Anduril Industries, Inc.

Anduril Industries, Inc., operating through its Anduril Federal division and doing business as Anduril Technologies, is a for-profit manufacturer of autonomous systems, counter-unmanned aircraft capabilities, artificial intelligence-enabled command and control platforms, and advanced sensor technologies delivered to the federal government as a prime contractor on full-and-open, non-set-aside basis across multiple indefinite delivery vehicles and other transaction authorities. The company competes predominantly without set-asides and has grown beyond small business status despite originating in the Small Business Innovation Research program.

Anduril's federal footprint is dominated by defense and homeland security prime work, with 320 prime awards (86% of recent activity) spanning autonomous surveillance towers, counter-UAS hardware and software, latticed mesh networking capabilities, infrared persistent surveillance systems, autonomous ground and maritime vehicles, and specialized command and control integration services. Representative named work includes a $194.66 million delivery order with Army Contracting Command for Lattice Platform licenses, installation, and integration in support of JIATF 401 (awarded March 16, 2026); a $249.98 million delivery order with U.S. Special Operations Command for Roadrunner, Anvil, and Quasar hardware packages (awarded August 31, 2024); a $362.97 million delivery order with U.S. Customs and Border Protection for autonomous surveillance tower procurement under Total Small Business set-aside (awarded December 25, 2025); a $159.23 million Other Transaction Agreement with the Department of the Army for soldier-borne mission command hardware prototypes (awarded September 3, 2025); and a $98.76 million Other Transaction Agreement with the Air Force for the Enterprise Test Vehicle (awarded February 7, 2024). The company also holds a $20 billion single-award Army enterprise contract for full-suite Anduril technology solutions government-wide decentralized ordering, reflecting strategic prioritization of autonomous and AI-enabled capabilities across the federal sector.

Customer concentration is pronounced and dispersed across defense agencies. The top five funding agencies by award count account for 63% of recent awards: U.S. Special Operations Command leads with 129 awards and $2.02 billion combined potential value, followed by the Office of the Secretary of Defense (40 awards, $952.6 million), U.S. Customs and Border Protection (24 awards, $2.86 billion), Air Force Materiel Command Electronic Systems Center (22 awards, $150.4 million), and the Department of the Air Force (18 awards, $2.11 billion). By potential dollar value, the Department of the Army anchors the ranking with 8 awards carrying $22.54 billion combined potential, while CBP's 24 awards aggregate to $2.86 billion—a divergence driven by the presence of the $20 billion Army enterprise contract. SOCOM dominates volume and maintains substantial dollar value, signaling deep operational integration across the special operations portfolio. Anduril's activity extends to 46 distinct customer agencies, including the National Nuclear Security Administration, Naval Sea Systems Command, the Marine Corps, the Space and Missile Systems Center, the Defense Advanced Research Projects Agency, and the Air Force Research Laboratory.

Anduril's primary parent vehicles are high-value indefinite delivery contracts and Other Transaction IDVs anchoring rapid task order execution. The $967 million single-award SOCOM Indefinite Delivery Contract (H9240222D0001) for common user intelligence platforms, counter-UAS capabilities, autonomous vehicles, and artificial intelligence research through January 2032 has generated 127 task orders (combined potential value $1.01 billion) and represents the vendor's most active vehicle. A $982.1 million multiple-award contract with Naval Sea Systems Command for Unmanned Surface Vehicle Family of Systems programs covers payloads, sensors, autonomy control systems, and mission support through April 2029. A $900 million Indefinite Delivery/Indefinite Quantity contract with the Air Force Life Cycle Management Center funds capabilities briefings and technologies supporting aircraft and weapons systems. The Space and Missile Systems Center awarded a $1.843 billion multiple-award IDIQ (April 8, 2026–April 8, 2036) for space domain awareness technologies and systems. Other significant vehicles include a $99.7 million single-award SBIR Phase III with the Space and Missile Systems Center for latticed mesh networking (through September 2031), a $140 million single-award NNSA contract for counter-unmanned aircraft systems across four nuclear weapons complex sites (through November 2030), and a $271.3 million multiple-award Marine Corps contract for counter-UAS engagement systems (through October 2029). Anduril also holds multiple Other Transaction IDVs: a $184 million vehicle with Army PEO C4T for NGC2-D command and control demonstration, a $77.89 million Air Force OTA IDV for UXSAI production, a $147.8 million Army PEO C4T OTA for command control communications, and others. The aggregate portfolio spans approximately $3 billion in ceiling value across all IDVs and OTA vehicles.

