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Anduril Is Entering the Space Race

Anduril’s intent to buy space analysis firm ExoAnalytic Solutions suggests it intends to ramp up its space operations in the near future.

Defense technology company Anduril Industries is expanding its presence in the space sector with a planned acquisition of ExoAnalytic Solutions, a major provider of space domain awareness and modeling capabilities.

The deal, first announced on March 11, is still pending regulatory approval—but would significantly expand Anduril’s footprint in the rapidly growing military space surveillance and sensing market. Anduril executives have stated that the acquisition will enhance the company’s ability to develop space sensing, missile defense, and satellite tracking technologies. 

Why Is Anduril Scaling Up Its Space Branch?

Anduril’s new acquisition of ExoAnalytic will roughly double its current space-focused workforce, which currently includes about 120 personnel. The acquisition reflects Anduril’s pivot beyond traditional defense technologies into space-based sensing and data analysis systems.

Anduril executives have praised the merger, stressing that the combination of both firms’ engineering teams will accelerate the development of space-based tracking and surveillance technologies. Gokul Subramanian, an Anduril executive, said the acquisition could “supercharge everything we do in space, on Earth, and in missile defense.”

ExoAnalytic Solutions, founded in 2008, has become an important company in the field of space domain awareness (SDA). Operating a global network of more than 400 optical telescopes, ExoAnalytic monitors satellites and other objects in Earth’s orbit. The company’s network allows for the tracking of thousands of objects in space, which helps both the government and commercial space operators maintain situational awareness in an increasingly crowded orbital environment.

Key capabilities of ExoAnalytic include satellite tracking and orbit monitoring, modeling and simulation of space activity, collision prediction, space traffic analysis, and support for military space surveillance missions—making Anduril’s interest in its technology fairly intuitive, given its position as a prime aerospace contractor.

In recent years, ExoAnalytic has earned contracts in support of US Space Force initiatives, like the National Space Test and Training Complex. The company also participates in the Space Force’s Space Domain Awareness marketplace, which allows for commercial companies to provide tracking data to the US government. In all, these programs are designed to strengthen the US ability to track activity in orbit, which is increasingly important as military competition in space accelerates.

This Isn’t Anduril’s First Foray into Space Technology

Anduril, for its part, has been building its own space technology portfolio, already partnering with startup company Apex to develop payloads for satellite buses, Anduril has also launched several satellite demonstration projects. Integrating its own technology with ExoAnalytic’s telescope network and analytics capability should give it an enhanced data pipeline for tracking objects in orbit. 

The purchase of ExoAnalytic may prove to be a wise investment, as the tracking of objects in space has become increasingly important to the US military. As more satellites are launched—and rival powers continue to develop kinetic anti-satellite weapons and orbital surveillance systems—the ability to track objects in space has become critical. Any system that can identify satellites, debris, or any other potential threat to civilian and military space-based infrastructure has extreme value to NASA and the US Space Force. 

About the Author: Harrison Kass

Harrison Kass is a senior defense and national security writer at The National Interest. Kass is an attorney and former political candidate who joined the US Air Force as a pilot trainee before being medically discharged. He focuses on military strategy, aerospace, and global security affairs. He holds a JD from the University of Oregon and a master’s in Global Journalism and International Relations from NYU.

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