COLUMBUS, Ohio, Feb. 17, 2026 (GLOBE NEWSWIRE) -- HII (NYSE: HII) and Path Robotics signed a memorandum of understanding (MOU) today to explore the integration of Path’s physical artificial intelligence (AI) for welding into shipbuilding operations that could accelerate throughput, strengthen the maritime industrial base, and augment the shipbuilding workforce. The MOU signing ceremony took place at Path Robotics’ headquarters and was attended by Eric Chewning, HII’s executive vice president of maritime sys ...

行业及主题变化较快，一是科技与先进制造等方向。高技术制造业PMI为52.0%，连续两个月位于52.0%及以上较高水平，相关行业发展态势持续向好。关注 电子、软件、通信服务等TMT 方向；电力设备、国防军工、自动化设备等先进制造方向。 AI医疗逐渐从概念走向实际应用，医疗信息化企业正将AI能力嵌入病案管理、院感控制等场景；据头豹研究院的数据，中国AI医疗市场规模到2028年将达 到976亿元。从细分领域看，问诊对话、健康评估与咨询、病历生成与结构化医学报告生成等领域是与AI结合相对较深的领域。 全球AI算力中心爆发式增长使变压器成稀缺资源，美国市场交付周期从50周延长至127周。佛山某电气设备企业营销负责人李霞表示，相对欧美的交付周 期，该企业不到五分之一，目前订单充沛，希望将海外营收占比提升至50%及以上。长三角的江苏某变压器工厂订单同样排至2027年底，国内首台全绝缘超 高压大容量变压器近日发往北美市场。 国内大模型厂商借助全年最盛大节日系列活动所带来的强社交裂变效应，加码争夺C端AI入口，后续国内用户规模增长及商业化或加速，从而打开围绕大模 型广告、电商、娱乐等变现方式的产业链上下游成长空间。春节前后，A ...

Core Viewpoint - The company anticipates that sales will approximately double to $21.37 billion by 2035, driven by increasing demand for submarines, warships, and icebreakers due to rising geopolitical tensions [1] Summary by Category - **Sales Growth**: The company expects sales to reach $21.37 billion by 2035, indicating a significant growth trajectory [1] - **Market Demand**: The anticipated growth is attributed to heightened demand for military vessels, including submarines and warships, as well as icebreakers [1] - **Geopolitical Factors**: The increase in sales is fueled by escalating geopolitical tensions, which are influencing defense spending and naval capabilities [1]

Group 1: Event Overview - HII and Path Robotics will sign a memorandum of understanding and demonstrate physical AI at Path Robotics' headquarters on February 17, 2026 [1][2] - The event will include a guided factory tour and live demonstrations of welding and assembly [1] - Media attendance is required to be confirmed by February 16, 2026 [3] Group 2: Company Profiles - HII is the largest shipbuilder in America, specializing in advanced defense technologies and unmanned systems for U.S. and allied defense customers [4] - HII has a workforce of 44,000 and a history of over 140 years in advancing U.S. national security [5] - Path Robotics focuses on physical AI for manufacturing, particularly in welding, and has raised over $300 million since its founding in 2018 [5]

Core Insights - HII's Ingalls Shipbuilding division awarded $95,700 in STEM grants to 22 educational organizations in south Mississippi and Alabama, aimed at enhancing STEM education and encouraging careers in shipbuilding and engineering [1][2] - The annual Ingalls STEM grant program, now in its 16th year, provides up to $5,000 for educators to implement STEM initiatives, reinforcing the company's commitment to education and workforce development [2] Funding and Impact - The grants will fund hands-on projects, classroom technology upgrades, and STEM-based curricula, fostering creativity and equipping students with essential skills for future careers [1][2] - Projects supported by this year's grants include robotics, engineering, and coding initiatives, which are designed to prepare students for careers in shipbuilding and related industries [5][10] Grant Recipients and Projects - Notable projects funded include: - Creekbend Elementary and Middle School: Robotic cars for students to explore coding and engineering [5] - Baldwin County High School: Robotics project engaging high school students in real-world problem-solving [6] - Bayou View Middle School: Circuit board programming for middle school students [7] - Gulfport High School: Hands-on STEM learning experiences for 7th-10th graders [10] - Jackson-George Regional Library: A shipbuilding-themed STEM environment for K-6 students [11] Company Overview - HII is America's largest shipbuilder, specializing in delivering advanced ships and mission technologies to U.S. and allied defense customers [22] - The company has a workforce of 44,000 and a history of over 140 years in advancing U.S. national security [23]

