HII

NEWPORT NEWS, Va., July 10, 2026 (GLOBE NEWSWIRE) -- HII (NYSE: HII) will release its second quarter 2026 financial results on Thursday, July 30 and host an earnings conference call at 9 a.m. Eastern time the same day. The call will be webcast live on HII’s website: https://www.hii.com/. The company’s remarks will be supplemented by a series of slides available on the investor relations website. Listeners are encouraged to view these materials in conjunction with the call. Replays of the call will be available on the website for a limited time. About HII HII is America’s largest shipbuilder, delivering the world’s most powerful ships and all-domain mission technologies, including unmanned systems, to U.S. and allied defense customers. HII is the largest producer of unmanned underwater vehicles for the U.S. Navy and the world. With a more than 140-year history of advancing U.S. national security, HII builds and integrates defense capabilities extending from the core fleet to C6ISR, AI/ML, EW and synthetic training. Headquartered in Virginia, HII’s workforce is 44,000 strong. For more information, visit: HII on the web: https://www.HII.com/ HII on Facebook: https://www.facebook.com/TeamHII HII on X: https://www.twitter.com/WeAreHII HII on Instagram: https://www.instagram.com/WeAreHII HII on LinkedIn: https://www.linkedin.com/company/wearehii Contacts: Brooke Hart (Media)[email protected] Christie Thomas (Investors)[email protected]

Newport News, Virginia-based Huntington Ingalls Industries, Inc. (HII) designs, builds, overhauls, and repairs military ships in the United States. Valued at a market cap of $11.4 billion, the company operates through three segments: Ingalls, Newport News, and Mission Technologies, and designs and constructs non-nuclear ships, including amphibious assault ships, surface combatants, and national security cutters, for the U.S. Navy and U.S. Coast Guard. HII is expected to release its Q2 2026 earnings soon. Ahead of the event, analysts expect the company’s EPS to be $3.82 on a diluted basis, down 1% from $3.86 in the year-ago quarter. The company has exceeded Wall Street’s EPS estimates in each of its last four quarters. Jeff Bezos Says ‘We Don’t Have a Revenue Problem’ in America — Bottom Half Paying Just 3% of Taxes Means ‘We Can Find 3%’ SpaceX Has Massive Multiyear Put Options Volume As SPCX Falls Below IPO Price Intel Stock Is ‘Too Good to Ignore’ as HSBC Sets a New Street-High Price Target Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. For fiscal 2026, analysts project the company’s EPS to be $17.32, up 12.5% from $15.39 in fiscal 2025. Moreover, its EPS is expected to rise by roughly 15.6% year over year (YoY) to $20.02 in fiscal 2027. HII stock has grown 15% over the past 52 weeks, underperforming the S&P 500 Index’s ($SPX) 20.2% rise and the State Street Industrial Select Sector SPDR ETF’s (XLI) 21.2% rise during the same time frame. On May 6, HII stock declined 2% following the release of its Q1 2026 earnings. The company’s revenue for the quarter amounted to $3.1 billion, surpassing Wall Street’s estimates. Moreover, its adjusted EPS came in at $3.79, also exceeding the Street’s forecasts. Analysts are somewhat bullish on HII, with the stock currently rated “Moderate Buy” overall. Among the 13 analysts covering the stock, five recommend a “Strong Buy,” and eight recommend a “Hold.” HII’s average analyst price target is $359.17, indicating an upside of 26.1% from the current levels. On the date of publication, Aritra Gangopadhyay did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Huntington Ingalls Industries stock has returned 59.2% over the past five years, yet current valuation work, including a Discounted Cash Flow (DCF) intrinsic value estimate and earnings multiples, both point to the shares trading at a discount to what the fundamentals suggest. Over the past 5 years, Huntington Ingalls Industries has delivered a 59.2% return, which still leaves the stock screening as undervalued on intrinsic value and market multiple checks. Recent contract wins in unmanned undersea and surface vehicles can support expectations for future cash flows. At the same time, the heavy reliance on U.S. defense spending remains a key risk if priorities or budgets adjust. Huntington Ingalls Industries scores 6 out of 6 on the valuation checks, which means the broader set of metrics leans toward the stock looking cheap rather than fully priced. For investors, the debate is whether the current discount suggested by the intrinsic value work and the multiples offers enough compensation for the contract and budget risks tied to Huntington Ingalls Industries. Find out why Huntington Ingalls Industries' 18.7% return over the last year is lagging behind its peers. The Discounted Cash Flow (DCF) approach estimates what Huntington Ingalls Industries is worth based on the cash it can generate for shareholders over time. For Huntington Ingalls Industries, the model starts from latest twelve month free cash flow of about $810 million and assumes cash flows continue to grow rather than shrink, reflecting a mature but still expanding defense contractor. On these assumptions, the DCF model arrives at an intrinsic value of about $452 per share, which implies the stock trades at roughly a 36.0% discount to this estimate. The contract wins around unmanned systems and the expansion of ROMULUS and Lionfish production help explain why projected cash flows are solid, yet the current share price still sits below what the cash flow projections indicate. On this cash flow view, Huntington Ingalls Industries stock appears undervalued relative to its estimated intrinsic value. Our Discounted Cash Flow (DCF) analysis suggests Huntington Ingalls Industries is undervalued by 36.0%. Track this in your watchlist or portfolio, or discover 45 more h...

