Sure, they might sell to someone else, but nobody involved cares about that.
What I've seen suggests that there are really two commercial security sectors. One centered on the west coast and focused on the private sector. The other is centered on the east coast and centered on the US government. It's all commercial, after a fashion, but the two don't typically interact very much. Each tends to think of itself as "the security sector".
Well. Except when Mandiant decides to point fingers. Then there's briefly lots of interaction.
Yes, of course, every enterprise product company in the world --- in security, disaster response, configuration management, issue tracking, document management, what-have-you, every single one --- sells to FedGov. They all have special teams to do it. And FedGov has special requirements; for instance, Common Criteria certification.
Now: can you answer my actual question? How on earth did you feel you'd be able to defend your statement that most commercial security work is thinly-veiled NSA work? That's not just not true, it's almost literally the opposite of true.
Is your answer "there's this East Coast sector of the security industry that sees itself as the whole security industry that is almost entirely thinly-veiled NSA work"? If so: can you name 3 companies in that East Coast security sector? I've worked in security for just about 20 years now and can name many, many East Coast companies, and very few of them have ever done work for NSA, or, for that matter, done work that would be interesting to NSA.
I do know that the people in those fields tend to think of themselves as "the security industry". They also don't generally work on material that the more private-sector-focused industry cares about or gets exposed to, like how to secure a network when you have brain-damaged political network policies.
I'll have to keep a tally at the next DEFCON.
It is a true but very uninteresting statement to say that "most government contracting work is thinly veiled government work".
Obviously, you don't feel like that's what you're saying. But to defend the statement that much of security in general is thinly veiled USG work, you cite SAIC, ManTech, and (now) Raytheon. Giant government contractors.
The security industry as a whole is enormous. It includes big chunks of Cisco, IBM, EMC, Symantec, Intel, and HP, and literally hundreds of companies the likes of Duo, Cloudflare, Accuvant, and Lookout.
The clear implication of your comment upthread is that most commercial security work is not only done for the USG, but is offensive work done for NSA. That's why you compared it to HackerOne and called their rates a "sick joke". Not only would that statement still not be true if most commercial offensive work was done by NSA (government rates on vulnerabilities are not as lucrative as extragovernmental rates are), but it is itself not true at all. Ironically, the numbers get even worse for your argument when we narrow the security industry down to offensive work.
I might lose an argument about how much bogus "defensive" security product stuff gets sold through GSA teams to NSA and DoD in general. But most of my experience --- apart from the four years I spent working for what was at the time Sandvine's biggest competitor, where we never once had a discussion about selling to NSA --- is on the offensive side. Virtually none of the commercial offensive security work that is done is done to benefit NSA.
Who cares?
You dodged part of my comment. Once again: virtually none of the commercial security work --- or even the offensive security work --- is thinly veiled NSA work. Virtually none of it.
What on earth led you to believe you'd be able to defend such a statement?