Analyst Consensus ?
ConsensusHold27 ratings
Bullish1140.7%
Neutral1555.6%
Bearish13.7%
Huntington Ingalls Industries, Inc. · HII · FY2024 Q4 · Calendar Q1 2025
HII Maintains 2025 Guidance as It Targets Shipyard Productivity
The supplied analysis supports a constructive but conditional view: strong defense demand, a large contract pipeline, workforce additions, and operational initiatives could support growth, but margin recovery and cash generation depend on execution.
Reported Before market openNYSEIndustrials
$10.72B market cap
70quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $3.19
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $3.06B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-18.3%
Event window
SPY move
+0.3%
Same window
Abnormal move
-18.7%
Stock minus SPY
Volume
5.1×
Versus trailing sessions
Subsequent drift
+22.7%
Up to 20 sessions
HIISPY benchmark
Ask FN2 about HII FY2024 Q4
Transcript, numbers and history already loaded
What drove HII's -18.3% move after FY2024 Q4 earnings?What changed in HII's guidance and outlook in FY2024 Q4?Give me the bull and bear case for HII after FY2024 Q4 earnings.
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Transcript intelligence
What changed
Management highlighted the W International acquisition, plans to increase outsourcing by 30% in 2025, and a $250 million annual enterprise-wide cost-reduction target while maintaining FY2025 guidance.
Guidance delta
Maintained FY2025 guidance, including shipbuilding revenue of $8.9–$9.1 billion, shipbuilding margins of 5.5–6.5%, and free cash flow of $300–$500 million.
Key takeaways
- Management described demand from the U.S. Navy and allied customers as strong and cited a $50 billion contract pipeline.
- Operational priorities include a $250 million annual cost-reduction program, workforce hiring, higher throughput, and increased outsourcing.
- The W International acquisition adds about 500 skilled workers and a 480,000-square-foot facility.
- Key execution risks include labor shortages, inflation, supply-chain volatility, submarine-program cost pressure, and lumpy cash flow.
Management priorities
- Improve shipyard throughput and efficiency
- Hire experienced shipbuilders and expand the Charleston facility
- Execute the $250 million annual cost-reduction program
- Increase outsourcing while insourcing critical contract labor
- Advance DDG, Virginia-class submarine, and aircraft-carrier programs
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$272Previous close
$215Low
$297.27Average
$439High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 19, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Bernstein | Market Perform | Market Perform | Maintain | Oct 14, 2026 |
| TD Cowen | Buy | Buy | Maintain | Oct 9, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Aug 4, 2026 |
| Citigroup | Buy | Buy | Maintain | Jul 31, 2026 |
| B of A Securities | Neutral | Underperform | Upgrade | Feb 12, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Jan 20, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Nov 3, 2025 |
| Barclays | Equal Weight | Equal Weight | Maintain | Aug 4, 2025 |
| Deutsche Bank | Hold | Hold | Maintain | Nov 1, 2024 |
| Alembic Global | Neutral | Overweight | Downgrade | Nov 1, 2024 |
| Wolfe Research | Peer Perform | Outperform | Downgrade | Oct 10, 2024 |
| Vertical Research | Hold | Buy | Downgrade | Oct 10, 2024 |
| Credit Suisse | Neutral | Neutral | Maintain | Feb 10, 2023 |
| Cowen & Co. | Outperform | Market Perform | Upgrade | Apr 14, 2022 |
| UBS | Buy | Buy | Maintain | Jun 11, 2020 |
| Stifel | Hold | Sell | Upgrade | May 22, 2020 |
| RBC Capital | Outperform | Outperform | Maintain | May 21, 2020 |
| Seaport Global | Neutral | Neutral | Maintain | May 19, 2020 |
