Track market-moving stories before they get noisy

Huntington Ingalls just extended a 14-year dividend streak even as its stock slides and quarterly cash flow turns negative. Whether that streak survives depends on a single make-or-break quarter at the end of 2026.

Huntington Ingalls Industries (NYSE:HII | HII Price Prediction) announced on October 21, 2026, that HII will raise its quarterly dividend to $1.41 per share, up from $1.38. That’s a raise of about 2.2%. With the stock at $275, the new annualized payout of $5.64 yields roughly 2.1%. The dollar increase is small, but it suggests where cash flow is headed.

A 14-Year Streak Stays Intact
HII paid its first dividend of $0.10 per share in late 2012. It has raised the payout every year since 2013, and the new rate makes 14 straight annual increases. The raises have gotten smaller lately: $1.30 to $1.35 in 2024, then $1.35 to $1.38 in 2025.

Peers have moved faster. Lockheed Martin (NYSE:LMT) raised its dividend 5% to $3.45 last fall, its 23rd consecutive year of increases. General Dynamics (NYSE:GD), which builds submarines alongside HII, paid out $1,593 million in 2025. That was about 40% of its $3.959 billion in free cash flow.

Free Cash Flow Gives HII Room
HII’s free cash flow climbed to $800 million in fiscal 2025, up from just $40 million in 2024. Dividends of $213 million took only about 27% of that free cash flow. Measured against 2025 EPS of $15.39, the new annual rate works out to a payout ratio near 37%. That leaves HII with more buffer than General Dynamics has. CFO Thomas Stiehle kept the 2026 outlook unchanged:

“We are reiterating that outlook and do expect meaningful positive cash impacts from contract advances and incentives as well as favorable cash tax impacts in the fourth quarter.”

That outlook is free cash flow of $500 million to $600 million.

Navy Contracts Support the Payout
HII’s backlog reached $57.3 billion after $6.7 billion of new awards in the second quarter. The company also raised its 2026 shipbuilding revenue guidance to $10.2 billion to $10.4 billion. CEO Chris Kastner said:

“Given the significant shipbuilding demand and our proven ability to drive higher throughput, we are pleased to increase our top line expectations for the full year.”

Washington’s spending plans point the same way. The Pentagon’s fiscal 2027 request seeks $87.2 billion for shipbuilding, a 25% increase. It includes two Virginia-class attack submarines and one FF(X) frigate, a program the Navy selected HII to design and build.

One Risk: Uneven Cash Flow
HII’s cash arrives in chunks. Operating cash flow was -$390 million in the first quarter of 2026 and -$31 million in the second, while dividend payments held at $54 million and $55 million. The company ended June with just $12 million in cash, supported by about $1.7 billion of liquidity. Management expects “significant free cash flow generation in the fourth quarter”. If contract advances slip, that liquidity buffer will have to carry the payout for a while. Shares are down 18.14% year to date, so the market is already doubtful.

Can the Payout Keep Growing?
Yes, at a modest pace. A payout ratio under 40%, a record backlog, and a rising Navy budget give HII plenty of support for more annual raises. Small raises also leave cash for shipyard investment. Investors should monitor whether fourth-quarter cash comes in as promised, since that will show how much room the board has for its next increase.

Contact [email protected] for any questions or corrections.

 | Source: HII

NEWPORT NEWS, Va., Oct. 21, 2026 (GLOBE NEWSWIRE) -- HII (NYSE: HII) announced today that its Board of Directors has declared a quarterly cash dividend of $1.41 per share, a $0.03 increase over the $1.38 per share dividend paid in each of the prior four quarters. The $1.41 per share dividend will be payable on Dec. 11, 2026, to shareholders of record as of the close of business on Nov. 27, 2026.

About HII

HII is America's Seapower Company. The nation’s largest shipbuilder, HII builds the manned and unmanned maritime systems and all-domain mission technologies that project U.S. and allied power around the world. With a more than 140-year history of advancing U.S. national security, HII is headquartered in Virginia and employs 45,000 people across three divisions. For more information, visit:

HII on the web: https://www.HII.com/HII on Facebook: https://www.facebook.com/TeamHIIHII on X: https://www.twitter.com/WeAreHIIHII on Instagram: https://www.instagram.com/WeAreHIIHII on LinkedIn: https://www.linkedin.com/company/wearehii Contact:

Brooke Hart (Media)
[email protected]
202-264-7108

Christie Thomas (Investors)
[email protected]
757-380-2104

NEWPORT NEWS, Va., Oct. 20, 2026 (GLOBE NEWSWIRE) -- HII (NYSE: HII) announced today that former HII CEO and President Mike Petters was elected to the company’s board of directors.

“Mike brings deep shipbuilding expertise to the Board, and a unique familiarity with the history, mission, and evolution of HII,” said HII CEO and President Chris Kastner. “Mike’s shipbuilding background and strategic guidance are extremely valuable, and I look forward to welcoming him back to our Board of Directors.”

In 2022, Petters stepped down from his position as first CEO and president of Huntington Ingalls Industries, Inc., having steered its spin-off from Northrop Grumman in 2011. Petters joined Newport News Shipbuilding in 1987 in the Los Angeles-class submarine construction division and was promoted through the shipbuilding ranks to become president of the shipyard. Petters earned a bachelor’s degree in physics from the U.S. Naval Academy in 1982, served aboard the nuclear-powered submarine USS George Bancroft (SSBN 643) and spent five years in the U.S. Naval Reserve, and later earned an MBA from the College of William and Mary.

“There are few people with as much experience in shipbuilding as Mike Petters,” said Kirkland Donald, HII’s chairman of the Board of Directors. “We are proud to be able to continue to leverage his expertise as HII ramps the nation’s capacity to deliver for the U.S. Navy.”

A photo accompanying this release is available at: http://hii.com/news/former-hii-ceo-mike-petters-joins-board-of-directors/.

Petters has served as the chairman of the Virginia Business Council, as chairman of the Aerospace Industries Association, and on the William and Mary Board of Visitors and the Center for a New American Security Board of Advisors. He continues to serve on the U.S. Naval Academy Foundation Board of Directors and on the U.S. Naval Institute Board of Directors. Among numerous awards and recognition, Petters has received the Lone Sailor Award from the Navy Memorial Foundation, the Owen B. Butler Education Excellence Award from the Committee for Economic Development, and the Lifetime Achievement Award from the Virginia Chamber of Commerce. A lifelong supporter of early childhood education, Petters also established HII’s Scholarship Fund in 2016, which supports the educational needs of its employees through scholarships for pre-K and secondary education and continues through today, having served over 1,900 students.

About HII

HII is America's Seapower Company. The nation’s largest shipbuilder, HII builds the manned and unmanned maritime systems and all-domain mission technologies that project U.S. and allied power around the world. With a more than 140-year history of advancing U.S. national security, HII is headquartered in Virginia and employs 45,000 people across three divisions. For more information, visit:

HII on the web: https://www.HII.com/HII on Facebook: https://www.facebook.com/TeamHIIHII on X: https://www.twitter.com/WeAreHIIHII on Instagram: https://www.instagram.com/WeAreHIIHII on LinkedIn: https://www.linkedin.com/company/wearehii Contact:
Danny Hernandez
[email protected]
(202) 264-7143

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/cbc0a7c9-9649-4887-b7fb-de5cb9f43a6b

PASCAGOULA, Miss., Oct. 16, 2026 (GLOBE NEWSWIRE) -- HII’s (NYSE:HII) Ingalls Shipbuilding division will host an on-site hiring event from 8 a.m. to noon, Saturday, October 24 at the Ingalls Maritime Training Academy, 2721 Jerry St. Pé Highway, Pascagoula. The event is open to skilled, semi-skilled and entry-level applicants. Pre-registration is recommended and attendees should bring two forms of valid ID.

As the nation’s premier builder of Navy surface combatants and amphibious ships, Ingalls relies on a highly skilled workforce to deliver ships that support national security. The upcoming hiring event will give job seekers an opportunity to learn more about Ingalls’ mission, long-term career pathways and training opportunities. Veterans and transitioning service members are encouraged to attend the event to explore careers where military experience directly translates into mission-driven work.

“Every ship built by the hardworking men and women here at Ingalls contributes directly to America’s security,” said Susan Jacobs, Ingalls Shipbuilding vice president of human resources and administration. “We’re looking to hire people who want to be a part of that mission and who want stable, well-paying jobs that make a difference.”

A photo accompanying this release is available at: https://www.hii.com/newsroom.

Ingalls offers long-term career stability, competitive wages and comprehensive benefits supported by a strong pipeline of future work. The company provides weekly pay, market-driven wage increases for skilled trades, holiday pay, comprehensive medical plan options, financial wellness resources, and clear pathways for professional growth that stand out among employers across the region.

