HII Q3 2025 Earnings
Reported Oct 30, 2025 at 7:13 AM ET · SEC Source
Q3 25 EPS
$3.68
BEAT +7.05%
Est. $3.44
Q3 25 Revenue
$3.19B
BEAT +8.27%
Est. $2.95B
vs S&P Since Q3 25
-20.2%
TRAILING MARKET
HII -12.3% vs S&P +7.9%
Market Reaction
Did HII Beat Earnings? Q3 2025 Results
Huntington Ingalls Industries delivered a notably strong third quarter, with earnings per share of $3.68 beating the consensus estimate of $3.44 by 7.05% and revenue of $3.19 billion exceeding expectations by 8.27% while climbing 16.1% year-over-year… Read more Huntington Ingalls Industries delivered a notably strong third quarter, with earnings per share of $3.68 beating the consensus estimate of $3.44 by 7.05% and revenue of $3.19 billion exceeding expectations by 8.27% while climbing 16.1% year-over-year. The standout driver behind the quarter's results was a dramatic recovery at Newport News Shipbuilding, where segment operating margin surged from 1.1% to 4.9% as the prior year's unfavorable cumulative catch-up adjustments on Virginia-class submarine and aircraft carrier programs fell away, lifting consolidated GAAP operating margin 206 basis points to 5.0%. Net earnings rose 43.6% to $145.00 million, underpinned by broad-based volume growth across all three business segments. Management responded to the momentum by raising full-year free cash flow guidance to $550 million to $650 million and narrowing shipbuilding revenue guidance to $9.00 billion to $9.10 billion, while the company's recently announced partnership with HD Hyundai Heavy Industries added further confidence around its long-term positioning in naval shipbuilding, contributing to a meaningful share price rally in the weeks surrounding the report.
Key Takeaways
- • Higher submarine and aircraft carrier volumes at Newport News Shipbuilding
- • Higher surface combatant volumes at Ingalls Shipbuilding
- • Growth in C5ISR, cyber/electronic warfare/space, and live/virtual/constructive training at Mission Technologies
- • Absence of prior-year unfavorable cumulative catch-up adjustments in Virginia-class submarine and aircraft carrier programs
- • Targeted investments strengthening workforce and maritime supply chain
HII YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
HII Revenue by Segment
With YoY comparisons, source: SEC Filings
“We made steady progress on our 2025 operational initiatives in the third quarter. We have continued to see early signs that targeted investments are helping to strengthen our workforce and build a more robust maritime supply chain in support of higher shipbuilding throughput.”
— Chris Kastner, Q3 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% |