Companies /Industrials

Huntington Ingalls Industries Inc

NYSE: HII Aerospace & Defense
$297.29
â–² $0.89 (+0.30%) today
Markets closed · 8:50pm ET

Q3 2025 Earnings

Reported Oct 30, 2025, 7:13am ET · SEC source
$3.68
Beat +7.05%
EPS · est. $3.44
$3.2B
Beat +8.27%
Revenue · est. $2.9B
−4.0%
Trailing market
HII vs S&P since report
5 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
−3%0+3%+6%Oct 30Oct 31report 7:13am ETearnings−1.0%+3.8%
−3%0+3%+6%Oct 30Oct 31earnings−1.0%+3.8%
HII +3.8%S&P 500 −1.0%
−3%0+3%+6%Oct 30Oct 31report 7:13am ETearnings−1.2%+3.8%
−3%0+3%+6%Oct 30Oct 31earnings−1.2%+3.8%
HII +3.8%NASDAQ −1.2%
−3%0+3%+6%Oct 29Nov 7report 7:13am ETearnings−2.8%−0.3%
−3%0+3%+6%Oct 29Nov 7earnings−2.8%−0.3%
HII −0.3%S&P 500 −2.8%
−4%0+4%Oct 29Nov 7report 7:13am ETearnings−4.3%−0.3%
−4%0+4%Oct 29Nov 7earnings−4.3%−0.3%
HII −0.3%NASDAQ −4.3%
+6.92%
Day of report
+0.92%
Next session
−4.27%
One week
−3.72%
30 days

S&P 500 over the same 30 days: +0.25%.

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. 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

“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.”

Huntington Ingalls Industries CEO, on the earnings call

Forward Guidance & Outlook

HII updated its FY25 outlook: shipbuilding revenue of $9.0B–$9.1B (narrowed from $8.9B–$9.1B); shipbuilding operating margin of 5.5%–6.5% (unchanged); Mission Technologies revenue of $3.0B–$3.1B (narrowed from $2.9B–$3.1B); Mission Technologies segment operating margin of approximately 4.5% (tightened from 4.0%–4.5%); Mission Technologies EBITDA margin of 8.0%–8.5% (unchanged). Free cash flow guidance was raised to $550M–$650M from the prior $500M–$600M. Cumulative FY25 and FY26 free cash flow target of $1.2B. The company expects over $50B in contract awards across 2025 and 2026, and targets mid-to-long-term top line growth of 4%+ with $15B enterprise revenue by 2030. Effective tax rate revised to approximately 22% from approximately 21%.

HII YoY Financials

Q3 2025 vs Q3 2024 · SEC filings Q3 2024 Q3 2025
$0$900.0M$1.8B$2.7B$2.7B$3.2BRevenue$70.0M$161.0MOperating Income$101.0M$145.0MNet Income
$0$900.0M$1.8B$2.7BRevenueOperating IncomeNet Income

HII Revenue by Segment

Newport News Shipbuilding$1.6B+14.5%
Ingalls Shipbuilding$828.0M+24.7%
Mission Technologies$787.0M+11.0%

Figures from SEC filings and company reports. Not investment advice.