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
85.2%
Sep 25, 2026 · Named-prime fills · Anduril

85.2%: one Lattice order holds the Enterprise draw

Sep 25, 2026 · AwardTape · Data: USAspending API, Sep 25 2026
Concentration pin showing the Lattice delivery order share of Anduril Enterprise drawn dollars
JIATF Lattice order W9128Z26FA005 carries $142.0M of $166.7M drawn on a $20B ceiling.

85.2%. One delivery order holds most of the money on Anduril's $20B Enterprise IDIQ. JIATF Lattice order W9128Z26FA005 carries $142.0M ($142,039,256.09) of the $166.7M drawn in the Sep 25 compile. The other four delivery orders share $24.7M, or 14.8%.

The math:

  • Lattice share: $142.04M / $166.70M = 85.21% of drawn
  • Enterprise fill: $166.7M / $20B = 0.83%
  • Remaining ceiling: $19.83B on W9128Z26DA001, with ordering through March 2036

The read: the first Enterprise dollars concentrate in Lattice licenses. A single-award vehicle sized at $20B currently draws along one software line, and almost the entire ceiling is still open.

Concentration is the number to watch as new orders post. Every non-Lattice order lowers the Lattice share, and the effect showed up within a day: the Sep 26 O-CSUAS order moved the share to 83.3%, and the Sep 27 compile put the non-Lattice book at $28.5M across five orders. For suppliers and teaming partners, the order mix shows where Enterprise money flows first and which program offices are testing the vehicle.

Sources
  1. USAspending IDV W9128Z26DA001: https://www.usaspending.gov/award/CONT_IDV_W9128Z26DA001_9700
  2. USAspending DO W9128Z26FA005 (Lattice): https://www.usaspending.gov/award/CONT_AWD_W9128Z26FA005_9700_W9128Z26DA001_9700

That's the tape.

Next drop: $15.71M: Marine Corps seats Anduril C-sUAS on the ACV