Corroborated contract 2026-10-06 €1.7bn
The U.S. Army awarded Anduril a five-year contract potentially worth $1.8 billion to expand Next Generation Command and Control (NGC2), an ecosystem of interconnected hardware and software underpinned by Anduril's Lattice platform. Delivery begins with I Corps. The contract marks the latest expansion of the NGC2 architecture, which integrates autonomous systems, sensors, and effectors.
Why it matters: The Army just bet nearly $2 billion that a California startup's software layer can wire together the kill chain faster than legacy primes—and I Corps gets to find out if it works before anyone else.
Corroborated contract 2026-10-06 €6.1bn
Anduril Industries will invest $3.7 billion of private capital to build Arsenal-2, a software-defined shipyard in Maryland that will manufacture critical components for the U.S. Navy's Virginia-class attack submarines. The Navy is contributing an additional $2.9 billion, bringing total investment to $6.6 billion. President Trump announced the facility on 6 October, positioning it as an expansion of the U.S. submarine industrial base to increase attack-submarine production rates.
Why it matters: A $3.7bn private bet on submarine manufacturing signals that Anduril sees stable, multi-decade U.S. procurement—and that the Navy cannot meet its SSN build targets with legacy primes alone.
Corroborated contract 2026-09-30
The Army signed Other Transaction Agreements with Anduril, Castelion, Lockheed Martin, Mach Industries, and RTX on September 29 to develop Precision Strike Missile Increment 4 prototypes. The awards, of undisclosed value, aim to field advanced long-range strike capabilities beyond the current PrSM baseline. Increment 4 will likely incorporate extended range and terminal guidance improvements.