Anduril
American defense technology company developing autonomous systems, AI-powered software, and unmanned vehicles for military and national security applications.
- CEO / Founder
- Brian Schimpf
- Team Size
- 5001-10000
- Stage
- Growth Stage
- Total Funding
- $11.3B
- Latest Round
- Venture Round
- Key Investors
- Founders Fund; Sands Capital; Andreessen Horowitz; Thrive Capital; General Catalyst; Valor Equity Partners; Fidelity Management & Research; Peter Thiel
Technology & Products
Key Products
Lattice (AI-powered command & control software platform); Altius (autonomous air vehicle for ISR/strike); Ghost (expeditionary quiet UAV); Roadrunner (reusable VTOL autonomous air vehicle); Roadrunner-M (kinetic interceptor variant); Anvil (counter-UAS); Barracuda (family of cruise missiles); Fury (autonomous air vehicle); Dive-LD (autonomous underwater vehicle); Copperhead UUV; Sentry Tower (autonomous surveillance towers); Dust (small UAS); Bolt/Bolt-M (VTOL UAS); Ghost Shark (XL-AUV)
Technological Advantage
Lattice AI software platform as the core operating system connecting all hardware; vertical integration from software to manufacturing (Arsenal-1 hyperscale factory); ability to iterate rapidly like a tech startup while meeting defense requirements; strong venture backing enabling aggressive scaling.
Differentiation
Value Proposition
Software-first approach to defense contracting, combining AI-driven autonomy with rapid hardware development to deliver advanced autonomous systems for U.S. and allied forces.
How They Differentiate
Unlike traditional defense primes (Lockheed, Northrop) that operate on multi-year acquisition cycles, Anduril uses a software-first, venture-backed approach with rapid prototyping, AI-native systems, and modern manufacturing (Arsenal factories). Compared to Palantir (software-only), Anduril builds both hardware and software vertically integrated.
Market & Competition
Target Customers
U.S. Department of Defense, U.S. military branches (Army, Navy, Air Force, Marine Corps), allied foreign militaries, Department of Homeland Security, Customs and Border Protection
Industry Verticals
Defense and national security; Military aerospace; Maritime security; Border security; Space domain awareness
Competitors
Palantir Technologies; Lockheed Martin; Northrop Grumman; Helsing (European defense AI); Saronic (autonomous maritime systems)
Growth & Milestones
Growth Metrics
Revenue ~$2B (2025); ~7,000 employees (2026); Revenue doubling YoY; Valued at $61B (May 2026)
Major Milestones
2017: Company founded by Palmer Luckey and team; 2018: First border surveillance contract with CBP; 2019: UK Royal Navy purchases Lattice; 2021: Acquired Area-I, Copious Imaging, Dive Technologies; 2022: $1.48B Series E at $8.48B valuation; 2024: $1.5B Series F at $14B valuation; Arsenal-1 factory announced; 2025: $2.5B Series G at $30.5B valuation; Took over Microsoft's IVAS Army headset program; 2026: $5B Series H at $61B valuation; Acquired ExoAnalytic Solutions for space capabilities
Notable Customers
U.S. Department of Defense; U.S. Customs and Border Protection; U.S. Marine Corps; UK Royal Navy; UK Royal Marines; U.S. Army