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DHS Homeland Security Contracts — October 29, 2026

DHS Homeland Security Contracts

By Gunpowder Editorial ·

6 total filings analysed

Executive Summary

This DHS Homeland Security stream aggregates $164,526,632 across 6 contracts, all civilian (0/6 defense-related), with every award carrying a neutral signal and materiality scores of 1-2/10 — a low-conviction, largely historical dataset rather than a forward revenue catalyst.

The dominant theme is DHS/TSA services and IT work: Lockheed Martin Services holds two TSA Security Technology delivery orders ($34,888,759 from 2012 and $26,259,331 from 2009, both with $0 outlayed), while Deloitte Consulting ($33,995,651, TSA PP&B, now in CLOSEOUT) and CYBERNAMIC LLC ($25,383,308, USCIS G-CACS III IT security, ~89% outlayed) round out the services concentration. The highest-conviction forward-looking item is CYBERNAMIC's USCIS IT security delivery order running to 2027-01-20 (potential 2027-03-20), though no public parent is disclosed, limiting direct equity actionability. Airbus DS Military Aircraft's $22,147,568 Coast Guard FMS logistics award for Mexico (only $58,212 outlaid, ~0.3%) and Auburn University's $21,852,013 cost-no-fee canine R&D contract (79% outlayed, ending 2027-04-10) add aviation sustainment and S&T research color but no tradable signal. Key risk: most of this value is already spent or closed out, so investors should treat the stream as backward-looking and watch for TSA/USCIS recompete solicitations rather than reading it as new demand.

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 October 22, 2026.

Investment Signals (5)

  • CYBERNAMIC LLC USCIS G-CACS III IT security order runs to 2027 with 89% outlayed (MEDIUM)
    ▲

    The $25,383,308 USCIS delivery order (base-plus-options $26,180,941) has $22,550,819 outlaid and a current end date of 2027-01-20, leaving only ~$797,633 of unobligated option value — a modest but live forward revenue stream if options are exercised.

  • Lockheed Martin Services TSA delivery orders show $0 outlayed across $61.1M combined (MEDIUM)
    ▲

    Two TSA Security Technology delivery orders to Lockheed Martin Services ($34,888,759 from 2012 and $26,259,331 from 2009, the latter explicitly obligating only a minimum guarantee) report $0 outlayed, so the data does not confirm realized revenue despite the headline obligations.

  • Deloitte TSA PP&B contract closed out with outlays exceeding ceiling (HIGH)
    ▲

    Deloitte Consulting's $33,995,651 TSA personnel/payroll/benefits contract is in CLOSEOUT with total outlayed of $39,171,628 exceeding the $35,594,148 base-plus-options value, and 21 subawards totaling $13,166,831 (~39% of obligation) — a completed, non-competed award with no forward revenue implication.

  • Airbus DS Military Aircraft Coast Guard FMS logistics award nearly unspent at $58,212 (MEDIUM)
    ▲

    The $22,147,568 firm-fixed-price Coast Guard award for Government of Mexico FMS case MX-P-SCG (aircraft MRO, PSC J016) shows only ~0.3% outlayed and ended 2025-05-30, making it informational rather than a live revenue driver absent extension or follow-on.

  • Auburn University DHS canine R&D contract 79% outlayed through 2027 (MEDIUM)
    ▲

    The $21,852,013 cost-no-fee S&T award (base-plus-options $22,799,035) has $17,287,857 outlaid and runs to 2027-04-10 with 33 subawards totaling $3,932,662, signaling continued DHS science-and-technology research funding but no investable equity.

Risk Flags (4)

  • Execution [MEDIUM RISK]
    ▼

    Lockheed Martin Services' two TSA Security Technology delivery orders ($34,888,759 and $26,259,331) both report $0 outlayed, and the 2009 award's stated purpose was only to obligate a minimum guarantee — realized revenue is unverified.

