Huntington Ingalls Industries
Builds U.S. naval ships and delivers mission technologies for defense operations.
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Profile
Builds and sustains nuclear-powered aircraft carriers and submarines through Newport News, while Ingalls produces amphibious assault ships and guided-missile destroyers. Mission Technologies provides C5ISR, cyber, training, modernization, nuclear operations, and unmanned systems; revenue comes almost entirely from U.S. federal contracts, chiefly Navy programs.
Builds and sustains nuclear and non-nuclear warships while supplying mission technologies to U.S. and allied defense customers. Newport News Shipbuilding is the sole builder and refueler of U.S. nuclear-powered aircraft carriers and shares submarine construction. Ingalls Shipbuilding handles non-nuclear design, construction, repair, and maintenance, centered on amphibious assault ships and guided-missile destroyers.
Mission Technologies provides C5ISR, artificial intelligence, cyber and electronic warfare, training, fleet modernization, nuclear operations, and unmanned systems. Specialized shipyards in Virginia and Mississippi combine nuclear expertise with large-scale integration, while technical operations extend across the United States and internationally.
Revenue comes almost entirely from federal contracts, chiefly U.S. Navy programs. Execution depends on congressional appropriations, Navy procurement schedules, skilled industrial labor, approved suppliers, cost control on multi-year contracts, and nuclear-safety regulation.
Company facts
Categories
Key statistics
Year to date −15.9% · Average volume (30d) 500.1K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 25, 2026 | Bernstein | Target | $337 | $341 | ||
| Jul 17, 2026 | Bernstein | Target | $421 | $337 | ||
| Jul 8, 2026 | Wells Fargo | Target | $325 | |||
| Feb 12, 2026 | B of A Securities | Upgrade | Underperform | Neutral | ||
| Feb 11, 2026 | Bernstein | Target | $412 | $421 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026Q2 FY26 | $3.79 | $5.27 | +39.1% | $3.15B | $3.42B | +8.4% | +14.09% |
| May 5, 2026Q1 FY26 | $3.70 | $3.79 | +2.4% | $3.02B | $3.10B | +2.6% | −2.02% |
| Feb 5, 2026Q4 FY25 | $3.72 | $4.04 | +8.6% | $3.09B | $3.48B | +12.5% | +7.69% |
| Oct 30, 2025Q3 FY25 | $3.30 | $3.68 | +11.5% | $2.95B | $3.19B | +8.0% | +0.92% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.73B | $3.08B | $3.19B | $3.48B | $3.10B | $3.42B | |
| Gross profit | $394.0M | $395.0M | $394.0M | $402.0M | $408.0M | $452.0M | |
| Operating income | $161.0M | $154.0M | $161.0M | $157.0M | $155.0M | $210.0M | |
| Net income | $149.0M | $152.0M | $145.0M | $159.0M | $149.0M | $208.0M | |
| Diluted EPS | $3.79 | $3.86 | $3.68 | $4.04 | $3.79 | $5.27 | |
| Gross margin | 14.4% | 12.8% | 12.3% | 11.6% | 13.2% | 13.2% | |
| Operating margin | 5.9% | 5.0% | 5.0% | 4.5% | 5.0% | 6.1% |
Fiscal years (4-quarter sums)FY21 $9.52B · FY22 $10.68B · FY23 $11.45B · FY24 $11.54B · FY25 $12.48B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $12.0M · Total debt $2.94B · Total assets $12.68B · Shareholders' equity $5.31B
Dividends
Raised for 12 straight years — most recently to $1.38 from $1.35 in Nov 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 28, 2026 | Aug 28 | Sep 11 | $1.38 | |
| May 29, 2026 | May 29 | Jun 12 | $1.38 | |
| Feb 27, 2026 | Feb 27 | Mar 13 | $1.38 | |
| Nov 28, 2025 | Nov 28 | Dec 12 | $1.38 | raised from $1.35 |
| Aug 29, 2025 | Aug 29 | Sep 12 | $1.35 | |
| May 30, 2025 | May 30 | Jun 13 | $1.35 | |
| Feb 28, 2025 | Feb 28 | Mar 14 | $1.35 | |
| Nov 29, 2024 | Nov 29 | Dec 13 | $1.35 | raised from $1.30 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 39.40M · Float 39.07M · 99.2% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 3.38M | 8.57% | 13F | Aug 7, 2026 |
| State Street Corp | 2.92M | 7.42% | 13F | Aug 7, 2026 |
| FMR LLC | 2.60M | 6.59% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 2.57M | 6.52% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 2.05M | 5.21% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 7, 2026 | Victoria D. Harker | director | −723 | $333.17 |
| Aug 10, 2026 | Christopher D. Kastner | director, officer: Director, President & CEO | −13,070 | $324.92 |
| May 28, 2026 | Edmond E. Jr. Hughes | officer: Ex VP & Chief HR Officer | −3,500 | $319.58 |
| Mar 5, 2026 | Chad N. Boudreaux | officer: Ex VP & Chief Legal Officer | −4,400 | $422.45 |
| Mar 6, 2026 | Thomas E. Stiehle | officer: Ex. VP and CFO | −4,500 | $430.54 |
Peers
- General Dynamics
Direct nuclear-submarine, surface-ship, and C5ISR overlap
- Lockheed Martin
C6ISR, undersea systems, cyber, and training overlap
- Northrop Grumman
Mission systems, EW, maritime payloads, and cyber peer
- Leidos
Mission software, AI/ML, cyber, and defense-services peer
- CACI
C3I, cyber, ISR, and spectrum-superiority overlap
- Associated Banc-Corp
Competes in cutters, auxiliaries, and submarine modules
- Booz Allen Hamilton
Federal AI, cyber, and digital-transformation peer
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Huntington Ingalls Industries | $294.11 | −0.03% | $11.59B | 17.5 | 15.1 | 0.9 | +10.9% |
| General Dynamics | $376.45 | −0.75% | $102.63B | 23.1 | 21.7 | 1.9 | +8.1% |
| Lockheed Martin | $564.08 | +0.07% | $130.13B | 20.8 | 17.9 | 1.7 | +10.5% |
| Northrop Grumman | $546.65 | +0.20% | $77.51B | 17.3 | 18.6 | 1.8 | +5.1% |
| Leidos | $141.00 | +0.31% | $17.69B | 13.1 | 11.6 | 1.0 | +7.2% |
| CACI | $623.04 | −0.96% | $13.88B | 26.0 | 19.1 | 1.5 | +17.6% |
| Associated Banc-Corp | $30.92 | −0.00% | $5.84B | 10.8 | 9.9 | 2.3 | +29.1% |
| Booz Allen Hamilton | $75.24 | −0.05% | $9.05B | 11.8 | 12.0 | 0.8 | −4.2% |
| Median | 17.3 | 17.9 | 1.7 | +8.1% |