Huntington Ingalls Industries, NYSE: HII
Industrials · Aerospace & Defense
$360.67
-0.99%
Vol: 386K
Research Digest
Friday, May 1, 2026
Earnings on deck May 5; Q1 contracts boost AI shipbuilding push
HII reported Q1 earnings expected May 5 with strong contract wins including $283M frigate work and Defense Innovation Unit submarine system contract. Company advancing autonomous systems integration for naval platforms with Path Robotics partnership for AI welding. This contrasts with modest organic growth challenges but reflects strategic positioning in defense modernization. Near-term risk: organic growth remains muted despite technological investments.
Previous Market Intelligence
13 daysApr 30Huntington Ingalls secures $283M Navy frigate contract and DIU unmanned submarine agreement; declares $1.38 dividendPositive▶
Huntington Ingalls Industries (HII) secured a $283M U.S. Navy contract for FF(X) class frigate lead yard support activities with completion expected April 2028. HII also won a Defense Innovation Unit contract for autonomous UUV launch systems for Navy submarines. The company launched USS George M. Neal destroyer (DDG 131) on April 1 and redelivered USS New Jersey submarine after upgrades on April 3. HII announced partnerships with GrayMatter Robotics (April 6) and Applied Intuition (April 21) for AI-enabled shipbuilding. Board declared $1.38/share quarterly dividend payable June 12. Q1 earnings call scheduled May 5.
Apr 16Huntington Ingalls Industries signed AI partnership with GrayMatter Robotics to explore Physical AI in shipbuildingMixed▶
Huntington Ingalls Industries announced a memorandum of understanding with GrayMatter Robotics to explore integrating Physical AI capabilities into shipbuilding operations. HII also reported strong fundamentals: 2025 revenue of $12.48B (8.23% YoY growth) and earnings of $605M (10% YoY growth). Leadership changes include Brian Blanchette as Ingalls president. Stock closed at $407.66 with analyst consensus Buy rating. Wells Fargo initiated at Equal Weight (March 31), while Citi lowered target to $441 from $465.
Apr 15Huntington Ingalls launched USS George M. Neal destroyer and signed AI robotics partnership with GrayMatter; Wells Fargo upgraded to Hold.Positive▶
Huntington Ingalls Industries announced multiple positive developments in April 2026. The company launched USS George M. Neal (DDG 131), the fourth Flight III Arleigh Burke-class destroyer. HII signed an MOU with GrayMatter Robotics on April 6 to explore AI-driven shipbuilding improvements. Wells Fargo upgraded HII from Sell to Hold on April 2. The stock is trading near $395, with 6 analysts rating it as Buy with a 12-month price target of $411.33.
Apr 14Huntington Ingalls signs AI robotics partnership with GrayMatter; launches USS George M. Neal destroyer.Positive▶
HII announced April 6 memorandum of understanding with GrayMatter Robotics to integrate Physical AI into shipbuilding operations. April 1 launch of USS George M. Neal (DDG 131), the fourth Flight III Arleigh Burke-class destroyer. April 3 redelivery of Virginia-class submarine USS New Jersey (SSN 796). BofA upgraded HII to Neutral from Underperform with $400 PT.
Apr 13Huntington Ingalls Industries partners with GrayMatter Robotics to integrate Physical AI into shipbuilding, targeting 15% throughput increase.Positive▶
HII signed a memorandum of understanding with GrayMatter Robotics to explore integrating Physical AI into shipbuilding processes at Ingalls Shipbuilding. The collaboration covers autonomous surface preparation, coating, inspection, and workforce training. HII plans to invest over $1 billion in shipyard improvements combined with AI-driven robotics.
Apr 10HII hosts U.S. Navy official, announces AI shipbuilding partnership with GrayMatter Robotics; investors boost stakes.Positive▶
Huntington Ingalls Industries hosted Christopher Miller, the U.S. Navy's portfolio acquisition executive, on April 9 to discuss ship programs. The company signed a MOU with GrayMatter Robotics to integrate Physical AI into shipbuilding. HII has invested over $1 billion in next-generation facilities. Allspring Global Investments increased its stake by 88.9%. Bank of America upgraded HII to Neutral with $400 PT.
