HII Q2 2025 Earnings
Reported Jul 31, 2025 at 7:18 AM ET · SEC Source
Q2 25 EPS
$3.86
BEAT +13.85%
Est. $3.39
Q2 25 Revenue
$3.08B
BEAT +4.98%
Est. $2.94B
vs S&P Since Q2 25
-13.8%
TRAILING MARKET
HII +2.3% vs S&P +16.1%
Market Reaction
Did HII Beat Earnings? Q2 2025 Results
Huntington Ingalls Industries delivered a stronger-than-expected second quarter, with earnings per share of $3.86 beating the $3.39 consensus estimate by 13.85% and revenue of $3.08 billion topping expectations by roughly 4.98%, growing 3.5% year-ove… Read more Huntington Ingalls Industries delivered a stronger-than-expected second quarter, with earnings per share of $3.86 beating the $3.39 consensus estimate by 13.85% and revenue of $3.08 billion topping expectations by roughly 4.98%, growing 3.5% year-over-year on the back of higher submarine volumes at Newport News, surface combatant work at Ingalls, and C5ISR expansion at Mission Technologies. The headline story, however, was a remarkable swing in cash generation, with operating cash flow reaching $823 million compared to negative $9 million a year ago, prompting management to raise its full-year free cash flow guidance to $500 million to $600 million. That momentum came against a backdrop of margin pressure, as Newport News operating margin contracted to 5.1% from 7.2% a year ago, weighed down by Virginia-class program performance and the absence of favorable prior-year contract adjustments. The quarter also produced $11.90 billion in new contract awards, pushing total backlog to $56.90 billion, while management reaffirmed shipbuilding revenue guidance of $8.90 billion to $9.10 billion for the full year.
Key Takeaways
- • Higher submarine volumes in Columbia-class and Virginia-class programs at Newport News Shipbuilding
- • Higher C5ISR and live, virtual, and constructive training solutions volumes at Mission Technologies
- • Higher surface combatant volumes at Ingalls Shipbuilding
- • Lower performance on Virginia-class submarine program and aircraft carrier construction at Newport News pressured margins
- • Absence of prior-year favorable contract adjustments on aircraft carrier RCOH program
- • Strong cash generation of $823M operating cash flow driven by timing of working capital
HII YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
HII Revenue by Segment
With YoY comparisons, source: SEC Filings
“Second quarter results were largely in line with our expectations as we continue to make steady progress on our operational initiatives for 2025. We have seen early signs that targeted investments are helping to stabilize the workforce and supply chain, in support of the broader maritime industrial base.”
— Chris Kastner, Q2 2025 Earnings Press Release
HII Earnings Trends
HII vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
HII EPS Trend
Earnings per share: estimate vs actual
HII Revenue Trend
Quarterly revenue: estimate vs actual
HII Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $3.73 | $3.79 | +1.67% | $3.10B | +2.72% |
| Q4 25 BEAT FY | $3.85 | $4.04 | +5.03% | $3.48B | +12.18% |
| FY Full Year | — | $15.39 | — | $12.48B | — |
| Q3 25 BEAT | $3.44 | $3.68 | +7.05% | $3.19B | +8.27% |
| Q2 25 BEAT | $3.39 | $3.86 | +13.85% | $3.08B | +4.98% |