Anduril Industries

Anduril starts building Fury at its Ohio mega-factory in March 2026, months earlier than the planned July start. The line can produce up to 150 aircraft per year at full three-shift capacity, with Roadrunner, Barracuda, and a classified platform to follow by year-end.

The Army awards Anduril a $20B ceiling enterprise vehicle (March 14, 2026, running to 2036) consolidating Lattice command-and-control software, hardware, and data infrastructure. The first $87M task order makes Lattice the tactical C2 backbone for Joint Interagency Task Force 401's counter-drone mission.

The Space Force names Anduril among 12 companies sharing OTA agreements worth up to $3.2B to prototype space-based interceptors for the Golden Dome missile-defense shield, with demonstrations targeted by 2028. Anduril leads a team including Impulse Space, K2 Space, Voyager Technologies, and Sandia National Laboratories.

On May 5, 2026 the Space Force awards Anduril a $100.3M modification to its existing Space Domain Awareness IDIQ, doubling the ceiling from $99.7M to $200M. The work funds continued build-out of SDANet, a Lattice-based decentralized mesh network linking ground sensors, orbital assets, and command nodes to modernize the Space Surveillance Network - Anduril's first program of record in the space domain.

On June 5, 2026 the US State Department approves a possible Foreign Military Sale to Kuwait of Anduril counter-UAS equipment worth an estimated $1.98B, including Roadrunner-M and Anvil interceptor drones, Pulsar electronic-warfare systems, Sentry surveillance towers, Lattice software, and Menace tactical operations centers. The sale still requires a finalized contract with Anduril as principal contractor.

On May 13, 2026 Anduril and the Department of War sign a production agreement for the surface-launched Barracuda-500M (SLB-500M) under the Ground-Launched Low-Cost Containerized Munition program: at least 3,000 systems over three years, ramping to roughly 1,000 complete missile systems a year, with first deliveries in H1 2027. The missile launches from a standard 20-foot ISO container holding up to 16 rounds, carries a roughly 100-pound payload beyond 500 nautical miles, and is built from about 70% commodity components so it can be assembled in about 30 hours with only common hand tools.

On June 17, 2026 the Air Force awards Anduril and General Atomics engineering, manufacturing development, and production contracts for the first operational Collaborative Combat Aircraft - at least 150 jets combined by the end of the decade, at a target price near $30M each. The award came four months ahead of schedule.

On July 10, 2026 a YFQ-44A Fury fires a live AIM-120 AMRAAM at a simulated digital target during a 412th Test Wing trial out of Edwards Air Force Base over the Mojave Desert range - the first live air-to-air weapons shot by any US Collaborative Combat Aircraft. The Fury handles detection, tracking, and closing with the target autonomously, with a human supervisor issuing the final fire command per standard weapons-release protocol; the Air Force and Anduril announce the test on July 15.

On July 6, 2026 in Bydgoszcz, Anduril signed an agreement with Poland's state defense group PGZ and its subsidiary WZL-2 - witnessed by Prime Minister Donald Tusk and Defence Minister Wladyslaw Kosiniak-Kamysz - making Poland the first European country to establish production of the surface-launched Barracuda-500M (SLB-500M) cruise missile. Building on an October 2025 memorandum of understanding, the partners will start with assembly and move to full-scale production of thousands of missiles for the Polish Armed Forces, with the roughly 900 km-range, about $200,000-per-unit weapon later available to NATO partners and potentially Ukraine.

On July 15, 2026 Anduril and the Department of War sign a framework agreement to hyper-scale production of the air-launched Barracuda-500, a low-cost, software-defined stand-off strike munition. The two-phase deal is meant to lead to procurement of thousands of missiles per year over roughly seven years, with initial deliveries in 2027; Barracuda output is slated to move to the Arsenal-1 factory in Ohio later in the year.

On July 20, 2026 at the Farnborough International Airshow, Anduril and Archer Aviation unveiled a jointly-developed autonomous, series hybrid-electric tilt-rotor VTOL platform. Anduril's defense variant, 'Thunder' - a Group 5 autonomous attack rotorcraft - is designed as a pilotless 'loyal wingman' to fly in formation with crewed helicopters such as the AH-64 Apache and MV-75, cruising above 200 knots with a range of thousands of nautical miles; Archer's commercial variant is called 'Halo.' The companies said they have flown multiple test flights with full-scale surrogate aircraft, with first flight of the production Thunder planned for 2027.

On July 21, 2026 at the Farnborough International Airshow, Anduril and Embraer signed a memorandum of understanding to integrate the air-launched Barracuda-500M on Embraer's C-390 Millennium transport, using standard palletized airdrop from the rear cargo ramp so a single aircraft could release dozens of low-cost cruise missiles at once. The concept builds on a 2024 Defense Innovation Unit trial in which a palletized Barracuda-500M flew autonomously for over 30 minutes to a target coordinate.

