{"title":"Anduril vs Shield AI: Defense & security compared","url":"https://www.frontiertechintelligence.com/compare/anduril-vs-shield-ai","comparison":"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.","companies":[{"name":"Anduril","url":"https://www.frontiertechintelligence.com/companies/anduril","city":"Costa Mesa","country":"United States","stage":"Established","founded":null,"last_round":null,"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.","assessed_in":{"domain":"Robotics","list":"Robotics 100","rank":16,"score":90,"tier":"member","scores":{"gate_ne":["firepower"],"leverage":10,"position":10,"progress":9,"firepower":10,"commercial":10,"deployment":8,"production":8,"technology":8},"why":"Anduril builds and supplies autonomous defense systems, including combat drones, counter-UAS systems, autonomous warships, attack rotorcraft, and the Lattice command-and-control platform.","segment":"Defense & security","layer":"Systems"},"signals_total":146,"facts_total":104},{"name":"Shield AI","url":"https://www.frontiertechintelligence.com/companies/shield-ai","city":"San Diego","country":"United States","stage":"Established","founded":null,"last_round":null,"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.","assessed_in":{"domain":"Robotics","list":"Robotics 100","rank":77,"score":80,"tier":"member","scores":{"leverage":8,"position":8,"progress":10,"firepower":10,"commercial":8,"deployment":6,"production":6,"technology":8},"why":"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.","segment":"Defense & security","layer":"Systems"},"signals_total":46,"facts_total":29}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}