Contractor signal profile
ANDURIL INDUSTRIES, INC.
Acquisition-signal score 52 / 100 — Elevated signal. Pattern-based, from public award history.
Lifetime obligations
$2.34B
Velocity (YoY)
3%
Agencies served
3
Obligation trajectory
Why this score
+24
award_velocity
Award obligations are ramping fast — most-recent FY $587.6M vs prior $573.3M (2% YoY, 79% multi-yr CAGR). Rapid, proven backlog growth is the classic profile PE/strategic acquirers target.
+15
recent_large_win
44 large award(s) ≥$5M in the last ~2 FYs (top: $363.0M, Department of Homeland Security). Fresh strategic wins de-risk the pipeline for an acquirer.
+5
customer_base
Serves 3 agencies — reasonable customer diversity.
+8
target_size_band
Lifetime obligations $2.34B — squarely in the small/mid tuck-in size band acquirers shop in.
Obligation trajectory (by federal FY)
| FY | Obligated | Awards |
|---|---|---|
| FY2019 | $10.0M | 1 |
| FY2020 | $95.6M | 5 |
| FY2021 | $70.5M | 2 |
| FY2022 | $192.7M | 10 |
| FY2023 | $209.3M | 14 |
| FY2024 | $600.2M | 22 |
| FY2025 | $573.3M | 34 |
| FY2026 | $587.6M | 12 |
Recent awards
| Start | Amount | Agency | NAICS |
|---|---|---|---|
| 2026-08-06 | $6.6M | Department of Defense | 334511 |
| 2026-05-15 | $9.1M | Department of Energy | 334511 |
| 2026-03-16 | $87.7M | Department of Defense | 541512 |
| 2026-02-26 | $18.0M | Department of Defense | 332994 |
| 2026-01-16 | $4.8M | Department of Defense | 334511 |
| 2025-12-25 | $363.0M | Department of Homeland Security | 541512 |
| 2025-12-19 | $19.5M | Department of Defense | 332994 |
| 2025-12-11 | $24.0M | Department of Defense | 336419 |
Largest single award: $363.0M from Department of Homeland Security (2025-12-25).
How to read these scores. Cassandra computes leading-indicator signals strictly from public federal award history (USAspending.gov) and public SEC filings (EDGAR). Scores are pattern-based and probabilistic — they describe profiles that historically correlate with acquisitions and major corporate events. They are not predictions of certainty, not insider or material non-public information (MNPI), and not investment advice. Do your own diligence.