Core Points - HII's Ingalls Shipbuilding division honored the 2025 class of master shipbuilders for their 40 years of continuous service, recognizing their contributions to national security and workforce development [1][2] - The ceremony featured a tribute video showcasing personal stories and career highlights of the master shipbuilders, emphasizing their shared commitment to building advanced naval ships [2] Company Overview - HII is the largest military shipbuilder in the U.S. with over 135 years of history in advancing national security, providing capabilities from ships to unmanned systems and cyber solutions [10] - The company employs a workforce of 44,000 and is dedicated to delivering powerful ships and all-domain solutions to protect peace and freedom globally [9][10] Employee Recognition - Master shipbuilders represent the highest level of skill and dedication within Ingalls Shipbuilding, with employees like Larry Stevens and Denise Quave reflecting on their experiences and the importance of mentoring the next generation [5][6][7] - The recognition of master shipbuilders highlights the company's commitment to workforce culture and community impact [2][5]

Investors might want to bet on Huntington Ingalls (HII) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The power o ...

MCLEAN, Va., June 11, 2025 (GLOBE NEWSWIRE) -- HII (NYSE: HII) showcased its defense technology portfolio of proven products and capabilities, developed within its Mission Technologies division, at this week’s DefenseTech LIVE event in Arlington. The forum theme, “Accelerating Mission Technologies Across All Domains,” inspired collaboration and innovation across national security and defense communities. A recap of the event, including interviews with the speakers, will air at 8:30 p.m. June 24, 2025, on WJ ...

Investors with an interest in Aerospace - Defense stocks have likely encountered both Huntington Ingalls (HII) and RTX (RTX) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stocks with ...

Noah Poponak, CFA +1(212)357-0954 | 28 May 2025 | 8:44AM EDT Huntington Ingalls Industries Inc. (HII): Management meeting takeaways: substantially increased support of US Navy shipbuilding is We hosted a group investor meeting with Huntington Ingalls management, including CEO Christopher Kastner, CFO Thomas Stiehle, and VP Investor Relations Christie Thomas. Investor conversation focused on the proposed defense reconciliation legislation and recent Navy contract modifications, how HII is navigating labor an ...

Financial Data and Key Metrics Changes - The company aims to increase throughput by 20% this year compared to last year, alongside significant cost savings across all business segments [3] - The company has a free cash flow guidance of $300 million to $500 million for the year, with performance on ship deliveries and contract negotiations influencing the outcome [112] Business Line Data and Key Metrics Changes - The company secured two ships under contract in Block V at the end of Q1, with plans to contract the next 15 submarines, which will provide a solid workload for the next 15 to 20 years [3][9] - The company is focused on improving retention and increasing outsourcing and insourcing to enhance throughput [31] Market Data and Key Metrics Changes - There is significant demand for both defense and commercial shipbuilding, with the company expressing confidence in the outlook for the next decade [6][9] - The company has seen a stable supply chain post-COVID, with investments flowing into the supply chain helping to stabilize operations [26] Company Strategy and Development Direction - The company is prioritizing execution in shipbuilding, with a focus on increasing throughput and reducing costs [3] - The establishment of a White House office for shipbuilding is viewed positively, as it provides a voice for the administration to the Navy and Congress [12][13] Management's Comments on Operating Environment and Future Outlook - Management is optimistic about the support for shipbuilding from the government and believes that the demand will continue to grow [6][9] - The company is working closely with the Navy and Electric Boat to analyze investments required to increase throughput and achieve necessary margins [59] Other Important Information - The company is addressing labor challenges by focusing on hiring more experienced personnel and increasing wages to attract high-quality individuals [22][56] - The company has a significant backlog in Mission Technologies, with nearly $12 billion in awards last year, indicating strong performance in that segment [101] Q&A Session Summary Question: What are the company's most important priorities right now? - The company emphasizes execution, increasing throughput, and securing new contracts as its main priorities [3] Question: How does the reconciliation bill impact shipbuilding? - Management believes the reconciliation bill provides significant support for shipbuilding, although the specifics of its interaction with the 2026 budget are still unclear [6] Question: What is the outlook for the Columbia Class Bill? - The company reports that the second boat is progressing well, with significant learning from the first boat leading to improved cost performance [44] Question: How is the company managing labor challenges? - The company is focusing on hiring experienced workers and increasing wages to reduce attrition and improve workforce quality [22][56] Question: What are the expectations for future cash flow? - Future cash flow will depend on executing ship deliveries and achieving throughput goals, with potential for higher cash flow if these targets are met [112] Question: What is the company's strategy for Mission Technologies? - The company is bundling capabilities in electronic warfare, C5ISR, and uncrewed vehicles to pursue government contracts effectively [99][100]

