Company Overview - HII is a global, all-domain defense provider focused on delivering powerful ships and solutions to protect peace and freedom worldwide [2] - As the largest military shipbuilder in the U.S., HII has a history of over 135 years in advancing national security [3] - The company employs a workforce of 44,000 [3] Upcoming Events - HII will participate in Bernstein's Strategic Decisions Conference on May 28, with a conversation featuring President and CEO Chris Kastner scheduled for 3:30 p.m. Eastern time [1]

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]

Group 1: Deere (DE) - Deere's stock has increased over 16% year-to-date, driven by optimism regarding easing trade tensions [3] - The company reported a first-quarter net income of $869 million, with a full-year forecast of $5 billion to $5.5 billion, but faced a 30% revenue decline and a 50% drop in net income compared to the previous year [5] - Deere's supply chain is relatively protected against tariffs due to domestic manufacturing, and the company is expected to address supply chain adjustments in its upcoming earnings call [9] Group 2: Energy Transfer (ET) - Energy Transfer has a distribution yield of 7.5% and plans to invest $5 billion in growth capital expenditures in 2025, significantly higher than its maintenance capital expenditures of $1.1 billion [12] - The company is in discussions to develop a large LNG export facility in Lake Charles, Louisiana, which could enhance its position in the energy market [13] - The current administration's business-friendly policies are expected to support the development of U.S. energy assets, benefiting companies like Energy Transfer [11] Group 3: Huntington Ingalls Industries (HII) - Huntington Ingalls' shares have risen over 20% in 2025, contrasting with a nearly 4% dip in the S&P 500, and the company offers a forward yield of 2.3% [14] - The company reported first-quarter revenue of $2.7 billion, below expectations, but exceeded earnings estimates with an EPS of $3.79 [15] - Management reaffirmed a 2025 forecast of shipbuilding revenue between $8.9 billion and $9.1 billion, alongside a free cash flow projection of $300 million to $500 million [16]

Core Insights - HII is celebrating National Apprenticeship Day by highlighting its apprenticeship programs that contribute to national security through skilled workforce development [1][2][4] Company Overview - HII is the largest military shipbuilder in the U.S. with a history of over 135 years in advancing national security [10][11] - The company employs approximately 44,000 individuals and provides a range of capabilities from ships to advanced technologies [11] Apprenticeship Programs - HII operates three major apprenticeship programs across its divisions, focusing on developing skilled professionals in various trades [3][7] - The Newport News Shipbuilding Apprentice School offers tuition-free apprenticeships in 19 trades, with a history dating back to 1919 [7] - The Ingalls Shipbuilding Apprentice School has produced over 4,000 graduates since 1952, currently enrolling 600 apprentices [7][8] - Mission Technologies' Global Security group offers apprenticeships in nuclear and environmental services, as well as fleet sustainment [8] Commitment to Workforce Development - HII's "Build It" hiring campaign emphasizes the importance of apprenticeship programs in building a skilled workforce [3] - The company partners with educational institutions to provide structured training and invests in STEM education at various school levels [8]

NEWPORT NEWS, Va., March 29, 2025 (GLOBE NEWSWIRE) -- HII (NYSE:HII) hosted commencement exercises today, celebrating 77 graduates of the company's Newport News Shipbuilding Apprentice School. The ceremony was held at Liberty Live Church in Hampton. Virginia State Sen. Louise Lucas delivered the keynote commencement address. Founded in 1919, The Newport News Shipbuilding Apprentice School has been accredited since 1982 by the Council on Occupational Education. Certification to grant associate degrees and co ...