It has been about a month since the last earnings report for Huntington Ingalls (HII). Shares have lost about 10% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Huntington Ingalls due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. HII Q1 Earnings Surpass Estimates, Revenues Increase Y/YHuntington Ingalls Industries, Inc.’s posted first-quarter 2026 earnings of $3.79 per share, matching the year-ago level and topping the Zacks Consensus Estimate of $3.70 by 2.4%. Quarterly revenues came in at $3.10 billion, up 13.4% year over year and ahead of the consensus mark of $3.02 billion by 2.7%.The quarter reflected higher volumes across the business, led by aircraft carrier, submarine and naval nuclear support services work.HII also booked $4.0 billion of new contract awards in the period, lifting total backlog to $54.0 billion as of March 31, 2026. Huntington Ingalls reported segmental operating income of $172 million compared with $171 million in the first quarter of 2025. The segmental operating margin contracted 70 basis points from the prior-year figure to 5%. Newport News Shipbuilding remained the largest contributor in the quarter. Segment revenues rose to $1.67 billion from $1.40 billion a year earlier, driven by higher volumes in aircraft carriers, submarines and naval nuclear support services. Segment operating income edged up to $88 million from $85 million, while segment operating margin declined to 5.3% from 6.1%, reflecting contract adjustments and lower performance in aircraft carrier construction.Ingalls Shipbuilding delivered solid growth as well. Segment revenues increased to $725 million from $637 million, primarily on higher surface combatant volumes. Segment operating income improved to $49 million from $46 million, but segment operating margin narrowed to 6.8% from 7.2% as lower performance in amphibious assault ships partially offset the benefits of stronger volume.Mission Technologies posted steadier gains. Segment revenues were $748 million compared with $735 million a year ago, supported by higher volumes in All-Domain Operations, Unmanned Systems and Global Security, partially offset by lower volu...

Huntington Ingalls’ first quarter results for 2026 showed revenue and profit above Wall Street expectations. Management attributed the quarter’s performance to strong shipbuilding sales, underpinned by increased throughput in its shipyards and ongoing efforts to address the U.S. maritime industrial base. CEO Chris Kastner noted, “Shipbuilding sales growth at 18% year-over-year was driven by our division’s focus on increasing throughput and supported by broader efforts underway to revitalize and rebuild the U.S. maritime industrial base.” However, persistent operational challenges, such as delays and contract adjustments in key shipbuilding programs, tempered some of management’s commentary. Is now the time to buy HII? Find out in our full research report (it’s free). Revenue: $3.10 billion vs analyst estimates of $3.02 billion (13.4% year-on-year growth, 2.6% beat) Adjusted EPS: $3.79 vs analyst estimates of $3.73 (1.7% beat) Adjusted EBITDA: $231 million vs analyst estimates of $231.5 million (7.5% margin, in line) Operating Margin: 5%, in line with the same quarter last year Market Capitalization: $12.52 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Scott Mikus (Melius Research) asked about the impact of auxiliary ship funding on medium-term growth. CEO Chris Kastner replied that while there is substantial baseline work at Ingalls, they are evaluating new opportunities case by case without immediate plans to compete for all auxiliary programs. Scott Deuschle (Deutsche Bank) inquired if the Q2 margin outlook for Newport News included benefits from expected contract awards. CFO Tom Stiehle indicated it does, but at a “factor weight,” depending on the timing of contract execution and system integration. David Strauss (Wells Fargo) questioned the decline in Ingalls’ margins. Kastner described it as a “pacing quarter,” driven by adjustments for risk in the LHA 8 program, but expressed confidence in future margin improvements as project milestones are achieved. Seth Seifman (JPMorgan) asked about restoring profitability in the aircraft carrier program. President Kari Wilkinson explained that improved delivery...

