Contractor signal profile

ROHDE & SCHWARZ USA, INC.

Acquisition-signal score 65 / 100 — Elevated signal. Pattern-based, from public award history.

Lifetime obligations

$661.8M

Velocity (YoY)

207%

Agencies served

6

Obligation trajectory

Why this score

+30
award_velocity
Award obligations are ramping fast — most-recent FY $402.5M vs prior $131.2M (207% YoY, 107% multi-yr CAGR). Rapid, proven backlog growth is the classic profile PE/strategic acquirers target.
+15
recent_large_win
5 large award(s) ≥$5M in the last ~2 FYs (top: $389.9M, Department of Transportation). Fresh strategic wins de-risk the pipeline for an acquirer.
+12
customer_diversification
Revenue spread across 6 federal agencies while growing — diversified, de-risked backlog is the #1 valuation-multiple lever in govcon M&A.
+8
target_size_band
Lifetime obligations $661.8M — squarely in the small/mid tuck-in size band acquirers shop in.

Obligation trajectory (by federal FY)

FYObligatedAwards
FY2016$284K1
FY2019$445K1
FY2020$8.3M11
FY2021$34.6M19
FY2022$13.0M11
FY2023$48.4M23
FY2024$23.1M11
FY2025$131.2M17
FY2026$402.5M6

Recent awards

StartAmountAgencyNAICS
2026-06-16$285KDepartment of Homeland Security811210
2026-03-19$389.9MDepartment of Transportation334210
2026-03-19$1.1MDepartment of Defense334511
2026-03-04$1.2MDepartment of Defense334515
2026-02-05$6.9MDepartment of Defense334220
2026-01-23$3.1MDepartment of Defense334515
2025-09-30$2.2MDepartment of Homeland Security541330
2025-09-29$23.3MDepartment of Homeland Security334511

Largest single award: $389.9M from Department of Transportation (2026-03-19).

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.

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