China builds 400x more ships than the US

Here are 7 shipbuilding stock ideas in case the US decides to close the gap:

$CNRD | Conrad Industries

Gulf Coast shipbuilder and repair yard with recurring U.S. government work, including the U.S. Navy and Army Corps of Engineers. Active Navy YRBM barge construction program with follow-on units.

$HII | HII Inc.

Primary U.S. naval shipbuilder. Newport News yard is building Gerald R. Ford–class aircraft carriers for the U.S. Navy.

$AUTLF | Austal Ltd

U.S. Navy shipbuilder through Austal USA. Produces Expeditionary Fast Transport (EPF) vessels, including the Navy’s exercised option for EPF 16 worth about $230.5M.

$GD | General Dynamics

Major Navy exposure through Electric Boat. Received a $2.283B contract modification tied to Columbia-class submarine advance procurement and early construction.

$DRS | Leonardo DRS

Supplier of naval combat and mission systems. Awarded a $41M NAVSEA contract to deliver combat management hardware for U.S. Navy surface ships and allied fleets.

$BWXT | BWX Technologies

Supplier of naval nuclear components. Awarded about $2.6B in U.S. Naval Nuclear Propulsion Program contracts for reactor components used in Virginia and Columbia-class submarines.

$RCAT | Red Cat Holdings

Defense autonomy company expanding into maritime systems. Blue Ops partnered with Hodgdon Shipbuilding for USV prototypes and leased a 155,000 sq ft Georgia facility to scale production.