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DHS Homeland Security Contracts — February 27, 2026

DHS Homeland Security Contracts

By Gunpowder Editorial ·

1 total filings analysed

Executive Summary

DHS awarded a single $68.9M firm-fixed-price construction contract to Whiting-Turner for a C-130J hangar at Coast Guard Air Station Barbers Point, signaling strong demand for defense infrastructure amid full open competition. Only $343k (0.5%) outlayed indicates early-stage execution with high revenue potential through 2028. Investors should monitor execution risks in Hawaii construction while eyeing follow-on opportunities in Coast Guard facilities.

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Tracking the trend? Catch up on the prior DHS Homeland Security Contracts digest from February 23, 2026.

Investment Signals (1)

  • Whiting-Turner secures major Coast Guard construction award (HIGH)

    Won $68.9M delivery order via full open competition under NAICS 236220, demonstrating competitive edge in commercial/institutional building for DHS.

Risk Flags (2)

  • Execution [HIGH RISK]

    Firm-fixed-price structure risks losses if costs exceed estimates; low $343k outlay vs. $68.9M total signals early uncertainty.

  • Market [MEDIUM RISK]

    Hawaii site-specific factors (e.g., weather, logistics) could delay 2.4-year performance period.

Opportunities (1)

  • Full $68.9M value realizable by 2028-01-20 if on schedule, plus potential follow-on Coast Guard work under PSC Y1JZ miscellaneous buildings.

Sector Themes (1)

  • Single large award for C-130J hangar underscores DHS priority on aviation facility upgrades via competitive procurement.

Watch List (2)

  • 👁

    {"entity"=>"Whiting-Turner Contracting Company", "reason"=>"Largest contract in period; execution will determine full value capture and follow-on potential.", "trigger"=>"Outlays exceeding 10% of total or reported delays"}

  • 👁

    {"entity"=>"US Coast Guard construction pipeline", "reason"=>"PSC Y1JZ award hints at broader facility needs.", "trigger"=>"New DHS solicitations for Hawaii or aviation hangars"}

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