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TickerTalks›$HII
HIHII

Huntington Ingalls Industries, Inc.

$HII·$10B·Aerospace & Defense·Industrials
$264.63+0.0%YTD-24.2%1Y-9.4%
Price updated 4m ago·X counts updated 4d ago
HIHII
$HIIHuntington Ingalls Industries, Inc.
$264.64+0.04%77 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $HII on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

77X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $HII's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 62% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-08-17

Huntington Ingalls chatter is uniformly bullish - President Trump ordered the Secretary of War to build a fifth public US Navy shipyard (first new one in over 80 years), and HII is described as the only pure-play tied to the naval shipbuilding buildout. HII was awarded a $2.2B Western-Hemisphere surveillance/intelligence contract, and SRNS (the JV with FLR) is $2.3B through Sept 2027 covering tritium/plutonium/HEU handling. Technicals show a first-leg trend setup with 8/20/50 EMAs stacked and CML flagged. HII is grouped with KTOS, AVAV, and ACHR as pre-Anduril-IPO defense-tech.

Read what X is saying about $HII

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $HII — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Nuclear-shipbuilder with Q1 revenue +13% YoY, a $2.2B surveillance contract and Trump's first new public Navy shipyard order in 80 years.

Huntington Ingalls builds, modernizes and refuels US Navy warships at Newport News and Ingalls (nuclear carriers and submarines plus Marine assault craft), so revenue scales with Navy procurement and the backlog is multi-decade.

  • Q1 FY26 revenue $3.10B, +13.4% YoY, operating margin 5.0% — four straight quarters of 3.5-16% revenue growth
  • TTM: 19x earnings, 0.9x sales, 12% ROE, 12% gross margin, 4.9% operating margin, debt-to-equity 0.57 — defense-contractor economics
  • 2026 estimates: $13.4B revenue, $18.66 EPS; 2027 $14.3B, $20.95 EPS — modeling steady low-double-digit growth
  • USS Harry S. Truman (CVN 75) arrived at Newport News to start Refueling and Complex Overhaul — a multi-year revenue stream
  • HII won $2.2B Western-Hemisphere surveillance/intelligence contract and 10 ROMULUS USV contract
  • YTD -19%, trailing-12m -4.1% — multiple derated against an accelerating backlog

The fundamental setup is improving (growth re-accelerating off FY25 lows, new USV program ramping, carrier RCOH starting) while the equity sits off the YTD high — the margin line is the swing factor, with Q1 at 5% consistent with the recent range and still well below 2022-era 9-10%.

Agrees with X sentimentX cites Trump ordering the Secretary of War to build a fifth public US Navy shipyard — the first new one in over 80 years — with HII as the only pure-play tied to the naval buildout, plus the $2.2B surveillance contract and the SRNS JV at $2.3B through Sept 2027. The policy and contract flow aligns with the fundamental trajectory visible in the Q1 print.

What to watch: Oct 29 Q3 earnings — whether operating margin recovers toward the mid-cycle 7-8% range or stays pinned around 5% as the shipbuilding mix shifts.

On the calendar: 2026-10-29 Q3 earnings

Read the AI verdict on $HII

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Builds nuclear-powered aircraft carriers and submarines as the primary supplier to the US Navy's largest shipbuilding programs.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $HII.

Aerospace & Defense · Industrials

No material change from last week — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $HII

Neutral — Builds nuclear-powered aircraft carriers and submarines as the primary supplier to the US Navy's largest shipbuilding programs.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
-3.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
19.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
9.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
12.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
12.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$5.27$3.79+39.1%
Q1 2026May 5, 2026$3.79$3.70+2.4%
Q4 2025Feb 5, 2026$4.04$3.72+8.6%
Q3 2025Oct 30, 2025$3.68$3.30+11.5%
Next earningsThu, Oct 29·consensus EPS $4.36

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.1B+13.4%13.2%5.0%$3.79$-464.0M
Q4 FY25$3.5B+15.7%11.6%4.5%$4.05$516.0M
Q3 FY25$3.2B+16.1%12.3%5.0%$3.69$281.0M
Q2 FY25$3.1B+3.5%12.8%5.0%$3.86$727.0M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$13.4B$13.3B – $13.6B$18.67$17.94 – $19.5111
FY27$14.3B$14.0B – $14.5B$21.00$19.68 – $21.9711
FY28$15.2B$14.7B – $15.7B$24.56$21.31 – $28.8610
FY29$15.6B$15.2B – $15.9B$25.35$24.47 – $26.085
FY30$16.4B$16.0B – $16.8B$28.12$27.15 – $28.935

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.4%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-8.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-22.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 39.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.215-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 10Christopher D KastnerCEO13.1K sh$4.2MSellAug 7Victoria D HarkerDirector723 sh$241KSellMay 28Edmond E. HughesEx VP & Chief HR Officer3.5K sh$1.1M
+ 60 other (60 awards) in window

See when $HII insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 18-K — Item 5.07: Shareholder vote
AI summary

HII held its Annual Meeting of stockholders around 2026-05-01 (8-K Item 5.07). Stockholders elected 11 directors to the board. A non-binding say-on-pay vote on executive compensation was conducted. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

+ 10 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 11-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

HII is Awarded Contract to Support AUKUS Engineering and Design Workglobenewswire.com·2d ago5 Low Price-to-Book Stocks to Watch for Growth Potential in Octoberzacks.com·3d agoHII to Host Third Quarter Earnings Conference Call and Webcast on Oct. 29globenewswire.com·7d agoHead to Head Contrast: Huntington Ingalls Industries (NYSE:HII) and MDA Space (NYSE:MDA)defenseworld.net·9d agoHII Promotes Greg Ennis to Chief Financial Officer of Mission Technologiesglobenewswire.com·13d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & DronesNuclear Renaissance

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Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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