Huntington Ingalls Industries, NYSE: HII

No material news in the last 48 hours.

No material news in the last 48 hours.

No material news in the last 48 hours.

No material news in the last 48 hours.

No material news in the last 48 hours.

HII's Q1 2026 results on May 5 showed revenue of $3.1B (+13.4% YoY) beating $3.02B consensus and EPS of $3.79 vs $3.69 expected, but the stock fell 12.06% in pre-market on margin compression (segment operating margin 5.6% vs 6.3% prior year) and negative free cash flow of $461M. Backlog reached $54B after $4.0B in new contract awards. The company achieved 18% YoY throughput improvement, exceeding its 15% target. HII and MetalCraft Marine delivered next-generation autonomous USV prototypes to the U.S. Marine Corps under a DIU contract. At the Farnborough Combined Naval Event May 19-21, HII presented its REMUS and ROMULUS unmanned vessel families plus the Odyssey Autonomous Control System. A buy-side analyst reiterated Buy on May 18 with $435 PT, but Bernstein and Citi cut targets (Citi to $405). Dividend of $1.38 declared with ex-date May 29.

HII showcases autonomous maritime systems at UK naval eventstreetinsider.comHII, MetalCraft Marine Deliver Next-Generation Autonomous USV Prototypes for U.S. Marine Corpsbarchart.comBernstein cuts Huntington Ingalls stock price target on margin concernsinvesting.com

Huntington Ingalls Industries reported Q1 2026 revenue of $3.1B, up 13.4% year-over-year and beating the $3.02B consensus, with EPS of $3.79 topping estimates of $3.69. However, segment operating margin contracted to 5.6% from 6.3%, reflecting ongoing execution challenges on pre-COVID era contracts, which sent shares down roughly 12% in pre-market on May 5 before rebounding 5.5% on May 12 to close at $333.56. New awards totaled $4.0B, raising total backlog to $54.0B, and the company reaffirmed full-year 2026 guidance with shipbuilding revenue of $9.7B-$9.9B. HII achieved an 18% YoY throughput improvement, exceeding its 15% target. The company also delivered next-generation autonomous USV prototypes to the U.S. Marine Corps with MetalCraft Marine. Citi cut its target to $405 from $441 (Buy maintained) and TD Cowen cut to $420 from $460.

HII Q1 2026 slides revenue surges 13%investing.comBernstein cuts HII PT margin concernsinvesting.comHII MetalCraft Marine USV Prototypes Marine Corpsbarchart.com

HII, in partnership with MetalCraft Marine, delivered and sea-tested two ROMULUS-25 unmanned surface vessel prototypes for the U.S. Marine Corps under a Defense Innovation Unit contract, with successful demonstration of advanced autonomous mission behaviors. Shares jumped 5.5% on May 12 to close at $333.56 amid strong interest in defense stocks. The company continues to digest Q1 2026 results from May 5: revenue of $3.1B (up 13.4% YoY) beat consensus of $3.02B and EPS of $3.79 beat $3.69, but segment margins contracted to 5.6% from 6.3% and free cash flow was -$461M, with the stock initially falling 12% on margin concerns. HII reaffirmed full-year 2026 guidance: shipbuilding revenue $9.7-9.9B at 5.5-6.5% margins; Mission Technologies $3.0-3.2B at ~5% margins. Backlog rose to $54.0B with $4B in new contracts.

HII delivers AI-powered USV prototypes to Marinesstocktitan.netHuntington Ingalls stock: Shares surge 5.5% to $333.56ad-hoc-news.deHII Q1 2026 slides: revenue surges 13% as margins compressinvesting.com

HII, with MetalCraft Marine, delivered two ROMULUS-25 autonomous unmanned surface vessels (USV) to the U.S. Marine Corps under a Defense Innovation Unit contract, with successful sea testing demonstrating advanced autonomous mission behaviors. Q1 2026 results (reported May 5) showed revenue up 13.4% to $3.1B (beat $3.02B est) with diluted EPS of $3.79, but segment operating margin contracted to 5.6% from 6.3%. Backlog reached $54.0B with $4.0B of new awards, and full-year 2026 outlook was reaffirmed. Shares surged 5.5% to $333.56 on May 12 amid defense sector strength. Bernstein cut its price target citing margin concerns. Analyst consensus is Buy with average 12-month target of $411.33. $1.7M of Q1 lobbying disclosed on carrier replacement, DDG-51 procurement, and submarines.

