Financial Performance
5Y price score: 58
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 98.9%
US$ Per
Share
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263.6
52-week range
460.0
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
3.3 %
Dividend Yield TTM
1.9 %
Market cap $
$ 11,473
Price / Earnings TTM
17.4
Price / Book TTM
2.2
PEG TTM
0.5
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
9.6 %
53.3 %
98.9 %
Free cash flow per share growth
(94.1) %
10.8 %
52.5 %
Earnings per share growth
36.5 %
(10.2) %
84.1 %
Business Summary:
Latest Earnings Call Takeaways
2026 Q2 (Jul 30, 2026)
1) Financial Performance Overview
- HII reported Q2 2026 sales of $3.4 billion, with diluted earnings per share of $5.27.
- Shipbuilding sales reached $2.7 billion, marking a 16% YoY increase and the fourth consecutive quarter of double-digit growth.
- Mission Technologies generated $760 million in sales, down 3.9% YoY, primarily due to lower volumes in all-domain operations.
- Consolidated operating income was $210 million, with an operating margin of 6.1%, up from 5.3% in Q2 2025.
2) Segment Highlights
- Newport News Shipbuilding: Revenues of $1.8 billion, a 15.3% YoY increase, driven by higher volumes in aircraft carriers and submarines.
- Ingalls Shipbuilding: Revenues of $845 million, up 16.7% YoY, attributed to increased production of amphibious assault ships.
- Mission Technologies' operating income improved to $55 million with a margin of 7.2%, compared to 4.6% in the prior year.
3) Operational Initiatives and Strategy
- HII is focused on increasing shipbuilding throughput, achieving a 12% improvement year-to-date over 2025, with a goal of 15% for the full year.
- The company plans to deliver 5 ships over the next year, with significant milestones expected in the second half of 2026.
- HII has hired over 3,500 shipbuilders year-to-date and is on track to increase distributed shipbuilding by 30% this year.
4) Guidance and Outlook
- HII raised its 2026 shipbuilding revenue guidance to a range of $10.2 billion to $10.4 billion and operating margin guidance to 6% to 6.5%.
- For Q3 2026, shipbuilding revenue is expected to be approximately $2.6 billion with a similar operating margin to Q2.
- The company anticipates free cash flow of around $100 million in Q3, with expectations for significant generation in Q4 to meet full-year guidance of $500 million to $600 million.
5) Challenges and Market Conditions
- Mission Technologies faced a decline in revenues due to lower volumes in certain sectors, although organic growth was noted when excluding non-recurring contract resolutions from the prior year.
- The company is navigating a competitive landscape for labor and material costs, which could impact margins going forward.
- The earnings call did not provide specific figures on the cash impact of recent contract awards or detailed expectations for future adjustments related to these contracts.
Bottom line: HII's solid Q2 results and raised guidance reflect strong operational momentum and strategic focus on shipbuilding, despite challenges in Mission Technologies. The outlook remains positive for shareholders, with expectations for continued growth and improved margins in the coming quarters.
Annual Reports, Presentations And IR Contacts
Go to the websiteHuntington Ingalls Industries — Financial Overview, Stock Price, Market Cap
Huntington Ingalls Industries is a company. Founded in 2011. As of August 26, 2026, the company's market capitalization is $11472648708 with a current stock price of $291.15.
