Huntington Ingalls Industries, Inc. (HII) Stock Price, News, Analysis

Technical Score (1D)

SELL

News Sentiment

BULLISH

HII’s Mission Technologies division just secured awardable status for its GRIMM and VIPER spectrum products on the CDAO Tradewinds Solutions Marketplace, expanding the company’s commercial defense portfolio and opening new revenue streams in the near term. The awardable status is expected to accelerate contract acquisition, potentially boosting short‑term earnings as HII leverages its existing relationships with the Department of Defense. At the same time, the company announced a renewed production contract for the Lionfish unmanned undersea vehicle and plans to expand autonomous vessel production, reinforcing its position in the growing autonomous maritime market. These combined wins signal a strengthening of HII’s defense technology pipeline, which may improve cash‑flow resilience amid fluctuating defense budgets. However, Wells Fargo recently cut its price target to $325 from $400, citing valuation concerns and the risk of shifting defense spending, which introduces short‑term downside pressure on the stock. The company’s valuation remains attractive on DCF and earnings multiples, suggesting that the market may still be underpricing future cash flows if defense contracts continue to materialize. The upcoming christening ceremony for the USS George M. Neal on July 11, 2026, while ceremonial, signals ongoing shipbuilding momentum and could influence investor sentiment as the program progresses toward delivery. Traders should watch for the next set of contract awards or delivery milestones, as well as any changes in defense appropriations that could affect HII’s revenue outlook. Additionally, monitoring the performance of the newly awardable GRIMM and VIPER products in the marketplace will help gauge whether the company can convert these capabilities into tangible earnings growth over the next few trading days.

HII|Company Info

Sector

Industrials

Industry

Aerospace & Defense

Exchange

NYQ

Country

United States

Website

hii.com

Symbol

HII

Description

Huntington Ingalls Industries (HII) is a leading U.S. defense contractor specializing in naval shipbuilding and related services. The company's core business involves the design, construction, and maintenance of both nuclear and non-nuclear vessels for the U.S. Navy and Coast Guard, including aircraft carriers, submarines, and various surface combatants. HII operates through distinct segments, including Ingalls, Newport News, and Mission Technologies, enabling a comprehensive approach to naval support. Beyond shipbuilding, the company provides critical services for nuclear-powered ships, such as refueling, overhaul, and inactivation, while also offering advanced technological solutions like C5ISR systems and unmanned autonomous systems. Founded in 1886, HII is headquartered in Newport News, Virginia, and is a key player in maintaining U.S. naval dominance.

HII|Earnings Snapshot

Earnings Summary

Huntington Ingalls Industries (HII) is a leading U.S. defense contractor focused on naval shipbuilding and related services, designing, constructing, and maintaining nuclear and non‑nuclear vessels for the U.S. Navy and Coast Guard, and providing advanced technology solutions such as C5ISR systems and unmanned autonomous platforms. As a key player in the aerospace & defense industry, HII’s revenue is closely tied to defense spending cycles and contract awards. In the latest four quarters, HII’s earnings have consistently outperformed expectations: Q4 2024 EPS rose to $3.15 from an estimate of $3.09, Q1 2025 EPS jumped to $3.79 versus $2.81, Q2 2025 EPS reached $3.86 against $3.43, and Q3 2025 EPS climbed to $3.68 versus $3.40, with Q4 2025 EPS further increasing to $4.04 versus $3.92; revenue grew from $3.00 B in Q4 2024 to $3.48 B in Q4 2025, reflecting a steady upward trend, though the jump from Q1 2026 $3.10 B to Q4 2025 $3.48 B shows a modest acceleration. Historically, HII has maintained a streak of earnings beats across all reported quarters, with revenue growth of roughly 15% year‑over‑year from Q4 2024 to Q4 2025 and EPS growth of about 28% over the same period, underscoring the company’s ability to translate contract work into profitability. Recent news highlights several contract wins: the Mission Technologies division achieved awardable status for GRIMM and VIPER spectrum products, the Lionfish unmanned undersea vehicle contract was secured, and a $418 M elevator maintenance agreement was announced, all of which could accelerate short‑term cash flow and reinforce HII’s defense pipeline. Investors should watch for the Q2 2026 earnings release, where guidance is pending, and for any new defense appropriations or contract awards that could impact revenue momentum; key will be how quickly the company can convert its recent wins into tangible earnings growth amid fluctuating defense budgets.

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EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q2'26	$3.82	-	-
Q1'26	$3.76	$3.79	+0.9%
Q4'25	$3.92	$4.04	+3.1%
Q3'25	$3.40	$3.68	+8.3%
Q2'25	$3.43	$3.86	+12.5%
Q1'25	$2.81	$3.79	+35.0%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q2'26	$3.2B	-	-
Q1'26	$3.0B	$3.1B	+1.8%
Q4'25	$3.1B	$3.5B	+11.0%
Q3'25	-	$3.2B	-
Q2'25	-	$3.1B	-
Q1'25	-	$2.7B	-

Full Earnings BreakdownEstimates, actuals, guidance, and historical context

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Market Data

HII Stock Snapshot

HII is currently trading at $288.00, giving Huntington Ingalls Industries, Inc. a market cap of 11.41B and a P/E ratio of 18.9. Today's range spans $288.00–$288.00, with shares opening at $288.00 and moving up $1.00 (0.3%) from the prior close. DailyIQ's technical score sits at 23/100 (SELL) with a news sentiment reading of 68/100.