HII, MetalCraft Marine Deliver Next-Generation Autonomous USV Prototypes for U.S. Marine Corpsbarchart.comHuntington Ingalls stock: Shares surge 5.5% to $333.56ad-hoc-news.deBernstein cuts Huntington Ingalls stock price target on margin concernsinvesting.com

On May 14, 2026, TD Cowen analyst Gautam Khanna maintained a Buy rating on Huntington Ingalls with price target previously cut to $420. Shares jumped 5.5% on May 12 to $333.56 amid renewed defense-stock interest. Q1 2026 revenue rose 13.4% to $3.1B exceeding the $3.02B consensus, with EPS of $3.79 beating $3.69. Throughput improved 18% YoY versus a 15% target, though operating margin compressed to 5.0% and free cash flow was negative $461M reflecting working capital timing. HII reaffirmed FY26 guidance and declared a $1.38 dividend with May 29 ex-date. Risk: pre-COVID era contract execution continues to pressure margins.

What is Wolfe Research's Forecast for HII Q3 Earnings?marketbeat.comHII Maintains Buy Rating by TD Cowen -- Price Target Lowered to $420gurufocus.comHuntington Ingalls stock shares surge 5.5% to $333.56ad-hoc-news.de

Huntington Ingalls Industries shares jumped 5.5% on May 12, 2026 to close at $333.56 amid renewed defense-sector momentum. The catalysts include a $220.65M Navy contract modification awarded May 11, JPMorgan placing HII on 'Positive Catalyst Watch' the same day, and Goldman Sachs reiterating its Buy rating. Q1 2026 results released May 5 showed revenue of $3.10B (up 13.4% YoY, beating $3.02B consensus) and EPS of $3.79 beating the $3.69 forecast. However, segment operating margin contracted to 5.6% from 6.3% on pre-COVID era contracts, and the company used $390M of cash with $461M negative free cash flow. HII reaffirmed full-year 2026 guidance: shipbuilding $9.7B-$9.9B revenue at 5.5-6.5% margins; Mission Technologies $3.0B-$3.2B at ~5%. Wolfe Research raised Q3 EPS estimates May 13.

Huntington Ingalls stock: Shares surge 5.5% to $333.56ad-hoc-news.deWhat is Wolfe Research's Forecast for HII Q3 Earnings?marketbeat.comHII Reports First Quarter 2026 Resultsglobenewswire.com

Huntington Ingalls reported Q1 2026 results on May 5, 2026, with revenue of $3.1B (up 13.4% YoY, beating $3.02B consensus) and EPS of $3.79 (vs $3.69 expected). However, the stock fell about 12% in pre-market trading as segment operating margin contracted to 5.6% from 6.3% on legacy pre-COVID contracts, and the company reported negative free cash flow of $461M. HII achieved 18% YoY throughput improvement and grew backlog to $54B with $4B of new awards. The company reaffirmed FY26 guidance: shipbuilding revenue $9.7B-$9.9B at 5.5%-6.5% margins, Mission Technologies $3.0B-$3.2B at ~5% margins. A $1.38 dividend was declared with ex-date May 29.

HII Reports First Quarter 2026 Resultsglobenewswire.comHII Q1 2026 slides: revenue surges 13% as margins compressinvesting.comWhy is Huntington Ingalls Industries stock plunging today?investing.com

Wall Street Zen cut HII to Buy from Strong-Buy in a note published Sunday May 11. The downgrade follows the May 5 Q1 print, which beat on revenue ($3.1B, +13.4% YoY vs $3.02B consensus) and EPS ($3.79 vs $3.70 consensus) but showed segment operating margin contracting to 5.6% from 6.3% and negative free cash flow of $461M. Total backlog reached $54B on $4.0B of new awards; HII reaffirmed full-year shipbuilding revenue guidance of $9.7-9.9B at 5.5-6.5% margins. A $1.38 cash dividend was declared with an ex-date of May 29. Bear case: margin compression on pre-COVID-era contracts and persistent negative quarterly free cash flow could pressure shares.

Huntington Ingalls Industries Downgraded to Buy by Wall Street Zendailypolitical.comHII Q1 2026 slides: revenue surges 13% as margins compressinvesting.com