, escalating a trade dispute over Canada's motor vehicle tariffs. It builds on prior actions under Section 338 of the Tariff Act of 1930 to impose an import exclusion, effective September 29, 2026, for goods currently subject to a 50% duty. The measure directs U.S. Customs and Border Protection to implement the ban and removes these products from the tariff regime, potentially disrupting supply chains in automotive and related sectors.
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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