Executive Summary
DHS homeland security contracts totaled $93,853,558 in obligations over the period, comprising 0/1 defense-related awards and thus fully civilian-focused. The dominant theme is stable advisory and assistance services for DHS's CWMD Acquisition Division, with LMI Consulting, LLC securing the sole $93.8M materiality-weighted Delivery Order awarded in 2020.
Highest-conviction signal is neutral (5/10 strength), reflecting strong execution with $101.5M outlayed exceeding the obligation on this Time and Materials vehicle, balanced against the contract's nearing end. Annualized revenue estimate of $16.8M underscores steady DHS civilian revenue for LMI through 2026. Key risk is re-compete exposure post-April 2026 end date under full and open competition. Watch outlay progress versus obligation and $27.6M subaward execution.
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Tracking the trend? Catch up on the prior DHS Homeland Security Contracts digest from April 15, 2026.
Investment Signals (1)
- LMI Consulting, LLC achieves $101.5M outlays exceeding $93.8M DHS CWMD obligation (MEDIUM)▲
$101.5M outlayed to date on the $93.9M base + options Delivery Order signals robust execution over 5.6 years of performance for CWMD advisory services.
Risk Flags (2)
- Competition [MEDIUM RISK]▼
LMI Consulting, LLC's DHS CWMD Delivery Order ends 2026-04-20 after full and open competition award, exposing to re-compete risk as a non-small business.
- Execution [MEDIUM RISK]▼
Medium contract risk under Time and Materials pricing for LMI Consulting, LLC's $93.8M DHS obligation, with $27.6M subawards (29%) adding subcontracting dependencies.
Opportunities (1)
- ◆
Incumbent LMI Consulting, LLC positioned for potential re-compete or extension of DHS CWMD advisory services post-2026-04-20, leveraging execution track record.
Sector Themes (1)
- ◆
LMI Consulting, LLC's $93.8M Delivery Order for PSC R499 professional engineering support to DHS CWMD shows $101.5M outlays exceeding obligation on a stable 5.6-year Time and Materials vehicle.
Watch List (2)
- 👁
{"entity"=>"LMI Consulting, LLC", "reason"=>"$101.5M outlays already exceed $93.8M DHS CWMD obligation; $27.6M subawards represent 29% of value with performance nearing end.", "trigger"=>"contract completion 2026-04-20, re-compete announcement"}
- 👁
{"entity"=>"DHS government services sector", "reason"=>"Single $93.8M CWMD award under full and open competition highlights policy stability in counter-WMD engineering services.", "trigger"=>"DHS budget cycle updates for CWMD ACQ DIV"}
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