Defense Technology IPOs
12 defense technology companies tracking toward an IPO in 2026.
AeroVironment
AeroVironment is a leading manufacturer of unmanned aircraft systems and tactical missile systems for defense and commercial markets. The company is known for its small drone platforms used by military forces and its electric vehicle charging solutions.
Anduril
Anduril builds AI-powered defense technology including autonomous drones, surveillance towers, and underwater vehicles for the U.S. military. Founded by Palmer Luckey (creator of Oculus VR), the company has secured billions in defense contracts. Anduril is valued at over $14 billion and is one of the most-watched defense tech IPO candidates.
Anduril Industries
Anduril Industries is a defense technology company that develops autonomous systems and AI-powered solutions for national security applications. Founded by Palmer Luckey, the company creates advanced surveillance systems, counter-drone technology, and military hardware. Investors are interested due to increasing defense spending and the company's rapid growth in government contracts.
Defense Unicorns
Defense Unicorns is a technology company that specializes in helping the Department of Defense and other government agencies adopt modern software development practices and cloud-native technologies. The company focuses on DevSecOps, Kubernetes, and secure software delivery for defense and government applications.
Epirus
Epirus develops high-power microwave and directed energy weapons systems for defense applications. The company creates counter-drone systems and electronic warfare solutions that can disable enemy electronics and unmanned systems using directed energy technology.
Kratos Defense & Security Solutions
Kratos Defense is a specialized national security technology company providing mission-critical products and solutions for defense and national security. The company focuses on unmanned systems, satellite communications, cybersecurity, and microwave electronics for government and commercial customers.
Onebrief
Onebrief develops software solutions for military and defense organizations, focusing on modernizing planning and operational workflows. The company provides digital tools that help defense and security organizations improve their decision-making processes and operational efficiency.
Rebellion Defense
Rebellion Defense is a defense technology company that develops AI and machine learning solutions for military and national security applications. The company focuses on autonomous systems, predictive analytics, and decision-support tools for defense contractors and government agencies.
Saronic
Saronic develops autonomous maritime vehicles and underwater robotics for defense and commercial applications. The company specializes in unmanned surface vessels and autonomous underwater vehicles used for surveillance, reconnaissance, and maritime security operations.
Shield AI
Shield AI builds autonomous AI pilot systems for military aircraft, including drones and fighter jets that can fly missions without GPS or communications. The company has deployed its Hivemind autonomy software in combat zones. Shield AI is valued at around $2.8 billion and is a growing defense technology IPO candidate.
Vannevar Labs
Vannevar Labs develops AI and machine learning software platforms for national security and defense applications. The company creates tools for intelligence analysis, sensor data processing, and decision support systems used by government agencies and defense organizations.
XBOW
XBOW is a defense technology company that develops advanced materials and manufacturing solutions for aerospace and defense applications. The company specializes in creating lightweight, high-performance components for military and commercial aerospace systems.
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