Anduril Industries

Background

Anduril Industries was founded in 2017 by Palmer Luckey — the Oculus Rift creator — alongside co-founder and CEO Brian Schimpf and several alumni of defense and technology firms.

Luckey's pitch was to build a software-first defense contractor that could out-iterate legacy primes on hardware-software integration.

Anduril appointed Christian Brose President and Chief Strategy Officer and Matthew Steckman President and Chief Business Officer on 23 January 2025, with Brian Schimpf remaining CEO.

California's governor's office identified Costa Mesa as headquarters and recorded approximately 7,000 employees across 35 locations in January 2026. Fortune reported more than 8,000 employees in May 2026. In his investor letter, Schimpf said the workforce nearly doubled during 2025.

Anduril describes Lattice as the software integrating sensors and effectors in its Dutch counter-UAS contract. The U.S. Air Force named Anduril's Collaborative Combat Aircraft FQ-44 Fury on 14 September 2026. Anduril introduced Thunder in July 2026 as a Group 5 autonomous attack tiltrotor co-developed with Archer Aviation, using series hybrid-electric propulsion and scheduled for its own first flight in 2027.

Anduril introduced EagleEye in October 2025 as helmet, visor and glasses configurations intended to combine mission command, mixed reality and digital night vision, with partners including Meta, Oakley/OSI, Qualcomm and Gentex.

Anduril introduced Seabed Sentry as a recoverable seabed sensor network combining Lattice with Ultra Maritime technology. Anduril also introduced Copperhead-100 and Copperhead-500 autonomous underwater vehicles, including Copperhead-M munition variants intended for carriage by autonomous platforms.

Anduril said AWS named it a preferred edge provider for national security and defence and announced Menace-I with AWS Outposts as a deployable computing capability. Anduril introduced ArsenalOS in June 2026 as manufacturing software connecting design, sourcing, production, testing and deployment records, incorporating its Forge execution, maintenance and quality systems.

JobsOhio recorded the first Ohio-built Fury leaving Arsenal-1's production line on 27 July 2026, following production work beginning in March. JobsOhio's announcement describes a planned five-million-square-foot campus on 500 acres near Rickenbacker International Airport, with commitments of $910.5 million in capital investment and 4,008 jobs by 2035.

California's governor's office announced a $1 billion expansion involving a 1.18-million-square-foot Long Beach/Lakewood campus, expected to open in mid-2027 and support approximately 5,500 onsite jobs. Anduril said its dedicated Southern California Barracuda facility exceeds 115,000 square feet, opened earlier in 2026 and had production underway after more than $40 million of investment.

Anduril said its Mississippi full-rate rocket-motor facility opened in August 2025, supported by $75 million of company investment and Defense Production Act Title III awards of $14.3 million in December 2024 and $43.7 million on 2 October 2025. Maryland's governor's office announced Arsenal-2 on 6 October 2026 as a planned two-million-square-foot facility at Tradepoint Atlantic in Sparrows Point, with $3.7 billion of private investment and more than 3,100 permanent jobs targeted.

USNI News reported that the facility's initial work would concern Virginia-class submarine components, including torpedo tubes. Gecko Robotics and Anduril announced robotic inspection and AI-assisted quality assurance for Arsenal-2 and a 160,000-square-foot Orange County submarine-component prototyping facility.

Anduril announced the acquisition of Numerica's radar and command-and-control businesses in January 2025, including Spyglass and Spark radars and Mimir software. Anduril announced the acquisition of American Infrared Solutions in October 2025, adding cooled infrared cameras and components while retaining its New Hampshire facilities and existing customers.

Anduril announced a May 2025 agreement to acquire tactical computing and communications supplier Klas, subject to approvals. Anduril announced a March 2026 agreement to acquire ExoAnalytic Solutions, whose network includes more than 400 telescopes, with closing subject to regulatory approval. Tectonic reported the acquisition of underwater-acoustics company Popoto Modem on 2 October 2026, with financial terms undisclosed.