Ingalls is hiring for select positions, including:

ElectriciansElectrical TestInside MachinistsJoinersSheetmetalShipfittersPaintersPipefittersPipe welders Registration is now open and candidates can sign up at https://www.eventbrite.com/e/ingalls-shipbuilding-hiring-event-tickets-2001052805809?aff=oddtdtcreator&keep_tld=true

For more information and to view other openings at Ingalls Shipbuilding visit hii.com/careers and select Ingalls Shipbuilding. You can also find career opportunities across HII’s other business divisions at hii.com/careers.

About HII

HII is America's Seapower Company. The nation’s largest shipbuilder, HII builds the manned and unmanned maritime systems and all-domain mission technologies that project U.S. and allied power around the world. With a more than 140-year history of advancing U.S. national security, HII is headquartered in Virginia and employs 45,000 people across three divisions. For more information, visit:

HII on the web: https://www.HII.com/HII on Facebook: https://www.facebook.com/TeamHIIHII on X: https://www.twitter.com/WeAreHIIHII on Instagram: https://www.instagram.com/WeAreHIIHII on LinkedIn: https://www.linkedin.com/company/wearehii Contact:

Kimberly K. Aguillard
[email protected]
228-355-5663

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/9ec11c60-d119-4fa5-9f8e-e165f795cfb7

Key Takeaways HII secured a $56 million AUKUS contract, potentially rising to $91 million.HII will support submarine design, technology integration and supply-chain development.HII's nuclear shipbuilding expertise could support long-term growth under AUKUS. Huntington Ingalls Industries (HII - Free Report) is positioned to benefit from growing cooperation among the United States, the United Kingdom and Australia to strengthen undersea defense capabilities. The AUKUS partnership is creating opportunities for submarine design, engineering, technology development and supply-chain cooperation among the three nations.

HII’s Newport News Shipbuilding division plays an important role in these efforts, drawing on its experience in designing and building nuclear-powered submarines. On Oct. 13, 2026, the company announced a $56 million U.S. Navy contract for shipbuilding engineering and design support for AUKUS. An option could increase the contract’s cumulative value to $91 million.

The work includes technology integration, engineering, supply-chain development, workforce support and digital transformation. HII engineers and designers will also contribute to the design of the SSN-AUKUS nuclear-powered submarine, which is planned for construction in the United Kingdom and Australia.

Beyond this contract, HII is supporting the development of an allied submarine industrial base. Its Mission Technologies division helps Australian suppliers qualify to participate in the U.S. submarine supply chain, creating opportunities for broader industrial cooperation.

The AUKUS partnership could provide long-term work across submarine design, production support and supplier development. HII’s nuclear shipbuilding expertise and involvement across multiple parts of the initiative position it to benefit as the participating countries advance their submarine capabilities. Execution, workforce availability and supply-chain readiness will remain key to translating these opportunities into sustained growth.

Defense Stocks to Keep on the RadarGrowing investment in nuclear-powered submarines and allied naval capabilities could also benefit other defense contractors.

General Dynamics (GD - Free Report) : General Dynamics’ Electric Boat business builds Virginia-class and Columbia-class submarines for the U.S. Navy, supporting demand for nuclear submarine construction and related engineering.

BAE Systems (BAESY - Free Report) : BAE Systems is a major supplier to the U.K. defense sector and is developing advanced submarine capabilities, positioning it to participate in the United Kingdom’s broader naval modernization efforts.

The Zacks Rundown for HIIShares of HII have lost 4.5% in the past year compared with the industry’s 17.9% decline.

Image Source: Zacks Investment Research

The company's shares are trading at a discount on a relative basis, with its forward 12-month Price/Sales being 0.75X compared with its industry’s average of 2.11X.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for HII’s 2026 and 2027 earnings has moved north over the past 60 days.

Image Source: Zacks Investment Research

HII stock currently carries a Zacks Rank #3 (Hold).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

 | Source: HII

NEWPORT NEWS, Va., Oct. 08, 2026 (GLOBE NEWSWIRE) -- HII (NYSE: HII) will release its third quarter 2026 financial results on Thursday, Oct. 29 and host an earnings conference call at 9 a.m. Eastern time the same day. The call will be webcast live on HII’s website: https://www.hii.com/.

The company’s remarks will be supplemented by a series of slides available on the investor relations website. Listeners are encouraged to view these materials in conjunction with the call.

Replays of the call will be available on the website for a limited time.

About HII

HII is America’s largest shipbuilder, delivering the world’s most powerful ships and all-domain mission technologies, including unmanned systems, to U.S. and allied defense customers. HII is the largest producer of unmanned underwater vehicles for the U.S. Navy and the world.

With a more than 140-year history of advancing U.S. national security, HII builds and integrates defense capabilities extending from the core fleet to C6ISR, AI/ML, EW and synthetic training. Headquartered in Virginia, HII’s workforce is 45,000 strong. For more information, visit:

HII on the web: https://www.HII.com/HII on Facebook: https://www.facebook.com/TeamHIIHII on X: https://www.twitter.com/WeAreHIIHII on Instagram: https://www.instagram.com/WeAreHIIHII on LinkedIn: https://www.linkedin.com/company/wearehii Contacts:

Brooke Hart (Media)
[email protected]
202-264-7108

Christie Thomas (Investors)
[email protected]
757-380-2104

MCLEAN, Va., Oct. 02, 2026 (GLOBE NEWSWIRE) -- HII (NYSE: HII) announced today that Greg Ennis has been promoted to senior vice president and chief financial officer of its Mission Technologies division. In this role, Ennis will lead the division's financial organization and oversee accounting, financial reporting, financial planning and analysis, rates and budgets, and program cost control across the business.

“Greg’s leadership has been instrumental in strengthening our financial performance and driving disciplined growth,” said Andy Green, president of HII’s Mission Technologies division. “His strategic vision, deep understanding of our business, and strong command of government contracting uniquely position him to lead the division into its next chapter — advancing our growth strategy and delivering exceptional value for our customers, employees and shareholders.”

Ennis brings more than 25 years of experience in government contracting, accounting and financial management. He most recently served as vice president and controller for Mission Technologies, where he played a key role in strengthening the division's financial operations and supporting its continued growth.

“Stepping into this role at such a pivotal moment for Mission Technologies is an honor,” Ennis said. “With a strong foundation and clear opportunities ahead, I look forward to partnering with our leadership team and employees to support our customers’ vital missions and advance the division's long-term strategic priorities.”

A photo accompanying this release is available at: http://hii.com/news/hii-promotes-greg-ennis-to-chief-financial-officer-of-mission-technologies/.

About HII

HII is America’s largest shipbuilder, delivering the world’s most powerful ships and all-domain mission technologies, including unmanned systems, to U.S. and allied defense customers. HII is the largest producer of unmanned underwater vehicles for the U.S. Navy and the world.

With a more than 140-year history of advancing U.S. national security, HII builds and integrates defense capabilities extending from the core fleet to C6ISR, AI/ML, EW and synthetic training. Headquartered in Virginia, HII’s workforce is 45,000 strong. For more information, visit:

HII on the web: https://www.HII.com/HII on Facebook: https://www.facebook.com/TeamHIIHII on X: https://www.twitter.com/WeAreHIIHII on Instagram: https://www.instagram.com/WeAreHIIHII on LinkedIn: https://www.linkedin.com/company/wearehii Contact:
Greg McCarthy
(202) 264-7126
[email protected] 

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/3a7ba06c-eebe-4a70-a5ab-5a5b5bb4483c

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NEWPORT NEWS, Va., Sept. 30, 2026 (GLOBE NEWSWIRE) -- Aircraft carrier USS Harry S. Truman (CVN 75) arrived at HII’s (NYSE: HII) Newport News Shipbuilding division today to start its refueling and complex overhaul (RCOH) after years of advance planning.

“We’ve taken a proactive approach, from ordering long lead-time materials to conducting thousands of inspections and preliminary work, to ensure the RCOH of USS Harry S. Truman is successful,” said Bryan Caccavale, NNS vice president of program management. “This extensive engineering and construction project to ready the ship to rejoin the fleet is a team effort, across shipbuilders, suppliers and our Navy partners, and we are honored to do our part.”

Truman is the eighth Nimitz-class carrier to undergo this major mid-life availability, representing about a third of all maintenance and modernization completed during its service life that will span over 50 years. During RCOH on CVN 75, NNS will perform hull and freeboard blast and paint, repairs to its propellers, sea chests, shafts, and rudders and defueling and refueling of its power plant.

This effort will produce a recapitalized aircraft carrier capable of supporting current and future national strategy objectives while continuing to operate as the centerpiece of the Navy fleet and national defense for decades to come.

Photos accompanying this release are available at: http://hii.com/news/uss-harry-s-truman-cvn-75-arrives-at-hiis-newport-news-shipbuilding-to-start-its-refueling-and-complex-overhaul/.

About HII

HII is America’s largest shipbuilder, delivering the world’s most powerful ships and all-domain mission technologies, including unmanned systems, to U.S. and allied defense customers. HII is the largest producer of unmanned underwater vehicles for the U.S. Navy and the world.

