Anduril Industries LLC

Anduril Industries, Inc. is incorporated in Delaware (file #6386483), formed April 20, 2017. Legal address: c/o Incorporating Services, Ltd., 3500 S DuPont Hwy, Dover, DE 19901. HQ: 1375 Sunflower Avenue, Costa Mesa, CA 92626. LEI: 254900CIXLZUXXNYQW57. Total funding: .26B. Series G (June 2025): .5B at .5B valuation led by Founders Fund (B). Series F (Aug 2024) at B. Currently seeking B raise at B+ valuation for 2026.

Anduril PAC (Anduril Industries, Inc. Political Action Committee) receives donations from senior employees. Key donors: Sam Yoon (,000), Gregory Kausner (,696), Matthew Steckman (,848), Chris Brose (,496), Keith Flynn (,496), Megan Milam (,496), Zachary Mears (,152). Several are former senior government officials - Brose was SASC staff director, Milam is registered lobbyist, Kausner was DOD official.

SEC EDGAR reveals extensive secondary market for Anduril shares. At least 20+ SPVs filing Form D: Dominari Master SPV Series XIV/XXVII Anduril, Augurey Ventures II/III/IV Series Anduril, Aurochs Capital Fund Series Anduril, Tomales Bay Capital Anduril I/II/III (Lux Capital), Anduril Holdings SPV LP, EQ AD Anduril, Bloom Opportunities Anduril, Inflection Ventures Anduril Fund IV, OPX Anduril (Opulentia Ventures), Greenbird Intelligence Fund Series O/T Anduril, JDY Anduril SPV. Major mutual fund holders: Fidelity (multiple funds), Franklin Strategic Series, BlackRock Science & Technology Trust, Variable Insurance Products Fund.

USASpending confirms Anduril Industries, Inc. as federal contractor. Also lists Anduril LLC and Anduril Engineering LLC as separate entities receiving federal funds. Anduril reported approximately B in revenue in 2024, nearly doubling from prior year. Secured defense contracts totaling approximately .5B. Key contract: CONT_AWD_FA865020C9300_9700 (Air Force). Products include: Lattice AI platform, Ghost autonomous drones, Altius munitions (loitering), Menace counter-UAS, TITAN vehicles, Autonomous fighter jet (in development).

Anduril DOD contracts: .5B+ total contracts (+ from DOD), assumed Microsoft IVAS AR headset contract (Army), autonomous aircraft program with General Atomics, SOCOM counter-drone contract, Navy counter-drone. Revenue doubled to in 2024. Valuation .5B. Co-founded by Trae Stephens (FF partner) and Palmer Luckey. Lobbied via Invariant LLC (.1M+), focused on defense/homeland security.

Key litigation: (1) Total Recall Technologies v. Palmer Luckey (N.D. Cal. 3:15-cv-02281, filed 2015, appealed to 9th Cir. 19-15544) - contract dispute over Oculus VR origins. (2) ZeniMax Media v. Oculus VR (N.D. Tex. 3:14-cv-01849, filed 2014) - copyright/trade secrets, jury found M damages against Facebook, Luckey personally ordered to pay M for NDA violation. (3) Iron Bird LLC v. Anduril Industries (D. Del. 1:25-cv-00210, filed 2025-02-20, terminated 2025-03-26) - patent infringement claim.

Anduril lobbying began September 2017 (same month as founding) through Invariant LLC (Heather Podesta's firm). Lobbying issues: Defense, Homeland Security, Budget/Appropriations, Law Enforcement. Lobbying spend via Invariant escalated from K (Q3 2017) to K/quarter by 2020. Key lobbyists: Heather Podesta (former Congressional counsel), Benjamin Klein (former Sen. Dorgan staff), Robert Hoffman (former Sen. DeWine staff), Sean Joyce (former Rep. Shuster/McHenry staff). By Q4 2020, Anduril added 3 more lobbying firms: self-registered in-house (Megan Milam), Thorn Run Partners, and Cornerstone Government Affairs.

Anduril selected alongside Palantir as prime contractor for Army TITAN (Tactical Intelligence Targeting Access Node) deep-sensing system for long-range fires. Palantir awarded .4M prime agreement; Anduril leads hardware design, development, and scaled manufacturing across 10 TITAN vehicles. First TITAN Basic and second TITAN Advanced prototypes delivered on-time (2025). Production decision expected FY2026. Anduril manufacturing in Costa Mesa, CA.

Anduril among awardees of up to B Golden Dome missile defense contract. Consortium includes SpaceX, Palantir, Anduril, Northrop Grumman, Lockheed Martin, True Anomaly, Firefly Aerospace, AeroVironment, Blue Origin, Redwire. SpaceX-Anduril-Palantir partnership presented proposal for 400-1000+ tracking satellites plus 200 attack satellites with missiles/lasers. Final Golden Dome contract decisions expected early 2026.

Anduril leadership pipeline from national security establishment. Christian Brose: promoted to President & Chief Strategy Officer (Jan 2025), former Staff Director of Senate Armed Services Committee for 3 years under Sen. John McCain, Senior Fellow at Carnegie Endowment, member Aspen Strategy Group, author of 'The Kill Chain'. Matthew Steckman: COO. Megan Milam: registered federal lobbyist. Gregory Kausner: former DOD official. This revolving door between SASC/DOD and Anduril is the primary mechanism for defense procurement access.

Anduril has no FARA registrations (not acting as foreign agent). GLEIF shows 4 LEI records for 'Anduril' entities: (1) Anduril Industries, Inc. (US-DE, LEI 254900CIXLZUXXNYQW57), (2) Anduril Ventures GmbH (Munich, Germany - unrelated), (3) ANDURIL INV SL (Tortella, Spain - unrelated), (4) Anduril Oy (Helsinki, Finland - unrelated). Only the Delaware entity is the defense company. Delaware file #6386483 via Incorporating Services, Ltd.