Huntington Ingalls Industries (HII)
NYSE:HII
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Earnings Data
Report Date
Jul 30, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
3.97Last Year’s EPS
3.86Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a generally constructive operational and backlog momentum — double-digit YoY revenue growth, significant contract awards, program milestones, and active workforce and capacity initiatives — while acknowledging near-term financial and programmatic headwinds such as margin compression, negative Q1 free cash flow, a temporarily higher tax rate, and schedule/testing risks (notably LHA-8 and carrier activities) and timing uncertainty around key submarine contract awards. Management reaffirmed full-year guidance and outlined actionable operational plans to improve throughput and cash generation.Company Guidance
Consolidated Revenue and EPS Growth
Reported Q1 sales of $3.1 billion (consolidated revenue +13.4% YoY) and diluted EPS of $3.79, consistent with the prior-year period.
Shipbuilding Revenue Surge
Shipbuilding revenue increased 17.6% YoY to approximately $2.4 billion; Newport News up 19.3% to $1.7 billion and Ingalls up 13.8% to $725 million — driven by higher volumes across carriers, submarines and surface combatants.
Robust Contract Awards and Backlog
First-quarter contract awards totaled $4 billion; backlog increased to roughly $54 billion and the company secured positions on major multi-award vehicles that expand addressable opportunity.
Mission Technologies Wins and Pipeline
Mission Technologies reported Q1 revenue of $748 million (+1.8% YoY) and won positions on large programs (e.g., a $25B ceiling Advanced Technology Support Program multi-award vehicle, a $151B Missile Defense Agency Shield multi-award vehicle) plus a new ~$500 million contract to expand cyber and data solutions, strengthening its opportunity pipeline.
Operational Execution and Workforce Expansion
On track to achieve ~15% shipbuilding throughput improvement in 2026; hired over 1,600 shipbuilders in Q1, graduated nearly 200 apprentices, apprentice schools at full enrollment and sustained investments in capital and training.
Program Milestones and Yard Progress
Notable program progress: stern release LPD 31, keel laid for LPD 32, LHA-8 fuel loaded and testing progressing, builder's trials for DDG-1000, delivery/launch milestones across DDG and LPD programs; Newport News completed CVN-79 builders sea trials, CVN-80 >50% erected, SSN-796 redelivered and progress on SSN-800.
Distributed Shipbuilding and Charleston Ramp
Distributed shipbuilding expanding — first 2 of 32 units received from partners for DDG-137; Charleston operations added ~0.5 million earned hours in first year with a plan to double throughput in 2026 and further capital investment planned.
Reaffirmed 2026 Guidance and Medium-Term Outlook
Management reaffirmed all 2026 and medium-term guidance elements, reiterated FCF target (year-end guidance midpoint previously given) and provided Q2 lookahead (shipbuilding revenue ~ $2.4B; shipbuilding margins 5.7%-6.0%; Mission Tech revenue ~ $750M; Mission Tech margin ~4%).
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 |
|---|---|---|---|
May 05, 2026 | $363.37 | $326.13 | -10.25% |
Feb 05, 2026 | $411.85 | $368.23 | -10.59% |
Oct 30, 2025 | $296.18 | $316.68 | +6.92% |
Jul 31, 2025 | $255.32 | $275.41 | +7.87% |
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 Jul 30, 2026, TBA (Confirmed).
What is Huntington Ingalls Industries (HII) earnings time?
Huntington Ingalls Industries (HII) earnings time is at Jul 30, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is HII EPS forecast?
HII EPS forecast for the fiscal quarter 2026 (Q2) is 3.97.