AI Labs

Anduril Industries

High62% confidenceProfile verified Jul 22, 2026

A defense technology company building autonomous weapons systems, drones, and its Lattice AI software platform, which raised $5 billion in May 2026 (led by Thrive Capital and Andreessen Horowitz) doubling its valuation to $61 billion. In March 2026 the US Army awarded Anduril a 10-year enterprise contract with a ceiling of up to $20 billion, consolidating over 120 separate procurement actions, while the company projects $4.3 billion in 2026 revenue as its Arsenal-1 manufacturing facility in Ohio scales production.

Additional Intelligence Signals

Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.

Federal contract disclosures

Department of Homeland Security — $362,974,500: PURCHASE OF TOWERS

USAspending.gov · Dec 25, 2025

Department of Defense — $249,978,466: ROADRUNNER, ANVIL AND QUASAR PACKAGES

USAspending.gov · Aug 31, 2024

Department of Defense — $93,994,917: PRODUCTION AND DELIVERY OF ALTIUS 600M-V LOITERING MUNITIONS AND SUPPORTING HARDWARE

USAspending.gov · Feb 11, 2025

Department of Defense — $87,713,060: THE ORDER IS IN SUPPORT OF JIATF 401 AND WILL PROVIDE ANDURIL LATTICE PLATFORM LICENSES AND SHALL INCLUDE INTERRELATED INSTALLATION, SYSTEMS INTEGRATION, SPECIALIZED TRAINING, AND TECHNICAL SUPPORT SERVICES FOR THE TOTAL SOLUTION.

USAspending.gov · Mar 16, 2026

Department of Defense — $85,785,300: SIP TO137 GHOST SHIELD

USAspending.gov · Apr 27, 2026

Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

3 sources · 65% avg. source confidence

  • CNBCAnduril doubles valuation to $61B in $5B funding round74% source confidence
  • TOPONE MarketsUS Army awards Anduril 10-year, $20B ceiling enterprise contract60% source confidence
  • BenzingaAnduril CEO warns defense-tech valuations are overheating, says company isn't rushing to IPO60% source confidence

Correlated Activity

Both Anduril Industries and Palantir which it depends on — are showing accelerating Activity at the same time (1 recorded change for Palantir in the last 90 days).

Timing correlation only — not evidence of a causal link

Dependency Map

What Anduril Industries depends on below, and who depends on Anduril Industries above — click any node to make it the new center, 2 levels deep.

Connection type

Investment
Dependency
Supply Chain
Development
Enablement
Competition / Other
Succession

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The Story So Far (last 6 months)

Mar 2026: US Army awards $20B, 10-year enterprise contractMar 2026: US Army awards Anduril 10-year, $20B ceiling enterprise contractMay 2026: $5B round doubles valuation to $61BMay 2026: Anduril doubles valuation to $61B in $5B funding roundJul 2026: Arsenal-1 first building complete; CEO signals no IPO urgencyJul 2026: Anduril CEO warns defense-tech valuations are overheating, says company isn't rushing to…

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.

Market Intelligence

Unverified

Credibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.

Reportedly in talks to raise funding at close to a $100 billion valuation

45% confidence

Anduril was reported to be in discussions with investors for a new funding round that could value the defense-tech company at roughly $100 billion -- rivaling established primes like Northrop Grumman and Lockheed Martin -- only months after closing a $5 billion round at a $61 billion valuation.

Reported by Reuters citing two sources familiar with the matter; the sources cautioned that the round and valuation remained fluid and unconfirmed.

Reuters

Anduril Industries's Timeline

A sourced, dated history of Anduril Industries's key moments — founding to present.

  1. Mar 2026 · US Army awards $20B, 10-year enterprise contract

    The US Army awarded Anduril a 10-year enterprise contract with a ceiling of up to $20 billion, consolidating more than 120 separate procurement actions into a single framework.

  2. May 2026 · $5B round doubles valuation to $61B

    Anduril raised $5 billion in a funding round led by Thrive Capital and Andreessen Horowitz, doubling its valuation to $61 billion.

  3. Jul 2026 · Arsenal-1 first building complete; CEO signals no IPO urgency

    Anduril completed the first main building at its Arsenal-1 manufacturing facility (approximately 1 million square feet), with full production slated for July 2026 and Fury combat drone production already underway since March 2026; CEO Brian Schimpf said on July 9 that Anduril could remain private indefinitely and is not rushing toward an IPO.