DHS Homeland Security Contracts — October 23, 2026

The firm-fixed-price delivery order runs from 2026-09-29 to 2029-09-01 under full and open competition, with $0 outlayed to date. Parent Clark Construction LLC's public status and financials are not provided, so revenue impact cannot be sized beyond an illustrative ~$39M per year.

The non-competed firm-fixed-price order covers AWS cloud hosting for CISA through 2027-08-31, with a potential end of 2028-08-31 if options are exercised. The award reinforces sustained federal cloud demand, though it is modest relative to AWS's scale and $0 has been outlayed.

Obligations of $59,511,872 cover only about 38% of the $154,741,529 base-plus-options value, with $25,277,066 outlayed (about 42% of obligations). Labor-hours pricing ties revenue to staffing, and full realization depends on future option exercises or incremental funding.

The sole-source firm-fixed-price dormitory management contract at Artesia, NM has $19.2M of potential option value unobligated and roughly 60% of obligations outlayed. The recipient is a nonprofit AbilityOne participant, limiting direct equity implications.

Zero outlays recorded on the largest award (Clark Construction, $117M) and the AWS award ($83.4M) at the time of data, so obligations have not yet converted to realized revenue.

The data provides no DHS or sub-agency appropriations trend, so the durability of these civilian awards cannot be tied to budget direction. Contracts awarded in Sep-Oct face Continuing Resolution exposure for the FY2027 cycle.

Unfunded ceilings are large relative to current obligations on the SALIENT CRGT (38% funded) and Adelante (62% funded) awards, making headline values overstate near-term revenue.

AWS retains a sole-source position on a DHS/CISA cloud hosting order worth $83,417,225, which could extend to 2028-08-31.

Clark Construction's $117M CBP facility build opens a three-year construction pipeline in border infrastructure, potentially followed by additional CBP station awards.

SALIENT CRGT's ICE ERO analytic services order has $95.2M of unobligated base-plus-options value that could be added through funding actions.

The CBP award to Clark Construction Group for a $117M Border Patrol Station signals continued capital investment in border facilities. The data does not state multi-year appropriation levels, so the durability of this theme cannot be confirmed from these contracts alone.

The sole-source $83.4M CISA cloud hosting award to AWS indicates ongoing DHS reliance on hyperscale cloud infrastructure. Revenue recognition is pending, as no outlays are recorded.

The SALIENT CRGT ICE analytic services award and the Adelante FLETC custodial contract both reflect labor-intensive civilian service spending, with revenue scaling to staffing and option exercises.

{"entity" => "Clark Construction Group LLC / Clark Construction LLC", "reason" => "$117,000,000 CBP delivery order with $0 outlayed; parent financials and public status not provided, so materiality to parent revenue is unverified.", "trigger" => "First outlay activity and option or modification notices on the Las Cruces Border Patrol Station order before 2029-09-01"}

{"entity" => "Amazon.com, Inc. (AWS)", "reason" => "Sole-source $83,417,225 DHS/CISA cloud order with $0 outlayed and a potential end date of 2028-08-31.", "trigger" => "Option exercise and initial outlays ahead of the 2027-08-31 current end date"}

{"entity" => "SALIENT CRGT, Inc. / GOVCIO, LLC", "reason" => "Only $59.5M of $154.7M base-plus-options value obligated; outlays are $25.3M to date under labor-hours pricing.", "trigger" => "Incremental funding or option exercise on the ICE ERO order, and the 2028-01-23 current end date"}