$28.5M: the Enterprise IDIQ book outside Lattice
$28.5M. That is the non-Lattice balance on Anduril's $20B Enterprise IDIQ (W9128Z26DA001) in the Sep 27 compile. Five delivery orders make up the residual, equal to 16.7% of the $170.5M drawn across six orders. The JIATF Lattice order (W9128Z26FA005) holds the other $142.0M, or 83.3%.
The residual book, largest first:
- $14.6M NGC2 prototyping (W9128Z26FA022, Army): 51.3% of the residual
- $6.49M Dynamis (M6890926F7605, Navy): 22.8%
- $3.80M O-CSUAS (M6785426F0169, Navy): 13.3%
- $2.07M IBCS-M (W912CH26FA104, Army): 7.3%
- $1.50M IVY MASS (W911NF26FA018, Army): 5.3%
Three Army orders and two Navy orders sit on the single-award vehicle. NGC2 alone accounts for more than half of the non-Lattice dollars.
The read: Army and Navy buyers already seat non-Lattice work on Enterprise, and $19.8B of ordering headroom remains ($19,829,504,357.17 at the Sep 27 pull). Lattice share is the concentration gauge. Each new child order outside Lattice pulls it lower and widens the list of programs using the vehicle, which is the signal teaming partners and component suppliers should track.
- USAspending IDV W9128Z26DA001: https://www.usaspending.gov/award/CONT_IDV_W9128Z26DA001_9700
- USAspending DO W9128Z26FA022 (NGC2): https://www.usaspending.gov/award/CONT_AWD_W9128Z26FA022_9700_W9128Z26DA001_9700
- USAspending DO W911NF26FA018 (IVY MASS): https://www.usaspending.gov/award/CONT_AWD_W911NF26FA018_9700_W9128Z26DA001_9700
That's the tape.