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DHS Homeland Security Contracts — August 06, 2026

DHS Homeland Security Contracts

By Gunpowder Editorial ·

1 total filings analysed

Executive Summary

This digest covers a single $121.1 million DHS contract awarded to Leidos in July 2006, now expired. The total obligation is entirely civilian (DHS/USCIS), with no defense exposure. The contract is a cost-plus-award-fee, competitively awarded IT support services delivery order. Given its age and expiration, this contract provides no current revenue stream or forward-looking catalyst.

The highest-conviction signal is neutral, reflecting limited actionable insight for investors. Key risk is the lack of recent DHS award data to assess Leidos’s current competitive position in civilian IT services.

Materiality, sentiment, and priority are scored by Gunpowder’s analysis pipeline. How we score filings →

Tracking the trend? Catch up on the prior DHS Homeland Security Contracts digest from August 05, 2026.

Investment Signals (1)

  • Leidos $121M DHS IT Award is Historical, No Current Revenue Impact (LOW)

    Leidos received a $121.1M cost-plus-award-fee delivery order from USCIS for IT engineering support services, but the contract ran from July 2006 to July 2010 and is now expired. This provides no current or future revenue visibility for Leidos.

Risk Flags (1)

  • Concentration [LOW RISK]

    The single contract in this digest is entirely civilian (DHS) and expired, offering no insight into Leidos’s current defense or civilian backlog. Investors cannot assess concentration risk from this data alone.

Opportunities (1)

  • The expired contract signals historical DHS IT spending with Leidos. If DHS continues similar IT modernization efforts, Leidos could compete for recompetes or new task orders, but no current opportunity is identifiable.

Sector Themes (1)

  • The single contract is a cost-plus-award-fee IT support services award from DHS, indicating stable but non-transformative civilian IT spending. No evidence of acceleration or disruption.

Watch List (2)

  • 👁

    {"entity" => "Leidos (LDOS)", "reason" => "Historical DHS IT award suggests past relationship, but no current contract data to assess competitive positioning.", "trigger" => "New DHS/USCIS IT contract award or re-compete announcement"}

  • 👁

    {"entity" => "DHS IT Services Sector", "reason" => "Single expired contract provides no trend; watch for new DHS IT spending signals.", "trigger" => "DHS budget increase for IT modernization or new task order releases"}

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