Latest developments

• 2026-09-28: Origin Will Test Its BLAZE Interceptor on Anduril's Lattice Network in Latvia
• 2026-07-15: NATO picks Anduril's Lattice for air command trial against Palantir and Athea

Linked records

Wired to the rest of BattlePolicy — the systems it builds in the Lexicon and the contracts it wins in the Procurement Tracker. Every link below is a record in our own datasets.

Financial footing

• Anduril announced a completed $5 billion Series H at a $61 billion valuation on 13 May 2026, led by Thrive Capital and Andreessen Horowitz
• The U.S. Army announced an enterprise agreement on 13 March 2026 with a $20 billion maximum potential value, a five-year base ordering period and a possible five-year extension
• The ceiling does not represent obligated funding
• Anduril said its 5 October 2026 NGC2 award starts with I Corps and has a $162.8 million base, with options bringing the potential value to $1.8 billion over five years
• The full value is not yet funded
• Backers: Founders Fund, Andreessen Horowitz, Thrive Capital

Anduril announced a completed $5 billion Series H at a $61 billion valuation on 13 May 2026, led by Thrive Capital and Andreessen Horowitz.

TechCrunch reported that the June 2025 Series G raised $2.5 billion at a $30.5 billion valuation, led by Founders Fund with a $1 billion investment. TechCrunch reported cumulative investor funding above $11 billion in May 2026, citing Tracxn.

In the January 2026 investor letter published with the financing announcement, CEO Brian Schimpf said 2025 revenue reached $2.2 billion, more than double the previous year, and the workforce nearly doubled during 2025. Fortune reported that Anduril forecast $4.3 billion in 2026 revenue.

California's governor's office recorded approximately 7,000 employees across 35 locations in January 2026, with roughly half in Southern California. Fortune reported headcount above 8,000 in May 2026.

Major customers & contracts

Joined live from the Procurement & Contracts Tracker — real award/announcement records.

Further disclosed customers & programs (public reporting):

The U.S. Army announced an enterprise agreement with Anduril on 13 March 2026 with a $20 billion maximum potential value, a five-year base ordering period and a possible five-year extension. The Army announcement states that the agreement consolidates more than 120 procurement actions covering commercial software, hardware, data, computing infrastructure and support, and that its ceiling does not represent obligated funding.

Defense One reported an $87 million Lattice award for common counter-unmanned-system command and control associated with Joint Interagency Task Force 401, within the broader enterprise agreement.

Anduril announced a $99.6 million Other Transaction Authority agreement in July 2025 to lead an Army Next Generation Command and Control prototype, initially with the 4th Infantry Division. Anduril announced a 5 October 2026 award to expand the NGC2 common data layer from division-scale prototyping to corps-scale fielding, beginning with I Corps in the Pacific.

Anduril said the award has a $162.8 million base, with options potentially bringing its value to $1.8 billion over five years; the full value is not yet funded. The U.S. Army recorded TITAN production orders awarded by 31 August 2026 of $127 million to Palantir and $65 million to Anduril for eight systems, four Advanced and four Basic, with delivery over the following 18 months and Anduril providing hardware and shelter integration.

Anduril announced a $159 million initial Soldier Borne Mission Command prototyping award in September 2025. GAO recorded Army approval in April 2025 to transfer the Microsoft IVAS contract to Anduril and the end of the legacy IVAS rapid-fielding effort in December 2025.

GAO found that almost 10,000 obsolete version 1.0 and 1.1 units would remain in storage and that the Army would use 400 existing version 1.2 units to inform SBMC instead of producing that version.

The Defense Department's contract notice of 7 March 2025 records a Marine Corps installation counter-small-UAS IDIQ with a $642.21 million maximum value through March 2035 and approximately $9.49 million obligated through the initial delivery order.

