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Defense · PRIV
Anduril
72
Exposed
EO 14415 Readiness · 0–100
Anduril's greenfield supply base and vertically integrated software give it a cleaner FOCI posture, but rare-earth magnets remain the single largest exposure across drone and autonomy platforms.
Primary exposure
New-entrant advantage on FOCI discipline; magnets remain the pinch point.
Sub-scores
Materials68
FOCI82
Domestic74
BOM66
Top critical-material exposures
High risk
Rare Earth Magnets
Autonomous vehicles, drones, Roadrunner.
Elevated risk
Lithium-ion Cells
Battery packs across UAS/USV platforms.
Moderate risk
GaN Semiconductors
Sensor front-ends.
Private assessment for Anduril
XTRIUM validates this score at sub-tier depth against your actual BOMs, POs, and program data.