Possible scenario
Execution Bottlenecks Emerge
20% Chance
Submarine production standards prove harder to scale than Anduril’s software- and autonomy-led programs. Qualification, welding, cyber accreditation, controlled-material sourcing, or workforce constraints slow the Arsenal 2 ramp and reduce near-term confidence in the $6.6 billion yard plan.
Secondary impacts
- Industrials -0.7%
- Technology -0.1%
- Non-Energy Materials -0.1%
Tickers
- BWXT-0.2%
Portfolio impact
S&P 500-0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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