Anduril announced a $23.9 million Marine Corps order for more than 600 Bolt-M systems under Organic Precision Fires–Light, with deliveries scheduled from February 2026 to April 2027. DefenseScoop reported a September 2026 Marine Corps award of approximately $15.7 million for Pulsar-Lite electronic-warfare systems for Amphibious Combat Vehicles, with deliveries expected to begin in January 2027 and quantities undisclosed.

Anduril said its 13 May 2026 surface-launched Barracuda-500M framework covers at least 3,000 missiles over three years, at least 1,000 annually, for the Army's Ground-Launched Low-Cost Containerized Munition programme. Anduril schedules first missile deliveries for the first half of 2027 and more than 60 launchers during 2027, without disclosing a contract value.

Anduril announced a July 2026 framework for pallet- and lug-launched Barracuda variants under the Air Force's FAMM-P and FAMM-L programmes, describing a seven-year procurement pathway, initial deliveries in 2027 and a maximum of 8,000 vehicles annually across both variants and their vendor pools. Anduril said in September 2026 that the Barracuda-M family passed Air Force Research Laboratory verification against Weapon Open Systems Architecture requirements across 14 domains, with production underway and first customer deliveries expected in early 2027.

The U.S. Air Force awarded CCA Increment 1 engineering/manufacturing development and production contracts for Anduril's FQ-44 and General Atomics' FQ-42 on 17 June 2026, with company-specific quantities and award values undisclosed. The Air Force set a programme-wide objective of more than 150 aircraft by the end of the decade and described a continuing mission-autonomy competition with initial competitive production options for Anduril, Collins and Shield AI.

The Air Force named the aircraft FQ-44 Fury and FQ-42 Vengeance on 14 September 2026. Breaking Defense reported on 15 September that Anduril officials said production-contract work required FY2027 appropriations, while the company was building additional prototypes in Ohio at its own expense. The Air Force confirmed delivery of Anduril's first YFQ-44A to the Experimental Operations Unit at Creech in August 2026 for operational experimentation.

USNI News reported an announced Navy submarine-component contract worth up to $2.9 billion, with payments contingent on demonstrated production outcomes and initial work including Virginia-class torpedo tubes. Maryland's governor's office announced the associated planned $3.7 billion private investment in Arsenal-2 at Sparrows Point.

Defense One reported President Trump's announcement of a 40% government stake in the new shipyard and Anduril's clarification that the stake concerns a new subsidiary. The War Zone reported in March 2025 that Navy officials planned Roadrunner-M and Raytheon Coyote deployment aboard Arleigh Burke-class destroyers in the Gerald R. Ford strike group; the report disclosed no ship-set quantities or contract value and did not establish completed integration.

The 5 May 2026 departmental contract notice records a $100.3 million modification increasing Anduril's space-domain-awareness and Space Surveillance Network mesh-networking ceiling from $99.7 million to $200 million, with completion scheduled for 23 September 2027 and no funds obligated at modification. Defence Blog reported an Air Force Research Laboratory VOLARE IDIQ with an $85 million ceiling through 17 September 2036 and an initial funded task of $50,000.

The departmental contract notice of 8 April 2026 identifies Anduril as one of 14 companies awarded Andromeda space-domain-awareness contracts on 7 April, with a shared $1.843 billion ceiling, completion by 8 April 2036 and $1.4 million obligated across the announced contracts. Reuters reported Anduril's Golden Dome space-based interceptor team with Impulse Space, Inversion Space, K2 Space, Sandia National Laboratories and Voyager, within a $3.2 billion programme ceiling shared by 12 contractors and with Anduril's award value undisclosed.

The Australian government announced a five-year A$1.7 billion contract with Anduril Australia on 10 September 2025 for Ghost Shark delivery, maintenance and continued development for the Royal Australian Navy. Australia's Department of Defence confirmed in April 2026 that the Navy had taken delivery of Ghost Shark vehicles.

