Anduril vs Palantir: Federal Contracts Head-to-Head (2026)
Two of the most-watched defense-tech primes on one scorecard. USASpending agency mixes put Anduril near ~$2.8B (DoD ~$1.8B, DHS ~$0.9B) and Palantir near ~$5.0B (DoD ~$3.3B, plus HHS/Treasury/USDA). Fed-Spend live cards show ~33 and ~34 awards expiring inside 12 months. Here is who buys what - and which company file to open first.
The free aha: same buyer class, different federal books
Anduril and Palantir both sell "AI for the warfighter." Their federal files are not interchangeable.
| Signal (as of Aug 2026) | Anduril Industries | Palantir Technologies |
|---|---|---|
| USASpending agency-mix sum (2015-Aug 2026) | ~$2.76B | ~$4.96B |
| DoD share | ~$1.79B | ~$3.32B |
| DHS share | ~$0.92B | ~$0.48B |
| Next civilian agency | Energy ~$40M | HHS ~$413M |
| Fed-Spend live card total | ~$2.43B (100 awards) | ~$3.92B (100 awards) |
| Awards expiring ≤12 months (live card) | 33 (~$1.29B gated) | 34 (~$1.11B gated) |
The conversion move is not another LinkedIn take. It is opening both company cards and reading the 12-month expiry clock - the same gate that leads Fed-Spend upgrade intent.
Anduril live profile · Palantir live profile · Single deep dives: Anduril · Palantir
Data note: Agency totals are USASpending.gov `spending_by_category/awarding_agency` aggregates for recipient-search text. Live cards are Fed-Spend recent-award aggregates (capped sample). They will not match dollar-for-dollar; use them as shape, then click through for the expiring list.
Side-by-side agency personality
Anduril is a DoD + DHS hardware/autonomy story. Border and air-defense towers, counter-UAS munitions, and Lattice task orders dominate the large-award sample.
Palantir is a multi-agency data platform story. DoD still leads, but HHS, Treasury, USDA, DOJ, and VA print in the agency mix - the kind of civilian IT footprint Anduril does not have.
If you sell sensors or kinetic C-UAS, Anduril's file is the competitor map. If you sell data platforms, case management, or analytics SaaS, Palantir's file is the incumbent to tear down.
Award samples that show the product split
Anduril (keyword / recipient sample)
| Award ID | Amount | Agency signal | Text cue |
|---|---|---|---|
| 70B02C26F00000035 | ~$363M | DHS | Purchase of towers |
| H9240224F0057 | ~$250M | DoD | Roadrunner, Anvil, Quasar packages |
| N0016425CJR94 | ~$94M | DoD | Altius 600M-V loitering munitions |
| W9128Z26FA005 | ~$88M | DoD | Lattice for JIATF 401 |
| H9240226FE027 | ~$86M | DoD | Ghost Shield |
Palantir (keyword / recipient sample)
| Award ID | Amount | Agency signal | Text cue |
|---|---|---|---|
| W911QX24F0053 | ~$293M | DoD | Maven Smart System UI/UX task order |
| H9222216C0078 | ~$276M | DoD | Gotham monthly term licenses |
| FA880621C0010 | ~$196M | DoD | Scalable data platform access |
| 70CTD022FR0000170 | ~$151M | DHS | Investigative Case Management O&M |
| W519TC26F0012 | ~$145M | DoD | Army Vantage data analytics |
| 12314426F0126 | ~$95M | USDA | Farm production and conservation IT |
What BD teams should do in 15 minutes
Bottom line
Anduril is the systems + autonomy federal book. Palantir is the data platform federal book with a wider civilian footprint. The free aha is the side-by-side agency mix and the nearly identical expiry counts (~33 vs ~34) on live cards. The paid layer is the full expiring list and pWin on the specific vehicle you want to unseat.
Open the live cards - Anduril and Palantir. Free teasers. Upgrade when you need the full 12-month expiry list and Capture Room.
Primary sources: USASpending.gov awarding-agency aggregates and award samples (pulled Aug 15, 2026); Fed-Spend company cards for ANDURIL INDUSTRIES, INC. and PALANTIR TECHNOLOGIES INC.
Related Guides
More from the Federal Spending Trends FY2026 series