$2.9 Billion Contract in Hand, Anduril May Already Be America's Second-Biggest Navy Warship Builder

Impact · against what's priced in

Anduril's entry into the Virginia-class supply chain introduces a potential long-term competitive threat to the submarine duopoly. While GD is currently valued as a low-margin operation with limited growth, the emergence of a scaled, vertically integrated rival challenges the long-term structural pricing power of the incumbents.

GD−0.20

Challenges what's priced in

The price assumes