On July 23, 2026 Bloomberg reported that Anduril's strategic partnership with German defense giant Rheinmetall - announced in mid-2025 - has been significantly scaled back, a setback to Anduril's push to broaden work with major European contractors. The suspended elements include jointly developing European-tailored versions of the Barracuda cruise missile and Fury combat aircraft, integrating Anduril systems into Rheinmetall's Battlesuite digital platform, and exploring solid-rocket-motor manufacturing for the European market. The pullback lands as Anduril scales US production at its Arsenal-1 factory in Ohio and as European governments weigh how much to rely on American defense-tech suppliers.

On July 27, 2026 Anduril unveiled the first FQ-44A Fury completed at Arsenal-1 in Pickaway County, Ohio, just 18 months after breaking ground on the site. The company has committed $910.5 million in capital investment and 4,008 production and service jobs by 2035, the largest single job-creation commitment in Ohio history, with the line targeting up to 150 Fury aircraft a year at full three-shift capacity.

Anduril's first fully-integrated satellite, ANDURIL-216, launched July 7, 2026 on a SpaceX Falcon 9 Transporter-17 rideshare from Vandenberg Space Force Base, carrying one long-wave infrared sensor and two electro-optical sensors. On August 17, 2026 the company said it had received the first calibrated images from all three payloads and had used its Lattice software to command and task an on-orbit spacecraft for the first time, going from clean-sheet design to orbit in under two years with a small group of partners.

On April 20, 2026 Anduril and South Korea's HD Hyundai Heavy Industries began building the first hull of a new class of autonomous surface vessel at HD Hyundai's Ulsan shipyard, expanding Anduril's autonomy portfolio from undersea (Ghost Shark) into surface vessels. The program had originally targeted the Navy's Modular Attack Surface Craft effort, but the Navy cancelled MASC in March 2026 in favor of a new Medium Unmanned Surface Vessel 'marketplace,' and Anduril was not among the seven companies (Sea Machines, Leidos, Saronic, Galliano, PacMar, Birdon, and Huntington Ingalls) picked for that program's initial at-sea demonstration phase - after which Anduril vacated the Seattle shipyard space it had leased for the earlier MASC push. Anduril and HD Hyundai are proceeding independently, targeting first water entry in October 2026.

On August 5, 2026 the Department of Homeland Security's Science and Technology Directorate awarded a five-year, $1.5B counter-UAS IDIQ across two tracks to 12 companies. Anduril won a Track 2 comprehensive-services slot but was excluded from the Track 1 hardware/software awards (which went to BAE Systems, CACI, Dedrone, D-Fend, EMS Defense, Fortem, and Leidos) despite fielding qualifying kinetic products such as its Anvil interceptor and Sentry radar. Anduril filed a GAO bid protest on August 12. After the protest, DHS agreed to re-evaluate Anduril's Track 1 proposal and make a new selection, and GAO dismissed the protest on September 4, 2026. A Track 1 win would make Anduril the second dual-track vendor alongside Leidos.

Following delivery of hundreds of Phase 1 Soldier Borne Mission Command prototypes and field-conditions testing with the Army's 75th Ranger Regiment at Anduril's Seattle-area test site, Anduril detailed an upgraded Phase 2 design on August 17, 2026 that widens the EagleEye headset's horizontal field of view by almost 70%. The Army plans to field hundreds of the upgraded units for further testing starting in early 2027, with a downselect between Anduril and competitor Rivet, plus a production award, potentially landing in fiscal 2028 - a slower path than the 'first scaled delivery' Anduril had previously targeted for 2027.

Anduril demonstrated its Lattice-powered Battle Manager for the Guam Defense System during Exercise Valiant Shield 2026, fusing U.S. Army, Air Force, Navy and Missile Defense Agency assets into a single air-and-missile-defense picture and generating autonomous weapon-engagement recommendations. The company said the demo came less than six months after it won the development contract and billed it as a first-of-its-kind capability delivered to the Department of War.

Taiwan's Ministry of National Defense posted a letter of offer and acceptance worth NT$26.9 billion (about $847 million) for 2,032 Anduril Altius unmanned systems: 1,554 Altius-700M loitering munitions and 478 Altius-600ISR reconnaissance drones, plus launchers and support gear. First deliveries are expected in the fourth quarter of 2026, with the full order scheduled for completion by June 2033. The buy follows the completed 291-unit Altius-600M foreign military sale, whose last batch arrived in March 2026, and is part of a broader US package approved in December 2025.

On September 1, 2026 the U.S. Army awarded Anduril about $65 million to manufacture ruggedized vehicle-mounted hardware and integrate power, thermal, control, and operator subsystems for the TITAN targeting platform, alongside Palantir's $127 million prime award for eight production systems. Combined delivery orders totaled $192 million, with first systems due within 18 months and further awards planned in fiscal 2027.

Hermeus selected Anduril on September 3, 2026 to integrate Lattice for Mission Autonomy on the Quarterhorse Mk 2 high-Mach drone, Anduril's first commercial deal to put the stack on a third-party Group 5 aircraft. Integration is underway and the first mission-autonomy test flight is planned for 2027.