Core Insights - HII hosted members of the UK House of Commons Defence Committee to support the AUKUS partnership, focusing on providing Australia with nuclear-powered submarines and advanced capabilities [2][3][6] Group 1: AUKUS Partnership - The visit by the Defence Committee was aimed at reinforcing the trilateral AUKUS partnership, which involves Australia, the UK, and the US [2][3] - HII is committed to supporting AUKUS objectives, including the construction of nuclear-powered submarines and enhancing industrial capacity across the involved nations [6][7] Group 2: Workforce Development - HII showcased its workforce development expertise during the visit, emphasizing the importance of skilled labor in supporting AUKUS initiatives [3][6] - The company is a founding member of the AUKUS Workforce Alliance, aimed at preparing a skilled workforce for Australia's nuclear-powered submarine program [7] Group 3: Industrial Capabilities - HII's Newport News Shipbuilding division is one of only two shipyards capable of designing and building nuclear-powered submarines for the US Navy [7] - The integration of submarine and shipbuilding capabilities among the US, UK, and Australia is crucial for aligned defense production and supply chain collaboration [6][7]

Huntington Ingalls Industries (HII) , with rising earnings estimates, robust ROE, better debt management, a solid backlog and shareholder-friendly initiatives, offers a great investment opportunity in the Zacks Aerospace Defense industry.Let’s focus on the reasons that make this Zacks Rank #2 (Buy) stock an attractive investment pick at the moment.Growth Forecast & Surprise History of HIIThe Zacks Consensus Estimate for HII’s 2025 earnings per share (EPS) has increased 3.3% to $14.31 per share over the past ...

Contact: Brooke Hart (Media) brooke.hart@hii-co.com 202-264-7108 Christie Thomas (Investors) christie.thomas@hii-co.com 757-380-2104 NEWPORT NEWS, Va., May 21, 2025 (GLOBE NEWSWIRE) -- HII (NYSE: HII) will participate in Bernstein's Strategic Decisions Conference on May 28. A conversation with HII President and CEO Chris Kastner will begin at 3:30 p.m. Eastern time and will be webcast on ir.hii.com. About HII HII is a global, all-domain defense provider. HII's mission is to deliver the world's most powerful ...

Core Viewpoint - Huntington Ingalls Industries (HII) has shown strong stock market performance in 2025, delivering a 21% return to shareholders year to date [1] Group 1: Company Overview - Huntington Ingalls Industries is the largest military shipbuilder in the United States, poised to benefit from increased funding for domestic shipbuilding programs proposed by the new Trump administration [2] - The company has a significant order backlog of $48 billion and anticipates over $50 billion in additional awards in the next 20 months, enhancing its earnings potential [9] Group 2: National Security Role - The company plays a critical role in national security by constructing advanced naval vessels, including the only U.S. facility capable of building Gerald R. Ford-class aircraft carriers [4] - Huntington Ingalls also produces Arleigh Burke-class destroyers and develops uncrewed undersea vehicles, showcasing its diverse defense capabilities [5][6] Group 3: Impact of Trump's Defense Agenda - The Trump administration's focus on revitalizing U.S. military strength and enhancing domestic shipbuilding capabilities is expected to benefit Huntington Ingalls [7][8] Group 4: Financial Performance and Growth Outlook - In Q1, Huntington Ingalls reported revenue of $2.7 billion, a 2.5% decline year over year, but earnings per share (EPS) of $3.97 exceeded expectations [10] - The company projects full-year shipbuilding revenue between $8.9 billion and $9.1 billion, indicating a 3% increase from 2024 [10] - A new production site near Charleston, South Carolina, is expected to increase capacity by 20%, supporting future growth [11] Group 5: Dividend and Valuation - Huntington Ingalls has a quarterly dividend of $1.35 per share, yielding 2.31%, and has increased its annual dividend for the past 13 years, indicating potential for future growth [11] - The company trades at a forward price-to-earnings (P/E) ratio of 16, which is lower than the average of 19 for its defense sector peers, suggesting it may be undervalued [13][14] Group 6: Investment Perspective - The overall outlook for Huntington Ingalls is positive, with strong fundamentals and strategic positioning in the defense sector making it an attractive option for investors [16]