Qualification Ramp Succeeds

Anduril’s early Virginia-class asset production passes Navy qualification and becomes a credible additive source of submarine industrial capacity. This is the most likely path because the company is starting with seeded production tied to a newly financed yard rather than immediately displacing Electric Boat or Newport News.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.