With a more than 140-year history of advancing U.S. national security, HII builds and integrates defense capabilities extending from the core fleet to C6ISR, AI/ML, EW and synthetic training. Headquartered in Virginia, HII’s workforce is 45,000 strong. For more information, visit:

HII on the web: https://www.HII.com/HII on Facebook: https://www.facebook.com/TeamHIIHII on X: https://www.twitter.com/WeAreHIIHII on Instagram: https://www.instagram.com/WeAreHIIHII on LinkedIn: https://www.linkedin.com/company/wearehii Contact:
Todd Corillo
[email protected]
(757) 688-3220

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/fdf2ab27-0f46-477d-9a3f-de12f9d73c3a

MCLEAN, Va., Sept. 29, 2026 (GLOBE NEWSWIRE) -- HII (NYSE: HII), America’s largest military shipbuilder and the global leader in autonomous seapower, was awarded a contract by the U.S. Navy to build 10 ROMULUS unmanned surface vessels (USVs) for the Medium Unmanned Surface Vessel (MUSV) program. The award marks a major advancement in the U.S. Navy’s transition from experimentation to fleet-scale deployment of trusted, operational autonomy across the maritime domain.

“HII has made deliberate, early investments in the development of autonomous systems, advancing capabilities essential to the Navy’s hedge strategy,” said Chris Kastner, HII president and CEO. “We remain firmly committed to supporting the U.S. Navy’s vision and accelerating this critical capability from production to operational deployment.”

The U.S. Navy’s selection underscores HII’s shipbuilding expertise and leadership in proven autonomous unmanned surface and underwater maritime systems to deliver reliable production at the speed and scale required for emerging unmanned fleet production and operations.

Photos accompanying this release are available at: https://www.hii.com/news/hii-wins-us-navy-contract-for-10-romulus-usvs-accelerating-deployment-of-proven-autonomous-capability.

At the core of ROMULUS is HII’s Odyssey Autonomous Control Solutions (ACS), a combat-tested autonomy suite that enables trusted, coordinated operations across surface and undersea domains. HII has delivered more than 750 REMUS unmanned underwater vehicles (UUVs) to customers in more than 30 countries. Together, ROMULUS, REMUS and Odyssey ACS provide a scalable foundation for autonomous maritime operations supporting the U.S. Navy and allied fleets.

In 2025, HII committed to securing the partners, production capacity, supplier network and infrastructure needed to move quickly from design and development to construction of ROMULUS USVs. That investment reflected HII’s continued support of the U.S. Navy’s unmanned maritime priorities and advancing the unmanned surface program with mature technology and a production-ready approach. By beginning work in 2025, HII positioned the ROMULUS program for accelerated delivery, reduced production risk and to provide the U.S. Navy with a scalable path to fielding autonomous unmanned surface capabilities at the pace the nation demands.

“Unmanned vessels ultimately must be built, integrated, tested and sustained as part of a fleet,” said Andy Green, president of HII’s Mission Technologies division. “As the nation’s largest shipbuilder, HII understands that challenge from both sides. By pairing our advanced cutting-edge technologies with our shipbuilding expertise, and leveraging experienced regional partners and suppliers, we are creating a production ecosystem capable of delivering reliable autonomous platforms at the pace and scale the U.S. Navy requires.”

Odyssey ACS: The Autonomy Behind ROMULUS

A key differentiator of ROMULUS is HII’s Odyssey ACS, a modular, open-architecture autonomy suite developed from decades of experience designing, building, operating and sustaining unmanned maritime systems.

Odyssey is designed to deliver consistent, predictable autonomous behavior, a requirement for the U.S. Navy’s transition from experimentation to operational deployment. It provides decision-making architecture that enables unmanned systems to perceive their surroundings, navigate, manage onboard systems and payloads, coordinate with other manned and unmanned platforms, and execute complex missions with limited human intervention.

Odyssey’s modular, open-architecture lets the U.S. Navy and allied partners rapidly integrate emerging sensors, command-and-control (C2) technologies and AI algorithms, ensuring ROMULUS remains upgrade-ready for evolving threat environments.

HII, with its partners Applied Intuition, Greenroom Robotics and Rodi Marine, successfully completed the evaluation phase of the MUSV program. HII’s Odyssey ACS vessel capabilities were validated through a series of operationally representative test events, demonstrating performance, reliability and mission readiness. The U.S. Navy-monitored testing took place in the Gulf of America over a 13-day period and evaluated the system under demanding, real-world operating conditions.

The most rigorous event was a long-endurance mission simulation. HII’s autonomy system successfully completed the full 420-nautical-mile mission over 28 hours, meeting all established success criteria and demonstrating the endurance and autonomous performance required for sustained maritime operations.

Designed and Built by Shipbuilders for Scale

For ROMULUS, HII is combining that expertise with a distributed production model that leverages regional shipbuilders and manufacturing partners. This approach expands available production capacity, strengthens the U.S. maritime industrial base and enables vessels to be produced efficiently and repeatedly as U.S. Navy demand grows.

HII is working with Gulf Coast build partners including Breaux Brothers Enterprises, Halimar Shipyard and Bayou Metal Supply & Manufacturing in Louisiana to support ROMULUS production, and developed in partnership with Beier Integrated Systems and Incat Crowther.

HII also recently announced a new10,000-square-foot expansion to increase the capacity of HII’s existing 40,000-square-foot unmanned manufacturing production campus capacity to build, develop and integrate advanced unmanned and autonomous maritime systems for both the REMUS family of UUVs and ROMULUS USVs.

The model allows major components and assemblies to be produced efficiently before final vessel integration, increasing throughput and creating a repeatable production architecture that can scale across the ROMULUS USV family.

About HII

HII is America’s largest shipbuilder, delivering the world’s most powerful ships and all-domain mission technologies, including unmanned systems, to U.S. and allied defense customers. HII is the largest producer of unmanned underwater vehicles for the U.S. Navy and the world.

With a more than 140-year history of advancing U.S. national security, HII builds and integrates defense capabilities extending from the core fleet to C6ISR, AI/ML, EW and synthetic training. Headquartered in Virginia, HII’s workforce is 45,000 strong. For more information, visit:

HII on the web: https://www.HII.com/HII on Facebook: https://www.facebook.com/TeamHIIHII on X: https://www.twitter.com/WeAreHIIHII on Instagram: https://www.instagram.com/WeAreHIIHII on LinkedIn: https://www.linkedin.com/company/wearehii
Contact:
Greg McCarthy
(202) 264-7126
[email protected]

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/d8ad2654-8701-4404-beb0-d34b186ce8a4

PASCAGOULA, Miss., Sept. 25, 2026 (GLOBE NEWSWIRE) -- HII (NYSE: HII) welcomed members of the National Commission on the Future of the Navy (FNC) to its Ingalls Shipbuilding division Thursday as part of the commission’s nationwide review to develop recommendations for strengthening American seapower.

The visit provided commission members with a firsthand look at the shipbuilding capabilities, workforce training and industrial investments that support the Navy’s future fleet requirements. As part of its comprehensive study of naval strategy, resources, force structure and the industrial base, the commission is assessing the nation’s shipbuilding capacity and long-term production needs.

“A strong Navy relies on a capable and resilient industrial base,” Commissioner Mitch Waldman said. “We are grateful for the opportunity to see firsthand the significant industrial capacity and workforce capability that Ingalls Shipbuilding provides as the commission continues to assess the nation’s ability to design, build and sustain the future Navy.”

During the visit, commission members toured key production and training areas, including the Flight III Arleigh Burke-class destroyer Jeremiah Denton (DDG 129), the Virtual Reality Welding Lab and the Maritime Training Academy. The tour highlighted the pace and scale of Ingalls’ operations, as well as major infrastructure investments designed to support increased throughput across the U.S. maritime industrial base.

A photo accompanying this release is available at: http://hii.com/news/hii-hosts-national-commission-on-the-future-of-the-navy-at-ingalls-shipbuilding/.

“Ingalls shipbuilders bring unmatched skill and dedication to every ship we build, and it was a privilege to show the commission how their work in the shipyard directly supports the fleet,” said Eric Crooker, Ingalls vice president of program management. “With more than 87 years of experience building ships for the U.S. Navy, and over a dozen ships in active construction, our team’s dedication and upcoming ship deliveries demonstrate the strength of our workforce and the capability we provide to the nation.”

With 13 ships in construction and three deliveries planned in the next year, Ingalls Shipbuilding offers a firsthand view of the production capacity and workforce capabilities central to meeting future fleet requirements. The shipyard’s recent progress through its distributed shipbuilding program further illustrates its role in the broader maritime industrial base.

Congress established the FNC to provide an independent review of naval force structure, shipbuilding performance and industrial-base requirements. Public hearings began in March 2026, with initial findings expected in January 2027.

