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DHS Homeland Security Contracts — October 09, 2026

DHS Homeland Security Contracts

By Gunpowder Editorial ·

8 total filings analysed

Executive Summary

The eight DHS awards in this period total $178,083,908 in obligations, all civilian and none defense-related, with CBP and USCIS as the dominant buyers and IT, cybersecurity, facilities, and biometric R&D as the core scopes.

The highest-conviction signal is the USCIS time-and-materials delivery order to SALIENT CRGT (parent GOVCIO, LLC), with a $23,895,601 current obligation inside a $163,395,565 ceiling and a potential end date of 2030-11-06, though only about 15% of the ceiling is currently obligated. Awards are split between open-competition wins (SAIC, Anduril, Accenture Federal, Definitive Logic, SALIENT CRGT) and set-aside or small-business awards (Spatial Front's 8(a) order, Brown Point's woman-owned small business order). Most recipients are private or have no public-market linkage evident in the data, so equity impact is largely indirect; the watch item is option exercise and outlay pace across the largest orders, particularly SALIENT CRGT's 2026-11-06 current end date. Signals are uniformly neutral in the source analyses, and this digest does not inflate the bullish count.

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Tracking the trend? Catch up on the prior DHS Homeland Security Contracts digest from September 29, 2026.

Investment Signals (5)

  • SALIENT CRGT (GOVCIO) USCIS IT Support Order: $23,895,601 Obligated Against $163,395,565 Ceiling (MEDIUM)
    ▲

    The time-and-materials delivery order runs to a potential 2030-11-06 end, but only about 15% of the ceiling is obligated and $12,213,285 has been outlayed. Option exercise and annual funding decisions around the 2026-11-06 current end date will determine whether the remaining ceiling converts to revenue.

  • Accenture Federal Services CBP Cyber Security Operations Center Award: $14,823,471 Obligated (MEDIUM)
    ▲

    A firm fixed-price delivery order under PSC DJ10 and NAICS 541512 covers CBP cybersecurity operations, with a potential ceiling of $121,415,324 through 2031-09-23 that signals a sizable multi-year managed-security opportunity for a large prime. Total outlays were $0 at the data date, so execution has not yet begun.

  • Spatial Front 8(a) USCIS Order: Only $1,347,491 Outlayed Against $10,831,013 Obligation (MEDIUM)
    ▲

    The 8(a)-competed time-and-materials order has realized only about 3.8% of its $35,424,304 base-plus-options ceiling, leaving execution and option-exercise risk on a private small business. Revenue realization is slow relative to obligated value.

  • Anduril Industries CBP Air and Marine Delivery Order 18: $42,066,939 Obligated, 66% Outlayed (LOW)
    ▲

    A firm fixed-price order from CBP's Air and Marine Contracting Division has $27,713,957 outlayed against a total obligation of $42,066,939, implying roughly $14.4 million of remaining obligated work through 2027-06-30. The scope is undisclosed, and Anduril's public-market exposure is not visible in the data.

  • SAIC DEBIASE Biometric R&D Contract: $50,002,730 Obligated Through 2028 (MEDIUM)
    ▲

    The five-year cost-plus-fixed-fee R&D award has $30,980,098 outlayed (about 62%) and includes 16 subawards totaling $6,780,764. Exercise of options toward the $64,742,902 base-plus-options value would be the key revenue signal for SAIC.

Risk Flags (3)

  • Execution [MEDIUM RISK]
    ▼

    Spatial Front Inc's USCIS order shows only 3.8% of the ceiling outlayed, and its high contract pricing risk combined with 8(a) status and private ownership limits visibility into execution.

  • Concentration [MEDIUM RISK]
    ▼

    SALIENT CRGT's $163,395,565 ceiling is large, but only about 15% is obligated; a high pricing risk time-and-materials structure concentrates revenue timing in annual option decisions.

  • Budget [LOW RISK]
    ▼

    The data contains no DHS or component appropriation trend information, so budget trajectory for CBP, USCIS, and other DHS buyers cannot be confirmed from these awards.

Opportunities (3)

  • ◆

    Accenture Federal Services' CBP Cyber Security Operations Center order has a potential ceiling of $121,415,324, the largest headroom of any award in this set relative to its obligation.

  • ◆

    Spatial Front (8(a)) and Brown Point (woman-owned small business) show DHS set-aside awards that remain accessible to small and disadvantaged firms in IT and facilities scopes.

  • ◆

    SAIC's DEBIASE program signals sustained DHS spending on biometric and identity R&D across a five-year horizon, supporting a multi-year revenue runway.

Sector Themes (3)

  • ◆

    IT support, network monitoring, and cybersecurity operations awards at USCIS and CBP account for several of the largest orders, including SALIENT CRGT, Accenture Federal, and Spatial Front, pointing to continued civilian IT operations demand.

  • ◆

    Anduril's CBP Air and Marine delivery order and the DEFINITIVE LOGIC budget tooling BPA show technology procurement tied to border and enforcement operations.

  • ◆

    SAIC's DEBIASE award is a five-year cost-plus R&D contract focused on biometric accuracy and equitability, indicating a sustained identity-technology research line at DHS.

Watch List (4)

  • 👁

    {"entity" => "SALIENT CRGT, INC. / GOVCIO, LLC", "reason" => "The largest current obligation in the set ($23,895,601) sits inside a $163,395,565 ceiling with only about 15% obligated.", "trigger" => "Option exercise and annual funding decision around the 2026-11-06 current end date"}

  • 👁

    {"entity" => "Accenture plc (Accenture Federal Services)", "reason" => "The CBP cyber operations order has a $121,415,324 potential ceiling with $0 outlayed at the data date, so ramp-up is unproven.", "trigger" => "Outlay growth after the 2026-09-24 start and option exercise toward 2031-09-23"}

  • 👁

    {"entity" => "Science Applications International Corporation (SAIC)", "reason" => "DEBIASE has $30,980,098 outlayed (about 62% of obligation) with 16 subawards totaling $6,780,764, making subcontract activity and option exercise the key indicators.", "trigger" => "Option exercise toward $64,742,902 and changes to the 2028-08-24 period of performance"}

  • 👁

    {"entity" => "Anduril Industries, Inc.", "reason" => "Delivery Order 18 for CBP Air and Marine has about 66% outlayed with roughly $14.4 million of remaining obligated work through 2027-06-30.", "trigger" => "Quarterly outlay progression and follow-on delivery orders under the same CBP vehicle"}

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