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HUNTINGTON INGALLS INDUSTRIES (HII)

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Earnings summaries and quarterly performance for HUNTINGTON INGALLS INDUSTRIES.

Research analysts who have asked questions during HUNTINGTON INGALLS INDUSTRIES earnings calls.

Recent press releases and 8-K filings for HII.

Huntington Ingalls reports Q4 2025 earnings and raises 2026 guidance
HII
Earnings
Guidance Update
Hiring
  • Huntington Ingalls reported full-year 2025 revenues of $12.5 B (+8.2%) and EPS of $15.39, with Q4 revenues of $3.5 B (+16%) and EPS of $4.04.
  • The company raised its medium-term shipbuilding revenue CAGR guidance to ~6% and projects 2026 shipbuilding revenues of $9.7–9.9 B with margins of 5.5–6.5%; Mission Technologies revenues are expected at $3.0–3.2 B with 8.4–8.6% EBITDA margin and free cash flow of $500–600 M.
  • Operational initiatives delivered a 14% increase in shipbuilding throughput in 2025, supported by hiring over 6,600 shipbuilders, doubling outsourcing in 2025, and targeting 15% throughput growth and 30% additional outsourcing in 2026.
  • Capital expenditures totaled $396 M (3.2% of sales) in 2025, with 2026 capex guidance at 4–5% of sales to expand yard capacity and throughput.
  • The FY 2026 National Defense Authorization and Appropriations Acts provide bipartisan support with incremental and block-buy funding for aircraft carriers, Virginia- and Columbia-class submarines, DDG-51, and new frigate programs.
1 day ago
HII reports Q4 2025 results
HII
Earnings
Guidance Update
  • Revenue: Q4 2025 revenues of $3.5 billion (+16% YoY) and full-year $12.5 billion (+8.2% YoY).
  • Profitability: Q4 segment operating margin of 5.6% (vs 3.4% YoY) yielding net earnings of $159 million and EPS of $4.04; full-year EPS of $15.39 (vs $13.96 prior year).
  • Cash flow & liquidity: 2025 free cash flow of $800 million, capital expenditures of $396 million (3.2% of sales), ending cash of $774 million and liquidity of $2.5 billion.
  • 2026 outlook: Free cash flow guidance of $500–600 million, medium-term top-line CAGR of ~6%, effective tax rate of ~17%, and Q1 2026 shipbuilding revenues of $2.3 billion with Mission Technologies revenues of $700–750 million.
1 day ago
Huntington Ingalls Industries reports Q4 2025 earnings and raises growth guidance
HII
Earnings
Guidance Update
  • Q4 2025 revenues of $3.5 billion, up 16% YoY; net earnings $159 million and EPS $4.04 vs $3.15
  • FY 2025 revenues of $12.5 billion, up 8.2%; Ingalls $3.1 billion (+11.2%), Newport News $6.5 billion (+9%)
  • 2026 guidance: shipbuilding revenues $9.7–9.9 billion with margins 5.5–6.5%; Mission Technologies revenues $3.0–3.2 billion at ~5% margin; free cash flow $500–600 million
  • Medium-term top-line CAGR raised to ~6% (shipbuilding ~6%, Mission Tech ~5%) vs prior ~4% shipbuilding CAGR
  • Operational initiatives include a 14% throughput increase in 2025 (15% target for 2026), hiring 6,600+ shipbuilders in 2025, doubling outsourcing in 2025 with a 30% increase planned in 2026, and capex of 4–5% of sales
1 day ago
HII reports Q4 2025 results
HII
Earnings
Guidance Update
  • Q4 2025 revenue of $3,476 million, up 15.7% YoY.
  • Segment operating income of $195 million (5.6% margin) versus $103 million (3.4%) in Q4 2024.
  • Free cash flow of $516 million in Q4 on $650 million of operating cash; FY 2025 FCF was $800 million.
  • 2026 outlook: Shipbuilding revenue of $9.7–9.9 billion (5.5–6.5% margin), Mission Technologies revenue of $3.0–3.2 billion (~5% margin), and FCF of $500–600 million.
1 day ago
HII reports Q4 and full year 2025 results
HII
Earnings
Guidance Update
  • HII’s fourth quarter 2025 revenue was $3.5 billion, up 15.7% year-over-year, with diluted EPS of $4.04 versus $3.15 in Q4 2024.
  • Full year 2025 revenue reached $12.5 billion, an 8.2% increase over 2024, and diluted EPS of $15.39 versus $13.96 in 2024.
  • For FY 2026, HII expects shipbuilding revenue of $9.7 billion–$9.9 billion with operating margin of 5.5%–6.5%, Mission Technologies revenue of $3.0 billion–$3.2 billion (EBITDA margin 8.4%–8.6%), and free cash flow of $500 million–$600 million.