  • Budget [MEDIUM RISK]
    ▼

    Most value in this stream is historical or closed out — Deloitte's $33,995,651 TSA contract is in CLOSEOUT, Airbus's $22,147,568 Coast Guard FMS award ended 2025-05-30, and the Lockheed Martin orders date to 2009-2012 — leaving little forward DHS demand signal.

  • Competition [LOW RISK]
    ▼

    Deloitte's TSA PP&B award ($33,995,651) was not competed and carried no set-aside, and Airbus's Coast Guard award ($22,147,568) was marked NOT AVAILABLE FOR COMPETITION — non-competed vehicles face recompete and protest exposure at renewal.

  • Concentration [LOW RISK]
    ▼

    Lockheed Martin Services accounts for $61,148,090 of the $164,526,632 stream (~37%) across two TSA Security Technology delivery orders, and TSA is the awarding agency on three of six contracts totaling $95,143,741 (~58%).

Opportunities (3)

  • ◆

    CYBERNAMIC LLC's USCIS G-CACS III information security delivery order ($25,383,308) has option value of ~$797,633 remaining and a potential end date of 2027-03-20, with 89% already outlayed.

  • ◆

    DHS science-and-technology R&D funding is evidenced by Auburn University's $21,852,013 canine technologies award with 33 subawards totaling $3,932,662, suggesting downstream research dollars flowing to subcontractors.

  • ◆

    Airbus DS Military Aircraft's $22,147,568 Coast Guard FMS logistics award for Mexico (case MX-P-SCG) is non-competed and only 0.3% outlayed, leaving substantial unspent value if extended beyond 2025-05-30.

Sector Themes (3)

  • ◆

    Three of six contracts totaling $95,143,741 (~58% of stream value) are TSA awards spanning Lockheed Martin Services training/curriculum support and Deloitte Consulting HR/payroll services, indicating a services-heavy TSA procurement mix.

  • ◆

    CYBERNAMIC's $25,383,308 USCIS G-CACS III award (NAICS 541512, PSC DJ01) shows continued DHS investment in information security and compliance labor services through 2027.

  • ◆

    Auburn University's $21,852,013 cost-no-fee canine technologies R&D award (NAICS 541715) with 33 subawards totaling $3,932,662 evidences DHS S&T research allocations to academia and subcontractors.

Watch List (5)

  • 👁

    {"entity" => "CYBERNAMIC LLC", "reason" => "$25,383,308 USCIS IT security order with ~89% outlayed and only ~$797,633 of option value remaining; no public parent disclosed.", "trigger" => "Option exercise or modification extending the 2027-01-20 end date to 2027-03-20"}

  • 👁

    {"entity" => "Lockheed Martin Services, LLC / Lockheed Martin Corp (LMT)", "reason" => "Two TSA Security Technology delivery orders totaling $61,148,090 with $0 outlayed and end dates of 2013-04-30 and 2014-08-16.", "trigger" => "Any follow-on TSA task orders or outlay reconciliation disclosures"}

  • 👁

    {"entity" => "Deloitte Consulting LLP", "reason" => "$33,995,651 TSA PP&B contract in CLOSEOUT with outlays of $39,171,628 exceeding the $35,594,148 ceiling.", "trigger" => "Publication of a TSA PP&B follow-on or recompete solicitation"}

  • 👁

    {"entity" => "Airbus DS Military Aircraft, Inc. / America Aero Group LLC", "reason" => "$22,147,568 Coast Guard FMS logistics award for Mexico with only $58,212 outlaid and a 2025-05-30 end date.", "trigger" => "Modification to LOA case MX-P-SCG or follow-on award"}

  • 👁

    {"entity" => "Auburn University", "reason" => "$21,852,013 DHS canine R&D contract with $17,287,857 outlaid and 33 subawards totaling $3,932,662.", "trigger" => "Option exercise or extension beyond 2027-04-10"}

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