Apr 9Huntington Ingalls partners with GrayMatter Robotics on Physical AI shipbuilding; FY 2025 revenue up 8.23%Positive▶
Huntington Ingalls signed MOU with GrayMatter Robotics to explore Physical AI integration into shipbuilding. Additional announcements: ARCEMY X additive manufacturing machine order, new chief counsel at Newport News Shipbuilding, USS George M. Neal (DDG 131) launch completion. FY 2025 revenue $12.48B (+8.23% YoY); earnings $605M (+10.0% YoY). Q4 2025 revenues $3.5B vs. $3.0B Q4 2024. Allspring Global Investments lifted stake 88.9% Q4. Stock at $414.36 with 52-week range $182.79-$460.00. 6 analysts rate Buy with $411.33 PT (+2.39% upside). Year-to-date 100%+ total return; stock now aligned with analyst consensus. Key question: upside pricing reflects future growth or execution risk. Navy contracts provide steady revenue base; AI manufacturing innovation supports competitive positioning.
Apr 8Huntington Ingalls launches USS George M. Neal; Physical AI partnership announcedPositive▶
HII Q4 2025 revenue $3.5B (+16.7% YoY), FY2025 $12.48B (+8.23%). Launched guided missile destroyer USS George M. Neal April 1. Partnered with GrayMatter Robotics for Physical AI in shipbuilding. Backlog $53-57B.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6HII partners with Path Robotics on physical AI for shipbuilding; analyst PTs raised.Positive▶
Huntington Ingalls announced MOU with Path Robotics to explore physical AI integration into shipbuilding. Authenticated keel for USS Philadelphia (LPD 32) in March 2026. 2025 revenue $12.48B (+8.23% YoY). Goldman Sachs raised PT to $425 and Citigroup to $465.
Apr 3Huntington Ingalls launched USS George M. Neal destroyer on April 1 and Wells Fargo upgraded to Hold with $400 price target.Positive▶
Huntington Ingalls' Ingalls Shipbuilding division launched the USS George M. Neal (DDG 131), a Flight III Arleigh Burke-class destroyer, on April 1, 2026. Wells Fargo upgraded the stock from sell to hold on April 2, 2026, citing solid financial performance. The company carries a consensus Buy rating with an average price target of $315.56.
Apr 2Huntington Ingalls launches USS George M. Neal destroyer on April 1; partners with GrayMatter Robotics on physical AI for shipbuilding automation.Positive▶
HII achieved major milestone with successful launch of Flight III Arleigh Burke-class destroyer USS George M. Neal (DDG 131). Company announced collaboration with GrayMatter Robotics to deploy physical AI in shipyard operations for automation. 2025 revenue grew 8.23% to $12.48B with 10% earnings growth. Multiple analyst upgrades: Citigroup adjusted PT to $441 (from $465), Wells Fargo initiated Equal-Weight at $400, Melius upgraded to Buy, Goldman Sachs raised to $425.
Apr 1Huntington Ingalls secured historic 18% wage increase across all five unions at Ingalls Shipbuilding through March 2031.Positive▶
HII announced all five unions at Ingalls Shipbuilding ratified new collective bargaining agreements with immediate base wage increases of at least 18% through March 2031. Company provided 2026 revenue guidance of $9.7-9.9B for shipbuilding. Path Robotics partnership for AI-driven autonomous welding announced.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| HIIHUNTINGTON | $360.67 | -0.99% | -10.6% | 17.9x | 0.36 | $14.3B |
| GEGENERAL | $287.56 | -0.82% | +0.4% | 33.4x | 1.43 | $302.9B |
| RTXRTX | $174.46 | -0.91% | -11.3% | 23.3x | 0.43 | $237.1B |
| BABOEING | $227.67 | -0.59% | +7.9% | 52.3x | 1.13 | $180.5B |
| LMTLOCKHEED | $513.30 | -0.90% | -18.8% | 16.1x | 0.24 | $119.4B |
| HWMHOWMET | $240.10 | -1.21% | +2.7% | 43.3x | 1.24 | $97.4B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price between 50d and 200d. Testing 50d support.