The Department of Defence identified Maritime Autonomous Systems Unit, Project SEA 1200, as operating Ghost Shark alongside other autonomous systems. The UK Ministry of Defence announced contracts worth nearly £30 million on 6 March 2025 for Anduril UK to supply Altius-600M and Altius-700M munitions, launchers and spare parts to Ukraine through the International Fund for Ukraine.

Taiwan News reported an approximately NT$26.9 billion, or US$847 million, agreement for 1,554 Altius-700M munitions and 478 Altius-600ISR aircraft, plus launch equipment and associated systems, with first deliveries expected in Q4 2026 and completion by June 2033. The U.S. State Department approved a possible $1.98 billion counter-UAS Foreign Military Sale to Kuwait on 5 June 2026, naming Anduril as principal contractor for a proposed package including Roadrunner, Anvil, Sentry towers, Pulsar, Menace and Lattice.

Anduril announced that NATO's Communications and Information Agency selected Lattice for the Enhanced Air Command and Control Data Platform initiative, initially through a nine-month evaluation, without disclosing a value. Anduril announced a Dutch Ministry of Defence counter-UAS contract integrating Lattice with sensors and effectors, without disclosing value or quantities.

Anduril and EDGE announced a proposed UAE production alliance in November 2025, describing an initial acquisition of 50 Omen Group 3 hover-to-cruise aircraft, nearly $200 million of new EDGE investment and a target of full-rate production by the end of 2028, with detailed arrangements and required approvals still being finalised.

Anduril announced a $363 million Customs and Border Protection contract in June 2026 for more than 200 additional Extended Range Sentry Towers.

Leadership & contact surface

Leadership: Brian Schimpf (CEO; founder Palmer Luckey)
Official site: https://anduril.com

Competitive position

The U.S. Air Force awarded Anduril and General Atomics CCA Increment 1 engineering/manufacturing development and production contracts on 17 June 2026, with a programme-wide objective of more than 150 aircraft by the end of the decade and company-specific quantities and award values undisclosed. The Air Force named their aircraft FQ-44 Fury and FQ-42 Vengeance respectively on 14 September 2026.

The Air Force also described a continuing mission-autonomy competition, with initial competitive production options for Anduril, Collins and Shield AI. Breaking Defense reported in September that Anduril officials said production-contract work required FY2027 appropriations, although the company was building additional prototypes at its own expense. The War Zone reported that Navy officials planned to deploy both Anduril's Roadrunner-M and Raytheon's Coyote aboard destroyers in the Gerald R. Ford strike group.

Rheinmetall and Anduril announced a June 2025 partnership to develop and manufacture European variants of Fury and Barracuda, integrate capabilities with Rheinmetall's Battlesuite and explore European solid-rocket-motor production, without disclosing a customer order or monetary value. Anduril, PGZ and WZL No. 2 announced a July 2026 agreement for surface-launched Barracuda-500M production in Bydgoszcz with phased European supply-chain localisation, without disclosing a priced Polish purchase order or firm delivery schedule.

Anduril said its UK team was down-selected in May 2026 for the next phase of the British Army's Project NYX, developing autonomous platforms to operate with Apache helicopters alongside Archer and UK industrial partners. Anduril said it added more than 15 Taiwanese suppliers during the year preceding its September 2026 announcement.

Anduril said its HD Hyundai partnership had moved to construction of a first autonomous surface-vessel hull in Ulsan, with sea trials planned by the end of 2026 and Edison Chouest Offshore supporting U.S. construction.

Anduril announced a separate collaboration with Kraken Technology Group on K5 Kraken and K7 Sabre vessels, Lattice integration and intended U.S. manufacturing. Anduril said Saab selected its rocket motor for the Ground-Launched Small Diameter Bomb and that an unnamed European ally awarded it a production contract for a tactical air-defence system.

Voyager and Anduril announced a September 2026 weapons and propulsion partnership, with Voyager already contracted to supply more than $60 million of technologies to Anduril, including solid rocket motors and divert-and-attitude-control systems.