Over the past year HII has traded between $246.34 and $460.00 - the current price is +16.9% off the 52-week low and -37.4% from the high. 19 analysts cover the stock with a Hold consensus and a mean 12-month target of $381.18 (range $280.00–$435.00), implying upside of +32.4%.

The options market is expressing concern about HII - elevated put activity in large-cap Industrials names with SELL signals (23/100) is common when the technical and sentiment inputs (bullish, 68/100) both deteriorate. Price: $288.00 (in the lower half of its 52-week range). (P/E: 18.9) At 11.41B in capitalization, that hedging activity from institutional holders can become a feedback loop that amplifies the initial selling pressure. Range: $246.34–$460.00.

The current SELL phase for HII (23/100) at $288.00 (in the lower half of its 52-week range) suggests that the market is discounting either a fundamental deterioration or a sector headwind that hasn't fully appeared in the earnings line yet. Sentiment at 68/100 (bullish) confirms that news flow is not providing a counternarrative. At 11.41B in Industrials capitalization, HII has the liquidity for institutional exits to be orderly — but orderly doesn't mean shallow within the $246.34–$460.00 range.

News Sentiment Analysis

Sentiment gathered from recent headlines

68/100

Strong NegativeNeutralStrong Positive

MODERATELY BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

The article highlights HII’s interest in expanding its presence in the unmanned underwater vehicle (UUV) market. It suggests that HII is exploring new opportunities to diversify its product portfolio and strengthen its defense capabilities. The move could position HII to capture emerging demand from the U.S. Navy and allied partners.

What did this article say?

HII is expected to report Q2 2026 earnings, with analysts focusing on defense contracts and shipbuilding revenue. Guidance will likely reflect current backlog and new procurement. Market watchers should monitor contract awards and cost inflation.

What did this article say?

Recent contracts award HII's Mission Technologies division for GRIMM and VIPER electronic warfare solutions, and the company is advancing Lionfish UUV and ROMULUS USV programs. These moves deepen HII's autonomous systems portfolio while supporting Flight III destroyer construction. The company is also retooling shipyards and supplier networks for higher‑throughput defense production. Investors should monitor upcoming production ramp‑ups and potential cost synergies from the new Gulf Coast partnerships.

What did this article say?

Huntington Ingalls Industries’ Mission Technologies division achieved awardable status for its GRIMM and VIPER spectrum products on the CDAO Tradewinds Solutions Marketplace, adding to recent contract wins in unmanned systems and electronic warfare. These developments strengthen HII’s product portfolio and could support future revenue streams. However, short‑term share price momentum has weakened, with a 28.24% decline over 90 days and a 17.24% year‑to‑date drop, despite a 1‑year total shareholder return of 18.25% and a 5‑year return of 60.04%. Traders should assess how these wins translate into earnings and whether the market fully prices the new capabilities.

What did this article say?

HII has secured multiple defense awards this week, signaling continued success in its defense technology offerings. The company also announced an expansion of its autonomous vessel production line, positioning it to meet increasing demand for unmanned maritime solutions. These moves suggest a strengthening of HII's defense portfolio and potential for future contract wins. The market will watch how these initiatives translate into revenue growth.

What did this article say?

HII’s valuation metrics suggest the stock trades at a discount, with DCF and earnings multiples below intrinsic value. The company has delivered a 59.2% return over five years, underscoring its robust cash flow generation. Recent contract wins, including unmanned systems, bolster future revenue prospects. The market’s undervaluation presents a potential buying opportunity for value-oriented investors.

What did this article say?

GlobeNewswire reports that HII’s Ingalls Shipbuilding will hold the christening ceremony for the future USS George M. Neal (DDG 131) on July 11, 2026. The ceremony is a ceremonial milestone in the ship’s construction. It signals continued progress in the destroyer program but has no direct financial impact. Investors may view the event as a positive indicator of production momentum. Watch for subsequent milestones such as sea trials and delivery. No earnings guidance is provided.

What did this article say?

Wells Fargo reduced its price target for Huntington Ingalls Industries from $400 to $325, citing concerns over the company’s valuation and defense spending risk. The downgrade reflects a more cautious view of HII’s growth prospects amid uncertain defense budgets. The new target implies a potential downside for the stock if the market adopts a similar stance. Investors should monitor future analyst revisions and defense appropriations announcements. The downgrade may influence short-term trading activity. No new earnings guidance was released.

What did this article say?

Argus Research has raised its target price for HII to $275, reflecting a bullish outlook on the company's prospects. The upgrade is likely driven by anticipated increases in defense spending, a robust product pipeline, and favorable earnings guidance. This new valuation suggests significant upside potential for investors. Traders should keep an eye on HII's earnings releases and any shifts in defense budget allocations.

What did this article say?

HII’s Mission Technologies division announced that two of its spectrum dominance and awareness products have achieved awardable status through the U.S. Department of War’s CDAO Tradewinds Solutions Marketplace. This milestone signals that the products meet the DoW’s stringent procurement criteria and could unlock new defense contracts. The awardable designation enhances HII’s credibility in the defense technology space and may accelerate revenue growth from U.S. government contracts. Traders should watch for subsequent DoW procurement announcements and HII’s commercialization plans for these products.

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

HII·Huntington Ingalls Industries, Inc.

EPS

Revenue

HII Stock Snapshot

News Sentiment Analysis

Recent News Coverage

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News Sentiment Analysis

Recent News Coverage

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