As America’s largest shipbuilder, HII supports national defense by building and maintaining the Navy and Marine Corps ships that underpin U.S. seapower. Through investments in advanced digital and automated production technologies, workforce development and industrial-base capacity, HII works to support the readiness and sustainment of the nation’s fleet.

For more information about HII’s Ingalls Shipbuilding division, visit hii.com/ingalls-shipbuilding.

About HII

HII is America’s largest shipbuilder, delivering the world’s most powerful ships and all-domain mission technologies, including unmanned systems, to U.S. and allied defense customers. HII is the largest producer of unmanned underwater vehicles for the U.S. Navy and the world.

With a more than 140-year history of advancing U.S. national security, HII builds and integrates defense capabilities extending from the core fleet to C6ISR, AI/ML, EW and synthetic training. Headquartered in Virginia, HII’s workforce is 45,000 strong. For more information, visit:

HII on the web: https://www.HII.com/HII on Facebook: https://www.facebook.com/TeamHIIHII on X: https://www.twitter.com/WeAreHIIHII on Instagram: https://www.instagram.com/WeAreHIIHII on LinkedIn: https://www.linkedin.com/company/wearehii Contact:
Kimberly K. Aguillard
[email protected]
228-355-5663

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/a96e7c21-b940-4853-a8f2-67affed0db53

Huntington Ingalls Industries (NYSE:HII – Get Free Report) and Satellogic (NASDAQ:SATL – Get Free Report) are both industrials companies, but which is the superior investment? We will compare the two businesses based on the strength of their profitability, institutional ownership, dividends, risk, analyst recommendations, earnings and valuation.

Analyst Recommendations This is a summary of current ratings and price targets for Huntington Ingalls Industries and Satellogic, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Huntington Ingalls Industries 0 5 5 0 2.50 Satellogic 1 1 5 1 2.75 Huntington Ingalls Industries currently has a consensus price target of $368.88, indicating a potential upside of 35.18%. Satellogic has a consensus price target of $8.90, indicating a potential upside of 74.17%. Given Satellogic’s stronger consensus rating and higher possible upside, analysts clearly believe Satellogic is more favorable than Huntington Ingalls Industries.

Profitability This table compares Huntington Ingalls Industries and Satellogic’s net margins, return on equity and return on assets. Net Margins Return on Equity Return on Assets Huntington Ingalls Industries 5.01% 12.89% 5.26% Satellogic -325.65% 303.84% 6.01% Institutional & Insider Ownership 90.5% of Huntington Ingalls Industries shares are held by institutional investors. Comparatively, 17.6% of Satellogic shares are held by institutional investors. 0.8% of Huntington Ingalls Industries shares are held by company insiders. Comparatively, 38.8% of Satellogic shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Valuation and Earnings This table compares Huntington Ingalls Industries and Satellogic”s top-line revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Huntington Ingalls Industries $12.48 billion 0.86 $605.00 million $16.78 16.26 Satellogic $17.71 million 44.36 -$4.78 million ($0.82) -6.23 Huntington Ingalls Industries has higher revenue and earnings than Satellogic. Satellogic is trading at a lower price-to-earnings ratio than Huntington Ingalls Industries, indicating that it is currently the more affordable of the two stocks.

Volatility and Risk Huntington Ingalls Industries has a beta of 0.23, suggesting that its share price is 77% less volatile than the S&P 500. Comparatively, Satellogic has a beta of 1.36, suggesting that its share price is 36% more volatile than the S&P 500.

Summary Satellogic beats Huntington Ingalls Industries on 8 of the 14 factors compared between the two stocks.

(Get Free Report)

Huntington Ingalls Industries, Inc. designs, builds, overhauls, and repairs military ships in the United States. It operates through three segments: Ingalls, Newport News, and Mission Technologies. The company is involved in the design and construction of non-nuclear ships comprising amphibious assault ships; expeditionary warfare ships; surface combatants; and national security cutters for the U.S. Navy and U.S. Coast Guard. It also provides nuclear-powered ships, such as aircraft carriers and submarines, as well as refueling and overhaul, and inactivation services of nuclear-powered aircraft carriers. In addition, the company offers naval nuclear support services, including fleet services comprising design, construction, maintenance, and disposal activities for in-service the U.S. Navy nuclear ships; and maintenance services on nuclear reactor prototypes. Further, the company provides C5ISR systems and operations; application of artificial intelligence and machine learning to battlefield decisions; defensive and offensive cyberspace strategies and electronic warfare; live, virtual, and constructive solutions; unmanned, autonomous systems; and fleet sustainment; and critical nuclear operations. Huntington Ingalls Industries, Inc. was founded in 1886 and is headquartered in Newport News, Virginia.

About Satellogic (Get Free Report)

Satellogic Inc. operates as an integrated geospatial company in the Asia Pacific, North America, and internationally. It engages in tasking satellites with monitoring assets and keeping up with their changing reality for government and commercial customers; control satellites on top of specific areas of interest for governments; and sale and support satellites. The company was founded in 2010 and is headquartered in Montevideo, Uruguay.

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Corient Private Wealth LP raised its holdings in shares of Huntington Ingalls Industries, Inc. (NYSE:HII – Free Report) by 51.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 25,114 shares of the aerospace company’s stock after purchasing an additional 8,532 shares during the period. Corient Private Wealth LP owned about 0.06% of Huntington Ingalls Industries worth $7,029,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of HII. Bayban bought a new position in shares of Huntington Ingalls Industries in the 1st quarter worth about $27,000. Cassaday & Co Wealth Management LLC bought a new stake in shares of Huntington Ingalls Industries during the 1st quarter valued at about $36,000. Motiv8 Investments LLC acquired a new stake in Huntington Ingalls Industries during the fourth quarter worth about $38,000. Elyxium Wealth LLC bought a new position in Huntington Ingalls Industries in the fourth quarter worth about $42,000. Finally, MV Capital Management Inc. bought a new position in Huntington Ingalls Industries in the fourth quarter worth about $44,000. 90.46% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth Several equities analysts have recently commented on the company. Citigroup upped their target price on Huntington Ingalls Industries from $349.00 to $379.00 and gave the company a “buy” rating in a report on Friday, July 31st. Weiss Ratings raised Huntington Ingalls Industries from a “hold (c)” rating to a “hold (c+)” rating in a report on Monday, August 31st. Wells Fargo & Company boosted their price objective on Huntington Ingalls Industries from $325.00 to $340.00 and gave the company an “equal weight” rating in a research report on Tuesday, August 4th. Wolfe Research raised Huntington Ingalls Industries from a “peer perform” rating to an “outperform” rating and set a $364.00 target price on the stock in a research report on Friday, July 31st. Finally, Sanford C. Bernstein set a $341.00 target price on Huntington Ingalls Industries in a research report on Tuesday, August 25th. Five equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, Huntington Ingalls Industries presently has an average rating of “Moderate Buy” and a consensus target price of $368.88.

View Our Latest Stock Analysis on HII Insider Transactions at Huntington Ingalls Industries In other news, CEO Christopher Kastner sold 13,070 shares of the stock in a transaction on Monday, August 10th. The stock was sold at an average price of $324.92, for a total value of $4,246,704.40. Following the completion of the transaction, the chief executive officer owned 11,224 shares of the company’s stock, valued at approximately $3,646,902.08. This represents a 53.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.80% of the company’s stock.

Huntington Ingalls Industries Stock Performance HII opened at $277.21 on Friday. The business’s 50 day moving average is $296.53 and its 200-day moving average is $330.42. The stock has a market cap of $10.92 billion, a PE ratio of 16.52, a price-to-earnings-growth ratio of 1.05 and a beta of 0.23. The company has a current ratio of 1.23, a quick ratio of 1.14 and a debt-to-equity ratio of 0.51. Huntington Ingalls Industries, Inc. has a twelve month low of $263.62 and a twelve month high of $460.00.

Huntington Ingalls Industries (NYSE:HII – Get Free Report) last issued its quarterly earnings data on Thursday, July 30th. The aerospace company reported $5.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.79 by $1.48. Huntington Ingalls Industries had a return on equity of 12.89% and a net margin of 5.01%.The business had revenue of $3.42 billion during the quarter, compared to the consensus estimate of $3.15 billion. During the same period in the previous year, the firm posted $3.86 earnings per share. The business’s revenue was up 10.9% on a year-over-year basis. On average, analysts predict that Huntington Ingalls Industries, Inc. will post 18.47 earnings per share for the current year.

Huntington Ingalls Industries Dividend Announcement The firm also recently declared a quarterly dividend, which was paid on Friday, September 11th. Shareholders of record on Friday, August 28th were given a dividend of $1.38 per share. This represents a $5.52 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date was Friday, August 28th. Huntington Ingalls Industries’s payout ratio is 32.90%.

Huntington Ingalls Industries Company Profile (Free Report)

Huntington Ingalls Industries, Inc (NYSE:HII) is a U.S. defense company focused on designing, building, modernizing and maintaining military ships and providing technology services to government customers. It is the largest military shipbuilding company in the United States and one of the few companies capable of designing and constructing nuclear-powered aircraft carriers and submarines.

