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Huntington Ingalls Industries (HII)
NYSE:HII
Earnings Data
Report Date
Apr 30, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
3.71Last Year’s EPS
3.79Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was broadly positive: Huntington Ingalls reported solid top-line growth, record divisional revenues, improved operating performance across segments, strong free cash flow above guidance, major program deliveries and product milestones, and raised medium-term shipbuilding growth expectations. At the same time, material timing, program-level negative cumulative adjustments (notably at Newport News for CVN 80/81), near-term margin conservatism, elevated capex needs, and the importance of timely contract awards are meaningful execution risks that could temper how quickly margins and returns improve. Overall the company appears to be making measurable operational progress while still managing program and timing headwinds.Company Guidance
Consolidated Revenue and EPS Growth
2025 revenues of $12.5 billion, up 8.2% year-over-year; net earnings $605 million vs $550 million in 2024; diluted EPS $15.39 vs $13.96 in 2024 (≈10.2% increase).
Record Division Revenues and Backlog / Awards
All three divisions reached record revenue levels in 2025; 2025 awards totaled $16.9 billion and backlog/funding momentum supported by FY2026 NDAA and appropriations (incremental funding for CVNs, Columbia and Virginia class programs).
Strong Quarter and Segment Operating Improvement
Q4 2025 revenues of $3.5 billion, up ~16% YoY; Q4 segment operating income $195 million (5.6% margin) vs $103 million (3.4%) in Q4 2024 — across all segments operating results improved versus prior year.
Mission Technologies Milestones and Profitability Gains
Mission Technologies posted record revenues topping $3.0 billion (2025 revenues $3.0B, +3.6% YoY), operating income $153 million (margin 5.0% vs 3.9% in 2024), EBITDA margin 8.6% vs 7.9% in 2024, and lower purchased intangible amortization ($89M vs $99M). Notable program wins and product milestones include high-energy laser development, Grimm EW, Romulus USVs, and delivery of the 750th Remus AUV.
Shipbuilding Throughput and Hiring Progress
Company achieved a 14% increase in shipbuilding throughput in 2025 and hired over 6,600 shipbuilders in 2025 (expects at least same in 2026); attrition improved ~15–18% year-over-year across shipyards and throughput target for 2026 is +15%.
Key Deliveries, Launches and Program Milestones
Delivered DDG 128 Ted Stevens and SSN 798 Massachusetts (2025); launched DDG 129 and SSN 800; completed DDG 1000 sea trials; christened LPD 30 Harrisburg; delivered bow of Columbia SSBN 826; progress on CVN 79/80/81 with CVN 80 50% erected and CVN 79 moving toward preliminary acceptance.
Free Cash Flow and Liquidity Strength
2025 free cash flow of $800 million (above guidance); ended 2025 with $774 million cash and ~$2.5 billion liquidity; 2026 free cash flow guidance $500–$600 million and combined midpoint 2025–26 FCF of $1.35 billion (up vs prior two-year target).
Updated Medium-Term Growth and Increased Guidance
Raised medium-term shipbuilding revenue growth guidance from ≈4% to ≈6%; consolidated medium-term top-line CAGR now ~6% (shipbuilding ~6%, Mission Technologies ~5%), with incremental upside expected from recently announced frigate and battleship programs.
HII Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
HII Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | $413.14 | $369.38 | -10.59% |
Oct 30, 2025 | $297.11 | $317.67 | +6.92% |
Jul 31, 2025 | $256.12 | $276.27 | +7.87% |
May 01, 2025 | $226.83 | $224.01 | -1.24% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Huntington Ingalls Industries (HII) report earnings?
Huntington Ingalls Industries (HII) is schdueled to report earning on Apr 30, 2026, TBA (Confirmed).
What is Huntington Ingalls Industries (HII) earnings time?
Huntington Ingalls Industries (HII) earnings time is at Apr 30, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is HII EPS forecast?
HII EPS forecast for the fiscal quarter 2026 (Q1) is 3.71.