Guidance
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HII
FY2026 Q2
개선
Huntington Ingalls Industries, Inc. 실적 발표
Buzzberg 분석
Shipbuilding revenue guidance raised to $10.2-$10.4 billion
HII reported strong Q2 2026 results, with shipbuilding revenue up 16% year-over-year, beating expectations. Management raised full-year shipbuilding revenue and margin guidance, and highlighted the newly finalized submarine contracts with the Navy as a positive demand signal. Q2 2026 revenue of $3.4B, EPS of $5.27, both beat expectations
Buzzberg 분석 Shipbuilding revenue guidance raised to $10.2-$10.4 billion HII reported strong Q2 2026 results, with shipbuilding revenue up 16% year-over-year, beating expectations. Management raised full-year shipbuilding revenue and margin guidance, and highlighted the newly finalized submarine contracts with the Navy as a positive demand signal. Q2 2026 revenue of $3.4B, EPS of $5.27, both beat expectations 전체 분석 보기분석 접기
HII reported strong Q2 2026 results, with shipbuilding revenue up 16% year-over-year, beating expectations. Management raised full-year shipbuilding revenue and margin guidance, and highlighted the newly finalized submarine contracts with the Navy as a positive demand signal. Q2 2026 revenue of $3.4B, EPS of $5.27, both beat expectations
- Shipbuilding revenue grew 16% YoY, the fourth consecutive quarter of double-digit growth
- Management raised FY2026 shipbuilding revenue guidance to $10.2-10.4B and margin to 6-6.5%
- Announced finalization of VCS Block 6 and Columbia submarine contracts, valued at $76.6B total
SHIPBUILDING 매출$2.7B+13% 전분기 대비
매출$3.418B+10% 전분기 대비
주당순이익(EPS)$5.27+39% 전분기 대비
매출총이익률13.22%보고값
근거 있는 핵심 내용 6개
지금 중요한 점
이번 발표에서 가장 의미 있는 변화를 정리했습니다.
Contracts
Submarine contracts finalized with $76.6 billion total
Operations
Delivering five ships over the next twelve months
핵심 내용 3개 더 보기
Operations
Throughput improving 12% year-over-year in 2026
Growth
Unmanned systems fastest growing business unit
Opportunities
New battleship and frigate programs are upside opportunities
보고 기간
보고 실적
| 지표 | 보고값 | 변화 |
|---|---|---|
| SHIPBUILDING 매출 | $2.7B | +13% 전분기 대비 |
| 매출 | $3.418B | +10% 전분기 대비 |
| 주당순이익(EPS) | $5.27 | +39% 전분기 대비 |
| 매출총이익률 | 13.22% | 보고값 |
| 영업이익률 | 6.14% | 보고값 |
| 잉여현금흐름 | $0.043B | 보고값 |
향후 전망
향후 가이던스
| 지표 | 기간 | 범위 | 중간값 | 상태 |
|---|---|---|---|---|
| 잉여현금흐름 | FY2026 | $500M–$600M | $550M | 유지 |
| 영업이익률SHIPBUILDING | FY2026 | 6%–6.5% | 6.25% | 상향 |
| 영업이익률MISSION_TECHNOLOGIES | FY2026 | 5% | 5% | 유지 |
| 매출SHIPBUILDING | FY2026 | $10.2B–$10.4B | $10.3B | 상향 |
| 매출MISSION_TECHNOLOGIES | FY2026 | $3B–$3.2B | $3.1B | 유지 |
AI, 자본지출 및 수요 분석
경영진 분석
Upbeat
Management highlighted strong operational momentum, raised guidance, and expressed confidence in future growth opportunities.
경영진의 AI 분석
Management discussed AI-defined capabilities for naval platforms through a partnership with Applied Intuition, positioning the company to capitalize on growth in autonomous products and unmanned systems.
투자 및 생산능력
Management is investing in shipyard capacity and infrastructure, including distributed shipbuilding, new partnerships, and capital projects, with support from contract incentives and company investments.
아래에 언급된 기업 1개 모두 표시
기업발표 이후 수익률
파트너
파트너
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.
근거
“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.”
외부 신호
공급망 알파 · 3발표 이후 수익률
HII is on track to increase distributed shipbuilding by 30% this year, shifting more work to external partners to boost throughput.
근거
“we are on track to increase distributed shipbuilding by 30% this year”
HII booked a portion of submarine contract incentives in Q2, before the formal award, based on agreements with the Navy, boosting current quarter margins.
근거
“we did not want to wait. We had an agreement with the Navy to get started on those incentives. So the Q2 has a piece of the incentives baked into it.”
HII expects significant free cash flow generation in Q4 to meet its annual guidance, relying on contract advances, incentives, and a tax credit.
근거
“We are reiterating that outlook and do expect meaningful positive cash impacts from contract advances and incentives, as well as favorable cash tax impacts in the fourth quarter.”
방법론 및 범위
경영진 발언만 분석합니다. 검증된 기업 언급 1개를 모두 표시하며, 보고 실적과 향후 가이던스를 분리합니다. 공개 근거는 화자가 표시된 짧은 인용문 8개로 제한됩니다. AI 분석은 불완전하거나 틀릴 수 있으므로 중요한 주장은 원문에서 확인하세요.