Anduril Industries, Inc.

Anduril Industries, Inc., doing business as Anduril Federal, is a defense technology prime contractor headquartered in Washington, DC, that designs, develops, and manufactures counter-unmanned aircraft systems, loitering munitions, autonomous platforms, precision weaponry, and integrated base defense solutions for the U.S. Department of Defense, competing full-and-open without set-aside designation across all recent awards.

The Marine Corps anchors Anduril's customer concentration decisively. Of 54 total awards (69% prime), the Marine Corps accounts for 22 awards carrying $3.23 billion in combined potential value — 98% of the company's total federal contracting footprint. The remaining customer base — the Defense Advanced Research Projects Agency, the Army Research Development and Engineering Command, the Army Space and Missile Defense Command, and the Air Force — collectively represent $47 million across 12 awards. This extreme concentration around Marine Corps work, particularly the counter-small unmanned aircraft systems domain, defines Anduril's federal posture.

Anduril's largest vehicle is the Marine Corps Installation-Counter Small Unmanned Aircraft System (I-CSUAS) single-award indefinite delivery contract awarded March 7, 2025, with a $2.749 billion ceiling and performance through March 6, 2035. Sixteen task orders valued at $185.7 million have been issued under this vehicle since award, covering hardware procurement, installation and incidental engineering support, logistics sustainment and maintenance, and site surveys across Marine Corps installations in the continental U.S., Hawaii, and Japan (MCAS Futenma, Camp Foster, Camp Courtney, Iwakuni, MCAS Yuma, MCAS Miramar, MCAS Cherry Point, Joint Base Andrews-Naval Air Facility Washington, and Wallops Island). Representative task orders include a $19.5 million delivery order for I-CSUAS hardware procurement supporting the Home Alone program at San Clemente (December 19, 2025), a $17.7 million delivery order for logistics, maintenance, sustainment and program management services for Ordering Period Two sites (March 3, 2026), and a $10.8 million delivery order for I-CSUAS hardware procurement and incidental engineering at Iwakuni (August 28, 2025). Anduril also holds the Marine Corps Organic Precision Fires - Light single-award indefinite delivery contract awarded March 1, 2024, with a $249 million ceiling and performance through April 8, 2032. Four delivery orders totaling $41.6 million have been placed for loitering munition all-up rounds, ground control station kits, and associated training and sustainment support. A third Marine Corps vehicle, the Home Alone program Ground-Based Air Defense (GBAD) effort, carried a $81.9 million delivery order awarded February 26, 2026, for hardware procurement.

Outside the Marine Corps, Anduril holds a recently awarded $151 billion multiple-award Indefinite Delivery Indefinite Quantity contract from the Missile Defense Agency for the Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) program, awarded December 29, 2025, with performance through December 28, 2035. This vehicle funds research and development, prototyping, systems engineering, weapon design, production, and test and evaluation across classified and unclassified domains for air, missile, space, cyber, and hybrid threat defense. An initial $500 task order was placed on December 29, 2025. Anduril also holds an IDC from the Army Research Development and Engineering Command for Small Business Innovation Research (SBIR) Program Phase III work ($9.75 million ceiling through September 26, 2029), under which two delivery orders totaling approximately $3.4 million have been issued for autonomous systems and launched effects technology development. Additional Army work includes a $5.1 million delivery order for the ALTIUS 700 demonstration program (September 1, 2025) and a $2.5 million delivery order under a 873AUTHORITY vehicle (September 24, 2024).

In its subcontractor role, Anduril performs DARPA research program support services and hardware integration work under The Johns Hopkins University Applied Physics Laboratory across eight subcontract awards since February 2024, integrating autonomous and sensor systems into advanced defense platforms. Anduril also subcontracts to Peraton Labs on the SCOUTSHIP program and to Radiance Technologies on wide-area infrared system persistence surveillance work.

Activity has grown sharply from two awards in 2021 to 24 in 2025, with seven awards recorded in 2026. Nine awards worth $158.3 million combined potential value mature within the next twenty-four months, creating recompete exposure concentrated on the Marine Corps I-CSUAS and Organic Precision Fires - Light vehicles. Obligated value stands at $264.7 million against combined potential value of $3.28 billion, indicating substantial task-order headroom across Anduril's prime vehicles. Category concentration reflects the Marine Corps' equipment and sustainment focus: the top NAICS codes are Research and Development in the Physical, Engineering, and Life Sciences (20 awards) and Small Arms, Ordnance, and Ordnance Accessories Manufacturing (17 awards), with Optical Sighting and Ranging Equipment the leading PSC (10 awards).