1 day ago
HII hosts U.S. Marine Corps leaders at Ingalls Shipbuilding
HII
New Projects/Investments
  • HII hosted Gen. Bradford Gering and fellow Marine Corps officers at its Pascagoula yard, touring two amphibious warships under construction—Bougainville (LHA 8) and Harrisburg (LPD 30).
  • Ingalls is building two LHA-class assault ships (LHA 8 Bougainville, LHA 9 Fallujah) and three LPD Flight II transport docks (LPD 30 Harrisburg, LPD 31 Pittsburgh, LPD 32 Philadelphia).
  • In September 2024, Ingalls received a contract for three San Antonio-class LPDs (LPD 33–35) and a modification for the fifth America-class ship (LHA 10 Helmand Province).
  • The visit underscored the amphibious warship program as a top priority for Navy and Marine Corps readiness and global mission support.
3 days ago
HII selected for $25.4 B ATSP5 microelectronics contract
HII
New Projects/Investments
  • HII’s Mission Technologies division is one of 12 awardees on the 10-year, $25.4 billion Advanced Technology Support Program V (ATSP5) indefinite-delivery/indefinite-quantity contract to support U.S. Department of Defense and civilian agencies with advanced microelectronics and engineering solutions.
  • The contract scope spans hardware and software services—including studies, analysis, design, simulation, fabrication, prototyping, integration, testing and limited production—to address obsolescence and accelerate deployment of critical systems.
  • HII engineers will leverage over two decades of expertise in reverse engineering, microelectronics assurance and model-based technical approaches to sustain and modernize previously obsolete systems.
Jan 20, 2026, 4:00 PM
HII awarded $151 billion SHIELD contract
HII
New Projects/Investments
  • HII’s Mission Technologies division won the Missile Defense Agency’s SHIELD IDIQ with a $151 billion ceiling to advance layered homeland defense capabilities.
  • The contract spans work in directed energy, command-and-control integration, data and cyber operations, microelectronics, spectrum management, live/virtual/constructive training, and logistics.
  • Financial context: HII reported $12.01 billion in revenue, a 7.4% three-year growth rate, 12.52% gross margin, and 4.56% operating margin, amid a market cap near $16.15 billion.
  • HII, the nation’s largest independent military shipbuilder with a 135+ year heritage and 44,000 employees, emphasized the award’s role in accelerating innovation and fielding for warfighters.
Jan 13, 2026, 9:37 PM
HII awarded SHIELD contract by Missile Defense Agency
HII
New Projects/Investments
  • HII’s Mission Technologies division secured the Missile Defense Agency’s Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) IDIQ contract, with a $151 billion ceiling.
  • The contract enables rapid competition and delivery of advanced capabilities, including directed energy, command and control integration, cyber operations, microelectronics, spectrum management, training environments, logistics, and sustainment.
  • The award underscores HII’s commitment to advancing all-domain homeland defense solutions through its proven expertise in systems integration and defense technologies.
Jan 13, 2026, 9:30 PM
HII hosts top Navy leaders at Ingalls Shipbuilding
HII
New Projects/Investments
  • HII hosted Secretary of the Navy John Phelan, CNO Adm. Daryl Caudle, and Commandant Gen. Eric Smith for a tour of Ingalls Shipbuilding to discuss workforce initiatives and the yard’s role in the Navy’s “Golden Fleet” effort.
  • Ingalls is supporting early engineering and design for the Navy’s next battleship and was selected to design and construct the future small surface combatant platform based on the Legend-class cutter.
  • The leaders observed advanced manufacturing technologies in action and toured the amphibious assault ship Bougainville (LHA 8) and the recently delivered destroyer Ted Stevens (DDG 128).
  • HII has invested over $1 billion in infrastructure, facilities, and advanced toolsets at Ingalls to boost production capacity for upcoming programs.
Jan 8, 2026, 12:30 AM

Quarterly earnings call transcripts for HUNTINGTON INGALLS INDUSTRIES.