HUNTINGTON INGALLS INDUSTRIES (HII) Company Report

HII announced the addition of Westley Group as a strategic supplier supporting the U.S. Navy’s submarine industrial base, reinforcing allied defense collaboration under the AUKUS framework.
Westley Group is approved by HII’s Newport News Shipbuilding division to deliver critical metal castings for nuclear-powered submarines and aircraft carriers.
The partnership aims to create a more integrated and resilient global supply chain to meet the expanded demand for nuclear submarines.
Westley Group employs over 300 personnel across four U.K. manufacturing facilities with comprehensive casting, machining, testing, and assembly capabilities.

Nov 4, 2025, 3:00 PM

Press Release

HII and Shield AI complete first integrated USV autonomy test

HII

New Projects/Investments

HII and Shield AI completed the first major test of their integrated autonomy solution aboard the ROMULUS 20 USV during a three-day trial in Virginia Beach in late October.
The trial marks the first maritime deployment of Shield AI’s Hivemind Enterprise SDK integrated with HII’s Odyssey software, enabling AI-powered mission autonomy even in GPS- and communications-denied environments.
The successful test was achieved less than six weeks after announcing the partnership, underscoring rapid integration and collaboration between the defense technology firms.
ROMULUS, a modular high-performance USV line, includes the under-construction ROMULUS 190, designed to exceed 25 knots, operate up to 2,500 nautical miles, and carry four 40-ft ISO containers running both Odyssey and Hivemind.
HII’s Odyssey suite is deployed on 35+ USVs and 750+ UUVs across 30 countries, and the partnership aims to expand multi-domain autonomy solutions.

Nov 3, 2025, 8:00 PM

Press Release

HII reports Q3 2025 results

HII

Earnings

Guidance Update

New Projects/Investments

Consolidated revenue rose 16.1% YoY to $3.192 B, driven by higher volumes at Ingalls Shipbuilding ($828 M, +24.7%), Newport News Shipbuilding ($1,617 M, +14.5%) and Mission Technologies ($787 M, +11.0%).
Segment operating income increased 84.5% YoY to $179 M (5.6% margin vs. 3.5%), led by Newport News at $80 M (vs. $15 M) and Ingalls at $65 M (vs. $49 M).
Free cash flow declined to $16 M from $136 M in Q3 2024, with CAPEX of $102 M (3.2% of revenue) and $2 B liquidity at quarter-end.
FY25 outlook updated: free cash flow guidance raised to $550 M–$650 M; shipbuilding revenue narrowed to $9.0 B–$9.1 B; Mission Technologies revenue to $3.0 B–$3.1 B.
Operational initiatives include targeting 15% throughput improvement, $250 M of annualized cost savings by year-end, and securing over $50 B in new contract awards across 2025–2026.

Oct 30, 2025, 1:00 PM

Presentation

HII reports Q3 2025 results with record sales and EPS

HII

Earnings

Guidance Update

Revenue Acceleration/Inflection

Record Q3 sales of $3.2 billion and diluted EPS of $3.68, with backlog at $56 billion (of which $33 billion is funded).
Shipbuilding revenue grew 18% YoY to $2.4 billion ($828 million at Ingalls; $1.6 billion at Newport News) and Mission Technologies sales of $787 million (+11% YoY).
Operational initiatives on track, targeting 15% throughput improvement for 2025, hiring 4,600 shipbuilders YTD, and executing a $250 million cost reduction plan.
Revised 2025 guidance: Shipbuilding revenue $9–9.1 billion (margin 5.5–6.5%), Mission Technologies revenue $3–3.1 billion (margin ~4.5%), and free cash flow $550–650 million.
Q3 free cash flow of $16 million, operating cash flow $118 million, net CapEx $102 million, dividend increased to $1.38/share, and liquidity at ~$2 billion.

Oct 30, 2025, 1:00 PM

Transcript

HII reports Q3 2025 results

HII

Earnings

Guidance Update

Dividends

Record Q3 revenue of $3.2 billion and diluted EPS of $3.68, driven by 18% shipbuilding sales growth and 11% growth in Mission Technologies revenues of $787 million.
$56 billion backlog, of which $33 billion is funded.
Full-year 2025 throughput improvement target raised to ~15% and reaffirmation of the $250 million annualized cost reduction plan.
Updated 2025 outlook: narrowed shipbuilding revenue to $9.0–9.1 billion, Mission Technologies revenue to $3.0–3.1 billion, and free cash flow guidance increased to $550–650 million; dividend raised to $1.38/share.

