OTHER · TECHNOLOGY-ENABLED · AI PILOTS & AUTONOMOUS AIRCRAFT
Shield AI
privateHQ San Diego, CARANK #11 OF 27 COMPANIESLow Exposure
Ownership · Private (VC-backed)
Key programs · Hivemind autonomy, V-BAT
ARSENAL SCORE
80
▲ 3 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 Capacity72/100 · ×35%25.2 pts
Software-first autonomy scales quickly; airframe production still maturing.
Investment Quality82/100 · ×25%20.5 pts
Strong US venture backing at multi-billion valuation.
America Score88/100 · ×20%17.6 pts
US-based development and production.
Adversary Exposure85/100 · ×20%17.0 pts
US-controlled; standard commercial electronics sourcing.
Arsenal Score80.3 pts80
Position in the Index
Arsenal Score against every other company in the index this quarter.
050100
RANK #11 OF 27 COMPANIES · INDEX AVERAGE 80
SOURCE: FPDS, SEC FILINGS, CFIUS NOTICES, SAM.GOV · METHODOLOGY: DEFENSEWATCH.COM/METHODOLOGYDEFENSE WATCH · Q3 2026