As Europe enters its biggest rearmament period in decades, Anduril Industries is stepping up its strategy of penetrating the UK and European markets by co-financing military programs, signing on-site production agreements and positioning itself as a UK - US enterprise.
Anduril believes that sharing the cost of technology development and building domestic production lines will help the company gain an advantage over traditional competitors, while meeting the increasingly clear requirement of European governments to prioritize domestic enterprises.
"We do not want to only sell products produced elsewhere. Anduril's goal is to be a part of the defense industry platform, said Christian Brose, Chairman and Strategy Director of Anduril.
In the UK, Anduril has offered sharing costs in the Nyx Project - a two-year program with the British Army to develop a rotating winged drone, in coordination with a combat helicopter to attack AH-64 Apache. On December 10, the company announced the selection of the UK's Aerospace Corporation as a partner in the production of the aircraft frame for this package. This year, Anduril also signed cooperation agreements with major defense contractors in Germany and Poland.
Anduril's expansion to Europe comes as many countries worry about over-reliance on US technology and weapons, especially as Washington's policy with NATO shows signs of instability. Germany has prioritized awarding defense contracts to European businesses, while the UK is expected to focus on domestic companies when announcing new defense investment plans.
Mr. Brose said that the revenue from the UK is currently a " relatively small" proportion, but Anduril is considering opening a factory here. According to him, drones produced for the British military can be exported globally.
The UK market is considered an important test of Anduril's international growth strategy, especially when the company's products are under close supervision of actual performance on the battlefield. Some international newspapers have recently raised concerns about the operation of Anduril devices in Ukraine. The company recognizes the rapid development model, continuous testing, and accepts failure as a deliberate risk.
In the UK, Anduril is stepping up the building of its UK-US image, with around 100 employees and a small experimental production facility in Wales. The company affirmed that it is "building national capacity", instead of only having a commercial presence.
Anduril has previously applied a similar strategy in Australia and won a contract worth 1.7 billion AUD to build the Ghost Shark autonomous Submarine. The Australian Navy is expected to receive the first one in early 2026, opening a new development direction for automatic warfare in the future.