At Project Convergence Capstone 6 in Mojave, an H-60M Black Hawk rocket-launched an Anduril Altius-700 that teamed with another air-launched effect to find a target, pass the track and strike it. Footage dated August 31, 2026 showed the Altius-700 / 700M long-range precision munition, which carries a warhead of up to 33 pounds and a range of about 160 kilometers, in the Army's latest air-launched-effects hunter-killer trial.

Iran's Islamic Revolutionary Guard Corps said on September 8, 2026 that it captured a US Dive-LD uncrewed submarine at the entrance to the Strait of Hormuz. A Pentagon spokesperson said an older underwater drone had malfunctioned more than a day earlier while surveying regional waters and carried no classified sonar or radar. Anduril confirmed the loss to The War Zone, calling Dive-LD an attritable autonomous system that had already logged thousands of hours in months-long CENTCOM operations. Dive-LD is about 19 feet long and costs about $2.5 million per vehicle.

On September 9, 2026 the U.S. Army selected Boeing and Anduril to advance to the next phase of the Indirect Fire Protection Capability Increment 2 second-interceptor competition, a midrange interceptor meant to protect fixed and forward operating bases from cruise missiles and militarized drones. The design pairs Boeing seeker technology and a compact airframe with an Anduril solid rocket motor from the company's 450-acre Mississippi Solid Rocket Motor Complex, which Anduril says it backed with more than $100 million of its own capital plus $58 million in Defense Production Act funding. The next phase covers detailed design, system development, integration, and a competitive capability demonstration against Army requirements.

At the MSPO defense show in Kielce on September 9, 2026, Anduril vice president for Europe Brian Moran said the company is in talks with Poland's Ministry of National Defence to sell the Fury collaborative combat aircraft and Thunder autonomous attack rotorcraft as loyal wingmen for Poland's incoming F-35 fighters and 96 AH-64E Apaches, which could make Poland the first European user of either aircraft. The pitch sits alongside the July 2026 PGZ deal to build the surface-launched Barracuda-500M locally; no Polish aircraft contract had been announced as of September 10, 2026.

Anduril announces a $1B, 5-million-square-foot 'hyperscale' weapons factory at Rickenbacker International Airport near Columbus, Ohio, expected to create over 4,000 jobs. Arsenal-1 is designed to mass-produce autonomous systems the way automakers build cars.

Microsoft hands Anduril its troubled $22B IVAS contract for ~120,000 Army mixed-reality headsets (announced February, novation approved April 10). In May, Anduril and Meta announce a partnership on military XR devices, reuniting Luckey with the company that fired him - yielding the EagleEye headset family unveiled at AUSA in October.

The US Marine Corps awards Anduril a 10-year, $642M program of record to install and sustain counter-small-UAS protection across Marine Corps installations worldwide, beating nine other vendors. The award (2025-2035) extends Anduril's counter-drone franchise from mobile/expeditionary use cases into fixed-installation base defense.

Anduril's CCA prototype makes its semi-autonomous maiden flight on October 31, 2025 in California - 556 days from clean-sheet design to first flight. The aircraft executed its mission plan and managed flight controls on its own, with an operator directing the landing.

The Royal Australian Navy signs a A$1.7B (~US$1.1B) program of record for a fleet of Ghost Shark extra-large autonomous submarines to be delivered over five years. Anduril opens a Sydney factory in October and delivers the first production Ghost Shark in November, ahead of schedule.

The Air Force picks Anduril and General Atomics to build and fly Collaborative Combat Aircraft prototypes for Increment 1, eliminating Boeing, Lockheed Martin, and Northrop Grumman. Anduril's entry becomes the YFQ-44A Fury - a startup designing a combat jet alongside the industry's biggest primes.

Anduril reveals Roadrunner and Roadrunner-M, twin-turbojet VTOL aircraft that can intercept drones and missiles and - if not expended - land and be refueled for reuse. The company says it went from napkin sketch to fieldable system in under two years.

US Special Operations Command selects Anduril from 12 bidders as its counter-unmanned-systems systems-integration partner under an IDIQ worth roughly $1B running to 2032. It is the company's largest contract to date and cements its counter-drone franchise.

The Air Force adds Anduril to the Advanced Battle Management System effort with an indefinite-delivery contract worth up to $950M, an early validation of Lattice as military 'internet of things' infrastructure for Joint All-Domain Command and Control.

Anduril's first product, the autonomous Sentry surveillance tower running Lattice, is piloted with US Customs and Border Protection. CBP later makes the system a program of record, and over 290 towers are deployed along the southern border by 2023.

Palmer Luckey - recently ousted from Facebook after founding Oculus - starts Anduril with Palantir alumni Brian Schimpf, Trae Stephens, Matt Grimm, and Joe Chen. The company sets out to bring Silicon Valley product velocity to defense, betting on autonomous systems and software over exquisite manned platforms.