As you might know, Huntington Ingalls Industries, Inc. (NYSE:HII) just kicked off its latest first-quarter results with some very strong numbers. Results were good overall, with revenues beating analyst predictions by 2.7% to hit US$3.1b. Statutory earnings per share (EPS) came in at US$3.79, some 2.2% above whatthe analysts had expected. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. Taking into account the latest results, Huntington Ingalls Industries' eleven analysts currently expect revenues in 2026 to be US$12.9b, approximately in line with the last 12 months. Statutory earnings per share are predicted to expand 14% to US$17.48. In the lead-up to this report, the analysts had been modelling revenues of US$13.0b and earnings per share (EPS) of US$17.43 in 2026. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results. See our latest analysis for Huntington Ingalls Industries It will come as no surprise then, to learn that the consensus price target is largely unchanged at US$399. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. The most optimistic Huntington Ingalls Industries analyst has a price target of US$460 per share, while the most pessimistic values it at US$298. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await Huntington Ingalls Industries shareholders. Of course, another way to look at these forecasts is to place them into context against the industry itself. It's pretty clear that there is an expectation that Huntington Ingalls Industries' revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 0.9% growth on an annualised basis. This is compared to a historical growth rate of 5.7% over the pa...

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Huntington Ingalls Industries (HII) has just reported first quarter 2026 earnings, with revenue of US$3.10b, flat net income of US$149 million, and earnings per share of US$3.79, while reaffirming full year guidance. See our latest analysis for Huntington Ingalls Industries. Despite the earnings beat and reaffirmed guidance, the stock has seen a 1 day share price return of negative 10.25% and a 30 day share price return of negative 17.77%. In contrast, the 1 year total shareholder return of 42.64% points to much stronger longer term gains and suggests recent momentum has cooled after a strong run. If HII’s latest move has you reassessing defense exposure, it can help to see what else is out there. Take a look at 34 power grid technology and infrastructure stocks With HII trading at US$326.13 and sitting at roughly a 25% discount to both analyst price targets and one intrinsic value estimate, you have to ask: is this pullback a genuine opening, or is the market already pricing in future growth? At $326.13, the most widely followed narrative for Huntington Ingalls Industries points to a fair value of about $407.09, framing the recent pullback as a valuation gap investors are actively debating. Read the complete narrative. Want to see what sits behind that throughput story? The narrative leans on measured revenue growth, firmer margins, and a future earnings multiple that is not extreme but still ambitious. Result: Fair Value of $407.09 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this depends on large contract awards arriving on time and on supply chain snags easing, since fresh delays could quickly challenge the throughput and margin story. Find out about the key risks to this Huntington Ingalls Industries narrative. With sentiment clearly mixed, this is a moment to look closely at the facts rather than the headlines and to decide quickly where you stand by reviewing the 5 key rewards and 1 important warning sign If this earnings move has sharpened your focus, do not stop at a single stock. Use the screeners below to broaden your watchlist before the next opportunity passes. Spot potential bargains quickly by scanning a curated list of 52 high quality undervalued stocks that pair app...

With the Iran cease-fire still seemingly intact, oil prices retreated today, giving the market some room to run. The tech-heavy Nasdaq Composite rose 1%, while the The S&P 500 gained 0.8%. While there has been no real uptick in traffic through the Strait of Hormuz, the fact that the cease-fire remains in effect was enough to temper oil prices on Tuesday.

