Huntington Ingalls Industries, Inc. is positioned to benefit from the DoD's $65.8B shipbuilding request, the largest since 1962. HII's $53.1B backlog and unique nuclear shipbuilding capabilities provide long-term revenue visibility and a robust competitive moat. Mission Technologies segment is emerging as a growth driver, with 2025 operating income up ~32% YoY and a prime role in the $151B SHIELD program.
Huntington Ingalls Industries (NYSE:HII) has announced a collaboration with Applied Intuition to develop and integrate AI-driven capabilities for naval platforms.
Huntington Ingalls (HII) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
HII lands a $95.7M Navy contract tied to USS Nimitz inactivation, adding to its strong backlog and positioning amid rising global naval defense spending.
Alpha Wave Global LP raised its stake in shares of Huntington Ingalls Industries, Inc. (NYSE: HII) by 19.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 30,087 shares of the aerospace company's stock after buying an additional 4,929 shares during the
HII benefits from strong U.S. Navy shipbuilding demand and a record $53.14B backlog, though supply-chain issues and workforce shortages pose near-term challenges.
HII stands as the largest U.S. military shipbuilder, uniquely positioned with unmatched nuclear shipbuilding capabilities and deep integration in national security programs. Recent Trump-era policy shifts, including executive orders and tax incentives, have significantly lowered HII's cost of capital and driven a surge in domestic shipbuilding demand. The cancellation of the Constellation-class frigate program creates a $22B opportunity for HII, leveraging its proven NSC platform to meet urgent Navy requirements.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
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.
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Focus List.
Huntington Ingalls Industries is upgraded to Buy with a $450.72 price target, reflecting a 23% upside against 2028 earnings expectations. HII's Q4 2025 saw 15.7% revenue growth and 89.3% operating earnings surge, driven by improved throughput and derisked shipbuilding programs. 2026 outlook is for modest 2.2% revenue growth and stable margins, but industry rerating and defense spending trends underpin the investment case.