DHS Homeland Security Contracts — October 16, 2026

The firm-fixed-price order from DHS Federal Protective Service carries $35,454,081 obligated against a $48,670,000 Base + All Options ceiling, with $25,445,434 already outlayed. The data does not establish whether GOLDEN SVCS, LLC is publicly traded or part of a larger parent, limiting investability.

Roughly $13.2M of ceiling value remains unobligated, and exercise of options before 2027-08-31 would move the order toward its full value. Option exercise is the key near-term event for this contract.

The firm-fixed-price BPA call from DHS/U.S. Customs and Border Protection for a national media campaign has $0 outlayed against the $20,000,000 obligation as of the snapshot. Realized revenue pace is therefore unverified until outlays begin.

Leidos's firm-fixed-price TSA order (awarded 2017-05-31, ended 2021-05-31) shows only $57 outlayed against $13,227,842 obligated and 39 subawards totaling $6,814,732. The closeout status limits its relevance to forward revenue.

LMD AGENCY, INC.'s $20M CBP media award has $0 outlayed; if spending lags, realized revenue from the one-year period of performance (ending 2027-09-19) could fall well short of the obligation.

LEIDOS, INC.'s TSA delivery order shows $57 outlayed on a $13.2M obligation despite a closed status, raising questions about final contract value and whether the award was substantially performed.

GOLDEN SVCS, LLC's $35.5M award represents about 52% of the $68.7M aggregate, so a single contract drives this stream's value; the single-agency, single-contract structure limits diversification.

No budget trend or appropriations context is provided for DHS in this data, so forward demand for the physical-security and media services cannot be assessed; Continuing Resolution risk applies to federal award timing generally.

GOLDEN SVCS, LLC could capture additional revenue if FPS exercises options and moves obligations toward the $48,670,000 Base + All Options ceiling.

LMD AGENCY, INC. could gain follow-on CBP task orders if the national media campaign expands beyond the current BPA call.

LEIDOS, INC.'s pattern of TSA screening-equipment engineering support, with 39 subawards, suggests potential follow-on EDS installation work for subcontractors.

GOLDEN SVCS's $35,454,081 FPS Armed Guard order shows continued federal demand for contracted physical security in Northern Virginia through 2027. Evidence is limited to this single award, with no budget history provided.

The stream spans physical security (FPS), media campaigns (CBP), and TSA screening support, all civilian with zero defense records. Spend is spread across distinct service types rather than one capability.

{"entity" => "GOLDEN SVCS, LLC", "reason" => "Largest award in the set at $35,454,081 with $25,445,434 outlayed; public-company status unconfirmed.", "trigger" => "Option exercise or modification moving obligations toward $48,670,000 before 2027-08-31"}

{"entity" => "LMD AGENCY, INC.", "reason" => "$20,000,000 CBP BPA call with $0 outlayed; realized revenue pace unknown.", "trigger" => "First outlays and any follow-on task orders before 2027-09-19"}

{"entity" => "LEIDOS, INC.", "reason" => "TSA delivery order closed out with $57 outlayed against $13,227,842 obligated; final value unverified.", "trigger" => "Confirmation of final contract value and any follow-on TSA EDS delivery orders"}