NEWNHAM TAS, Australia, Feb. 10, 2026 (GLOBE NEWSWIRE) -- The Australian Maritime College (AMC) and HII (NYSE: HII) today announced a major reliability milestone for AMC’s Legacy REMUS 100 autonomous underwater vehicle (AUV). Over seven years, the AMC REMUS 100 completed 935 operational deployments with only two days of downtime caused by material issues. During this period the AUV supported the training of more than 400 Royal Australian Navy AUV operators. Despite frequent use in challenging environments, ...

Core Insights - Huntington Ingalls Industries (HII) reported a strong performance in 2025, with revenue reaching $12.5 billion, an increase of 8.2% year-over-year, and diluted earnings per share of $15.39, driven by improved shipbuilding throughput and hiring efforts [3][6][4] Financial Performance - Q4 revenue was $3.5 billion, reflecting a 16% year-over-year increase, with all three segments showing margin improvement [7][6] - Net earnings for Q4 were $159 million, up from $123 million a year earlier, with diluted EPS increasing to $4.04 from $3.15 [8][6] - Management raised medium-term shipbuilding growth guidance to approximately 6%, with 2026 shipbuilding revenue expected to be between $9.7 billion and $9.9 billion [5][18] Operational Highlights - HII achieved a 14% year-over-year increase in shipbuilding throughput in 2025, with over 6,600 shipbuilders hired [2][6] - The company expects to deliver two ships in 2026—SSN 800 and LPD-30—and complete preliminary acceptance of CVN 79 [13][14] Segment Performance - Ingalls reported Q4 revenue of $889 million, a 21% increase year-over-year, while Newport News had Q4 revenue of $1.9 billion, up 19% [10][12] - Mission Technologies surpassed $3 billion in revenue for the first time in 2025, with an operating margin improvement to 5% from 3.9% [15][17] Future Outlook - For 2026, HII expects free cash flow of $500 million to $600 million and capital expenditures of approximately $500 million to $600 million [19][22] - The company emphasized the importance of timely contract negotiations for Virginia-class and Columbia-class submarines in the first half of 2026 to avoid production risks [20][21]

Company Overview - Huntington Ingalls Industries (HII) is based in Newport News, VA, and specializes in designing, building, and maintaining nuclear-powered ships, including aircraft carriers and submarines, as well as non-nuclear ships for the U.S. Navy and Coast Guard [11] - The company also provides after-market services for military ships globally [11] Investment Ratings - HII holds a Zacks Rank of 2 (Buy) and has a VGM Score of A, indicating strong potential for investment [11] - The company is considered a top pick for growth investors due to its favorable ratings [12] Growth Potential - HII has a Growth Style Score of B, with a forecasted year-over-year earnings growth of 12.4% for the current fiscal year [12] - In the last 60 days, five analysts have revised their earnings estimates higher for fiscal 2026, with the Zacks Consensus Estimate increasing by $0.18 to $17.30 per share [12] - HII has an average earnings surprise of +17.7%, further indicating its strong performance potential [12]

Core Insights - Huntington Ingalls Industries, Inc. (HII) reported a fourth-quarter 2025 earnings per share (EPS) of $4.04, reflecting a 28.3% increase from $3.15 in the same quarter last year, surpassing the Zacks Consensus Estimate of $3.72 by 8.6% [1] - For the full year 2024, HII's EPS was $15.39, exceeding the Zacks Consensus Estimate of $15.06 and up from $13.96 in the previous year [2] Total Revenues - HII's total revenues for the fourth quarter reached $3.48 billion, exceeding the Zacks Consensus Estimate of $3.06 billion by 13.7% and showing a 15.7% increase from $3 billion in the prior year, driven by higher sales across all major business segments [3] - For the full year 2025, revenues amounted to $12.48 billion, beating the Zacks Consensus Estimate of $12.07 billion and increasing by 8.2% from $11.54 billion in the previous year [4] Operational Performance - The company reported segmental operating income of $195 million in the fourth quarter, up from $103 million in the same quarter last year, with an operating margin expansion of 218 basis points to 5.6% [5] - The growth in operating income was attributed to strong performance across all three business segments [5] Segmental Performance - **Newport News Shipbuilding**: Revenues totaled $1.89 billion, a 19.1% year-over-year increase, with operating income rising 121.1% to $84 million, driven by higher volumes in submarines and aircraft carriers [6] - **Ingalls Shipbuilding**: Revenues reached $889 million, up 20.8% year over year, with operating earnings of $68 million, a 47.8% increase, primarily due to higher sales volumes from amphibious assault ships and surface combatants [7] - **Mission Technologies**: Revenues were $731 million, reflecting a 2.5% year-over-year increase, driven by higher volumes from warfare systems, global security, and unmanned systems [8] Financial Update - As of December 31, 2025, cash and cash equivalents totaled $774 million, down from $831 million a year earlier, while long-term debt remained stable at $2.70 billion [11] - Cash generated from operating activities was $1.20 billion, significantly higher than $0.39 billion a year ago, with free cash flow of $800 million compared to $40 million in the prior year [11] 2026 Guidance - HII expects shipbuilding revenues to be between $9.7 billion and $9.8 billion, with Mission Technologies revenues projected between $3.0 billion and $3.2 billion [12] - The company anticipates capital expenditures to be 4-5% of sales and free cash flow in the range of $500 million to $600 million [12]

