Opportunity Set: Anduril and General Atomics Win CCA Inc 1 EMD & Production

研报英文原文证据摘录

Opportunity Set: Anduril and General Atomics Win CCA Inc 1 EMD & Production

USA | Aerospace & Defense Electronics EquityJuneResearch18, 2026

Opportunity Set: Anduril and General Atomics

Win CCA Inc 1 EMD & Production

USAF awarded CCA Increment 1 EMD & production contracts to Anduril and

General Atomics, coming 4 mos ahead of schedule & signaling production

readiness. This supports the path forward to procure over 150 CCAs by the

end of the decade (& 1,000 over time). USAF also awarded mission autonomy

software production options to RTX Collins, Anduril and Shield AI to compete

over the next 6 mos w/ a final downselect to one by summer '27 for Inc 1

autonomy.

Anduril and General Atomics Selected For CCA Production. The US Air Force awarded both

Anduril and General Atomics engineering and manufacturing development (EMD) and production

contracts for Collaborative Combat Aircraft (CCA) increment 1 based on their YFQ-44A and

YFQ-42A prototypes, respectively. The awards follow GA's FQ-42 first flight in Aug 2025 and

Anduril's FQ-44A first flight in Oct 2025. USAF awards are 4 mos ahead of schedule, signaling the

readiness of each company & supporting the plan to procure more than 150 CCAs by the end of

the decade. The contract covers the first three lots of CCA w/ more production contract awards

still to come for Inc 1. USAF notes the value is meeting/exceeding its goal of cost at 1/3rd of an

F-35 (<$30MM).

Anduril, RTX Collins, Shield AI Progress on CCA Mission Autonomy. As part of its new acquisition

approach for the program, USAF is treating mission autonomy software separate from the aircraft

itself and awarded production options to Anduril, Shield AI, and RTX Collins to continue competing

over the next 6 mos.