Private Company Spotlight: US approves $2bn sale of Anduril C-UAS systems to Kuwait

Research evidence excerpt

Private Company Spotlight: US approves $2bn sale of Anduril C-UAS systems to Kuwait

June 9, 2026 Private Company Spotlight: US approves

$2bn sale of Anduril C-UAS systems to

Kuwait Andre(332) 400-5033Madridamadrid@btig.comAEROSPACE Ned Morgan

Kuwait accelerates C-UAS procurement following Iranian attacks, (212) 882-2357 nmorgan@btig.com

expanding Anduril’s international footprintAND

WHAT YOU SHOULD KNOW: Kuwait signed a $1.98bn deal for various Anduril C-

UAS systems, spanning Roadrunner and Anvil interceptors, Lattice C2, Sentry Towers,

electronic warfare, and integrated support and training. The award follows a recent

step-up in regional threat activity, highlighted by early June Iranian drone and missileDEFENSE attacks on Kuwait infrastructure and subsequent IRGC strikes on US bases, reinforcing

demand for scalable, lower-cost countermeasures against mass-produced systems like

Shahed drones. The procurement also builds on the broader $8.6bn emergency US

arms package approved in May for Middle Eastern allies, underscoring an accelerated

regional push to shore up layered air defense. We view this as further evidence of

strong domestic and international traction for Anduril’s C-UAS portfolio, supporting ourINDUSTRY view that Anduril’s export mix can exceed traditional prime benchmarks over time.

■ $1.98bn deal for various C-UAS systems. This likely IDIQ vehicle includes

"Roadrunner-Munition and Anvil-Kinetic; launch boxes; Lattice C2; Long Range

Sentry Tower with Fire Control; Long Range Sentry Tower-82 Mobile; ExtendedREPORT Range Sentry Towers; Maritime Sentry Towers; pulsar electromagnetic warfare;

menace tactical operations centers; generators; publications; personnel training;

software development;" and other support services.