Huntington Ingalls' $56 million AUKUS submarine contract, nuclear shipbuilding expertise and growing allied defense cooperation could fuel long-term growth opportunities.
Defense budgets are surging toward record levels, yet three of America's biggest contractors enter October trading nowhere near their peaks. One of them just posted the largest earnings beat of the group, and the market still walked away unimpressed.
Huntington Ingalls Industries, Inc. maintains a dominant market position with robust revenue visibility, supported by a $57.3B backlog and recent contract wins. HII delivered a Q2 double-beat, with revenue up 10% YoY to $3.42B and EPS at $5.27, driven by Newport News and Mission Technologies segments. Management raised FY 2026 shipbuilding revenue guidance to $10.2B–$10.4B, targeting total 2026 revenue of $13.4B and 7.5% YoY growth.
Investors interested in Aerospace - Defense stocks are likely familiar with Huntington Ingalls (HII) and Safran SA (SAFRY). But which of these two stocks is more attractive to value investors?
Huntington Ingalls is poised to benefit from rising U.S. Navy submarine demand, backed by major Columbia and Virginia-class roles and shipyard investments.
The Zacks Focus List offers investors a way to easily find top-rated stocks and build a winning investment portfolio. Here's why you should take advantage.
Huntington Ingalls Industries (HII) delivered strong Q2 2026 results with 10.9% revenue growth and 30.2% segment operating income increase. I raised my rating to Buy as HII's improved throughput, labor retention, and submarine contracts support credible medium-term margin expansion. Management increased 2026 shipbuilding revenue guidance by $500 million and raised the lower end of margin guidance to 6.0%-6.5%.
Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.
The headline numbers for Huntington Ingalls (HII) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Huntington Ingalls Industries NYSE: HII reported second-quarter 2026 sales of $3.4 billion and diluted earnings per share of $5.27, as higher volumes at its shipbuilding operations helped drive revenue growth and prompted the company to raise its full-year shipbuilding outlook.
Huntington Ingalls Industries, Inc. (HII) Q2 2026 Earnings Call Transcript
Huntington Ingalls beats Q2 earnings and revenue estimates as higher ship volumes fuel growth, while new awards lift backlog to $57.3 billion.