It's hard to say what they're actually qualified to do but they went from receiving 1 or 2 contracts per year in the early 2020s for a few 10s of millions and I think one larger $200M one to this since Trump was reelected;

$200M - https://sam.gov/workspace/contract/opp/1527a7adaff14a5280fc7...

$140M - https://sam.gov/workspace/contract/opp/c0203e75ec2949e78966f...

$31M - https://sam.gov/workspace/contract/opp/8b0b944955064864942fc...

$1M - https://sam.gov/workspace/contract/opp/86d997fbd8a74d0cb298c...

$642M over 10 years - https://sam.gov/workspace/contract/opp/c9878b113f5143cba7edb...

$3.1M - https://sam.gov/opp/f15d4b63ebc846cd9f4870cfa0772fff/view

$160M - https://www.anduril.com/news/anduril-awarded-contract-to-red...

$86M - https://www.anduril.com/news/special-operations-command-sele...

$100M - https://www.anduril.com/news/anduril-awarded-usd99-6m-for-u-...

tbh there's nothing weird about those.

The Marine Corps I-CsUAS award is explicitly described as an IDIQ with a maximum dollar value of $642M over 10 years -- though it could be much less -- and reporting indicates it was competitively procured with 10 offerors. It wasn't "gifted"/"no-bid"

Also: $642M spread over 10 years is roughly $64M/year at the ceiling, and ceilings are often not fully used. That scale is not remotely unusual for a program-of-record counter-UAS capability if the government believes the threat is persistent. (Which it does.)

The rest are similarly mundane and justifiable.

Here's what would be weird: Repeated sole-source awards where a competitive approach is feasible, implausible technical scope relative to deliverables, unjustified pricing, or political intervention affecting downselects. I don't see any of that here. (But, okay, let's not talk about Palantir, lol.)