Shipbuilding revenue growth of 18% was driven by a strategic focus on increasing shipyard throughput and broader efforts to revitalize the U.S. maritime industrial base. Management is executing a 'distributed shipbuilding' strategy, utilizing an outsourcing network to expand capacity beyond physical shipyard constraints, with a goal to grow outsourcing hours by 30% year-over-year. Workforce stabilization is a primary performance driver, with over 1,600 new shipbuilders hired in Q1 and apprentice schools reaching full enrollment to improve long-term proficiency. The Mission Technologies division is pivoting toward autonomous solutions and AI partnerships, responding to increased FY '26 and FY '27 funding for unmanned systems. Performance at Newport News was bolstered by higher volumes across aircraft carriers and submarines, though partially offset by contract adjustments and lower performance in carrier construction. Ingalls' performance was characterized as a 'pacing quarter,' with strong surface combatant volume offset by technical challenges and risk adjustments in the LHA 8 test program. Full-year 2026 guidance is predicated on achieving a 15% improvement in shipbuilding throughput and finalizing key submarine contracts in the near term. The company expects a significant free cash flow inflection in the second half of 2026, targeting $1 billion in generation driven by major milestones, deliveries, and R&D tax credits. Management anticipates a 'linear' revenue ramp for the remainder of the year as the company monetizes its $54 billion backlog and transitions from pre-COVID to post-COVID contract structures. Strategic investments in unmanned capability and production capacity are expected to impact Mission Technologies margins in Q2 but position the firm for material growth in 2027 and beyond. The transition to higher-margin post-COVID ships is on track to become the majority of the revenue mix by 2027, as legacy pre-pandemic contracts are retired. LHA 8 (Bougainville) experienced technical challenges in its test program due to new systems, requiring a risk adjustment to the project's Estimate at Completion (EAC). The effective tax rate for 2026 is projected at 17%, though Q2 will remain at approximately 21% pending the processing of an R&D tax credit later in the year. Newport News is undergoing hundreds of millions in capital investments to establish 'ma...

Howmet Aerospace Inc. HWM is scheduled to release first-quarter 2026 results on May 7, before market open. The Zacks Consensus Estimate for earnings is currently pegged at $1.11 per share on revenues of $2.24 billion. The company’s first-quarter earnings estimates have increased 1.8% over the past 60 days. The bottom-line projection indicates an increase of 29.1% from the year-ago number. The Zacks Consensus Estimate for quarterly revenues indicates year-over-year growth of 15.2%. Howmet Aerospace’s first-quarter results are expected to benefit from the persistent strength in its commercial aerospace market. Solid demand in the air transport market has been driving demand for wide-body aircraft, thereby supporting continued OEM spending. Pickup in air travel has been positive for the company as the increased usage of aircraft spurs spending on parts and products that it provides. Growing popularity for new, more fuel-efficient aircraft with reduced carbon emissions and increased spare demand for engines are likely to have proven favorable for HWM in the first quarter. The Zacks Consensus Estimate for revenues from the commercial aerospace market is pegged at $1.19 billion, indicating a 16.8% rise from the year-ago quarter number. Also, strong momentum in HWM’s defense aerospace market, supported by steady government support, is likely to boost its results. HWM is continuing to experience robust orders for engine spares for legacy fighters like F-35, F-15 and the F-16. This is expected to have augmented its top-line performance in the quarter. The consensus estimate for revenues from the defense aerospace market is pegged at $369 million, indicating 10.8% growth from the year-ago quarter’s number. Recovery in the commercial transportation market served by the Forged Wheels segment is likely to have augmented its first-quarter performance. The consensus estimate for revenues from the commercial transportation market is pegged at $318 million, indicating a 4.2% increase on a year-over-year basis. Howmet Aerospace is dependent on a global supply chain, and in recent years, it has experienced supply-chain disruptions in the aerospace sector that resulted in delays and increased costs. Despite moderation, the persistence of supply-chain issues in the aerospace sector is likely to have affected its operational performance. Howmet Aerospace Inc. price-eps-surprise |...