HII operates through three primary businesses: Newport News Shipbuilding, Ingalls Shipbuilding and Mission Technologies.

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 | Source: HII

POCASSET, Mass., Sept. 17, 2026 (GLOBE NEWSWIRE) --

WHAT: HII (NYSE: HII), a global leader in autonomous unmanned maritime systems, will host a ribbon-cutting ceremony celebrating the expansion of its unmanned maritime systems production facility in Pocasset, Massachusetts.

The new 10,000-square-foot expansion will increase HII’s capacity to produce and support autonomous maritime systems for the U.S. Navy, allies and partners. The facility supports HII’s REMUS unmanned underwater vehicles, ROMULUS unmanned surface vehicles and Odyssey advanced autonomy solutions.

Media will have the opportunity to tour the expanded production facility, see the REMUS UUV production line and speak with HII leaders about increased production capacity and the integration of unmanned systems into future fleet operations.

HII has delivered more than 750 REMUS vehicles to customers in more than 30 countries, including 14 NATO members. The Pocasset facility is currently producing REMUS UUVs for multiple customers, including the U.S. Navy’s Lionfish small unmanned undersea vehicle.

Who:
 Duane Fotheringham, president of the Unmanned Systems group in HII’s Mission Technologies division. U.S. Rep. Bill Keating (D-MA-09)  When:
 Monday, Sept. 21, 2026 10 a.m. Eastern Time  Where:
 HII Unmanned Production Facility 16 Jonathan Bourne Drive Pocasset, Massachusetts  RSVP:
 [email protected]
About HII

HII is America’s largest shipbuilder, delivering the world’s most powerful ships and all-domain mission technologies, including unmanned systems, to U.S. and allied defense customers. HII is the largest producer of unmanned underwater vehicles for the U.S. Navy and the world.

With a more than 140-year history of advancing U.S. national security, HII builds and integrates defense capabilities extending from the core fleet to C6ISR, AI/ML, EW and synthetic training. Headquartered in Virginia, HII’s workforce is 45,000 strong. Learn more:

HII on the web: https://www.HII.com/HII on Facebook: https://www.facebook.com/TeamHIIHII on X: https://www.twitter.com/WeAreHIIHII on Instagram: https://www.instagram.com/WeAreHIIHII on LinkedIn: https://www.linkedin.com/company/wearehii
Contact:
Greg McCarthy
(202) 264-7126
[email protected]

Key Takeaways HII won a $2.2B, seven-year STINGRAI task order to support SOUTHCOM with advanced ISR capabilities.HII's C6ISR, AI, electronic warfare, cyber and unmanned expertise supports evolving defense needs.HII could benefit as defense customers seek faster intelligence, situational awareness and all-domain systems. Huntington Ingalls Industries (HII - Free Report) is strengthening its Mission Technologies business as the U.S. military increases its focus on intelligence, surveillance and reconnaissance (ISR), network services and all-domain capabilities. In August 2026, the company received a $2.2 billion task order to provide advanced surveillance, tracking, intelligence, reconnaissance and analysis capabilities to support U.S. Southern Command (SOUTHCOM).

The STINGRAI program will help SOUTHCOM detect, monitor and disrupt illicit activities across Central America, South America and the Caribbean. HII will lead an integrated team providing intelligence-gathering capabilities, advanced technologies and adaptable platforms to support regional security and operational readiness.

The seven-year task order highlights growing demand for integrated ISR and intelligence capabilities as the U.S. military faces increasingly complex and evolving threats. HII’s expertise across C6ISR, Artificial Intelligence, electronic warfare, cyber and unmanned systems positions it to address these requirements.

The award also expands HII’s role in supporting homeland security and multi-domain operations. As defense customers increasingly seek faster access to actionable intelligence and greater situational awareness, demand for the company’s Mission Technologies solutions should remain healthy.

With a large multiyear contract, established ISR capabilities and broad exposure to emerging defense technologies, HII is well-positioned to benefit from sustained investments in intelligence and all-domain mission systems.

Defense Stocks to Keep on the RadarOther defense companies strengthening their ISR and intelligence capabilities are discussed below:

Leidos (LDOS - Free Report) : Leidos provides ISR operations, intelligence analysis, sensor integration and threat assessment for U.S. defense customers. Its solutions process data from multiple sensors and convert it into actionable intelligence, supporting faster decision-making across air, space and other domains.

RTX Corporation (RTX - Free Report) : RTX develops advanced reconnaissance and surveillance systems, including multispectral imaging and radar technologies. Its MS-110 system uses AI and machine learning to process wide-area imagery and support rapid detection and classification of threats, strengthening its position in the growing ISR market.

The Zacks Rundown for HIIShares of HII have surged 2.5% in the past year against the industry’s 11.3% decline.

Image Source: Zacks Investment Research

The company's shares are trading at a discount on a relative basis, with its forward 12-month Price/Sales being 0.79X compared with its industry’s average of 2.29X.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for HII’s 2026 and 2027 earnings has moved north over the past 60 days.

Image Source: Zacks Investment Research

HII stock currently carries a Zacks Rank #3 (Hold).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

JACKSON, Miss., Sept. 10, 2026 (GLOBE NEWSWIRE) -- HII (NYSE:HII) Executive Vice President and Chief Human Resources Officer Edmond E. Hughes joined a panel recently at Delta Fest 2026, a regional forum examining how industrial investment is reshaping the Deep South. The discussion brought together leaders in business, government and education to discuss the workforce, supplier and community capacity needed to support long-term growth.

Hughes joined Robert Ridgway, senior vice president at Yates Construction, to discuss how companies can invest in workforce development, supplier capability and community readiness to meet increased shipbuilding and construction demand.

“Workforce development starts long before someone applies for a job,” Hughes said. “The goal isn’t simply about developing a bigger pipeline of skilled workers. It is also just as important to build a better prepared pipeline where companies work closely with education, training and community partners to build sustained capacity.”

Hughes also highlighted HII’s long-standing workforce programs, including the Ingalls Shipbuilding Apprentice School, founded in 1952 and responsible for training more than 4,000 graduates, and the Ingalls Shipbuilder Academy, a high school work-based learning program where 49 recent graduates received full-time job offers. These initiatives build early career awareness, technical skills and clear pathways that strengthen the regional talent pipelines.

Photos accompanying this release are available at: http://hii.com/news/hii-highlights-workforce-development-and-industrial-capacity-at-delta-fest-2026/. 

The panel also emphasized supplier readiness and the role of strong communities in maintaining industrial capacity. HII works with more than 5,000 suppliers nationwide and spends about $1 billion annually through its supplier network.

With suppliers playing such a critical role in shipbuilding production, Hughes noted that readiness must be built long before demand peaks. “HII’s impact doesn’t stop at the shipyard gates,” Hughes said. “Strong suppliers and a skilled workforce grow from the same foundation: capability, performance, trust and time.”

As America’s largest shipbuilder, HII is dedicated to investing in workforce pipelines, strengthening supplier readiness and supporting resilient communities, ensuring the company can meet today’s shipbuilding demands while strengthen the industrial base for the future.

Hughes’ perspective reflects both his human resources expertise and his long-standing experience in the Gulf Coast industrial community. A graduate of Tougaloo College near Jackson, he spent many years in Mississippi leading human resources at HII’s Ingalls Shipbuilding division. Since 2022, he has served as HII’s chief human resources officer, overseeing enterprise-wide talent and culture strategies informed by decades of experience across shipbuilding and major manufacturing operations.

To learn more about careers at HII, visit HII.com/careers.

About HII

HII is America’s largest shipbuilder, delivering the world’s most powerful ships and all-domain mission technologies, including unmanned systems, to U.S. and allied defense customers. HII is the largest producer of unmanned underwater vehicles for the U.S. Navy and the world.

With a more than 140-year history of advancing U.S. national security, HII builds and integrates defense capabilities extending from the core fleet to C6ISR, AI/ML, EW and synthetic training. Headquartered in Virginia, HII’s workforce is 45,000 strong. For more information, visit:

HII on the web: https://www.HII.com/HII on Facebook: https://www.facebook.com/TeamHIIHII on X: https://www.twitter.com/WeAreHIIHII on Instagram: https://www.instagram.com/WeAreHIIHII on LinkedIn: https://www.linkedin.com/company/wearehii Contact:
Kimberly K. Aguillard
[email protected]
228-355-5663

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/a8bb9f3b-6322-4c61-aa07-8e4e78b5eda6

SANTA CLARITA, Calif., Sept. 04, 2026 (GLOBE NEWSWIRE) -- HII’s (NYSE: HII) executive vice president of maritime systems and corporate strategy, Eric Chewning, reaffirmed the company’s commitment to strengthening the nation’s defense industrial base and revitalizing U.S. shipbuilding today during a House Appropriations Subcommittee on Defense field hearing. Speaking at College of the Canyons before subcommittee Chairman Rep. Ken Calvert, and members of the subcommittee, Chewning underscored the critical importance of a modernized workforce, upgraded shipyard infrastructure, and an expanded maritime industrial base.

