The institutional-grade research platform for space and defense. Contract flows, launch cadence, competitive intelligence — aggregated and scored in real time.
142
companies tracked
$14.2B
contracts this month
38
VC deals closed
47
launches YTD
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ENTERPRISE INTELLIGENCE
Compress weeks of research into minutes.
Orion aggregates SAM.gov contracts, SEC filings, FAA launch data, and funding rounds — then synthesizes it into actionable intelligence for the space and defense sector.
I'm a defense VC evaluating Anduril vs Palantir for a new position. Break down their DoD contract momentum, moat strength, and IPO outlook.
ORION AI
142 companies · SAM.gov · SEC · FAA
ORION AI · DEEP RESEARCH RESULTS
Anduril leads on contract velocity (+$200M SHIELD, USMC) and is the stronger near-term IPO catalyst at $30B valuation. Palantir offers superior revenue visibility and proven government entrenchment at 65× NTM. For a new position: Anduril pre-IPO offers asymmetric upside; PLTR provides lower-risk compounding.
Anduril score 88
Palantir score 84
Sources 14
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Palantir
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DoD Contract Flow
Top 10 by Score
CONTRACTS (30D)
$14.2B
▲ +23% vs prior period
VC DEALS (30D)
38
▲ +11 vs prior period
LAUNCHES YTD
47
▲ +8 vs 2025 pace
SECTOR vs SPY
+12%
▲ outperforming YTD
COMPANIES TRACKED
142
20 with full coverage
ORION AI · WEEKLY DIGEST · MAR 21, 2026
Defense tech maintains record momentum heading into Q2. The DoD's sustained pivot toward non-traditional primes is the defining structural theme — Rocket Lab's $515M SDA award and Anduril's SHIELD expansion both confirm it. AST SpaceMobile's FCC approval for BlueBird Block 2 is the commercial catalyst to watch: the first revenue-generating satellite broadband company serving 5B+ addressable users. SpaceX's Starshield expansion signals the dual-use moat is widening faster than most models assumed. The sector is re-rating toward AI-native defense platforms — Palantir's 65× multiple is becoming the new reference point, not the exception.
LATEST INTELLIGENCE
ORION RESEARCH · MAR 21
CONTRACT
Rocket Lab awarded $515M SDA Tranche 3 contract — largest single award in company history, backlog hits $1.07B
Space Development Agency · 2h ago
READ →
IPO
Anduril H2 2026 IPO confirmed at ~$30B valuation — Goldman Sachs and Morgan Stanley named as lead underwriters
Bloomberg reporting Anduril is targeting H2 2026 for IPO. Goldman Sachs and Morgan Stanley named as lead underwriters. Current private valuation ~$30B.
5h ago
READ →
AST SpaceMobile FCC approval — BlueBird Block 2
FCC granted authorization for 20 additional BlueBird satellites. Block 2 features enhanced capacity and extended coverage.
8h ago
READ →
Starship IFT-9 rescheduled — FAA review extended
FAA extended environmental review for Starship IFT-9 by 30 days. New earliest launch window April 2026.
12h ago
READ →
DoD defense budget — $1.5T proposal includes $33B for space
Trump administration defense budget proposal allocates $33B to space-related programs, up 18% YoY.
1d ago
READ →
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