Huntington Ingalls Industries (NYSE:HII) Issues Earnings Results

Huntington Ingalls Industries (NYSE:HII) issued its quarterly earnings data on Thursday. The aerospace company reported $5.27 EPS for the quarter, topping analysts’ consensus estimates of $3.79 by $1.48, FiscalAI reports. The firm had revenue of $3.42 billion during the quarter, compared to analyst estimates of $3.15 billion. Huntington Ingalls Industries had a return on equity of 12.05% and a net margin of 4.71%.The company’s revenue for the quarter was up 10.9% on a year-over-year basis. During the same period in the previous year, the company posted $3.86 EPS.

Here are the key takeaways from Huntington Ingalls Industries’ conference call:

• Second-quarter results strengthened, with revenue up 10.9% year over year to $3.4 billion, diluted EPS rising to $5.27 from $3.86, and operating margin improving to 6.1% from 5.3%.
• HII raised 2026 shipbuilding revenue guidance to $10.2 billion–$10.4 billion and increased the operating-margin range to 6.0%–6.5%, supported by four consecutive quarters of double-digit shipbuilding growth and improving throughput.
• The company highlighted strong demand and a $6.7 billion contract-award quarter, including finalized Virginia- and Columbia-class submarine contracts, additional frigate work, and continued bipartisan support for submarine-industrial-base funding.
• Workforce and capacity initiatives are progressing, with more than 3,500 shipbuilders hired year to date and distributed shipbuilding expected to increase 30% in 2026, but Ingalls had a slower start and further hiring, retention, and supplier execution remain important to meeting delivery targets.
• Mission Technologies revenue declined 3.9% year over year to $760 million, while third-quarter margin is expected to fall to approximately 4% because of strategic investments in unmanned capabilities; free cash flow also remains heavily weighted toward the fourth quarter, with $500 million–$600 million expected for the full year.

Huntington Ingalls Industries Stock Performance

NYSE:HII traded up $39.30 during trading on Thursday, reaching $319.70. The company’s stock had a trading volume of 1,374,383 shares, compared to its average volume of 442,646. The firm has a market cap of $12.60 billion, a price-to-earnings ratio of 20.80, a price-to-earnings-growth ratio of 1.20 and a beta of 0.25. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.11 and a current ratio of 1.19. The firm has a 50 day moving average of $290.79 and a 200-day moving average of $359.35. Huntington Ingalls Industries has a 12 month low of $259.00 and a 12 month high of $460.00.

Huntington Ingalls Industries Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 11th. Shareholders of record on Friday, August 28th will be paid a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date is Friday, August 28th. Huntington Ingalls Industries’s dividend payout ratio is 35.91%.

Insider Activity at Huntington Ingalls Industries

In other news, VP Edmond E. Jr. Hughes sold 3,500 shares of Huntington Ingalls Industries stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $319.58, for a total transaction of $1,118,530.00. Following the sale, the vice president directly owned 8,391 shares in the company, valued at $2,681,595.78. The trade was a 29.43% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.80% of the stock is owned by insiders.

Hedge Funds Weigh In On Huntington Ingalls Industries

Several institutional investors have recently added to or reduced their stakes in the stock. CYBER HORNET ETFs LLC purchased a new stake in Huntington Ingalls Industries during the second quarter worth about $25,000. Rakuten Securities Inc. boosted its stake in Huntington Ingalls Industries by 140.0% in the second quarter. Rakuten Securities Inc. now owns 108 shares of the aerospace company’s stock valued at $26,000 after acquiring an additional 63 shares during the last quarter. Quarry LP boosted its stake in Huntington Ingalls Industries by 364.3% in the fourth quarter. Quarry LP now owns 130 shares of the aerospace company’s stock valued at $44,000 after acquiring an additional 102 shares during the last quarter. Smartleaf Asset Management LLC grew its position in shares of Huntington Ingalls Industries by 363.3% during the 2nd quarter. Smartleaf Asset Management LLC now owns 139 shares of the aerospace company’s stock valued at $33,000 after acquiring an additional 109 shares during the period. Finally, BOKF NA grew its position in shares of Huntington Ingalls Industries by 91.8% during the 3rd quarter. BOKF NA now owns 186 shares of the aerospace company’s stock valued at $54,000 after acquiring an additional 89 shares during the period. Institutional investors own 90.46% of the company’s stock.

More Huntington Ingalls Industries News

Here are the key news stories impacting Huntington Ingalls Industries this week:

• Positive Sentiment: HII reported second-quarter earnings of $5.27 per share, well above the $3.79 analyst consensus and up from $3.86 a year earlier. Revenue rose 10.9% year over year to $3.42 billion, also exceeding the $3.15 billion estimate. HII Reports Second Quarter 2026 Results
• Positive Sentiment: Management raised its fiscal 2026 revenue outlook to $13.2 billion-$13.6 billion, above the roughly $13.0 billion consensus, while citing strength in shipbuilding and higher ship volumes. HII Earnings Call: Shipbuilding Strength Drives Upbeat Outlook
• Positive Sentiment: New awards for Block VI Virginia-class and Build II Columbia-class submarines, reportedly totaling $76.6 billion in Navy contracts for the broader shipbuilding team, support long-term backlog and revenue visibility. HII’s backlog rose to approximately $57.3 billion. HII is Awarded Contracts for Construction of Submarines
• Neutral Sentiment: The board declared a quarterly dividend of $1.38 per share, payable September 11 to shareholders of record August 28. The dividend reinforces shareholder returns but is unlikely to be the primary catalyst for the market’s reaction. HII Declares Quarterly Dividend
• Negative Sentiment: Investors will continue monitoring profitability, as prior expectations pointed to higher general and administrative costs potentially pressuring margins. HII’s reported net margin was 4.71%, despite the substantial earnings beat. Huntington Ingalls to Post Q2 Earnings

Analyst Ratings Changes

A number of equities analysts have issued reports on the stock. Wall Street Zen downgraded shares of Huntington Ingalls Industries from a “buy” rating to a “hold” rating in a report on Monday, May 18th. Wells Fargo & Company started coverage on shares of Huntington Ingalls Industries in a research report on Wednesday, April 1st. They set an “equal weight” rating and a $400.00 price target on the stock. TD Cowen cut their price target on shares of Huntington Ingalls Industries from $420.00 to $360.00 and set a “buy” rating on the stock in a report on Monday, July 13th. Citigroup reduced their price objective on shares of Huntington Ingalls Industries from $405.00 to $349.00 and set a “buy” rating for the company in a research report on Wednesday, July 1st. Finally, Weiss Ratings lowered shares of Huntington Ingalls Industries from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, May 6th. Four analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, Huntington Ingalls Industries currently has an average rating of “Hold” and a consensus price target of $374.00.

Huntington Ingalls Industries Company Profile

Huntington Ingalls Industries (NYSE: HII) is America’s largest military shipbuilding company and a leading provider of professional services to the U.S. government. Headquartered in Newport News, Virginia, HII designs, constructs and maintains nuclear-powered aircraft carriers, submarines and other complex vessels for the U.S. Navy. The company’s products include nuclear aircraft carriers, Virginia-class and Columbia-class submarines, as well as amphibious assault ships, destroyers and cutters.

Established in 2011 as a spin-off from Northrop Grumman’s shipbuilding operations, HII traces its heritage to two historic builders: Newport News Shipbuilding, founded in the 19th century, and Ingalls Shipbuilding, founded in 1938.