“America’s ability to maintain peace and defend our interests depends on a strong, secure, and ready industrial base,” Chewning said. “At HII, our mission to deliver the world’s most powerful ships and all‑domain solutions is only possible because of our dedicated workforce and the continued support of Congress and the U.S. Navy.”

A photo accompanying this release is available at www.HII.com/newsroom.

Chewning, drawing on his experience as former Deputy Assistant Secretary of Defense for Industrial Policy, highlighted past reforms during the hearing to address strategic threats and bolster resilience. He also emphasized what HII is doing to accelerate throughput to meet national security demands.

“In 2025, throughput in our shipyards increased by 14% year-over-year,” said Chewning. “And with approximately 40 ships at Ingalls and Newport News in active construction or modernization, our focus in 2026 is clear: we must build on this momentum and continue delivering ships at a greater pace to the U.S. Navy. We are targeting a 15% year-over-year throughput increase in 2026.”

Chewning said HII’s strategy to increase throughput centers on three parts: hiring, teaching, and retaining a world-class workforce; modernizing shipbuilding infrastructure with capital investments such as the use of physical AI in shipbuilding; and expanding the maritime industrial base by growing HII’s supply chain and implementing a distributed shipbuilding strategy.

While describing the strategy, Chewing thanked Congress and the Navy for their support that enabled HII to enter into new shipyard collective bargaining agreements that provided competitive wage increases to maintain a highly skilled workforce. In addition, he highlighted HII’s ongoing industrial base expansion, including a plan to strategically outsource more than two million hours of work in 2026, a 178% increase from 2024. The outsourced work will increase HII’s shipbuilding throughput and create jobs in communities across the country and will give small- and medium- sized businesses improved confidence to invest in their own capacity and workforce.

Additional contributions to the revitalization discussion included progress at HII’s Newport News Shipbuilding Charleston Operations. Chewning pointed out the facility is a model for maritime industrial base revitalization. Working closely with the U.S. Navy, the State of South Carolina, and the Department of Defense’s Industrial Base Policy Office, HII was able to transform the underutilized facility into a growing advanced manufacturing campus supporting the submarine industrial base and expanding skilled trade opportunities.

“This is a powerful example of what can be achieved when industry, the federal government, and state partners work together to strengthen America’s maritime dominance,” said Chewning. “We thank the U.S. Navy, Congress, and specifically the House Defense Appropriations Subcommittee for their continued support and look forward to working together to ensure America’s maritime superiority for generations to come.”

You can read the full written testimony here: https://appropriations.house.gov/schedule/hearings/field-hearing-industrial-base-and-workforce-development-skilled-trades.

About HII

HII is America’s largest shipbuilder, delivering the world’s most powerful ships and all-domain mission technologies, including unmanned systems, to U.S. and allied defense customers. HII is the largest producer of unmanned underwater vehicles for the U.S. Navy and the world.

With a more than 140-year history of advancing U.S. national security, HII builds and integrates defense capabilities extending from the core fleet to C6ISR, AI/ML, EW and synthetic training. Headquartered in Virginia, HII’s workforce is 45,000 strong. For more information, visit:

HII on the web: https://www.HII.com/HII on Facebook: https://www.facebook.com/TeamHIIHII on X: https://www.twitter.com/WeAreHIIHII on Instagram: https://www.instagram.com/WeAreHIIHII on LinkedIn: https://www.linkedin.com/company/wearehii Contact:

Danny Hernandez
Danny.J.Hernandez@hii-co-com
(202) 264-7143

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/428157cc-ebb3-4012-9125-a5d5dcddbb78

Key Takeaways HII is positioned to benefit as the U.S. Navy expands and modernizes its nuclear-powered submarine fleet.HII and GD secured $76.6B in modifications for 14 Columbia and Virginia-class submarines.Newport News Shipbuilding is investing in infrastructure and production capacity to support higher volumes. Huntington Ingalls Industries, Inc. (HII - Free Report) is strengthening its position in the U.S. submarine market through its Newport News Shipbuilding (NNS) division, which plays a major role in constructing the Navy’s nuclear-powered submarines. As the U.S. Navy focuses on expanding and modernizing its submarine fleet, HII is well-positioned to benefit from sustained demand for advanced undersea platforms.

In July 2026, HII and General Dynamics Corporation’s (GD - Free Report) Electric Boat division received contract modifications totaling approximately $76.6 billion to support the construction of five additional Columbia-class and nine additional Virginia-class submarines, along with investments in shipyard infrastructure. Under the Virginia-class program, NNS will serve as the delivery yard for six submarines, while for the Columbia-class program, it will construct and deliver six major module sections per submarine.

HII’s experience in submarine construction provides an important competitive advantage. Newport News Shipbuilding has extensive experience supporting both the Virginia and Columbia-class programs and is one of the two U.S. shipyards capable of building nuclear-powered submarines. This expertise allows the company to participate in some of the Navy’s largest and most strategically important shipbuilding programs.

The company is also investing in its shipbuilding infrastructure and production capabilities to support higher construction volumes. These efforts should help HII meet growing demand while strengthening its role in the U.S. naval shipbuilding industrial base.

With long-term submarine programs, significant construction responsibilities and rising demand for advanced undersea capabilities, HII is well-positioned to benefit from continued investment in the U.S. Navy’s submarine fleet.

Submarine Stocks to Keep on the RadarOther aerospace and defense companies strengthening their presence in the submarine market are discussed below:

General Dynamics: Through its Electric Boat division, General Dynamics is a major builder of the U.S. Navy’s Virginia-class attack submarines and Columbia-class ballistic missile submarines. Electric Boat also plays a key role in the design, construction and maintenance of nuclear-powered submarines.

BAE Systems (BAESY - Free Report) : The company is a leading participant in the United Kingdom’s submarine programs and is the prime contractor for the Royal Navy’s Astute-class nuclear-powered attack submarines. It also contributes to the next-generation Dreadnought-class ballistic missile submarine program.

The Zacks Rundown for HIIShares of HII have surged 18.9% in the past year compared with the industry’s 6.5% growth.

Image Source: Zacks Investment Research

The company shares are trading at a discount on a relative basis, with its forward 12-month Price/Sales being 0.90X compared with its industry’s average of 2.68X.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for HII’s 2026 and 2027 earnings has moved north over the past 60 days.

Image Source: Zacks Investment Research

HII stock currently carries a Zacks Rank #3 (Hold).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

NEWPORT NEWS, Va., Aug. 15, 2026 (GLOBE NEWSWIRE) -- HII (NYSE: HII) announced today that its Newport News Shipbuilding (NNS) division has successfully completed acceptance sea trials of John F. Kennedy (CVN 79), the second Gerald R. Ford-class nuclear-powered aircraft carrier.

Kennedy returned to NNS after further testing and evaluation of important ship systems and components at sea. Earlier this year, Kennedy underwent successful builder’s sea trials.

“It is an honor to take Kennedy to sea to demonstrate the quality work and commitment by our shipbuilders,” said Derek Murphy, NNS vice president of new construction aircraft carrier programs. “This critical set of sea trials is a testament to the entire nuclear shipbuilding enterprise and the work of thousands across our country to prepare CVN 79 to join the fleet.”

The sea trials brought together NNS shipbuilders, John F. Kennedy sailors and Navy personnel to execute the testing and evaluation of ship operations.

CVN 79 continues the legacy of highly capable nuclear-powered aircraft carrier platforms. With the successful completion of acceptance trials, the next step for the ship is preliminary acceptance that will enable the Navy to begin underway test and evaluation of Kennedy’s unique systems.

Photos accompanying this release are available at: http://hii.com/news/hiis-newport-news-shipbuilding-completes-successful-acceptance-sea-trials-of-john-f-kennedy-cvn-79/.

About HII

HII is America’s largest shipbuilder, delivering the world’s most powerful ships and all-domain mission technologies, including unmanned systems, to U.S. and allied defense customers. HII is the largest producer of unmanned underwater vehicles for the U.S. Navy and the world.

With a more than 140-year history of advancing U.S. national security, HII builds and integrates defense capabilities extending from the core fleet to C6ISR, AI/ML, EW and synthetic training. Headquartered in Virginia, HII’s workforce is 45,000 strong. For more information, visit:

HII on the web: https://www.HII.com/HII on Facebook: https://www.facebook.com/TeamHIIHII on X: https://www.twitter.com/WeAreHIIHII on Instagram: https://www.instagram.com/WeAreHIIHII on LinkedIn: https://www.linkedin.com/company/wearehii
Contact:

Todd Corillo 
[email protected]
(757) 688-3220

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/ae46f4c2-3750-4ec1-94df-c0ec56760376

MCLEAN, Va., Aug. 11, 2026 (GLOBE NEWSWIRE) -- HII (NYSE: HII) announced today that its Mission Technologies division has been awarded a $2.2 billion task order to deliver advanced Surveillance, Tracking, Intelligence, Network Services, Global Reconnaissance, Analysis, and Interceptions (STRINGRAI) in support of the U.S. Southern Command (SOUTHCOM).

