Anduril Joins the Big League-SRM Supply Gets a Game-Changing Boost

Published: 05 Aug 2025

Author: Precedence Research

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Once recognized as a startup that revolutionized battlefield technology, Anduril Industries has now cemented its place among the major defense manufacturing companies. It was just inducted as the third U.S. supplier of Solid Rocket Motors, along with Northrop Grumman and Aerojet Rocketdyne. Anduril has changed the rules of the game.

Why is this such a big deal? Since missiles are at the core of national security and SRMs are the core of missiles. With geopolitical tensions rising and Taiwan's demand from Ukraine increasing, the U.S. is expanding and diversifying its supply chain. The Department of Defense is taking risks. Adhuril's arrival might be its secret weapon. 

Anduril has already started production at its Mississippi location, supported by its $1.05 billion acquisition of SRM manufacturer Adreno in 2023. The objective is to deliver tens of thousands of SRMs over the next several years. However, this is about modernization, not just volume. Anduril is introducing software software-first culture from Silicon Valley into a long-standing sector. Consider supply chain vertical integration, automation, and quick iterations.

Wall Street is watching. As defense budgets continue to rise and there is a bipartisan desire to arm allies, analysts view Andrulis SRM's venture as a unique example of innovation and defense scale coming together. RBC Capital has already identified Anduril as a new disruptor that combines legacy warfare logistics with battlefield technology, a combination that the Pentagon is eager to acquire.

The timing couldn't be sharper. Defense giant L3Harris recently acquired Aerojet Rocketdyne, while Northrop Grumman is laser-focused on strategic deterrence. That leaves a massive opportunity gap in the conventional missile segment, and Anduril is diving right in.

But it’s not all smooth sailing. The SRM supply chain is infamously complicated, according to industry insiders, with volatile materials like ammonium perchlorate and stringent regulatory requirements. In addition to technology, Andrulis's wager will be evaluated on its capacity to deliver on schedule in bulk and by changing defense procurement standards.

Still, the optimism is palpable. "This move isn’t just symbolic, it’s structural says a former Pentagon acquisition official. “We’re witnessing the dawn of a more agile and innovative defense industrial base.”

In many ways, this moment is Anduril’s graduation ceremony from an ambitious startup to a strategic cornerstone. Founded in 2017 by Palmer Luckey, the Oculus creator, Anduril always promised to rebuild defense from the ground up. With SRMs now on its belt, it’s not just building, it’s launching.