ROLLS-ROYCE CORPORATION: $17.0M Department of Homeland Security Contract
Summary
The U.S. Coast Guard awarded Rolls-Royce Corporation a $17.0M definitive contract for critical spare parts for the HC-130J aircraft, a routine procurement within the Department of Homeland Security's aviation sustainment program. Since Rolls-Royce Corporation is a private entity and not directly mapped to a public parent, no specific public tickers are implicated.
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Key Takeaways
- 1.The $17M contract is routine and small, with no direct public-company beneficiary.
- 2.Rolls-Royce Corporation is private, so no ticker should be assigned.
- 3.No significant legislative or executive action directly drives this award.
Market Implications
This contract is too small to move any public stock. Even Lockheed Martin, the HC-130J prime, would see negligible impact. The defense sector is more influenced by larger procurement programs and budget cycles than by spare parts awards of this size.
Full Analysis
This $17.0M contract is a standard spares procurement for the HC-130J, a variant of the C-130J Super Hercules used by the U.S. Coast Guard for search-and-rescue and patrol missions. The award is a definitive contract, meaning it is a firm commitment from the government, with a performance period from September 2026 through December 2028. The recipient, Rolls-Royce Corporation, is a U.S.-based subsidiary of the UK's Rolls-Royce Holdings, but it is privately held and not directly listed on U.S. exchanges. As such, no public ticker can be confidently mapped to this specific award without risking false attribution.
From a market perspective, this contract is routine and small in the context of the broader defense and aerospace sector. The HC-130J program is a mature platform, and spare parts procurement is a recurring, low-margin activity. The primary public beneficiaries would be the prime contractor for the HC-130J, Lockheed Martin ($LMT), which manufactures the aircraft, and potentially engine-related suppliers, but since the award is for spare parts and not new aircraft or major overhauls, the revenue impact on any single public company is minimal. The contract size is less than 0.1% of Lockheed Martin's annual revenue, making it immaterial to their financials.
Regarding legislation, the related bills in the database are mostly neutral and not directly tied to this procurement. The most relevant is HR10459, which proposes new requirements for federal contracts, but its impact is rated 1/10 and is not specific to this award. No recent presidential actions directly relate to this contract; the September 8, 2026 proclamation on veterans' benefits is in a different policy domain and should be ignored per instructions.
Supply chain beneficiaries are not clearly identifiable because the contract is for spare parts, and the specific components are not disclosed. While companies like Triumph Group ($TGI) or Curtiss-Wright ($CW) might supply parts for the C-130J, there is no evidence linking them to this specific award. Given the lack of public-company attribution, the most accurate assessment is that this is a routine, low-impact contract with no material market implications.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
ROLLS-ROYCE CORPORATION: $17.0M Department of Homeland Security Contract
ROLLS-ROYCE CORPORATION: $11.4M Department of Homeland Security Contract
LOCKHEED MARTIN CORPORATION: $490M Department of Commerce Contract
A joint resolution providing for congressional disapproval of the proposed foreign military sales to the Government of Ukraine of certain defense articles and services.
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.
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.
Adjusting Certain Delegations Under the Defense Production Act
This proclamation amends Executive Order 13603 to share authority under the Defense Production Act for energy matters between the Secretary of the Interior and the Secretary of Energy, allowing each to act independently, and directs inter-agency dispute resolution via the National Energy Dominance Council and National Security Council, with coordination from the Department of War when national defense is implicated.
Contract Details
Recipient
ROLLS-ROYCE CORPORATION
Award Amount
$16,955,151
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Coast Guard
Contract Type
DEFINITIVE CONTRACT
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