Huntington Ingalls Industries (HII) delivered strong Q2 2026 results with 10.9% revenue growth and 30.2% segment operating income increase. I raised my rating to Buy as HII's improved throughput, labor retention, and submarine contracts support credible medium-term margin expansion. Management increased 2026 shipbuilding revenue guidance by $500 million and raised the lower end of margin guidance to 6.0%-6.5%.

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It can be very profitable to buy stocks with rising earnings estimates, as stock prices respond to revisions. By adding Focus List stocks, there's a great chance you'll be getting into companies whose future earnings estimates will be raised, which can lead to price momentum.

Focus List Spotlight: Huntington Ingalls (HII - Free Report) Based in Newport News, VA, Huntington Ingalls Industries designs, builds and maintains nuclear-powered ships such as aircraft carriers and submarines, and non-nuclear ships, such as surface combatants, expeditionary warfare/amphibious assault and coastal defense surface ships for the U.S. Navy and Coast Guard and provides after-market services for military ships around the globe.

Since being added to the Focus List on May 9, 2016 at $155.2 per share, shares of HII have increased 104.7% to $317.7. The stock is currently a #3 (Hold) on the Zacks Rank.

For fiscal 2026, three analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.34 to $17.68. HII boasts an average earnings surprise of 15.4%.

Additionally, HII's earnings are expected to grow 14.9% for the current fiscal year.

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NEWPORT NEWS, Va., Aug. 03, 2026 (GLOBE NEWSWIRE) -- HII (NYSE: HII) announced today that Chris Helton has been appointed vice president of infrastructure and sustainability at its Newport News Shipbuilding division.

In his new role, Helton will oversee infrastructure modernization improvements at the shipyard, as well as facilities, environmental health and safety, and security at NNS. He will report to Karey Malyszko, NNS vice president of quality, process excellence and plant operations.

“Chris’ extensive educational background, strategic leadership and diverse shipbuilding experience will be critical to our success in making responsible investments that further power our drive to meet our commitments,” Malyszko said.

A 35-year shipbuilder, Helton joins NNS from HII’s Ingalls Shipbuilding division, where he held positions of increasing responsibility across engineering, facilities, maintenance and planning. He played a critical role in Ingalls’ recovery from Hurricane Katrina in 2005, and he most recently served as director of post-launch electrical operations.

Helton earned a bachelor’s degree in industrial engineering technology and a Master of Business Administration from the University of Southern Mississippi. He begins his new role at NNS Aug. 31.

A photo accompanying this release is available at: http://hii.com/news/hii-names-chris-helton-as-vice-president-of-infrastructure-and-sustainability-at-newport-news-shipbuilding/.

About HII

HII is America’s largest shipbuilder, delivering the world’s most powerful ships and all-domain mission technologies, including unmanned systems, to U.S. and allied defense customers. HII is the largest producer of unmanned underwater vehicles for the U.S. Navy and the world.

With a more than 140-year history of advancing U.S. national security, HII builds and integrates defense capabilities extending from the core fleet to C6ISR, AI/ML, EW and synthetic training. Headquartered in Virginia, HII’s workforce is 45,000 strong. For more information, visit:

HII on the web: https://www.HII.com/HII on Facebook: https://www.facebook.com/TeamHIIHII on X: https://www.twitter.com/WeAreHIIHII on Instagram: https://www.instagram.com/WeAreHIIHII on LinkedIn: https://www.linkedin.com/company/wearehii
Contact:

Todd Corillo
[email protected]
(757) 688-3220

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/473d905e-5297-46e3-ab40-f5b094b8fbe1

Posted by Defense World Staff on Aug 1st, 2026

Axiom Investment Management LLC purchased a new position in Huntington Ingalls Industries, Inc. (NYSE:HII – Free Report) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 3,890 shares of the aerospace company’s stock, valued at approximately $1,478,000. Huntington Ingalls Industries accounts for 1.1% of Axiom Investment Management LLC’s investment portfolio, making the stock its 23rd largest position.

A number of other hedge funds and other institutional investors have also bought and sold shares of HII. Northwestern Mutual Wealth Management Co. boosted its position in shares of Huntington Ingalls Industries by 38,526.6% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,986,567 shares of the aerospace company’s stock worth $675,572,000 after acquiring an additional 1,981,424 shares in the last quarter. AQR Capital Management LLC raised its position in Huntington Ingalls Industries by 85.0% during the fourth quarter. AQR Capital Management LLC now owns 1,085,619 shares of the aerospace company’s stock valued at $369,186,000 after purchasing an additional 498,690 shares in the last quarter. Van ECK Associates Corp lifted its stake in Huntington Ingalls Industries by 32.1% during the fourth quarter. Van ECK Associates Corp now owns 1,646,733 shares of the aerospace company’s stock worth $560,004,000 after purchasing an additional 400,428 shares during the last quarter. Marshall Wace LLP lifted its stake in Huntington Ingalls Industries by 588.1% during the fourth quarter. Marshall Wace LLP now owns 351,879 shares of the aerospace company’s stock worth $119,663,000 after purchasing an additional 300,740 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD boosted its holdings in shares of Huntington Ingalls Industries by 390.2% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 285,339 shares of the aerospace company’s stock valued at $97,036,000 after purchasing an additional 227,126 shares in the last quarter. Institutional investors and hedge funds own 90.46% of the company’s stock.

Analyst Ratings Changes A number of research firms have issued reports on HII. Wolfe Research upgraded Huntington Ingalls Industries from a “peer perform” rating to an “outperform” rating and set a $364.00 target price on the stock in a research report on Friday. Citigroup raised their price target on shares of Huntington Ingalls Industries from $349.00 to $379.00 and gave the company a “buy” rating in a research note on Friday. Weiss Ratings cut shares of Huntington Ingalls Industries from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, May 6th. Wall Street Zen downgraded shares of Huntington Ingalls Industries from a “buy” rating to a “hold” rating in a research note on Monday, May 18th. Finally, TD Cowen cut their target price on shares of Huntington Ingalls Industries from $420.00 to $360.00 and set a “buy” rating on the stock in a research report on Monday, July 13th. Five analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, Huntington Ingalls Industries has an average rating of “Hold” and a consensus target price of $376.22.

Get Our Latest Research Report on HII

Insider Activity at Huntington Ingalls Industries In related news, VP Edmond E. Jr. Hughes sold 3,500 shares of Huntington Ingalls Industries stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $319.58, for a total value of $1,118,530.00. Following the completion of the sale, the vice president owned 8,391 shares of the company’s stock, valued at approximately $2,681,595.78. This trade represents a 29.43% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 0.80% of the stock is currently owned by corporate insiders.

Huntington Ingalls Industries Stock Up 2.3% Shares of NYSE HII opened at $327.24 on Friday. The company has a market capitalization of $12.89 billion, a P/E ratio of 19.50, a price-to-earnings-growth ratio of 1.37 and a beta of 0.25. Huntington Ingalls Industries, Inc. has a 52-week low of $259.00 and a 52-week high of $460.00. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.23. The company’s 50 day moving average price is $290.91 and its 200-day moving average price is $359.13.

Huntington Ingalls Industries (NYSE:HII – Get Free Report) last announced its earnings results on Thursday, July 30th. The aerospace company reported $5.27 EPS for the quarter, beating the consensus estimate of $3.79 by $1.48. The company had revenue of $3.42 billion for the quarter, compared to analyst estimates of $3.15 billion. Huntington Ingalls Industries had a return on equity of 12.89% and a net margin of 5.01%.The firm’s revenue for the quarter was up 10.9% compared to the same quarter last year. During the same quarter in the prior year, the company earned $3.86 EPS. Equities analysts forecast that Huntington Ingalls Industries, Inc. will post 17.31 earnings per share for the current year.

Huntington Ingalls Industries Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Friday, September 11th. Shareholders of record on Friday, August 28th will be paid a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date of this dividend is Friday, August 28th. Huntington Ingalls Industries’s dividend payout ratio (DPR) is 32.90%.

