Huntington Ingalls Industries (NYSE:HII) Posts Quarterly Earnings Results, Beats Estimates By $1.48 EPS

Huntington Ingalls Industries (NYSE:HII) posted its earnings results on Thursday. The aerospace company reported $5.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.79 by $1.48, FiscalAI reports. Huntington Ingalls Industries had a net margin of 4.71% and a return on equity of 12.05%. The firm had revenue of $3.42 billion during the quarter, compared to analysts’ expectations of $3.15 billion. During the same period in the previous year, the business posted $3.86 EPS. The business’s revenue was up 10.9% compared to the same quarter last year.

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 Price Performance

NYSE HII traded up $7.39 during mid-day trading on Friday, hitting $327.30. The stock had a trading volume of 373,754 shares, compared to its average volume of 543,095. The firm’s 50 day moving average is $290.79 and its 200 day moving average is $359.35. The company has a debt-to-equity ratio of 0.52, a current ratio of 1.19 and a quick ratio of 1.11. The stock has a market capitalization of $12.90 billion, a price-to-earnings ratio of 21.29, a PEG ratio of 1.20 and a beta of 0.25. Huntington Ingalls Industries has a twelve month low of $259.00 and a twelve month high of $460.00.

Huntington Ingalls Industries Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, September 11th. Investors of record on Friday, August 28th will be given a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a dividend yield of 1.7%. The ex-dividend date is Friday, August 28th. Huntington Ingalls Industries’s payout ratio is presently 35.91%.

Analyst Ratings Changes

HII has been the subject of a number of analyst reports. Wolfe Research upgraded shares of Huntington Ingalls Industries from a “peer perform” rating to an “outperform” rating and set a $364.00 price objective for the company in a research report on Friday. TD Cowen dropped their target price on Huntington Ingalls Industries from $420.00 to $360.00 and set a “buy” rating on the stock in a research report on Monday, July 13th. Weiss Ratings lowered Huntington Ingalls Industries from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, May 6th. Citigroup lowered their price target on Huntington Ingalls Industries from $405.00 to $349.00 and set a “buy” rating on the stock in a research report on Wednesday, July 1st. Finally, Wall Street Zen cut Huntington Ingalls Industries from a “buy” rating to a “hold” rating in a research report on Monday, May 18th. Five equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, Huntington Ingalls Industries currently has an average rating of “Hold” and a consensus target price of $372.89.

Insider Transactions at Huntington Ingalls Industries

In other news, VP Edmond E. Jr. Hughes sold 3,500 shares of the company’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $319.58, for a total transaction of $1,118,530.00. Following the completion of the sale, the vice president owned 8,391 shares of the company’s stock, valued at $2,681,595.78. This represents a 29.43% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.80% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Huntington Ingalls Industries

Hedge funds and other institutional investors have recently modified their holdings of the business. AQR Capital Management LLC grew its stake in Huntington Ingalls Industries by 85.0% during the 4th quarter. AQR Capital Management LLC now owns 1,085,619 shares of the aerospace company’s stock valued at $369,186,000 after acquiring an additional 498,690 shares in the last quarter. Dimensional Fund Advisors LP boosted its holdings in shares of Huntington Ingalls Industries by 1.2% during the 4th quarter. Dimensional Fund Advisors LP now owns 978,365 shares of the aerospace company’s stock worth $332,717,000 after purchasing an additional 11,743 shares during the last quarter. First Trust Advisors LP boosted its holdings in shares of Huntington Ingalls Industries by 21.2% during the 4th quarter. First Trust Advisors LP now owns 812,609 shares of the aerospace company’s stock worth $276,344,000 after purchasing an additional 142,341 shares during the last quarter. Bank of America Corp DE grew its position in shares of Huntington Ingalls Industries by 4.0% in the second quarter. Bank of America Corp DE now owns 666,440 shares of the aerospace company’s stock valued at $160,919,000 after purchasing an additional 25,737 shares in the last quarter. Finally, Sei Investments Co. increased its holdings in shares of Huntington Ingalls Industries by 3.5% in the third quarter. Sei Investments Co. now owns 481,615 shares of the aerospace company’s stock valued at $138,663,000 after purchasing an additional 16,365 shares during the last quarter. 90.46% of the stock is owned by hedge funds and other institutional investors.

Huntington Ingalls Industries News Roundup

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

• Positive Sentiment: Q2 earnings and revenue beat expectations: HII reported adjusted earnings of $5.27 per share, well above the $3.79-$3.80 consensus estimate and up from $3.86 a year earlier. Revenue rose 10.9% year over year to $3.42 billion, exceeding the roughly $3.15 billion estimate. Higher ship volumes were a key growth driver. Huntington Ingalls Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Raised revenue outlook: HII forecast fiscal 2026 revenue of $13.2 billion to $13.6 billion, above the $13.0 billion Wall Street expectation. Management cited strength in shipbuilding and an improved outlook, supporting the stock’s earnings-driven momentum. HII Q2 Earnings Surpass Estimates
• Positive Sentiment: Large submarine contracts strengthen backlog: HII and its shipbuilding partners received contracts covering Block VI Virginia-class and Build II Columbia-class submarines, reportedly totaling $76.6 billion. The awards and other new business lifted backlog to approximately $57.3 billion, improving long-term revenue visibility. HII Submarine Contract Awards
• Positive Sentiment: Analyst upgrade: Wolfe Research raised HII from “peer perform” to “outperform” and set a $364 price target, implying roughly 15% upside from the cited share price. Wolfe Research Upgrade
• Neutral Sentiment: HII declared a quarterly dividend of $1.38 per share, payable September 11 to shareholders of record August 28, maintaining an approximately 1.7% indicated yield.
• Negative Sentiment: Some analysis acknowledged improving operations but cautioned that HII’s growth remains limited, while higher corporate and general-and-administrative costs could constrain margins and temper the benefit of strong contract awards.

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.