Oct 30, 2025, 1:00 PM

Transcript

Huntington Ingalls Industries reports Q3 2025 results

HII

Earnings

Guidance Update

New Projects/Investments

Q3 revenues reached $3.2 billion (up 16.1% YoY) with net earnings of $145 million and diluted EPS of $3.68.
Operational momentum: targeting 15% throughput improvement for full-year 2025, having hired 4,600+ shipbuilders YTD, improved retention, and expanded outsourcing to 23 partners.
Updated 2025 outlook: shipbuilding revenue of $9.0–9.1 billion (5.5–6.5% margin); Mission Technologies revenue of $3.0–3.1 billion (≈4.5% operating, 8–8.5% EBITDA margins); free cash flow of $550–650 million; and a cumulative 2025–26 FCF target of $1.2 billion; dividend raised to $1.38/share.
Unveiled the Romulus family of unmanned surface vessels powered by Odyssey Autonomy software, including a partnership with Shield AI to enhance autonomous capabilities.

Oct 30, 2025, 1:00 PM

Transcript

HII reports Q3 2025 results

HII

Earnings

Guidance Update

Revenue Acceleration/Inflection

Record revenues of $3.2 billion, up 16.1% year-over-year.
Operating income of $161 million (5.0% margin) vs. $82 million (3.0% margin) in Q3 2024; net earnings of $145 million, EPS $3.68.
Operating cash flow of $118 million; free cash flow of $16 million.
New contracts totaling $2.0 billion, with backlog reaching $55.7 billion as of September 30, 2025.
Raised FY25 free cash flow guidance to $550–650 million; shipbuilding revenue now expected at $9.0–9.1 billion (5.5–6.5% margin).

Oct 30, 2025, 11:15 AM

Press Release

HII reports Q3 2025 results

HII

Earnings

HII reported record Q3 2025 revenue of $3.2 billion, a 16.1% increase over Q3 2024.
Q3 2025 net earnings were $145 million, or $3.68 diluted EPS, versus $101 million and $2.56 EPS in Q3 2024.
Operating income for the quarter was $161 million (5.0% margin); segment operating income was $179 million (5.6% margin).
Net cash from operations was $118 million; free cash flow was $16 million; new contract awards totaled $2.0 billion, lifting backlog to $55.7 billion as of September 30, 2025.

Oct 30, 2025, 11:13 AM

8-K

Huntington Ingalls Industries partners with HD Hyundai Heavy Industries on distributed shipbuilding

HII

New Projects/Investments

Huntington Ingalls Industries (HII) and HD Hyundai Heavy Industries (HHI) signed a memorandum of agreement at APEC 2025 to advance U.S.–Korea shipbuilding collaboration on distributed construction and teaming for auxiliary and commercial vessels .
The agreement targets four key priorities: joint investments in distributed and flexible shipbuilding, strategic teaming on Navy auxiliary programs, R&D and technology implementation (AI/ML, robotics, automation), and enhanced Indo-Pacific ship lifecycle support .
In early October, the companies agreed to jointly pursue the U.S. Navy’s next-generation logistics ship (NGLS) concept design contract, combining HII’s complex shipbuilding expertise with HHI’s proven auxiliary vessel designs .

Oct 26, 2025, 10:00 AM

Press Release

Huntington Ingalls partners with HD Hyundai on US Navy auxiliary ships

HII

New Projects/Investments

Huntington Ingalls Industries and HD Hyundai Heavy Industries signed a memorandum of agreement (MoA) at the 2025 APEC summit to co-design and build the U.S. Navy’s next-generation auxiliary and logistics support ships.
The partnership includes joint investment to establish or acquire new U.S. shipbuilding facilities, supply Korean-made block modules and key materials, and explore an engineering joint venture.
The collaboration aims to boost efficiency, reduce costs, and accelerate shipyard throughput through shared expertise in engineering, AI, robotics, and automation.
Both companies will also cooperate on maintenance, repair, and overhaul services for U.S. and allied naval vessels.

Oct 26, 2025, 5:07 AM

Morningstar

Earnings Transcripts

Quarterly earnings call transcripts for HUNTINGTON INGALLS INDUSTRIES.

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