Contractor signal profile
THOMA-SEA MARINE CONSTRUCTORS, L.L.C.
Acquisition-signal score 38 / 100 — Watch. Pattern-based, from public award history.
Lifetime obligations
$712.5M
Velocity (YoY)
-73%
Agencies served
3
Obligation trajectory
Why this score
+9
recent_large_win
1 large award(s) ≥$5M in the last ~2 FYs (top: $331.2M, Department of Commerce). Fresh strategic wins de-risk the pipeline for an acquirer.
+16
hot_naics_concentration
Concentrated in a thematically hot lane: Aerospace / defense manufacturing (95% of awards, NAICS 336611). Roll-up sponsors buy by theme; being squarely in the lane attracts inbound.
+5
customer_base
Serves 3 agencies — reasonable customer diversity.
+8
target_size_band
Lifetime obligations $712.5M — squarely in the small/mid tuck-in size band acquirers shop in.
Obligation trajectory (by federal FY)
| FY | Obligated | Awards |
|---|---|---|
| FY2019 | $264.7M | 5 |
| FY2020 | $16.7M | 5 |
| FY2021 | $29.4M | 5 |
| FY2022 | $7.0M | 3 |
| FY2023 | $343.0M | 7 |
| FY2024 | $9.0M | 5 |
| FY2025 | $33.5M | 6 |
| FY2026 | $9.1M | 8 |
Recent awards
| Start | Amount | Agency | NAICS |
|---|---|---|---|
| 2026-06-30 | $900K | Department of Homeland Security | 336611 |
| 2026-05-05 | $2.4M | Department of Homeland Security | 336611 |
| 2026-04-21 | $1.1M | Department of Homeland Security | 336611 |
| 2026-01-27 | $1.3M | Department of Homeland Security | 336611 |
| 2025-12-09 | $2.1M | Department of Homeland Security | 336611 |
| 2025-12-09 | $313K | Department of Homeland Security | 336611 |
| 2025-11-24 | $721K | Department of Defense | 336611 |
| 2025-10-17 | $252K | Department of Defense | 488330 |
Largest single award: $331.2M from Department of Commerce (2023-06-23).
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.