Anduril Industries
Autonomous aircraft, interceptors, submarines, munitions, and AI command software.
Anduril Industries was founded in 2017 by Palmer Luckey, the Oculus VR creator, along with Trae Stephens, Matt Grimm, Brian Schimpf and Joe Chen, built on a bet that a software first, Silicon Valley style company could out build the traditional prime contractors on autonomous weapons. Nine years later it is one of the most valuable private companies in the country, raising a Series H round in 2026 that pushed its valuation past sixty billion dollars on the back of roughly 2.2 billion dollars in 2025 revenue, nearly double the year before. The company is headquartered in Costa Mesa, California, and employs around 7,000 people. Everything Anduril builds runs on Lattice, its AI powered software platform that fuses sensor data from drones, towers, radar, and other hardware into a single operating picture and can hand off targeting and control decisions with a human still in the loop. That software first approach shows up across a genuinely wide hardware catalog.
In the air, Ghost and Ghost-X are small unmanned helicopters used for reconnaissance and force protection, Altius is a family of tube launched drones, and Anvil is an autonomous interceptor built to physically ram hostile drones out of the sky, with an explosive Anvil-M variant for harder targets. Roadrunner is a twin turbojet, vertical takeoff interceptor that can be recovered and reused if it doesn't need to strike anything, a design meant to make counter drone defense cheaper per engagement. Barracuda is a family of air launched cruise missiles built for mass production rather than exquisite unit cost. Fury, developed through the 2023 purchase of Blue Force Technologies, became the basis for the YFQ-44A, one of two aircraft selected for the Air Force's Collaborative Combat Aircraft program to fly alongside crewed fighters. Underwater, Anduril builds the Dive-LD and Dive-XL autonomous submarines through its 2022 Dive Technologies acquisition, the Copperhead family of uncrewed underwater vehicles, and co-developed Ghost Shark with the Australian government, a large autonomous submarine now in production for the Royal Australian Navy.
On the ground, Sentry towers provide solar powered, autonomous surveillance and have been deployed extensively for US Customs and Border Protection along the southern border, while Menace serves as a deployable command and control node. The company's Adranos acquisition in 2023 added solid rocket motor manufacturing, feeding into the Arsenal program, a bet on hyperscale, largely autonomous factories, with Arsenal-1 under construction near Columbus, Ohio in partnership with Ohio State University. More recent acquisitions, including Numerica for radar and command systems, Klas for tactical communications, and ExoAnalytic for space domain awareness, have pushed Anduril further into radar, comms, and space tracking. The company also took over production of the Army's Integrated Visual Augmentation System from Microsoft in 2025 and works on the Pentagon's broader push toward AI enabled, networked battle management, positioning itself as a manufacturing scale challenger to the traditional prime contractor model.
- AI-enabled command and control software
- Autonomous aerial systems
- Counter-UAS interceptors
- Autonomous underwater and maritime systems
- Air-launched munitions and cruise missiles
- Solid rocket motor and munitions manufacturing
- Autonomous ground surveillance
- Collaborative combat aircraft development
AI-powered command and control software fusing sensor data into a shared operating picture.
Autonomous unmanned helicopter for reconnaissance and force protection.
Family of tube-launched unmanned aircraft.
Autonomous interceptor drone that rams or destroys hostile UAS.
Reusable twin-turbojet VTOL interceptor.
Family of air-launched cruise missiles built for mass production.
Autonomous fighter-teaming aircraft selected for the Collaborative Combat Aircraft program.
Large autonomous submarine developed with the Australian government.
Family of uncrewed underwater vehicles.
Autonomous underwater vehicles.
Solar-powered autonomous surveillance tower.
Deployable autonomous command and control node.
Soldier augmented-reality system production taken over from Microsoft.
Supply-chain tierTier 1
Programs & Platforms
$726,065,331 total contract value across 12 awards · $323,753,761 actually paid to date · Source: USASpending.gov
Contract value is total awarded ceiling, including option years that may never be exercised — not a single-year budget figure.
| Agency | Description | Contract Value | Paid to Date | Date |
|---|---|---|---|---|
| Department of Homeland Security | PURCHASE OF TOWERS | $362,974,500 | $49,001,558 | 2025-12-25 |
| Department of Homeland Security | O&S FOR OPTION YEAR 5 | $44,002,098 | $39,478,037 | 2025-09-05 |
| Department of Homeland Security | S1 APPROVED AWARD FOR DELIVERY ORDER 18 | $41,865,736 | $26,088,210 | 2025-08-01 |
| Department of Homeland Security | DO# 17 | $37,029,943 | $35,743,039 | 2024-08-28 |
| Department of Homeland Security | SUSTAINMENT TOWERS UNDER DO16 | $50,268,326 | $50,268,326 | 2024-06-28 |
| Department of Homeland Security | DO 13-PURCHASE OF 51 TOWERS, FUNDING PROVIDED. | $38,030,175 | $38,030,175 | 2023-07-05 |
| Department of Homeland Security | DO 12 AWARD, ATS SUSTAINMENT | $33,013,825 | $33,013,825 | 2023-06-20 |
| Department of Homeland Security | AST DO 11 | $12,283,072 | $12,283,072 | 2022-09-28 |
| Department of Defense | SBIR PHASE III - AUTONOMOUS FORCE PROTECTION INTRUSION WITH 5TH GENERATION NETWORKING AND MULTI-ACCESS EDGE COMPUTE | $11,361,041 | $6,638,686 | 2022-09-21 |
| Department of Homeland Security | AST DO#8 | $67,211,616 | $23,230,500 | 2022-06-22 |
| Department of Defense | ADVANCED BATTLE MANAGEMENT SYSTEM SENSING NETWORK | $18,000,000 | $5,800,000 | 2019-11-08 |
| Department of Defense | AUTONOMOUS SURVEILLANCE COUNTER-INTRUSION CAPABILITY | $10,025,000 | $4,178,333 | 2019-07-15 |
- naics 336411Aircraft ManufacturingPRIMARY
- naics 333249Other Industrial Machinery Manufacturing
- psc 1550Drones
- psc 1560Airframe Structural Components
- naics 332994Small Arms, Ordnance, and Ordnance Accessories Manufacturing
- naics 332993Ammunition (except Small Arms) Manufacturing
- psc 1005Guns, through 30mm
- psc 1305Ammunition, through 30mm
- naics 334511Search, Detection, Navigation, Guidance, Aeronautical, and Nautical System and Instrument Manufacturing
- naics 336414Guided Missile and Space Vehicle Manufacturing
- psc 1440Launchers, Guided Missile
- psc 5865Electronic Countermeasures and Quick Reaction Capability
- naics 541512Computer Systems Design Services
- psc D307IT and Telecom — IT Strategy and Architecture
Costa Mesa, CA, USA
Ownership
Privately held
Annual Revenue
~$1B–$5B (estimated from company size)