Anduril vs Elbit Systems Ltd.: Defense & security compared

Scores, Robotics (of 10)

Darker bar: ahead of the other company on that measure.

Positioning

Anduril is a privately controlled U.S. defense-technology company combining autonomous aircraft, maritime systems, weapons, counter-UAS products and the Lattice command-and-control platform, with reach across the United States, Australia, the United Kingdom, NATO, the UAE and other allied customers. Its 2025-26 trajectory includes $2.2 billion of 2025 revenue, a $5 billion Series H at a $61 billion valuation in May 2026, first completed Fury production at Arsenal-1 in July 2026, a Golden Dome space-interceptor consortium, and a September 2026 warning that Fury production contracts require FY2027 appropriations. The distinguishing point is its attempt to become a vertically integrated, high-rate defense prime; the open question is whether production, profitability and government-program execution can keep pace with its valuation and expansion.

Latest signals

• 31 Oct 2026Anduril will assemble Blue Chip laptops at Arsenal One in Ohio with about 90% U.S. or allied parts.Moonshots with Peter Diamandis
• 31 Oct 2026Anduril and Qualcomm announced Blue Chip, a line of hardened American-made computers.Moonshots with Peter Diamandis
• 29 Oct 2026Anduril and Saronic have built large U.S. production facilities for system manufacturing.a16z

146 signals name Anduril.

Facts, with sources

• 17 Sept 2026No space-domain revenue disclosedAnduril
• 17 Sept 2026Acquired Numerica Corporation's radar and command-and-control businessesExoAnalytic Solutions
• 14 Sept 2026Collaborative Combat Aircraft drones expected to be in service by 2032Breaking Defense

104 facts on file.

Scores, Robotics (of 10)

Darker bar: ahead of the other company on that measure.

Latest signals

• 20 Oct 2026Elbit Systems completes acquisition of International Submarine Engineering (ISE)Satellite Evolution
• 20 Oct 2026Elbit Systems acquires International Submarine EngineeringElectronics Weekly
• 14 Sept 2026Diehl Defence and Elbit Systems demonstrated the SkyStriker loitering system.Elbit

6 signals name Elbit Systems Ltd..

Facts, with sources

• 14 Sept 2026FUSE, a platform for scalable military autonomous systemsElbit
• 10 Sept 2026Fuse, an AI-driven coordination system for autonomous combat platformsBreaking Defense

2 facts on file.