Boeing and Anduril said their interceptor advanced to the next phase of the Army's IFPC Increment 2 Second Interceptor competition, with Boeing providing airframe and seeker expertise and Anduril the solid rocket motor; the announcement describes a competitive development milestone rather than a serial-production award.

Battlefield relevance

The UK Ministry of Defence told Reuters in November 2025 that Altius systems had recently reached the Ukrainian Navy for Black Sea operations.

Reuters reported Ghost use in Ukraine and problems under Russian electronic warfare, while Ukrainian forces declined to disclose performance data. Reuters did not independently substantiate Palmer Luckey's claimed totals for damage to Russian equipment.

Reuters documented two Altius crashes during November 2025 demonstrations at Eglin and verified a Ghost-X crash during a January 2025 Army exercise at Hohenfels, but could not establish an overall Altius failure rate. Anduril told Reuters that the Ghost-X rotor problem had been fixed.

Reuters reported in September 2026 that the Pentagon acknowledged an underwater drone malfunction while surveying waters near the Strait of Hormuz in support of ongoing operations.

Iran claimed it captured an Anduril Dive-LD, but Reuters could not verify the capture claim.

The U.S. Air Force confirmed in July 2026 that a YFQ-44A fired an AIM-120 at a digital target over the Mojave Desert, with human control of weapons employment.

The Air Force confirmed Anduril's first YFQ-44A delivery to the Experimental Operations Unit at Creech in August 2026, following July's live-fire test and second Agile Combat Employment exercise.

DefenseScoop reported heat, connectivity and application/data problems during NGC2 experimentation at Project Convergence Capstone 6 at Fort Irwin, alongside Army plans to scale elements to more units.

DefenseScoop's report described a system involving multiple vendors, without attributing every hardware or network failure to an Anduril-manufactured component.

Anduril said its Guam Defense System Battle Manager prototype integrated Army, Air Force, Navy and Missile Defense Agency data during Valiant Shield 2026, with engagements against simulated threats. Anduril said Seabed Sentry and Ultra Maritime SeaSpear detected and classified underwater vehicles during the multinational Lanternfish exercise and fed data through Lattice to Navy autonomous systems.

Anduril described a September 2026 live-fire demonstration at Jiupeng in Taiwan in which one operator controlled two Altius-600M systems against maritime targets; its target-hit account concerns a demonstration.

Sources & verification

• Anduril raises $5B, doubles valuation to $61B — TechCrunch, May 2026
• Anduril valued at $61B in round led by Thrive, Andreessen — Bloomberg, May 2026
• Anduril Series H $5B funding — ANI News, May 2026
• Anduril $61B valuation signals defense industrial reset — Barchart, May 2026
• Anduril set to double valuation — Reuters, March 2026
• Anduril Roadrunner contracts — BattlePolicy
• Anduril Bolt-M / OPF-L contracts — BattlePolicy
• Anduril Fury CCA — BattlePolicy
• Anduril Ghost Shark — BattlePolicy
• Taiwan ALTIUS 600M-V FMS notification — Federal Register, Nov 2025
• CNBC Anduril valuation defense-tech funding — May 2026
• https://www.latimes.com/business/story/2026-05-14/anduril-doubles-valuation-amid-soaring-interest-in-defense-tech-companies
• https://techmarketbriefs.com/pre-ipo/anduril/
• https://www.bloomberg.com/news/articles/2026-02-14/anduril-in-talks-for-new-funding-st-60b-valuation-information
• https://techcrunch.com/2026/03/03/anduril-aims-at-60-billion-valuation-in-new-funding-round/
• https://www.ipo.club/deals/anduril
• https://www.axios.com/2026/03/04/anduril-palmer-luckey-valuation
• https://www.clay.com/dossier/anduril-industries-funding
• https://www.premieralts.com/companies/anduril-industries/valuation
• https://www.reddit.com/r/Anduril/comments/1l45vjt/anduril_clinches_new_funding_round_at_305_billion/
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Analyst verdict Pro