Huntington Ingalls Industries, Inc. (HII)

Over the past six months, Huntington Ingalls Industries' stock has experienced fluctuations influenced by earnings reports and analyst adjustments. As of October 3, 2025, the stock price was $284.24, showing a 0.72% increase on that day. Over the last 12 months, the stock price increased by 10.09%, with a year-to-date return of 50.48%, and in the past month, the stock increased by 5.43%. In Q4 2024, HII missed Wall Street's revenue expectations, leading to a 10.7% drop in the stock. In Q2 2025, HII reported earnings per share that exceeded analysts' expectations, with revenue also surpassing estimates. Several analysts adjusted their ratings and price targets in July and August 2025.

Demand for Huntington Ingalls Industries' products and services is largely driven by U.S. defense spending priorities and long-term government contracts. While defense contractors can enjoy predictable revenues due to long-term contracts, demand can ebb and flow with defense budgets and changes in presidential administrations. The company's significant contract backlog provides a strong foundation for future revenues over several years. HII is also strategically expanding into unmanned systems, anticipating growing demand from the U.S. Navy for unmanned undersea vehicles (UUVs) to complement large manned platforms.

Huntington Ingalls Industries, Inc. (HII) is the largest military shipbuilding company in the United States and a significant provider of professional services to government and industry partners. HII operates primarily in the defense sector, specifically within the shipbuilding industry. The company was formed on March 31, 2011, as a divestiture from Northrop Grumman. HII's core business involves the design, construction, overhaul, and repair of naval vessels for the U.S. Navy and Coast Guard. HII is the sole designer, builder, and refueler of nuclear-powered aircraft carriers for the U.S. Navy, including the Gerald R. Ford-class carriers, and also performs aircraft carrier refueling and complex overhaul (RCOH) work and inactivation. The company is one of only two shipyards capable of designing and building nuclear-powered submarines, specifically Virginia-class attack submarines and Columbia-class submarines. HII constructs America-class and San Antonio-class amphibious assault ships, Arleigh Burke-class guided-missile destroyers, and National Security Cutters for the U.S. Coast Guard. Through its Mission Technologies division, HII develops advanced unmanned solutions, including unmanned underwater vehicles (UUVs) and unmanned surface vessels (USVs), for defense, marine research, and commercial applications. The Mission Technologies division also provides a wide range of services such as cybersecurity and IT solutions, C5ISR systems, AI/ML applications, training and simulation, and nuclear and environmental services.

HII's operations are primarily based in the United States, with key facilities including Newport News Shipbuilding in Newport News, Virginia, which focuses on nuclear-powered aircraft carriers and submarines, and Ingalls Shipbuilding in Pascagoula, Mississippi, which focuses on U.S. Navy surface combatants, amphibious assault ships, and U.S. Coast Guard national security cutters. Mission Technologies has its headquarters in McLean, Virginia, with over 100 facilities globally, and provides solutions to allied partners worldwide. The company also has facilities in Virginia Beach, Virginia, San Diego, California, Huntsville, Alabama, and Fairfax, Virginia. HII serves customers in more than 30 countries.

HII maintains a strong brand reputation as the largest military shipbuilder in the U.S. and a critical component of the U.S. defense industrial base. Its unique capabilities as the sole designer and builder of U.S. Navy nuclear-powered aircraft carriers and one of only two companies building nuclear-powered submarines contribute significantly to its strategic importance and reputation. The company's focus on advancing U.S. national security and delivering critical capabilities, including unmanned systems and all-domain solutions, reinforces its standing as a trusted partner. In September 2025, HII announced partnerships with Thales and Shield AI to integrate sonar with its unmanned underwater vehicles and develop next-generation autonomous solutions, respectively, and also launched ROMULUS, an AI-enabled family of unmanned surface vessels.

Huntington Ingalls Industries' stock ownership is primarily concentrated among institutional investors, with approximately 80.33% of the company's stock owned by Institutional Investors, 0.84% by Insiders, and 18.83% by Public Companies and Individual Investors. Major institutional shareholders include Vanguard Group Inc., State Street Corp, FMR LLC, Capital World Investors, Invesco Ltd., Van Eck Associates Corp, Geode Capital Management LLC, and BlackRock, Inc.