Financial Data and Key Metrics Changes - In Q4 2025, revenues reached $3.5 billion, an increase of approximately 16% compared to the same period last year, driven by growth across all segments [18] - For the full year 2025, total revenues were $12.5 billion, an increase of $949 million or 8.2% from 2024 [21] - Diluted earnings per share for 2025 were $15.39, compared to $13.96 in 2024 [24] Business Line Data and Key Metrics Changes - Ingalls' Q4 2025 revenues were $889 million, up $153 million or 21% year-over-year, primarily due to higher volumes in amphibious assault ships and surface combatants [18] - Newport News' Q4 2025 revenues were $1.9 billion, an increase of $303 million or 19% from Q4 2024, driven by higher volumes in submarines and aircraft carriers [18] - Mission Technologies reported Q4 2025 revenues of $731 million, a 2.5% increase from the previous year, mainly due to higher volumes in warfare systems and unmanned systems [19] Market Data and Key Metrics Changes - The company expects shipbuilding revenues for 2026 to be between $9.7 billion and $9.9 billion, with margins in the range of 5.5% to 6.5% [15] - Mission Technologies anticipates revenues between $3 billion and $3.2 billion for 2026, with margins around 5% [16] Company Strategy and Development Direction - The company is raising its medium-term shipbuilding revenue growth guidance from approximately 4% to approximately 6% [15] - A focus on increasing shipbuilding throughput by 15% in 2026, following a 14% increase in 2025, is part of the operational strategy [12] - The company plans to continue ramping its distributed shipbuilding strategy and increase outsourcing by 30% in 2026 [13] Management's Comments on Operating Environment and Future Outlook - Management highlighted the importance of increasing shipbuilding throughput to meet urgent customer needs in a challenging global security environment [17] - The company expressed confidence in its operational improvements and the strong support from the U.S. government for shipbuilding programs [17] Other Important Information - The company hired over 6,600 shipbuilders in 2025 and plans to hire at least the same number in 2026 to support increased throughput [12] - Free cash flow for 2025 was $800 million, exceeding guidance, with expectations for 2026 free cash flow between $500 million and $600 million [25][28] Q&A Session Summary Question: Productivity numbers and Virginia-class program - Management noted broad-based improvement across shipbuilding programs, with the Virginia-class performing well in 2025, and emphasized the need for increased throughput to achieve two submarines per year [36][37] Question: Long-term CAPEX expectations - Management indicated that while specific guidance beyond 2026 is not available, elevated CAPEX is expected due to ongoing opportunities [38][39] Question: Newport News margins and program improvements - Management discussed the need to stabilize performance and improve margins across programs, with a focus on working off existing contracts and improving hiring and attrition rates [45][48] Question: Industrial base funding and throughput - Management confirmed that the Block 5 contract has assisted in increasing throughput, but additional capital will be required to continue ramping up production [50][51] Question: Shipbuilding margin outlook - Management acknowledged that margins are expected to remain flat in the near term due to ongoing investments and the need to work through existing contracts, with a potential improvement expected as new contracts are awarded [67][70] Question: Frigate program and growth potential - Management expressed confidence in the frigate program, noting that material from previous contracts will help mitigate upfront costs, with revenue expected to ramp up in 2027 [76][90]