Huntington Ingalls Industries, Inc. (HII)

Huntington Ingalls Industries' stock price has experienced significant growth, increasing by approximately 82.61% to 113% over the last 12 months, reaching all-time highs above $453. In Q4 2025, HII reported an 8.2% revenue growth, reaching $12.5 billion, and secured $16.9 billion in new awards, contributing to a record backlog of $53.1 billion as of December 31, 2025. The stock saw a recent decrease of 4.83% in the past month, and the company announced a quarterly dividend of $1.38, which was paid on March 13, 2026.

Demand for Huntington Ingalls Industries' products and services is largely driven by U.S. naval budgets and modernization programs, indicating a consistent and high demand. The company benefits from a substantial and growing backlog, which stood at a record $53.1 billion as of December 31, 2025, providing strong revenue visibility. HII operates in an oligopoly for some ship classes and holds a monopoly in others, further contributing to stable demand. The long-term nature of shipbuilding contracts and ongoing naval modernization efforts suggest a steady demand profile for HII's offerings.

Huntington Ingalls Industries (HII) is the largest military shipbuilding company in America, operating in the Industrials sector, specifically the Aerospace & Defense industry. HII designs, constructs, repairs, and maintains military ships, including nuclear-powered aircraft carriers and submarines. The Mission Technologies division provides professional services, such as C5ISR systems, AI and machine learning applications, cyberspace strategies, electronic warfare, uncrewed autonomous systems, platform modernization, and critical nuclear operations. HII is the sole designer, builder, and refueler of nuclear-powered aircraft carriers in the U.S. and one of two shipyards capable of designing and building nuclear-powered submarines.

HII's primary operational facilities are concentrated in the United States, including Newport News Shipbuilding in Newport News, Virginia, and Ingalls Shipbuilding in Pascagoula, Mississippi. Other significant facilities are located in Virginia Beach, Virginia; San Diego, California; Huntsville, Alabama; and Fairfax, Virginia. The Mission Technologies division extends HII's reach with over 100 facilities across the globe.

HII maintains a strong brand reputation as America's largest military shipbuilder, known for delivering powerful ships and all-domain mission technologies. Events reinforcing its reputation include a 14% increase in shipbuilding throughput in 2025, with a target for an additional 15% increase in 2026. HII has been actively investing over $1 billion in infrastructure and advanced tools at its Ingalls Shipbuilding division and has formed strategic partnerships to integrate advanced AI into shipbuilding operations. Recent visits by U.S. Navy officials to HII shipyards underscore the company's critical role in national security.

Huntington Ingalls Industries' ownership is predominantly institutional, with over 92% of shares held by institutions. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., State Street Corporation, and Fmr LLC. Individual insider ownership remains minimal, under 1%, with C. Michael Petters noted as the largest individual shareholder, owning 1.16% of the company's shares.