Anduril vs Shield AI: Defense & security compared

November 2026 edition · assessment by Frontier Tech Intelligence

Anduril ranks 16 on the Robotics 100 with a score of 90; Shield AI ranks 77 with 80. Anduril is ahead on deployment, production, commercials, positioning and leverage. Shield AI is ahead on progress. Level on technology and firepower. Anduril is based in Costa Mesa, United States, Shield AI in San Diego, United States. Anduril: Established. Shield AI: Established. Anduril is named in 146 signals and Shield AI in 46.

Anduril →

Costa Mesa, California, United States · Robotics · Systems / Defense & security · Established · anduril.com

Anduril builds and supplies autonomous defense systems, including combat drones, counter-UAS systems, autonomous warships, attack rotorcraft, and the Lattice command-and-control platform.

Robotics 100 · rank 16 · score 90Space · watchlist · score 73AI Infra 100 · rank 97 · score 71

Scores, Robotics (of 10)

Deployment8
Production8
Commercials10
Progress9
Technology8
Positioning10
Firepower10
Leverage10

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

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

146 signals name Anduril.

Facts, with sources

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

104 facts on file.

Shield AI →

San Diego, California, United States · Robotics · Systems / Defense & security · Established · shield.ai

Shield AI develops and deploys autonomous military aircraft and drones, including V-BAT and X-BAT, for ISR and other defense missions. Its systems also support counter-drone operations through Tracker C-UAS.

Robotics 100 · rank 77 · score 80Space · watchlist · score 61AI Core · watchlist · score 59

Scores, Robotics (of 10)

Deployment6
Production6
Commercials8
Progress10
Technology8
Positioning8
Firepower10
Leverage8

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

Positioning

Shield AI is a US defense-autonomy company whose V-BAT drone is deployed with the Coast Guard, Netherlands, Romania, Indonesia, and Japan, with ~$300M revenue in the year ending March 2025 and guidance above $540M for FY26 (+80%). It raised a $1.5B Series G at a $12.7B valuation in March 2026, had its Hivemind software selected for the Air Force CCA program (running on General Atomics and Anduril airframes), and won a $198M Coast Guard IDIQ at 100% on KPPs. An Aechelon acquisition is pending, and it has a GE Aerospace engine partnership.

Latest signals

  • Shield AI unveiled the X-BAT vertical-takeoff drone prototype.Golem
  • The U.S. Navy committed another $150 million to Shield AI’s autonomous X-BAT fighter drone.The Register
  • Shield AI matched the US Navy’s additional $150 million commitment to X-BAT.The Register

46 signals name Shield AI.

Facts, with sources

  • [object Object]Shield AI
  • USD 500000000The Robot Report
  • Shield AI named X-BAT the Official Autonomous Aircraft of America’s GameShield AI

29 facts on file.

More comparisons

Questions this page answers

Anduril or Shield AI: which is ahead in robotics?

Anduril ranks 16 on the Robotics 100 with a score of 90; Shield AI ranks 77 with 80. Anduril is ahead on deployment, production, commercials, positioning and leverage. Shield AI is ahead on progress. Level on technology and firepower. Anduril is based in Costa Mesa, United States, Shield AI in San Diego, United States. Anduril: Established. Shield AI: Established. Anduril is named in 146 signals and Shield AI in 46.

How do Anduril and Shield AI compare?

Anduril ranks 16 on the Robotics 100 with a score of 90; Shield AI ranks 77 with 80. Anduril is ahead on deployment, production, commercials, positioning and leverage. Shield AI is ahead on progress. Level on technology and firepower. Anduril is based in Costa Mesa, United States, Shield AI in San Diego, United States. Anduril: Established. Shield AI: Established. Anduril is named in 146 signals and Shield AI in 46. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

Every comparison here comes from the same files members use every day.

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