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13:00
Jul 30 ◎

HII FY2026 Q2 Watch

Huntington Ingalls Industries, Inc. (HII) FY2026 Q2 Earnings Call

HII GD ▾

Chris Kastner

Management is raising full-year shipbuilding revenue and margin guidance due to strong execution, increased throughput, and new contract awards, signaling a positive outlook.

"we are raising our 2026 shipbuilding revenue guidance to between $10.2 and $10.4 billion, and our 2026 shipbuilding margin guidance to between 6 and 6.5%"

HII WATCH

Chris Kastner

HII booked a portion of submarine contract incentives in Q2, before the formal award, based on agreements with the Navy, boosting current quarter margins. — This accounting treatment front-loads margin recognition, indicating Q2 margins may overstate the underlying performance of the submarine programs.

"The Navy, the EB, and the Newport News team worked very hard to get it over the goal line, but it's very consistent with what we expect from a profitability standpoint."

GD WATCH

HIGH

13:00
May 05 ◎

HII FY2026 Q1 Watch

Huntington Ingalls Industries, Inc. (HII) FY2026 Q1 Earnings Call

HII ▾

Tom Steele

Management reaffirmed all guidance and highlighted upside opportunities from new programs and increased funding, indicating a positive forward outlook.

"We continue to see the new battleship and frigate programs as meaningful upside opportunities to our medium-term outlook."

HII WATCH

HIGH

14:00
Feb 05 ◎

HII FY2025 Q4 Watch

Huntington Ingalls Industries, Inc. (HII) FY2025 Q4 Earnings Call

HDHY GD HO GN HII ▾

Chris Kastner

HII is deepening ties with HD Hyundai Heavy Industries, potentially to bring Korean shipbuilding capacity to bear on the US industrial base challenge.

"We also signed a memorandum of agreement with HD Hyundai Heavy Industries, reinforcing our strategic collaboration to explore future partnership opportunities."

HDHY WATCH

Chris Kastner

HII's negotiations on the Virginia and Columbia-class contracts remain dependent on alignment with General Dynamics' Electric Boat, underscoring a shared destiny on submarine program execution.

"We're engaged heavily with Electric Boat and the Navy to get it behind us."

GD WATCH

Chris Kastner

HII is expanding partnerships with coalition customers following the new frigate award, which will leverage INGALLS' design and could create demand for systems integration.

"expanding shipboard and shore-based training for U.S. and coalition forces"

HO WATCH

Chris Kastner

HII is engaging with Bath Iron Works on the battleship program, signalling a potential collaboration or division of labor on the new vessel's design and construction.

"with us, the Navy, and BIW"

GN WATCH

Chris Kastner

Management raised its medium-term shipbuilding revenue CAGR guidance to ~6%, driven by increased throughput, strong hiring, and robust demand, and guided 2026 shipbuilding revenue of $9.7-9.9B, implying continued double-digit growth.

"With our keen focus on execution, the progress made this past year, the large investments in shipbuilding, and the unprecedented demand for our products and services, we are raising our medium-term shipbuilding revenue growth guidance from"

HII WATCH

HIGH

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