Anduril Industries, Inc.

Anduril Industries, Inc., doing business as Anduril Federal, is a defense technology prime contractor based in Washington, DC that supplies loitering munitions systems, counter-unmanned aircraft system hardware and sustainment, precision fires platforms, and autonomous defense technologies to the Department of Defense on full-and-open competition. The company competes exclusively without set-asides and holds four significant indefinite delivery contracts anchoring its federal footprint, with recent prime awards concentrated in fiscal 2024–2026 and a substantial recompete cliff in the next twenty-four months.

Anduril's customer base is Marine Corps-dominant. The U.S. Marine Corps accounts for 20 awards and $3.15 billion in combined potential value, representing 98% of the company's total contract ceiling across the source dataset. The concentration is extreme and structural: the Marine Corps holds two single-award IDCs—a $2.749 billion Installation-Counter Small Unmanned Aircraft System (I-CSUAS) procurement contract and a $249 million Organic Precision Fires - Light contract—under which the bulk of recent task-order activity flows. The Defense Advanced Research Projects Agency, the Department of the Army Research, Development and Engineering Command, and the Department of the Air Force Materiel Command round out the active customer set, but represent marginal dollar volume relative to Marine Corps spine. Anduril also subcontracts to DARPA-funded research programs as a sub to The Johns Hopkins University Applied Physics Laboratory and performs wide-area infrared surveillance and air-launched effects development work under Radiance Technologies and Peraton Labs primes.

The Marine Corps I-CSUAS IDC, awarded March 7, 2025, with a $2.749 billion ceiling and performance through March 6, 2035, dominates the contract vehicle picture. Fourteen task orders have been issued against this vehicle, collectively worth $112.7 million, delivering counter-small unmanned aircraft system hardware, logistics sustainment and maintenance, site surveys, and sustainment training across multiple installations worldwide—including San Clemente and San Diego, California; Yuma, Arizona; Washington, DC; Quantico, Virginia; Wallops Island, Virginia; Cherry Point, North Carolina; Hawaii; and Japan. Anduril also holds a $249 million Marine Corps Organic Precision Fires - Light IDC (March 1, 2024, through April 8, 2032) for delivery of loitering munition all-up rounds, ground control stations, ancillary equipment, batteries, and contractor logistics support; three delivery orders have been issued, including a $24 million award in December 2025 for all-up rounds with completion by April 30, 2027. A newly awarded $151 billion multiple-award IDIQ with the Missile Defense Agency for the Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) program (December 29, 2025, through December 28, 2035) represents a strategic vehicle for research and development, prototyping, and production of multi-domain defense systems, though only an initial $500 task order has been issued to date. Anduril also executes a $9.75 million Army DEVCOM SBIR Phase III IDC supporting autonomous systems and advanced defense technology development, with two task orders issued totaling $3.4 million.

Representative recent prime work includes a $19.5 million Marine Corps delivery order for I-CSUAS hardware procurement supporting the Home Alone program (December 19, 2025, completion September 3, 2026), a $24 million Marine Corps loitering munition all-up rounds order (December 11, 2025, completion April 30, 2027), a $20.3 million DARPA YELLOWSTONE autonomous systems contract (February 20, 2024, completion February 11, 2026), a $17.7 million Marine Corps logistics and sustainment order for I-CSUAS (March 3, 2026, completion March 6, 2027), and a $10.4 million Marine Corps I-CSUAS hardware procurement at Iwakuni (August 28, 2025, completion August 27, 2026). The company also holds smaller Army SBIR Phase III positions including a $5.1 million ALTIUS 700 demonstration delivery order (September 1, 2025, completion August 31, 2026) and a $2.53 million modification (awarded September 24, 2024, completion August 31, 2026). A $2.9 million Air Mobility Command maintenance contract for Standard Range Sentry Tower waterside security systems at MacDill Air Force Base (November 15, 2023, completion January 16, 2029) represents Anduril's integrated base defense capabilities.

Activity has grown sharply—from two awards in 2021 to twenty-four in 2025—driven by Marine Corps task-order issuance under the newly established I-CSUAS and Organic Precision Fires IDCs. However, eleven awards with combined potential value of $100.6 million reach ultimate completion within the next twenty-four months, creating significant recompete exposure. Eleven of the fifty-one total awards (17 awards, or 33% of the footprint) are subcontract positions to DARPA research primes. Anduril's award portfolio clusters in small arms and ordnance manufacturing (15 awards), physical science and engineering R&D (19 awards), optical sighting equipment (10 awards by PSC), and guided missile systems (4 awards), consistent with the company's position as an autonomous systems and precision munitions supplier to defense agencies. Only $194.4 million of the $3.2 billion combined potential value has been obligated, reflecting the young maturity profile of the two large Marine Corps IDCs and the SHIELD contract's nascent state.