Huntington Ingalls (HII) Tops Q3 Earnings and Revenue Estimates

Core Insights - Huntington Ingalls (HII) reported quarterly earnings of $3.68 per share, exceeding the Zacks Consensus Estimate of $3.29 per share, and up from $2.56 per share a year ago, representing an earnings surprise of +11.85% [1] - The company achieved revenues of $3.19 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 8.44%, compared to $2.75 billion in the same quarter last year [2] - The stock has increased approximately 57.9% year-to-date, significantly outperforming the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $3.82 on revenues of $3.19 billion, while for the current fiscal year, the estimate is $14.75 on revenues of $11.96 billion [7] - The estimate revisions trend for Huntington Ingalls was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Aerospace - Defense industry, to which Huntington Ingalls belongs, is currently ranked in the bottom 33% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact investor sentiment [5]