Guidance
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HII
FY2026 Q2
Улучшается
Отчётный звонок Huntington Ingalls Industries, Inc.
Вывод Buzzberg
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
Вывод Buzzberg 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 Читать полный анализСвернуть анализ
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 Выручка$2.7B+13% к/к
Выручка$3.418B+10% к/к
EPS$5.27+39% к/к
Валовая маржа13.22%Факт
6 подтверждённых тезисов
Что важно сейчас
Самые значимые изменения по итогам звонка.
Contracts
Submarine contracts finalized with $76.6 billion total
Operations
Delivering five ships over the next twelve months
Показать ещё 3 тезиса
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
Отчётный период
Фактические результаты
| Показатель | Факт | Изменение |
|---|---|---|
| SHIPBUILDING Выручка | $2.7B | +13% к/к |
| Выручка | $3.418B | +10% к/к |
| EPS | $5.27 | +39% к/к |
| Валовая маржа | 13.22% | Факт |
| Операционная маржа | 6.14% | Факт |
| Свободный денежный поток | $0.043B | Факт |
Прогнозные данные
Прогноз компании
| Показатель | Период | Диапазон | Середина | Статус |
|---|---|---|---|---|
| Свободный денежный поток | FY2026 | $500M–$600M | $550M | Подтверждён |
| Операционная маржаSHIPBUILDING | FY2026 | 6%–6.5% | 6.25% | Повышен |
| Операционная маржаMISSION_TECHNOLOGIES | FY2026 | 5% | 5% | Подтверждён |
| ВыручкаSHIPBUILDING | FY2026 | $10.2B–$10.4B | $10.3B | Повышен |
| ВыручкаMISSION_TECHNOLOGIES | FY2026 | $3B–$3.2B | $3.1B | Подтверждён |
AI, капзатраты и спрос
Оценка менеджмента
Upbeat
Management highlighted strong operational momentum, raised guidance, and expressed confidence in future growth opportunities.
Оценка AI от менеджмента
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.
Инвестиции и мощности
Management is investing in shipyard capacity and infrastructure, including distributed shipbuilding, new partnerships, and capital projects, with support from contract incentives and company investments.
все упомянутые компании ниже: 1
Компаниис момента звонка
Партнёры
Партнёры
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.
Доказательства
“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.”
Внешние сигналы
Альфа цепочки поставок · 3с момента звонка
HII is on track to increase distributed shipbuilding by 30% this year, shifting more work to external partners to boost throughput.
Доказательства
“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.
Доказательства
“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.
Доказательства
“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.”
Методология и полнота
Анализ основан только на заявлениях менеджмента. Показаны все подтверждённые упоминания компаний: 1. Фактические результаты и прогнозы разделены. Публичные доказательства ограничены восемью короткими атрибутированными цитатами. AI-анализ может быть неполным или ошибочным — проверяйте важные утверждения по первоисточнику.