Key Headlines Impacting Huntington Ingalls Industries Here are the key news stories impacting Huntington Ingalls Industries this week:

Positive Sentiment: Q2 results significantly exceeded expectations. HII reported adjusted earnings of $5.27 per share versus the $3.79 consensus estimate, while revenue rose 10.9% year over year to $3.42 billion, above expectations of $3.15 billion. Huntington Ingalls Industries Q2 earnings report Positive Sentiment: Shipbuilding demand and backlog strengthened the outlook. Higher ship volumes supported quarterly growth, while new awards lifted backlog to approximately $57.3 billion. Management also forecast fiscal 2026 revenue of $13.2 billion to $13.6 billion, above the roughly $13.0 billion analyst consensus. HII Q2 earnings surpass estimates Positive Sentiment: A major submarine-contract opportunity adds long-term visibility. Newport News Shipbuilding, HII’s division, is expected to play a large role in $76.6 billion of U.S. Navy submarine contracts, reinforcing the company’s strategic importance and future workload. Huntington Ingalls awarded Navy submarine contracts Positive Sentiment: Analysts became more constructive. Citigroup raised its price target from $349 to $379 and assigned a “buy” rating, while Wolfe Research upgraded HII to “outperform” with a $364 target. These targets imply additional upside based on the referenced share price. Neutral Sentiment: HII declared a quarterly dividend of $1.38 per share, payable September 11 to shareholders of record August 28. The dividend supports shareholder returns but is unlikely to be the primary driver of the current move. Negative Sentiment: Some commentary cautioned that operational improvements may not translate into rapid growth, highlighting execution and capacity constraints as risks despite the stronger backlog and contract pipeline. Huntington Ingalls operations and growth analysis About Huntington Ingalls Industries (Free Report)

Huntington Ingalls Industries (NYSE: HII) is America’s largest military shipbuilding company and a leading provider of professional services to the U.S. government. Headquartered in Newport News, Virginia, HII designs, constructs and maintains nuclear-powered aircraft carriers, submarines and other complex vessels for the U.S. Navy. The company’s products include nuclear aircraft carriers, Virginia-class and Columbia-class submarines, as well as amphibious assault ships, destroyers and cutters.

Established in 2011 as a spin-off from Northrop Grumman’s shipbuilding operations, HII traces its heritage to two historic builders: Newport News Shipbuilding, founded in the 19th century, and Ingalls Shipbuilding, founded in 1938.

Featured Stories Five stocks we like better than Huntington Ingalls Industries Chevron’s Strong Quarter Shows Why It Still Leads the Energy Sector Amazon’s Earnings Beat Shows Why AWS Is Back at the Center of the Bull Case Apple’s Record Quarter Could Not Outrun Its Guidance Problem McKesson’s Compounding Keeps Adding Up Want to see what other hedge funds are holding HII? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Huntington Ingalls Industries, Inc. (NYSE:HII – Free Report).

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Defense Budget Expansion: 3 Mid-Cap Names in a Sweet Spot Huntington Ingalls Industries NYSE: HII reported second-quarter 2026 sales of $3.4 billion and diluted earnings per share of $5.27, as higher volumes at its shipbuilding operations helped drive revenue growth and prompted the company to raise its full-year shipbuilding outlook.

Chief Executive Officer Chris Kastner said shipbuilding sales reached $2.7 billion, up 16% from a year earlier and marking the company’s fourth consecutive quarter of double-digit growth. HII received $6.7 billion in contract awards during the quarter.

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U.S. Shipbuilding Revival: 3 Stocks to Watch Now “We had a solid second quarter and are beginning to see positive momentum from continued investments in shipbuilding in the maritime industrial base,” Kastner said.

Financial Results and Updated Outlook Consolidated revenue increased 10.9% year over year to approximately $3.4 billion. Net earnings rose to $208 million from $152 million in the prior-year quarter, while diluted EPS increased from $3.86 to $5.27.

These 3 Underrated ETFs Could Boom in 2026Segment operating income was $224 million, compared with $172 million a year earlier, and segment operating margin rose to 6.6% from 5.6%. Consolidated operating income was $210 million, with a 6.1% operating margin, compared with $163 million and a 5.3% margin in the second quarter of 2025.

HII raised its 2026 shipbuilding revenue forecast to between $10.2 billion and $10.4 billion and increased the low end of its shipbuilding operating-margin outlook. The company now expects shipbuilding operating margin of 6% to 6.5% for the year.

Chief Financial Officer Tom Stiehle said the higher outlook reflected operating run rates at Newport News Shipbuilding and Ingalls Shipbuilding, including labor, materials, insourcing and outsourcing activity. He said the company expects third-quarter shipbuilding revenue of about $2.6 billion and shipbuilding operating margin similar to the second-quarter result of 6.3%.

HII reiterated its forecast for Mission Technologies revenue of $3 billion to $3.2 billion and segment operating margin of approximately 5% for 2026. The company expects Mission Technologies third-quarter revenue to be similar to the second-quarter level of $760 million, with an operating margin of about 4%, including planned investments in unmanned capabilities and production capacity.

Shipbuilding Progress and Submarine Awards At Newport News Shipbuilding, the aircraft carrier John F. Kennedy, or CVN 79, completed builder’s trials earlier in the year. HII expects preliminary acceptance later in 2026 and final delivery in 2027. The Enterprise, or CVN 80, is 64% erected, and the company plans to lay the keel for CVN 81 later this year.

On the submarine side, the company said the Virginia-class submarine Arkansas, or SSN 800, remains on track for delivery later this year. HII also said agreements were reached for Virginia-class Block VI and the next Columbia-class submarine contracts.

Stiehle said the $76.6 billion in contract modifications included approximately $25 billion for Newport News, including about $5.5 billion associated with the Columbia program. The award covers nine Virginia-class ship sets for integration, testing and delivery, while material has been purchased for a 10th ship, according to management.

Kastner said the contract terms were consistent with the company’s expectations for its long-term profitability profile. Management said contract incentives are tied to areas including labor investments, capital investments and performance milestones.

The company expects to transition to a majority of post-COVID shipbuilding work by the end of 2027. Stiehle said HII expects the mix to approach 50-50 between pre- and post-COVID work around the end of 2026 before shifting toward post-COVID programs.

Ingalls Deliveries and Workforce Efforts Ingalls Shipbuilding currently has 13 ships under construction, including six destroyers, three amphibious transport docks and two amphibious assault ships. The yard also supports work on the DDG 1000 and DDG 1002 programs.

Ingalls delivered the destroyer Ted Stevens, or DDG 128, at the end of 2025, and the ship sailed away during the second quarter. The company is preparing the Jeremiah Denton, or DDG 129, for planned delivery in 2027. Amphibious transport dock Harrisburg, or LPD 30, powered up its main engines during the quarter and is progressing toward delivery this year.

Ingalls President Brian Blanchette said the business is focused on delivering three ships over the next 12 months. Across HII, Kastner said the company plans to deliver five ships during that period.

HII said year-to-date shipbuilding throughput improved 12% over 2025 and that it remains on track for a 15% full-year improvement. The company has hired more than 3,500 shipbuilders year to date and expects distributed shipbuilding to increase 30% this year.

Blanchette said an updated collective bargaining agreement reached in March has produced early improvements in retention and hiring indicators. He said the company is also investing in covered work areas, employee transportation, workforce engagement, apprenticeship programs and frontline leadership.

Management said distributed shipbuilding partners have generally produced positive results, though the process has not been without issues. The company said it uses engineering, quality assurance and inspection support to oversee work performed by partners before units are integrated at its shipyards.

Mission Technologies and Cash Flow Mission Technologies recorded second-quarter sales of $760 million, down 3.9% year over year. Stiehle said the decline reflected lower volumes in all-domain operations and global security, partly offset by higher volumes in warfare systems and unmanned systems. Excluding approximately $45 million tied to a nonrecurring contract resolution in the prior-year period, the segment posted modest organic revenue growth.

Mission Technologies operating income rose to $55 million from $36 million, while operating margin increased to 7.2% from 4.6%, primarily because of higher equity income from nuclear and environmental joint ventures.

The segment secured a $418 million recompete award to support shipboard elevators on U.S. Navy aircraft carriers and amphibious ships. Its ROMULUS unmanned surface vessel is scheduled to enter the Navy’s medium unmanned surface vessel at-sea testing phase in September. HII also announced partnerships with Bayou Metals, Halimar Shipyard and Applied Intuition and secured the next production option for the Navy’s Lionfish small unmanned undersea vehicle program.

Cash used in operations was $31 million in the quarter, while free cash flow fell below the company’s prior forecast due largely to the timing of receipts and disbursements. HII reiterated full-year free cash flow guidance of $500 million to $600 million, including an expectation for about $100 million in the third quarter and significant generation in the fourth quarter. The company ended the quarter with $12 million in cash and approximately $1.7 billion of liquidity.

About Huntington Ingalls Industries (NYSE:HII)Huntington Ingalls Industries NYSE: HII is America's largest military shipbuilding company and a leading provider of professional services to the U.S. government. Headquartered in Newport News, Virginia, HII designs, constructs and maintains nuclear-powered aircraft carriers, submarines and other complex vessels for the U.S. Navy. The company's products include nuclear aircraft carriers, Virginia-class and Columbia-class submarines, as well as amphibious assault ships, destroyers and cutters.

Established in 2011 as a spin-off from Northrop Grumman's shipbuilding operations, HII traces its heritage to two historic builders: Newport News Shipbuilding, founded in the 19th century, and Ingalls Shipbuilding, founded in 1938.

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