OTHER · TECHNOLOGY-ENABLED · LOW-COST HYPERSONIC MISSILES
Castelion
privateHQ El Segundo, CARANK #8 OF 27 COMPANIESLow Exposure
Ownership · Private (VC-backed)
Key programs · Affordable hypersonic strike
ARSENAL SCORE
80
▲ 5 this quarter
DATA CONFIDENCE: LOW — FAST-MOVING OR UNVERIFIED
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 Capacity68/100 · ×35%23.8 pts
Explicit low-cost, high-rate manufacturing thesis for hypersonics.
Investment Quality78/100 · ×25%19.5 pts
Strong US venture backing; ex-SpaceX pedigree.
America Score90/100 · ×20%18.0 pts
US-based, vertically integrated.
Adversary Exposure92/100 · ×20%18.4 pts
US-controlled; early supply chain.
Arsenal Score79.7 pts80
Position in the Index
Arsenal Score against every other company in the index this quarter.
050100
RANK #8 OF 27 COMPANIES · INDEX AVERAGE 80
SOURCE: FPDS, SEC FILINGS, CFIUS NOTICES, SAM.GOV · METHODOLOGY: DEFENSEWATCH.COM/METHODOLOGYDEFENSE WATCH · Q3 2026