ON THE TAPEANDURIL ENTERPRISE 0.85% FILL $170.5M / $20BCBP AST 46.49% FILL $929.7M / $2.0BPALANTIR MAVEN 77.86% FILL $545.6M / $700.7MSHIELD AI USCG $56.6M DRAWN 11 ORDERSLATTICE DO 83.31% OF ENTERPRISE DRAWNUSAspending compile · Sep 29 2026
AwardTape

← The Tape

ON THE TAPE
39.0%
Sep 29, 2026 · Named-prime fills · Anduril

39.0%: one $363.0M tower buy anchors Anduril's CBP AST book

Sep 29, 2026 · AwardTape · Data: USAspending API, pulled Sep 29 2026
Bars for the five largest delivery orders on Anduril's CBP Autonomous Surveillance Towers IDIQ, led by a $363.0M tower purchase
A December 2025 order for towers equals 39.0% of all $929.7M drawn across 25 orders on the $2.0B vehicle.

$363.0M. One CBP delivery order for towers (70B02C26F00000035, signed Dec 18 2025) holds 39.0% of the $929.7M obligated across 25 orders on Anduril's Autonomous Surveillance Towers IDIQ (70B02C20D00000019). For tower-program suppliers and analysts, the vehicle's spending shifted from steady orders to one large buy.

The book

  • Ceiling: $2.0B on an SBIR IDIQ awarded Jul 2 2020; USAspending lists the vehicle through Aug 1 2029.
  • Drawn: $929.7M across 25 orders, a 46.5% fill, with $1.07B of ceiling left.
  • Largest order: $363.0M "purchase of towers," firm fixed price, performance Dec 25 2025 to Jun 17 2027. The next largest, AST DO 8 from 2022, is $67.2M.
  • By order start year: orders starting in 2025 total $496.5M. Orders starting in 2020 through 2024 total $362.0M combined.
  • Paid out: USAspending shows $350.8M in outlays against the child orders, 37.7% of obligations.

The read

CBP accelerated the AST buy in 2025, and the Dec 2025 tower order sets the size of the program. The newest large order, DO 23 operations and sustainment at $61.7M (Jul 2026), shows the follow-on pattern: each tower buy brings sustainment orders behind it. With $1.07B of ceiling and less than three years left on the record, order size and cadence through 2029 are the figures to track.

Sources
  1. USAspending IDV 70B02C20D00000019 (CBP AST): https://www.usaspending.gov/award/CONT_IDV_70B02C20D00000019_7014
  2. USAspending DO 70B02C26F00000035 (purchase of towers): https://www.usaspending.gov/award/CONT_AWD_70B02C26F00000035_7014_70B02C20D00000019_7014
  3. USAspending DO 70B02C22F00000391 (AST DO 8): https://www.usaspending.gov/award/CONT_AWD_70B02C22F00000391_7014_70B02C20D00000019_7014
  4. USAspending DO 70B02C26F00000480 (DO 23 O&S): https://www.usaspending.gov/award/CONT_AWD_70B02C26F00000480_7014_70B02C20D00000019_7014

That's the tape.

Next drop: 83.3%: one Lattice order holds Anduril's $20B Enterprise draw