Anduril Industries

What Anduril Industries does

Anduril Industries is a vertically integrated U.S. defense technology company founded in 2017 by Palmer Luckey with backing from Peter Thiel's Founders Fund, now headquartered in Costa Mesa/Irvine, California. The company designs, manufactures, and sells autonomous air, land, sea, undersea, and space systems paired with the Lattice software platform — an AI-enabled, open-systems command-and-control and mission-autonomy operating system that fuses sensor data and directs autonomous effects across domains. Hardware products span the Sentry/XRST autonomous surveillance tower family (350+ deployed with U.S. CBP), counter-UAS systems (Roadrunner, Anvil, Pulsar EW), the Altius and Bolt loitering munition families, the FQ-44 Fury Collaborative Combat Aircraft (CCA) fighter drone (the first non-traditional entrant in 50+ years to win a U.S. fighter program), the Dive-LD/XL and Copperhead autonomous underwater vehicles, vertically integrated solid rocket motors, and the Omen and Barracuda air-launched effectors.

The company generates revenue through a mix of multi-year enterprise government contracts (a 10-year NGC2 licensing agreement with the U.S. Army valued at up to $20 billion, in which Lattice serves as tactical data layer alongside Palantir Foundry's cloud data layer), direct hardware unit sales to the U.S. military and foreign allies (Taiwan's ~2,000 Altius-600s, Marine Corps' $23.9M Bolt-M OPF-Light contract, the $363M CBP XRST order, Air Force CCA production), U.S. State Department-approved Foreign Military Sales with Anduril as principal contractor (notably the $1.98B Kuwait counter-UAS package), and Lattice software/SDK licensing routed through the Lattice Partner Program and integrations with Palantir, Shield AI Hivemind, Ocean Power Technologies, and others. Anduril reported approximately $2.2 billion in 2025 revenue (more than double the prior year), reached a $61 billion valuation following its $5 billion Series H in May 2026, and counts the U.S. DoD, DHS/CBP, U.K. MOD, Kuwait, Taiwan, and AUKUS partners among its customer set.

Name

Anduril Industries

Legal name

Anduril Industries, Inc.

Website

https://anduril.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

Anduril Industries is a U.S. defense technology prime contractor that builds vertically integrated autonomous air, land, sea, undersea, and space hardware paired with the Lattice AI command-and-control platform, selling primarily to the U.S. Department of Defense, DHS/CBP, and allied foreign militaries.

Ownership category

akta.pro rank

Product category

Defense Technology

NAICS

Search, Detection, Navigation, Guidance, Aeronautical, and Nautical System and Instrument Manufacturing (334511), Guided Missile and Space Vehicle Manufacturing (336414), Other Guided Missile and Space Vehicle Parts and Auxiliary Equipment Manufacturing (336419)

SIC

Search, Detection, Navagation, Guidance, Aeronautical Sys (3812), Guided Missiles & Space Vehicles & Parts (3760), Aircraft Parts & Auxiliary Equipment, Nec (3728), Electronic & Other Electrical Equipment (No Computer Equip) (3600)

akta.pro primary industry

Autonomy Software, AI & Mission Management (UAS/UXV) (IMABAIAH)

akta.pro secondary industries

Military Unmanned Aircraft Systems (UAS) & Autonomous Aerial Platforms (IMABAMAC), Unmanned Underwater Vehicles (UUV) & Autonomous Subsea Platforms (IMABAIAF)

Keywords

• Autonomous defense systems
• Counter-UAS technology
• Command and control software
• Collaborative combat aircraft
• Military drone manufacturing

Headquarters

HQ city

Costa Mesa

HQ country

United States

HQ region

North America

Offices9 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Technology or R&D, Personnel, Infrastructure, Supply Chain, Marketing or Sales, Operations

