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The DefenseTech Stack

The complete tracker for defense technology companies — autonomous systems, AI-powered weapons, drone warfare, and national security tech.

45
Companies Tracked
$56B
Total Funding Raised
16
Pre-IPO Companies
9
S-1 Filed
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Top DefenseTech Companies
Ranked by valuation — 45 companies tracked
1
SpaceX S-1 Filed

Aerospace and space transportation company. S-1 CONFIRMED filed May 20, 2026 (CIK 0001181412). Roadshow starts June 8, 2026. IPO target June 18–30, 2026. $75B raise at $275B valuation — largest IPO in history. Lead underwriters: Morgan Stanley, Goldman Sachs, JPMorgan. 30% retail allocation. Government contracts: NASA, DoD, Space Force. Starlink: 10M+ subscribers, $10B+ revenue.

Valuation: $275B Raised: $11.9B Pre-IPO
2
CrowdStrike S-1 Filed

Cloud-native endpoint security and threat intelligence platform.

Valuation: $73B Raised: $481M Public
3
Anduril Industries Pre-IPO

Anduril Industries builds autonomous defense systems for the US military. $60B valuation, $4.6B raised. Track IPO readiness score and funding timeline.

Valuation: $60B Raised: $10.6B Series K
4
Wiz ipo-pending

Cloud security platform offering agentless visibility across multi-cloud environments.

Valuation: $12B Raised: $1.9B Series D+
5
Saronic Pre-IPO

AI-powered autonomous surface vessels for the U.S. Navy and allies, scaling shipbuilding capacity for modern maritime defense.

Valuation: $9.25B Raised: $5.18B Series H
6
Shield AI S-1 Filed

Defense AI company building autonomous pilot technology for military aircraft.

Valuation: $12.7B Raised: $573M Pre-IPO
7
Netskope S-1 Filed

Cloud security platform providing Zero Trust Network Access and data protection for modern enterprises.

Valuation: $7.5B Raised: $1.9B Pre-IPO
8
Rubrik S-1 Filed

Cloud data security company providing backup, ransomware recovery, and data observability.

Valuation: $7B Raised: $553M Public
9
Lacework private

AI-driven cloud security platform providing anomaly detection and threat hunting.

Valuation: $8.3B (peak) Raised: $1.9B Acquired
10
Snyk Pre-IPO

Developer-first security platform for finding and fixing vulnerabilities in code.

Valuation: $7.4B Raised: $2.6B Series D+
11
Skydio ipo_pipeline

American autonomous drone manufacturer for defense, public safety, and enterprise use.

Valuation: $4.5B Raised: $1.04B Series G
12
Joby Aviation public

Electric air taxi company developing the first commercial eVTOL aircraft.

Valuation: $5.5B Raised: $2.6B Public
13
Vanta Pre-IPO

Automated security compliance platform for SOC 2, ISO 27001, HIPAA, and other frameworks.

Valuation: $4.5B Raised: $553M Series D
14
Arctic Wolf S-1 Filed

Security operations company offering 24/7 managed detection and response as a service.

Valuation: $4.3B Raised: $1.3B Pre-IPO
15
Relativity Space Pre-IPO

Aerospace company 3D-printing rocket engines and launch vehicles.

Valuation: $4.2B Raised: $1.3B Series D+
16
Illumio S-1 Filed

Zero trust segmentation company preventing breach propagation across cloud and data centers.

Valuation: $3.2B Raised: $1.24B Pre-IPO
17
XBow Pre-IPO

Autonomous AI-powered security testing platform for continuous red teaming

Valuation: $1B+ Raised: $270M series_e
18
Firefly Aerospace private

Commercial launch vehicle company developing the Alpha rocket for small satellite launches to low Earth orbit.

Valuation: $2B Raised: $750M Series D+
19
Rocket Lab public

End-to-end space company providing dedicated small satellite launches.

Valuation: $3.5B Raised: $288M Public
20
Drata Pre-IPO

Continuous security and compliance automation platform for cloud-native companies.

Valuation: $3.2B Raised: $478M Series D
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IPO Watchlist
Expected to IPO in next 12-24 months
SpaceX S-1 Filed — Imminent
Aerospace and space transportation company. S-1 CONFIRMED filed May 20, 2026 (CIK 0001181412). Roadshow starts June 8, 2026. IPO target June 18–30, 2026. $75B raise at $275B valuation — largest IPO in history. Lead underwriters: Morgan Stanley, Goldman Sachs, JPMorgan. 30% retail allocation. Government contracts: NASA, DoD, Space Force. Starlink: 10M+ subscribers, $10B+ revenue.
$275B IPO Readiness
90
Shield AI S-1 Filed — Imminent
Defense AI company building autonomous pilot technology for military aircraft.
$12.7B IPO Readiness
83
CrowdStrike S-1 Filed — Imminent
Cloud-native endpoint security and threat intelligence platform.
$73B IPO Readiness
80
Netskope S-1 Filed — Imminent
Cloud security platform providing Zero Trust Network Access and data protection for modern enterprises.
$7.5B IPO Readiness
79
Anduril Industries 18-24 months
Anduril Industries builds autonomous defense systems for the US military. $60B valuation, $4.6B raised. Track IPO readiness score and funding timeline.
$60B IPO Readiness
77
Illumio S-1 Filed — Imminent
Zero trust segmentation company preventing breach propagation across cloud and data centers.
$3.2B IPO Readiness
77
Saronic 18-24 months
AI-powered autonomous surface vessels for the U.S. Navy and allies, scaling shipbuilding capacity for modern maritime defense.
$9.25B IPO Readiness
74
Arctic Wolf S-1 Filed — Imminent
Security operations company offering 24/7 managed detection and response as a service.
$4.3B IPO Readiness
74
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Sector Pipeline
Company count by funding stage
Series A
2
Series B
5
Series C
3
Series D
4
Series E
2
Series F
1
Pre-IPO
5
Public
5
Series D+
4
Acquired
3
series_c
2
Series G
2
Series K
1
series_d
1
series_b
1
Private
1
Recent IPO
1
series_e
1
Series H
1
💰
Recent Funding Rounds
Latest deals in the DefenseTech sector
Hermeus
Series C · Apr 2026
$350M
Led by Khosla Ventures
Linx Security
Series B · Apr 2026
$50M
Led by Insight Partners
Saronic
Series D · Mar 2026
$1.75B
Led by Kleiner Perkins
Shield AI
Series G · Mar 2026
$2B
Led by Advent International, JPMorgan Chase Strategic Investment Group
Cloaked
Series B · Mar 2026
$375M
Led by General Catalyst, Liberty City Ventures
XBow
Series C · Mar 2026
$120M
Led by DFJ Growth, Northzone
Oasis Security
Series B · Mar 2026
$120M
Led by Craft Ventures, Cyberstarts
Overland AI
Series B · Feb 2026
$100M
Led by 8VC
Ursa Major
Series E · Nov 2025
$100M
Led by Eclipse
Vulcan Elements
Government Loan (DoD OSC) · Nov 2025
$620M
Led by Pentagon Office of Strategic Capital
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Sector Themes
Key narratives driving the DefenseTech sector in 2026
1

Autonomous weapons systems replacing manned platforms

2

AI-powered decision making in contested environments

3

Drone swarm warfare enabling asymmetric deterrence

4

Space-based ISR feeding battlefield AI data pipelines

5

Cybersecurity as warfighting domain — zero-day economics

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