HII reported Q1 sales of $3.1 billion and diluted EPS of $3.79, with consolidated revenue up 13.4% and shipbuilding revenue up 17.6% to $2.4 billion, though segment operating margin fell to 5.6% from 6.3% a year earlier. Management said Q1 contract awards totaled $4 billion, reaffirmed full‑year 2026 guidance and guided Q2 shipbuilding revenue ≈$2.4 billion (margin 5.7%–6%), while expecting Virginia‑ and Columbia‑class submarine contract activity in Q2 and noting free‑cash‑flow variability tied to award timing and working capital. HII is boosting investments in autonomous/unmanned capabilities and Mission Technologies won positions on large multi‑award programs plus a new $500 million DoD cyber/data‑mesh contract, while operationally targeting ~15% throughput improvement, hiring >1,600 shipbuilders and expanding distributed shipbuilding (outsourcing hours +30% y/y). Interested in Huntington Ingalls Industries, Inc.? Here are five stocks we like better. Defense Budget Expansion: 3 Mid-Cap Names in a Sweet Spot Huntington Ingalls Industries (NYSE:HII) reported first-quarter 2026 sales of $3.1 billion and diluted earnings per share of $3.79, as the company pointed to higher shipbuilding volumes and continued demand across its portfolio. Segment results showed year-over-year revenue growth in all three divisions, while operating margins declined from the prior-year period. President and CEO Chris Kastner said HII delivered “another strong quarter of shipbuilding sales growth at 18% year-over-year,” which he attributed to a focus on increasing throughput in its shipyards and broader efforts to rebuild the U.S. maritime industrial base. Kastner said first-quarter contract awards totaled $4 billion. → 3 Emerging Markets ETFs to Maximize Exposure to High-Potential Countries U.S. Shipbuilding Revival: 3 Stocks to Watch Now Chief Financial Officer Tom Stiehle reported consolidated revenue increased 13.4% from the prior-year period, driven by particularly strong growth at both shipyards. Shipbuilding revenue rose 17.6% year over year to $2.4 billion, “modestly ahead” of the $2.3 billion guidance previously provided for the quarter. Mission Technologies revenue was $748 million, up 1.8% year over year. Segment operating income for the quarter was $172 million, with a segment operating margin of 5.6%, compared with 6.3% in the first quarter of 2025. Consolidated operatin...

Huntington Ingalls Industries, Inc. HII posted first-quarter 2026 earnings of $3.79 per share, matching the year-ago level and topping the Zacks Consensus Estimate of $3.70 by 2.4%. Quarterly revenues came in at $3.10 billion, up 13.4% year over year and ahead of the consensus mark of $3.02 billion by 2.7%. The quarter reflected higher volumes across the business, led by aircraft carrier, submarine and naval nuclear support services work. HII also booked $4.0 billion of new contract awards in the period, lifting total backlog to $54.0 billion as of March 31, 2026. Huntington Ingalls Industries, Inc. price-consensus-eps-surprise-chart | Huntington Ingalls Industries, Inc. Quote Huntington Ingalls reported segmental operating income of $172 million compared with $171 million in the first quarter of 2025. The segmental operating margin contracted 70 basis points from the prior-year figure to 5%. Newport News Shipbuilding remained the largest contributor in the quarter. Segment revenues rose to $1.67 billion from $1.40 billion a year earlier, driven by higher volumes in aircraft carriers, submarines and naval nuclear support services. Segment operating income edged up to $88 million from $85 million, while segment operating margin declined to 5.3% from 6.1%, reflecting contract adjustments and lower performance in aircraft carrier construction. Ingalls Shipbuilding delivered solid growth as well. Segment revenues increased to $725 million from $637 million, primarily on higher surface combatant volumes. Segment operating income improved to $49 million from $46 million, but segment operating margin narrowed to 6.8% from 7.2% as lower performance in amphibious assault ships partially offset the benefits of stronger volume. Mission Technologies posted steadier gains. Segment revenues were $748 million compared with $735 million a year ago, supported by higher volumes in All-Domain Operations, Unmanned Systems and Global Security, partially offset by lower volumes in Warfare Systems. Segment operating income declined to $35 million from $40 million and segment operating margin eased to 4.7% from 5.4%, mainly due to lower equity income from nuclear and environmental joint ventures. Cash flow remained seasonally pressured in the first quarter. Net cash used in operating activities was $390 million and free cash flow was negative $461 million, essentially unchanged fro...