OTHER · TECHNOLOGY-ENABLED · AUTONOMOUS SYSTEMS & SOFTWARE
Anduril Industries
privateHQ Costa Mesa, CARANK #1 OF 27 COMPANIESLow Exposure
Ownership · Private (~$61B valuation, 2026)
Key programs · Lattice OS, Ghost/Roadrunner, Arsenal-1 hyperscale factory
ARSENAL SCORE
91
▲ 4 this quarter
DATA CONFIDENCE: MEDIUM — PRIVATE/ESTIMATED SCALE
Pillar signature
Four pillars, 0–100, plotted against the other companies tier average.
THIS COMPANYTIER AVERAGE
How the score is built
Each pillar is weighted differently for other companies: other companies weight Surge Capacity and Investment Quality more heavily.
ARSENAL SCORE = Σ (PILLAR SCORE × SUBCONTRACTOR WEIGHT)
Surge Capacity88/100 · ×35%30.8 pts
Software-defined 'Arsenal-1' hyperscale plant is built expressly for mass surge — the thesis case.
Investment Quality95/100 · ×25%23.8 pts
Elite US venture + growth capital; explicitly defense-mission aligned.
America Score92/100 · ×20%18.4 pts
US-built, US-workforce; onshoring-first strategy.
Adversary Exposure92/100 · ×20%18.4 pts
US-controlled cap table; strong security posture, some commercial component sourcing.
Arsenal Score91.4 pts91
Position in the Index
Arsenal Score against every other company in the index this quarter.
050100
RANK #1 OF 27 COMPANIES · INDEX AVERAGE 80
SOURCE: FPDS, SEC FILINGS, CFIUS NOTICES, SAM.GOV · METHODOLOGY: DEFENSEWATCH.COM/METHODOLOGYDEFENSE WATCH · Q3 2026