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DHS Homeland Security Contracts — May 02, 2026

DHS Homeland Security Contracts

By Gunpowder Editorial ·

1 total filings analysed

Executive Summary

A single DHS contract totaling $9,401,259 in obligations was analyzed, representing 100% civilian activity with zero defense-related components. The U.S. Coast Guard awarded Lockheed Martin Corporation a sole-source, cost-plus-fixed-fee contract for C4ISR integration and test laboratory services, spanning May 2022 to May 2027 in Moorestown, NJ. This neutral signal (strength 3/10, materiality 2/10) adds modestly to Lockheed Martin's federal IT services portfolio (NAICS 541513, PSC DC01), with estimated annual revenue of ~$1.88M. The highest-conviction signal is low materiality relative to Lockheed's scale, providing minimal sector impact. A key risk/watch item is zero funds outlayed to date despite $9.4M obligated, alongside $1.15M in unexercised options.

Tracking the trend? Catch up on the prior DHS Homeland Security Contracts digest from May 01, 2026.

Investment Signals (2)

  • Lockheed Martin Secures $9.4M Sole-Source DHS Coast Guard C4ISR IT Contract (LOW)

    Lockheed Martin received a non-competed $9,401,259 obligation (base + $1.15M options) for 5-year C4ISR integration services, signaling a modest expansion in its DHS civilian IT portfolio with low performance risk under cost-plus-fixed-fee terms.

  • Lockheed Martin DHS Contract Shows $0 Outlays Despite $9.4M Obligation (MEDIUM)

    No funds have been outlayed on the $9,401,259 U.S. Coast Guard contract awarded in 2022, casting uncertainty on near-term revenue recognition amid unexercised $1.15M options.

Risk Flags (2)

  • Execution [MEDIUM RISK]

    Zero outlays on Lockheed Martin's $9,401,259 U.S. Coast Guard C4ISR contract since 2022 award, with 21 subawards totaling only $712,418 potentially indicating delayed execution.

  • Competition [LOW RISK]

    Sole-source award to Lockheed Martin for $9.4M DHS contract lacks competition history, potentially vulnerable to protests or re-compete post-2027.

Opportunities (2)

  • Lockheed Martin's non-competed $9,401,259 U.S. Coast Guard contract for C4ISR lab services through 2027 provides protest-resistant revenue stability.

  • Potential for Lockheed Martin to grow DHS IT footprint via $9.4M C4ISR obligation, building on NAICS 541513 computer facilities management services.

Sector Themes (1)

  • U.S. Coast Guard's sole-source $9,401,259 award to Lockheed Martin for integration and test lab services (PSC DC01) highlights niche demand in civilian C4ISR applications, with low outlays signaling early-stage commitment.

Watch List (2)

  • 👁

    {"entity"=>"Lockheed Martin Corporation", "reason"=>"$9,401,259 DHS Coast Guard contract with $0 outlays and $1.15M unexercised options could unlock ~$1.88M annual revenue if progressed.", "trigger"=>"funds outlay progress or option exercise status"}

  • 👁

    {"entity"=>"DHS Coast Guard IT services", "reason"=>"Sole-source C4ISR lab contract ending May 2027 may signal re-compete or expansion needs.", "trigger"=>"2027 re-compete announcement"}

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