Huntington Ingalls Industries, Inc. (HII)

Over the past six months, HII's stock price has increased by 7.95% in the past month and 18.16% over the last 12 months, with a year-to-date return of 59.54% as of October 24, 2025. HII reported year-over-year revenue growth to US$3.08 billion but a decrease in net income to US$152 million in Q2 2025 and reaffirmed its full-year revenue guidance. HII increased its quarterly cash dividend to $1.38 per share, payable on December 12, 2025, marking the eleventh consecutive year of dividend increases. HII entered into a strategic partnership with HD Hyundai Heavy Industries (HHI) in October 2025 to enhance shipbuilding cooperation between the U.S. and South Korea. The company reported an $11.9 billion order intake, boosting its backlog to nearly $57 billion.

Demand for Huntington Ingalls Industries' products and services is primarily driven by U.S. government defense spending and large-scale naval programs. This suggests that demand is less subject to typical consumer or economic seasonality and more influenced by long-term government contracts, geopolitical considerations, and national defense priorities. The company's revenue growth and substantial backlog indicate a consistent, multi-year demand for its shipbuilding and technology solutions.

Huntington Ingalls Industries, Inc. (HII) is America's largest military shipbuilding company and a global all-domain defense provider, offering professional services to government and industry partners. HII operates within the Industrials sector, specifically in the Aerospace & Defense industry, focusing on Defense and Space Manufacturing and Shipbuilding. The company's core business is divided into three primary segments: Newport News Shipbuilding, Ingalls Shipbuilding, and Mission Technologies. HII designs, constructs, and maintains nuclear-powered ships like aircraft carriers and submarines for the U.S. Navy and is the sole builder of nuclear-powered aircraft carriers. HII constructs non-nuclear ships, including surface combatants, amphibious assault ships, expeditionary warfare ships, and National Security Cutters for the U.S. Navy and U.S. Coast Guard. HII develops advanced unmanned underwater vehicles (UUVs) and unmanned surface vessels (USVs) for defense, marine research, and commercial applications, serving customers in over 30 countries. Through its Mission Technologies division, HII provides command, control, communications, cyber, intelligence, surveillance, and reconnaissance (C5ISR) systems and operations, cybersecurity and IT solutions, training and simulation technologies, and nuclear and environmental services.

HII's primary operational facilities are located across the United States, including Newport News, Virginia, which houses Newport News Shipbuilding, responsible for nuclear-powered aircraft carriers and submarines. Ingalls Shipbuilding, focusing on U.S. Navy surface combatants, amphibious assault ships, and U.S. Coast Guard national security cutters, is located in Pascagoula, Mississippi. Virginia Beach, Virginia, and San Diego, California, support fleet support and training and fleet support and repair, respectively. Huntsville, Alabama, specializes in modeling and simulation, training, and professional services. Fairfax, Virginia, and McLean, Virginia, are the headquarters for IT and cybersecurity services and the Mission Technologies division, which has over 100 facilities globally. HII serves the U.S. Government, particularly the Department of Defense, and delivers solutions to allied partners worldwide.

HII's brand reputation in the past year appears to be positively influenced by its strategic collaborations and community involvement. The recent partnership with HD Hyundai Heavy Industries highlights HII's role in strengthening international defense industry ties and its expertise in complex shipbuilding. HII demonstrates a commitment to community through various initiatives, such as Newport News Shipbuilding's holiday food drive, which collected over 9,000 pounds of food and $6,622 for the Virginia Peninsula Foodbank, and Mission Technologies employees spreading holiday cheer in South Korea. The company's focus on expanding its capabilities in unmanned systems and advanced manufacturing technologies contributes to a reputation for innovation in the defense sector.

As of June 30, 2025, institutional investors hold a significant portion of HII's stock, with institutional holding at 90.94%. Top institutional holders include Vanguard Group with 12.42% ownership, FMR (Fidelity Management & Research) with 9.77% ownership, BlackRock with 7.92% ownership, State Street with 7.32% ownership, and Van Eck Associates with 3.32% ownership. Recent insider trading activity as of October 1, 2025, shows several directors receiving A-Awards of 144 shares each.