Revenue model

1. Multi-year Enterprise Government Contracts: Large multi-year licensing/enterprise agreements with the U.S. Department of Defense, exemplified by the 10-year NGC2 enterprise licensing agreement with the Army valued at up to $20 billion and a ~$99.6M NGC2 prototype contract with the 4th Infantry Division.
2. Hardware Sales (Drones, Towers, Weapons): Direct hardware unit sales to the U.S. military and foreign allies, including FQ-44 Fury CCAs, Roadrunner-Munition, Anvil-Kinetic, Bolt-M (Marine Corps $23.9M OPF-Light contract), Altius-600 (2,000 units to Taiwan), Sentry / XRST surveillance towers ($363M CBP contract for 200+ XRSTs), and solid rocket motors.
3. Foreign Military Sales (FMS): Principal-contractor role on U.S. State Department-approved Foreign Military Sales, most notably a $1.98B counter-UAS sale to Kuwait including Roadrunner-Munition, Anvil-Kinetic, Sentry towers, Pulsar EW, and Lattice C2 plus training and software development.
4. Software / Lattice Licensing: Licensing of the Lattice software platform and SDK, including its role as the tactical data layer for the U.S. Army's NGC2 program (paired with Palantir Foundry as cloud data layer), and integration into third-party systems such as Ocean Power Technologies' PowerBuoy and Davidson Technologies' defense stack.
5. Defense Services & Mission Autonomy: Professional / managed services tied to mission autonomy, software-defined capabilities, training, sustainment, and systems integration; also includes design/build services such as Rocket Lab's $30 million HASTE contract for Anduril.

Pricing tiers

Go-to-market motion1 record

Distribution channels6 records

Marketing channels9 records

Core offering

Anduril Industries designs, manufactures, and sells vertically integrated autonomous defense hardware (sensors, drones, interceptors, undersea vehicles, fighter aircraft) and the Lattice AI-enabled command-and-control software platform that fuses sensor data and directs autonomous effects across air, land, sea, undersea, and space domains for the U.S. Department of Defense and allied militaries.

Differentiator

Problem solved

Functional benefit

Brands

• Lattice: Anduril's command-and-control and software platform, with dedicated product lines (Command & Control, Mission Autonomy, Lattice SDK, Lattice Partner Program, Lattice Mesh).

Products and services

• Lattice (Command & Control, Mission Autonomy, Lattice Mesh)

Quantifiable outcome

• $2.2 billion in 2025 revenue, more than double the prior year
• +6 more outcomes

Named customers12 records

Segments5 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability6 records

Feature29 records

Partnerships

24 partnerships are on record, tiered flagship, core and minor.

