Citable filing context
HII's research view summarizes recent SEC filing context, starting with earnings from Jul 30, 2026.
| Filed | Item | Context |
|---|---|---|
| Jul 30, 2026 | earnings | HII reported Q2 2026 revenue of $3.4 billion and net earnings of $208 million, or $5.27 per share. |
| May 1, 2026 | other | Huntington Ingalls Industries reported the voting results from its 2026 Annual Meeting of Stockholders. |
| Feb 5, 2026 | earnings | HII reported 2025 full year revenue of $12.5 billion and diluted EPS of $15.39. |
| Jul 30, 2026 | Guidance: free_cash_flow | 500.00 to 600.00 |
| Jul 30, 2026 | Guidance: mission_technologies_ebitda_margin | 8.40 to 8.60 |
| Jul 30, 2026 | Guidance: mission_technologies_revenue | 3000.00 to 3200.00 |
| Jul 30, 2026 | mda_quarterly | Huntington Ingalls Industries (HII) reported strong growth for the first half of 2026, with sales and service revenues rising 12% to $6.5 billion. This performance was driven by increased production volumes across its core shipbuilding segments, Newport News and Ingalls. Newport News, which handles nuclear-powered aircraft carriers and submarines, saw a 17% revenue increase, while Ingalls, focused on non-nuclear surface combatants and amphibious ships, grew 15%. Conversely, the Mission Technologies segment experienced a slight 1% revenue decline due to lower volumes in All-Domain Operations and Global Security. Despite revenue growth, HII reported a $421 million net cash outflow from operating activities, primarily due to the timing of billings across its large portfolio of long-term, flexibly-priced government contracts. The company’s total backlog reached $57.3 billion, bolstered by $10.7 billion in new contract awards. Management continues to navigate a complex environment characterized by geopolitical instability, labor market challenges, and inflationary pressures. While the fiscal year 2027 budget request supports major programs like the Columbia and Virginia class submarines and the new Frigate class (FF(X)), the company remains sensitive to potential shifts in defense spending, supply chain volatility, and the ongoing execution of its capital-intensive shipbuilding strategy. |
| May 5, 2026 | mda_quarterly | HII reported first-quarter 2026 sales and service revenues of $3.1 billion, a 13% increase over the prior year, though operating income declined 4% to $155 million. Growth was primarily driven by higher volumes in the Newport News segment, specifically aircraft carriers and submarines, and the Ingalls segment's surface combatants. Conversely, Mission Technologies experienced a 13% decrease in segment operating income, attributed to lower equity income from nuclear and environmental joint ventures. Total backlog rose to $54 billion, with new contract awards totaling $4 billion during the quarter. The FY2026 budget ensures continued funding for Gerald R. Ford-class carriers, Virginia and Columbia-class submarines, and Arleigh Burke-class destroyers. The FY2027 budget request proposes $65.8 billion for shipbuilding procurement, including initial advance procurement for the Trump-class battleship and increased investments in unmanned surface and underwater vehicles. Financial analysts should note a negative free cash flow of $461 million and persistent operational risks, including heavy dependence on U.S. Government appropriations, a challenging labor market, and inflationary pressures affecting the supply chain. Effective tax rates remained stable at 20.7%, and the company expects no material impact from the OECD Pillar Two global minimum tax. |
Source: SEC EDGAR filing text and events; period Jul 30, 2026; filed Jul 30, 2026.
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