Huntington Ingalls Industries (NYSE:HII) Posts Earnings Results, Beats Estimates By $1.48 EPS

Huntington Ingalls Industries (NYSE:HII) posted its quarterly earnings data on Thursday. The aerospace company reported $5.27 earnings per share for the quarter, topping the consensus estimate of $3.79 by $1.48, FiscalAI reports. Huntington Ingalls Industries had a return on equity of 12.05% and a net margin of 4.71%.The business had revenue of $3.42 billion during the quarter, compared to analysts’ expectations of $3.15 billion. During the same quarter in the previous year, the firm earned $3.86 EPS. The firm’s revenue was up 10.9% compared to the same quarter last year.

Here are the key takeaways from Huntington Ingalls Industries’ conference call:

• Second-quarter results strengthened, with revenue up 10.9% year over year to $3.4 billion, diluted EPS rising to $5.27 from $3.86, and operating margin improving to 6.1% from 5.3%.
• HII raised 2026 shipbuilding revenue guidance to $10.2 billion–$10.4 billion and increased the operating-margin range to 6.0%–6.5%, supported by four consecutive quarters of double-digit shipbuilding growth and improving throughput.
• The company highlighted strong demand and a $6.7 billion contract-award quarter, including finalized Virginia- and Columbia-class submarine contracts, additional frigate work, and continued bipartisan support for submarine-industrial-base funding.
• Workforce and capacity initiatives are progressing, with more than 3,500 shipbuilders hired year to date and distributed shipbuilding expected to increase 30% in 2026, but Ingalls had a slower start and further hiring, retention, and supplier execution remain important to meeting delivery targets.
• Mission Technologies revenue declined 3.9% year over year to $760 million, while third-quarter margin is expected to fall to approximately 4% because of strategic investments in unmanned capabilities; free cash flow also remains heavily weighted toward the fourth quarter, with $500 million–$600 million expected for the full year.

Huntington Ingalls Industries Stock Performance

Huntington Ingalls Industries stock traded up $39.30 on Thursday, hitting $319.70. The company’s stock had a trading volume of 1,374,383 shares, compared to its average volume of 442,646. Huntington Ingalls Industries has a one year low of $259.00 and a one year high of $460.00. The firm has a market cap of $12.60 billion, a P/E ratio of 20.80, a price-to-earnings-growth ratio of 1.20 and a beta of 0.25. The company has a quick ratio of 1.11, a current ratio of 1.19 and a debt-to-equity ratio of 0.52. The company has a fifty day moving average price of $290.79 and a 200-day moving average price of $359.35.

Huntington Ingalls Industries Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 11th. Shareholders of record on Friday, August 28th will be issued a $1.38 dividend. This represents a $5.52 annualized dividend and a yield of 1.7%. The ex-dividend date of this dividend is Friday, August 28th. Huntington Ingalls Industries’s payout ratio is 35.91%.

Key Stories Impacting Huntington Ingalls Industries

Here are the key news stories impacting Huntington Ingalls Industries this week:

• Positive Sentiment: HII reported second-quarter earnings of $5.27 per share, well above the $3.79 analyst consensus and up from $3.86 a year earlier. Revenue rose 10.9% year over year to $3.42 billion, also exceeding the $3.15 billion estimate. HII Reports Second Quarter 2026 Results
• Positive Sentiment: Management raised its fiscal 2026 revenue outlook to $13.2 billion-$13.6 billion, above the roughly $13.0 billion consensus, while citing strength in shipbuilding and higher ship volumes. HII Earnings Call: Shipbuilding Strength Drives Upbeat Outlook
• Positive Sentiment: New awards for Block VI Virginia-class and Build II Columbia-class submarines, reportedly totaling $76.6 billion in Navy contracts for the broader shipbuilding team, support long-term backlog and revenue visibility. HII’s backlog rose to approximately $57.3 billion. HII is Awarded Contracts for Construction of Submarines
• Neutral Sentiment: The board declared a quarterly dividend of $1.38 per share, payable September 11 to shareholders of record August 28. The dividend reinforces shareholder returns but is unlikely to be the primary catalyst for the market’s reaction. HII Declares Quarterly Dividend
• Negative Sentiment: Investors will continue monitoring profitability, as prior expectations pointed to higher general and administrative costs potentially pressuring margins. HII’s reported net margin was 4.71%, despite the substantial earnings beat. Huntington Ingalls to Post Q2 Earnings

Insider Activity at Huntington Ingalls Industries

In other news, VP Edmond E. Jr. Hughes sold 3,500 shares of Huntington Ingalls Industries stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $319.58, for a total transaction of $1,118,530.00. Following the sale, the vice president directly owned 8,391 shares in the company, valued at approximately $2,681,595.78. The trade was a 29.43% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.80% of the company’s stock.

Institutional Investors Weigh In On Huntington Ingalls Industries

Large investors have recently modified their holdings of the stock. CYBER HORNET ETFs LLC bought a new position in shares of Huntington Ingalls Industries during the 2nd quarter worth approximately $25,000. Rakuten Securities Inc. grew its position in Huntington Ingalls Industries by 140.0% in the second quarter. Rakuten Securities Inc. now owns 108 shares of the aerospace company’s stock valued at $26,000 after acquiring an additional 63 shares during the period. Smartleaf Asset Management LLC raised its stake in Huntington Ingalls Industries by 363.3% during the second quarter. Smartleaf Asset Management LLC now owns 139 shares of the aerospace company’s stock worth $33,000 after acquiring an additional 109 shares in the last quarter. Geneos Wealth Management Inc. raised its stake in Huntington Ingalls Industries by 40.1% during the first quarter. Geneos Wealth Management Inc. now owns 206 shares of the aerospace company’s stock worth $42,000 after acquiring an additional 59 shares in the last quarter. Finally, Quarry LP lifted its holdings in shares of Huntington Ingalls Industries by 364.3% during the fourth quarter. Quarry LP now owns 130 shares of the aerospace company’s stock valued at $44,000 after acquiring an additional 102 shares during the period. 90.46% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

HII has been the subject of a number of research reports. Wall Street Zen downgraded shares of Huntington Ingalls Industries from a “buy” rating to a “hold” rating in a report on Monday, May 18th. TD Cowen cut their price objective on shares of Huntington Ingalls Industries from $420.00 to $360.00 and set a “buy” rating for the company in a research report on Monday, July 13th. Citigroup reduced their target price on shares of Huntington Ingalls Industries from $405.00 to $349.00 and set a “buy” rating for the company in a research note on Wednesday, July 1st. Weiss Ratings downgraded Huntington Ingalls Industries from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, May 6th. Finally, Wells Fargo & Company began coverage on Huntington Ingalls Industries in a research note on Wednesday, April 1st. They set an “equal weight” rating and a $400.00 price target on the stock. Four research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $374.00.

Huntington Ingalls Industries Company Profile

Huntington Ingalls Industries (NYSE: HII) is America’s largest military shipbuilding company and a leading provider of professional services to the U.S. government. Headquartered in Newport News, Virginia, HII designs, constructs and maintains nuclear-powered aircraft carriers, submarines and other complex vessels for the U.S. Navy. The company’s products include nuclear aircraft carriers, Virginia-class and Columbia-class submarines, as well as amphibious assault ships, destroyers and cutters.

Established in 2011 as a spin-off from Northrop Grumman’s shipbuilding operations, HII traces its heritage to two historic builders: Newport News Shipbuilding, founded in the 19th century, and Ingalls Shipbuilding, founded in 1938.