12 Companies Win Spots on DHS $1.5B Counter-Drone IDIQ
DHS awarded 14 positions on a $1.5B counter-drone IDIQ, split into Track 1 (ceiling $1.01B) for hardware and services and Track 2 (ceiling $489M) for comprehensive services, per USAspending. Leidos and BAE Systems won both tracks; others received single-track spots. Ordering runs Aug. 1, 2026 to July 31, 2031, with a $250M minimum guarantee at award.
How this was made
The 30-second read
Why it matters
The contract creates a multi-year procurement vehicle with defined ceilings ($1.01B Track 1, $489M Track 2) and minimum guarantees at award, which can improve backlog visibility for selected prime contractors and their teams.
Market read
This is a fresh federal contract award that can drive modeling of future DHS counter-UAS task orders for the listed primes, especially those on both tracks.
What to watch
The article notes performance requirements (2 km detection, 500 m neutralization, 20-second track refresh) that could favor vendors with proven operational performance, but it does not indicate which awardees already meet those thresholds.
Background
DHS awarded an IDIQ contract for counter-unmanned aircraft systems, splitting work between a hardware track and a comprehensive services track, with ordering from Aug. 1, 2026 through July 31, 2031.
Ticker impact
Leidos was selected for both DHS counter-drone contract tracks, with a $1.01B Track 1 ceiling and $250 minimum guarantee at award.
Moderate positive bias for defense-contract sentiment, with limited immediate price impact unless task-order awards accelerate.
The article discloses a fresh federal contract award and multi-year ordering window, but does not provide near-term order sizes beyond the $250 minimum guarantee.
BAE Systems Technology Solutions & Services won positions on both DHS counter-drone tracks, including the $1.01B Track 1 ceiling.
Mild to moderate positive reaction potential, more likely over weeks as investors model follow-on task orders.
This is a primary contract-award disclosure with a defined ordering period, but the article does not quantify expected task-order revenue beyond the minimum guarantee.
CACI Inc.-Federal received a Track 1 spot on DHS’s $1.5B counter-drone IDIQ, covering hardware/software plus training and maintenance.
Low to moderate positive bias, likely limited immediate impact without task-order dollar amounts.
The award is real and multi-year, but the article provides no company-specific ceiling or expected spend beyond the $250 minimum guarantee.
General Dynamics Information Technology received a Track 2 position on DHS’s counter-drone IDIQ, which caps at $489M for services.
Low positive bias; materiality depends on subsequent task-order announcements.
Contract placement is disclosed, but the article does not provide near-term revenue magnitude for GD-IT.
Parsons Government Services won a Track 2 spot on DHS’s $1.5B counter-drone IDIQ, covering managed services and system integration.
Low positive bias, likely gradual as task orders are issued.
The award is new, but the article provides no company-specific financial details beyond the minimum guarantee.
Market effects
Reinforces demand for counter-UAS detection, tracking, and neutralization capabilities, potentially supporting sentiment across defense integrators and drone-defense specialists.
Primarily US federal homeland security procurement, with potential spillover to domestic defense supply chains.
US DHS counter-drone procurement may influence broader NATO-aligned counter-UAS program planning and vendor positioning.
Counterpoint
IDIQ awards often do not translate into immediate revenue; without task-order dollar amounts, near-term stock impact may be limited.
Key entities
- government agencyDepartment of Homeland Security
Awarded the $1.5B combined-ceiling counter-drone IDIQ and set ordering window and performance requirements.
- defense contractorLeidos
Selected for both Track 1 and Track 2 positions on the DHS counter-drone IDIQ.
- defense contractorBAE Systems Technology Solutions & Services
Selected for both Track 1 and Track 2 positions on the DHS counter-drone IDIQ.
