Anduril acquires space surveillance firm ExoAnalytic Solutions

Defense technology company Anduril is acquiring ExoAnalytic Solutions, a firm that operates a network of 400 telescopes around the world to track spacecraft. The acquisition is intended to enhance Anduril’s capabilities in space domain awareness—defined as the ability to track and understand objects in space—and missile defense. ExoAnalytic, which was founded in 2008, develops software that converts telescope observations into situational awareness tools for U.S. national security agencies.

The transaction brings together the two privately held companies’ resources and personnel to target expanding government defense programs. Key details of the integration and Anduril’s broader financial context include:

• Personnel expansion: The deal will add 130 ExoAnalytic employees to Anduril’s existing 120-person space defense team, more than doubling its size.
• Funding context: The acquisition comes as Anduril is in the process of raising a $4 billion round from investors including Thrive Capital and Andreessen Horowitz, as reported by Reuters.
• Government backing: Since 2010, ExoAnalytic has received $26 million in SBIR grants (Small Business Innovation Research grants from the U.S. government).
• Contract pipeline: ExoAnalytic’s technology could help Anduril win government contracts supporting Golden Dome, a U.S. government air and missile defense system expected to include thousands of satellites.
• Launch plans: Anduril is planning to launch three spacecraft this year as internally funded research and development projects. These include an infrared tracking satellite in partnership with Apex Space, and two high-orbit missions in partnership with Impulse Space and Argo Space, respectively.

The acquisition addresses growing concerns within the U.S. military regarding orbital security. U.S. Space Force officials have expressed deep concern about Chinese and Russian spacecraft that fly closely alongside American and European satellites, where they could potentially intercept communications or damage the satellite with electronic or other weapons. Gokul Subramanian, Anduril’s VP of engineering, noted that a U.S. commander in the Pacific emphasized the urgency of orbital defense two years ago, stating that the fleet cannot leave port without a secured space layer. “We believe the [Department of Defense] deserves the best catalog of everything going on in space,” Subramanian said. This acquisition follows a contract Anduril received from the Pentagon in late 2025 to develop a space-based missile interceptor.

Why it matters

Anduril’s acquisition of ExoAnalytic integrates critical space surveillance data into its defense stack, directly supporting U.S. government efforts to secure orbital assets against potential adversary interference.