• Palantir TechnologiesflagshipStrategic or Co-development Partner · 22 June 2026Palantir's Foundry serves as the cloud data layer and Anduril's Lattice as the tactical data layer of the U.S. Army's Next Generation Command and Control (NGC2) program. The two companies are co-primed on a 10-year enterprise licensing agreement ceiling of $20 billion, with Palantir embedded since NGC2's earliest experimentation phases and Anduril's Lattice already tested at scale across 160+ tactical edge computers and 2,500+ end-user devices during the Ivy Mass exercise.
• Lockheed MartincoreStrategic or Co-development Partner · 22 June 2026Lockheed Martin is one of the NGC2 ecosystem partners alongside Anduril and Palantir, participating in the common data layer architecture. Lockheed was also selected as one of six CCA mission autonomy software vendors (with Northrop Grumman, RTX Collins Aerospace, Shield AI) competing in a six-year pool.
• Kraken RoboticsflagshipStrategic or Co-development Partner · 21 June 2026Kraken Robotics has an active partnership with Anduril for underwater drone platforms; Kraken's subsea batteries, ocean-floor mapping, and Lidar technology are being integrated with Anduril's sea drone platforms. Kraken's acquisition of Covelya Group positions it to expand maritime technologies cross-sold with Anduril.
• ASIO (Israel)coreStrategic or Co-development Partner · 21 June 2026Anduril has signed agreements with Israeli companies including ASIO, which will supply components for Anduril's unmanned aerial systems; Anduril is also exploring partnership and investment opportunities with Israeli defense-tech startups such as LiteVision.
• NASCARflagshipGTM or Marketing Partner · 21 June 2026Anduril is the presenting sponsor and Official Defense Partner of the Anduril 250 NASCAR Cup Series race at Naval Base Coronado under a multi-season arrangement; branding covers the track, cars, and the Prime Video telecast. The event drew a sold-out crowd of approximately 50,000 with 67% first-time NASCAR attendees.
• Archer AviationflagshipStrategic or Co-development Partner · 20 June 2026Archer Aviation is partnering with Anduril on a dual-use vertical-lift program focused on defense and AI applications; Archer's hybrid aircraft was selected by the U.K. Ministry of Defence for Project NYX. Archer also gained selection in the White House eVTOL Integration Pilot Program.
• Shield AIflagshipStrategic or Co-development Partner · 18 June 2026Shield AI is one of three companies (alongside Anduril and RTX Collins Aerospace) advancing to head-to-head CCA mission autonomy software competition; Shield AI's Hivemind is currently flying aboard Anduril's YFQ-44A Fury. February 2026 interoperability flight test demonstrated mid-flight handoffs between Anduril's Lattice and Shield AI's Hivemind stacks.
• D-Wave QuantumcoreTechnology or Integration · 18 June 2026D-Wave has active defense work with Anduril Industries and Davidson Technologies on missile defense applications, cited as part of D-Wave's commercial momentum.
• Davidson TechnologiescoreStrategic or Co-development Partner · 18 June 2026Davidson Technologies is partnering with Anduril and D-Wave Quantum on missile defense applications leveraging D-Wave's annealing and gate-model quantum platforms.
• General AtomicsflagshipStrategic or Co-development Partner · 17 June 2026Co-awardee with Anduril on the U.S. Air Force Collaborative Combat Aircraft (CCA) Increment 1 production contract — General Atomics producing the FQ-42 (Dark Merlin) and Anduril the FQ-44 (Fury). Both companies are also among the six CCA mission autonomy software vendors in the Air Force's competitive software pool.
• RTX Collins AerospaceflagshipStrategic or Co-development Partner · 17 June 2026RTX Collins Aerospace is one of three companies (with Anduril and Shield AI) selected for accelerated CCA mission autonomy software production options, advancing in the six-month competition that concludes in summer 2027.
• Northrop GrummancoreStrategic or Co-development Partner · 17 June 2026Northrop Grumman is one of six CCA mission autonomy software vendors in the Air Force's competitive pool alongside Anduril, General Atomics, Lockheed Martin, RTX Collins Aerospace, and Shield AI.
• RealTruckminorGTM or Marketing Partner · 17 June 2026Anduril founder Palmer Luckey and RealTruck partnered to create a custom 2025 Chevrolet Silverado 1500 Anduril Edition built by Matt Hunt Muscle Cars, displayed at Naval Base Coronado and auctioned at Barrett-Jackson with 100% of proceeds benefiting the Call of Duty Endowment.
• Call of Duty EndowmentminorGTM or Marketing Partner · 17 June 2026Charity partner for the custom Anduril Edition truck build auctioned at Barrett-Jackson; the Endowment has placed approximately 169,000 veterans into high-quality careers since its founding.
• OpenAIflagshipTechnology or Integration · 15 June 2026Anduril has partnered with OpenAI to deploy frontier AI models in military tools for autonomous drone operations and kill-chain support, part of a broader set of defense-tech / frontier AI integrations (also Microsoft with Palantir, Meta with Lockheed Martin).
• MicrosoftcoreTechnology or Integration · 15 June 2026Microsoft partnered with Palantir (alongside OpenAI for Anduril and Meta for Lockheed Martin) to deploy frontier AI models in military tools for autonomous drone operations and kill-chain support.
• MetacoreTechnology or Integration · 15 June 2026Meta partnered with Lockheed Martin (alongside OpenAI for Anduril and Microsoft for Palantir) to deploy frontier AI models in military tools for autonomous drone operations and kill-chain support.
• UFC / Zuffa BoxingflagshipGTM or Marketing Partner · 12 June 2026Anduril became the official partner of the UFC Freedom 250 event at the White House on June 14, 2026, UFC 330 in August, and Zuffa Boxing (UFC / Saudi joint venture to reshape professional boxing).
• Kara Dag TechnologiesminorStrategic or Co-development Partner · 7 June 2026Kara Dag Technologies, developer of the Ukrainian Obriy 1.3 counter-drone system, has partnered with Anduril Industries to potentially bring Ukrainian counter-drone technology into the U.S. defense sector, observed during U.S. Army exercises at Fort Irwin.
• Elbit Systems of AmericacoreStrategic or Co-development Partner · 3 June 2026Anduril has joined the Elbit America team to provide the Sigma Mobile Tactical Cannon for the U.S. Army's self-propelled howitzer modernization program; Anduril contributes its C5ISR capabilities and AI-driven Lattice software, while Elbit provides the 155-mm automated cannon and OshKosh Defense supplies the 10x10 vehicle.
• LMIcoreImplementation/ SI/ Consulting Partner · 2 June 2026LMI is partnering with the U.S. Army and Anduril to rapidly develop and field NGC2 capabilities through exercises like Ivy Sting, where new tools were deployed at secret classification levels in weeks rather than months.
• HD Hyundai Heavy IndustriescoreStrategic or Co-development Partner · 28 May 2026HD Hyundai Heavy Industries is collaborating with Anduril and the U.S. Office of Naval Research on unmanned surface and underwater vessels, positioning HD Hyundai to diversify beyond commercial shipbuilding into AI and defense markets.
• Rocket LabcoreTechnology or Integration · 26 May 2026Rocket Lab won a $30 million HASTE launch services contract from Anduril Industries, contributing to Rocket Lab's $2.2B backlog across 70 missions.
• Booz Allen HamiltonflagshipStrategic or Co-development Partner · 18 May 2026Booz Allen expanded its collaboration with Anduril on May 18, 2026, positioning itself for deeper integration into AI-enabled defense and cyber missions. Booz Allen also expanded its defense-tech ecosystem through the partnership, completing its acquisition of Defy Security to strengthen its cybersecurity platform.

