Calepin des entreprises international 2026 VA.pdf — page 16

15
STRATEGIC HIGHLIGHTS
ANDURIL
Business trends
	
 Anduril posted revenues of approximately $1 billion (€924 million) in 2024, compared to approximately 
$420 million (€389 million) in 2023. Growth was driven by numerous contracts signed in previous years, in 
particular for the installation of Sentry surveillance towers at U.S. borders to automatically detect illegal entries 
into the country and for the supply of anti-drone systems to the U.S. Armed Forces, as well as by the progress of 
the Ghost Shark programme (large autonomous submarines for the Royal Australian Navy). Acquisitions made 
during the previous financial year also supported growth.
	
 In January 2025, the group acquired the compact radar and C2 systems business of the American company 
Numerica Corporation. Anduril thus added to its portfolio the Spark and Spyglass radars, designed for short-
range air defence and vehicle protection missions, and the Mimir C2 software.
	
 In January 2025, the group also initiated a $1 billion (€942 million) investment in the construction of a 465,000 m² 
factory in Columbus, Ohio, called Arsenal-1, to produce autonomous systems and weapons on a large scale 
for the United States and allied countries. The factory is expected to be operational in July 2026 and could 
employ up to 4,000 people by 2035.
	
 Anduril raised $2.5 billion (€2.3 billion) in a Series G round in June 2025, doubling its valuation to $30.5 billion 
(€28.2 billion). The group could go public in 2026.
	
 At the Paris Air Show in Le Bourget in June 2025, Anduril announced a strategic partnership to produce 
Barracuda cruise missiles and Fury UCAVs at Rheinmetall’s factories.
Home market
	
 The group is mainly active in its domestic market, with numerous ongoing contracts with U.S. agencies such as 
Customs and Border Protection (CBP), the Defence Innovation Unit (DIU) and Special Operations Command 
(SOCOM).
	
 In February 2025, Microsoft transferred management of the Soldier Borne Mission Command (SBMC, formerly 
IVAS) programme to Anduril. The programme aims to equip U.S. Army soldiers with helmets incorporating 
augmented reality and virtual reality to improve situational awareness and facilitate the operation of UAVs. 
Anduril will partner with several subcontractors such as L3Harris Technologies (ENVG-B night vision systems), 
Meta (virtual reality solutions) and Microsoft (Azure hyperscale cloud solution). This programme has a budget 
of $21.9 billion (€20.2 billion).
	
 In March 2025, Anduril signed a 10-year, $642 million (€593 million) contract with the U.S. Marine Corps to 
supply, install and support anti-drone systems designed to protect facilities around the world.
Export markets
	
 Saab selected Anduril in June 2025 to develop and produce a new propulsion system for the Ground-
Launched Small Diameter Bomb (GLSDB), produced by Saab in partnership with Boeing.
	
 The Royal Australian Navy awarded Anduril a contract worth A$ 1.7 billion (€1 billion) in September 2025 to 
produce Ghost Shark large autonomous underwater vehicles, based on the Dive-LD.
Technology and Innovation
	
 In October 2025, Anduril conducted several flight tests of its Barracuda-100M manoeuvrable missile as 
part of the U.S. Army’s High-Speed Maneuverable Missile (HSMM) programme. This missile will be able to 
autonomously search for, identy and strike targets it was previously shown.