Activity trajectory shows consistent growth. Awards per year rose from 43 in 2022 to 100 in 2025, with 30 awards recorded in the first eight weeks of 2026. Combined potential value across all 371 awards totals $101.69 billion, though only $5.38 billion (5%) has been obligated to date, reflecting the preponderance of indefinite delivery ceiling values not yet drawn. Recompete exposure in the next twenty-four months includes 65 awards with combined potential value of $1.84 billion—significant but manageable given the vendor's broad vehicle portfolio and demonstrated incumbent advantage with major customers.

On SCI-reportable federal service contracts above the $150,000 threshold, Anduril invoiced $259.7 million across FY2022–FY2024 ($60.4 million in FY2022, $125.2 million in FY2023, $74.2 million in FY2024), with the SCI dataset capturing 45 prime service records and zero named subcontractor records. The FTE trajectory showed 20.3 FTEs in FY2022, peaked at 67.0 FTEs in FY2023, then declined to 36.4 FTEs in FY2024, reflecting mission-specific staffing fluctuation on service task orders. Across SCI-reportable prime contracts, government-paid hourly rates ranged from a 10th percentile of $0.00/hr (likely data artifacts) to a median of $955.16/hr to a 90th percentile of $6,831.76/hr, positioning Anduril in the upper-tier technical labor market. The vendor engaged zero average sub-hours share across its SCI prime contracts, indicating that Anduril builds its own delivery teams on these service engagements rather than relying on subcontractors.

As a subcontractor, Anduril delivers specialized hardware and engineering services to major primes. Named sub-award customers include General Dynamics Information Technology (five recent sub-awards for global security engineering and supply chain services), Science Applications International Corporation (three sub-awards for counter-UAS support, system software lifecycle engineering, and Ghost-X product development consultation), Sierra Nevada Company (four recent sub-awards for Big Safari and logistics services), Mantech (multiple sub-awards for intelligence and engineering services), Booz Allen Hamilton (analysis and testing for Future Vertical Lift), Caci Inc. Federal (satellite communication maintenance), and Atlantic Diving Supply. The sub footprint (14% of recent awards by count) reflects Anduril's position as both a prime innovator and specialized supplier to larger defense integrators, particularly on complex multi-vendor programs and government-wide acquisition vehicles where prime-sub relationships drive capability delivery.

The corporate structure encompasses 16 named subsidiaries including Area-I LLC, Exoanalytic Solutions Inc. (multiple records), Klas Government Inc., Klas Telecom Inc., and Dive Technologies Inc., with five additional unnamed subsidiaries disclosed. Exoanalytic and Klas entities indicate specialized geospatial and telecommunications capabilities acquired or developed in-house; Dive Technologies suggests subsystem or sensor engineering. Anduril's acquisition strategy has built layered technical depth in autonomous systems, sensing, networking, and command and control integration—capabilities reflected across the primary award portfolio's emphasis on platform integration, multi-domain sensor fusion, and real-time operational software delivery.

Anduril competes at scale across the federal government without reliance on set-aside categories, positioning itself as a strategic technology partner for DoD and DHS modernization priorities in autonomous systems, counter-UAS, space domain awareness, and AI-enabled command and control. The vendor's growth trajectory, broad customer concentration, substantial IDV ceiling values, and demonstrated technical delivery across multiple mission domains position it as a significant competitor for defense technology procurement and a notable partner or acquisition target for larger systems integrators. With approximately $1.84 billion in awards completing recompete over the next twenty-four months and active task order execution across nine major vehicles exceeding $900 million each, Anduril faces both continuity opportunity and competitive risk in sustaining market share against established and emerging defense contractors pursuing similar autonomous systems and AI-enabled capability investments.