Scale indicators19 records

Recent moves10 records

Expansion highlights8 records

Direct peers

• Palantir Technologies: Palantir's Foundry serves as the cloud data layer co-primed with Anduril's Lattice tactical data layer on the U.S. Army's NGC2 program; both firms anchor the modern U.S. defense-AI software stack and were jointly cited in the 5W 2026 AI Citation Share ranking.
• Shield AI: Shield AI's Hivemind autonomy stack is interoperating with Anduril's Lattice aboard the YFQ-44A Fury CCA, and the two are direct competitors in the U.S. Air Force's CCA mission autonomy software pool; both sell AI-enabled autonomy to defense customers.
• General Atomics: Co-awardee with Anduril on the CCA Increment 1 production contract — General Atomics builds the FQ-42 Dark Merlin and Anduril the FQ-44 Fury; both also compete in the same Air Force CCA mission autonomy software pool.
• AeroVironment: AeroVironment won one of the three OPF-Light contracts ($8.9M Switchblade 300) alongside Anduril's $23.9M Bolt-M award, and is a direct competitor in loitering munitions, tactical UAS, and counter-UAS markets.

Broad incumbents

• Lockheed Martin: Lockheed is the incumbent U.S. prime whose F-35 Anduril's FQ-44 Fury is explicitly priced against (~$30M vs. $82.5M); Lockheed is also an NGC2 ecosystem partner and a CCA mission autonomy software vendor, making it the incumbent Anduril is most directly displacing.
• RTX (Raytheon): RTX's Collins Aerospace unit is one of three finalists in the CCA mission autonomy software pool alongside Anduril and Shield AI; RTX is a broad incumbent defense prime that overlaps with Anduril across EW, C2, and air-domain systems.
• Northrop Grumman: Northrop is one of six CCA mission autonomy software vendors alongside Anduril and a long-standing incumbent in autonomous systems and undersea vehicles, overlapping with Anduril's Dive-LD/XL and CCA portfolios.
• L3Harris Technologies: L3Harris is one of the legacy solid-rocket-motor incumbents whose market Anduril is vertically integrating into with its own SRM production capability; broader overlap across EW, ISR, and C2.

Regional players

• Elbit Systems: Elbit's U.S. subsidiary (Elbit Systems of America) partners with Anduril on the SIGMA Mobile Tactical Cannon for the U.S. Army's self-propelled howitzer program; both firms compete in C5ISR and tactical systems, with Elbit's primary base in Israel.

Emerging players

• Kraken Robotics: Kraken is an active Anduril partner integrating subsea batteries, ocean-floor mapping, and Lidar with Anduril's underwater drone platforms (Dive-LD/XL, Copperhead, Seabed Sentry), making it both an undersea-supply peer and a partner in AUKUS-relevant undersea capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/anduriltech
• Facebookfacebook.com/andurilindustries
• LinkedInlinkedin.com/company/anduril

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries4 records

Funding overview

Funding rounds18 records

Investors75 records

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M&A10 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Anduril Industries