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Joined July 2026
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Federal side, from our SpaceX dataset: net $760.77M in new federal obligations reported so far for Q3 2026, mostly NASA. Department of War reporting is established only through Jul 17, so this will grow. Obligations are not company revenue. govalidate.ai/datasets/compa…
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No new records hit the public record today for the 9 companies we watch. As of 6:28 PM ET · Oct 19
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Anduril added another Department of War contract — $957.3K obligated (Jul 17). On the record: Intelligence systems & analytics/next generation command and control - lattice for distributed mission command (L4DMC) experimentation
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$PLTR logged 2 Department of War actions, totaling $7.01M. Every figure is from USAspending. Breakdown in the image.
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$SPCX: another Department of War funding increase — $29.36M (Jul 16). On the record: Proliferated low earth orbit best effort 05 program One of 12 federal actions we logged for them in July 2026.
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Blue Origin logged 2 NASA actions, totaling $46.07M. Every figure is from USAspending. Breakdown in the image.
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GoValidateAI retweeted
zerohedge
@zerohedgeOct 14
*ANDURIL TO SELL INSIDER SHARES AT ROUGHLY $90 BILLION VALUATION
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Replying to @ClaudeDevs
UI update is excellent. Best in the industry
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Anduril logged 2 Department of War actions, totaling $2.41M. Every figure is from USAspending. Breakdown in the image.
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$SPCX: another Department of War funding increase — $1.56M (Jul 13). On the record: This requirement is to fulfill the SSC/CMSC NAVAIR PLEO needs. One of 8 federal actions we logged for them in July 2026.
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Anduril: another Department of War funding increase — $18.52M (Jul 10). On the record: This delivery order procures hardware required for the home alone PM gbad program. One of 18 federal actions we logged for them in July 2026.
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Anduril logged 4 Department of War actions, totaling $5.95M. Every figure is from USAspending. Breakdown in the image.
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Anduril logged 3 Department of War actions, totaling $58.07M. Every figure is from USAspending. Breakdown in the image.
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Anduril added another Department of War contract — $44.96M obligated (Jul 6). On the record: Cuxs hardware One of 8 federal actions we logged for them in July 2026.
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Neros's biggest Department of War contract in our records — $17.45M obligated (Jul 1). On the record: Delivery order 1 for purpose-built attritable system (PBAS) to include small unmanned aircraft systems (SUAS) archer with Neros, inc.
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Shield AI added another Department of War contract — $2.86M obligated (Jul 2). On the record: Spare payloads with laser designator and program support for for the republic of Iraq counter terrorism service FMS case iq-p-SBM.
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Saronic added another Department of War contract — $29.04M obligated (Jul 1). On the record: Contractor-owned contractor-operated (COCO) corsair unmanned surface vehicle (USV) operations The only federal action we logged for them in July 2026.
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Blue Origin: another NASA funding increase — $35.02M (Sep 29). On the record: Venture-class acquisition of dedicated and rideshare (VADR) umbrella task order. One of 8 federal actions we logged for them in September 2026.
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$SPCX logged 3 federal actions across 2 agencies, totaling $37.66M. Every figure is from USAspending. Breakdown in the image.
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$PLTR logged 6 federal actions across 6 agencies, totaling $63.94M. Every figure is from USAspending. Breakdown in the image.
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