DHS Homeland Security Contracts — October 22, 2026

The firm-fixed-price delivery order runs from 2026-08-01 with a current end of 2027-07-31 and a potential end of 2031-07-31, and the current obligation is only about 5.6% of the $401,685,093 ceiling. Revenue realization is not yet evidenced because outlays are $0, so any upside depends on option exercise and subsequent funding.

The small business total set-aside award has moved into active performance from 2025-09-01, with $6,590,471 outlayed (about 29% of the obligation) and roughly 27% of the $82,909,800 ceiling currently obligated. The set-aside status and multiple business categories support continued eligibility for similar USCIS work, though the recipient is not publicly traded.

Current obligations of $22,644,780 and $22,511,725 represent a small fraction of the combined $484,594,893 ceilings, leaving the bulk of potential value contingent on option exercise and annual funding. Investors should not capitalize the full ceilings in valuation models.

Universal Protection Service, LP's $22,644,780 award has $0 outlayed and a 2026-08-01 start date, so performance and revenue recognition are not yet demonstrated; the recipient's public-market exposure is also undisclosed in the data.

KYC Advisors LLC's $22,511,725 USCIS obligation has only $6,590,471 outlayed, and the mixed firm-fixed-price and time-and-materials structure carries re-pricing and cost-overrun exposure.

The digest covers only two awards from a single DHS stream on one date, so the sample cannot establish agency-level budget direction or sector trends.

Universal Protection Service, LP's southern-border protective officer work could expand as the $22,644,780 obligation is raised toward the $401,685,093 Base + All Options ceiling.

KYC Advisors LLC's small business total set-aside and 8(a) JV status position it for follow-on USCIS DevSecOps work as its $82,909,800 ceiling is exercised.

Both awards are task or delivery orders carrying large potential ceilings ($401.7M and $82.9M) against much smaller current obligations, consistent with DHS procuring services incrementally. Neither award is defense-related, so the evidence points to civilian homeland security rather than DOD demand.

{"entity" => "Universal Protection Service, LP", "reason" => "$22,644,780 DHS/FPS obligation with $0 outlayed and a $401,685,093 ceiling; public-market status not disclosed.", "trigger" => "Outlay activity after the 2026-08-01 start date and option exercise on the 2027-07-31 current end date"}

{"entity" => "KYC Advisors LLC", "reason" => "$22,511,725 USCIS obligation with $6,590,471 outlayed against an $82,909,800 ceiling; private, set-aside recipient.", "trigger" => "Option exercise and outlay progression before the current end of 2027-10-31"}