| Buckingham Research | Neutral | Buy | Downgrade | Feb 27, 2020 |
| Bank of America | Buy | Buy | Maintain | Aug 6, 2019 |
| Buckingham | Buy | Buy | Maintain | Sep 12, 2018 |
| Stifel Nicolaus | Sell | Sell | Maintain | May 4, 2018 |
| Guggenheim | Buy | Buy | Maintain | Jan 20, 2016 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Mar 5, 2014 |
| CRT Capital | Hold | Buy | Downgrade | Mar 19, 2013 |
| Miller Tabak | Buy | Buy | Maintain | Aug 9, 2012 |
| Drexel Hamilton | Buy | Hold | Upgrade | Aug 9, 2012 |
Named analyst price targets
Upside is calculated against the persisted previous close $272. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Bernstein | Analyst unavailable | $307 | $257.84 | +12.9% | Oct 14, 2026 |
| Goldman Sachs | Analyst unavailable | $439 | $267.07 | +61.4% | Oct 1, 2026 |
| Bernstein | Analyst unavailable | $327 | $270.95 | +20.2% | Sep 23, 2026 |
| Bernstein | Analyst unavailable | $341 | $294.63 | +25.4% | Aug 25, 2026 |
| Bernstein | Analyst unavailable | $337 | $271.05 | +23.9% | Jul 17, 2026 |
| Wells Fargo | Analyst unavailable | $325 | $289.46 | +19.5% | Jul 8, 2026 |
| Bernstein | Douglas Harned | $421 | $388.26 | +54.8% | Feb 11, 2026 |
| Goldman Sachs | Analyst unavailable | $419 | $397.77 | +54.0% | Feb 7, 2026 |
| Goldman Sachs | Analyst unavailable | $425 | $425.9 | +56.3% | Jan 20, 2026 |
| Bernstein | Analyst unavailable | $412 | $396.69 | +51.5% | Jan 12, 2026 |
| Bernstein | Douglas Harned | $362 | $303.56 | +33.1% | Nov 7, 2025 |
| Goldman Sachs | Analyst unavailable | $356 | $320.06 | +30.9% | Oct 31, 2025 |
| Deutsche Bank | Scott Deuschle | $264 | $285.38 | -2.9% | Oct 8, 2025 |
| Barclays | David Strauss | $235 | $233.18 | -13.6% | May 5, 2025 |
| Wolfe Research | Myles Walton | $335 | $293.93 | +23.2% | Mar 21, 2024 |
| Credit Suisse | Analyst unavailable | $244 | $228.11 | -10.3% | Jan 12, 2023 |
| Goldman Sachs | Analyst unavailable | $190 | $229.47 | -30.1% | Dec 15, 2022 |
| J.P. Morgan | Analyst unavailable | $250 | $223.21 | -8.1% | Nov 15, 2022 |
| Stifel Nicolaus | Joseph DeNardi | $215 | $213.24 | -21.0% | May 6, 2021 |
| Capital One Financial | Jonathan Raviv | $235 | $203.51 | -13.6% | Apr 15, 2021 |
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Start freeCompany context
Snapshot as of publicationHuntington Ingalls Industries, Inc. (HII) stands as a prominent American enterprise specializing in the comprehensive lifecycle management of military vessels, encompassing their design, construction, modernization, and maintenance. The company's diverse operations are segmented into three core divisions: Ingalls Shipbuilding, Newport News Shipbuilding, and Technical Solutions. HII is a primary builder of non-nuclear ships, delivering amphibious assault ships, expeditionary warfare vessels, surface combatants, and national security cutters to both the U.S. Navy and U.S. Coast Guard. Furthermore, it plays a critical role in providing nuclear-powered ships, including aircraft carriers and submarines, along with essential associated services such as refueling, extensive overhauls, and inactivation procedures.…
Historical context
All HII earningsIndustrials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| JBHT J.B. Hunt Transport Services, Inc. | FY2026 Q3 · Calendar Q4 2026 | +0.6% | -2.0% | J.B. Hunt: Strong demand, but margin repair remains central |
| FAST Fastenal Company | FY2026 Q3 · Calendar Q4 2026 | +3.3% | +1.1% | Fastenal Q3: Share Gains and Digital Adoption Lift Growth |
Latest beats and misses
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Missed on EPS
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-01-23T00:02:36.799981+00:00
- Polygon adjusted daily market bars · 2026-10-19T08:40:43.849798+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-19T08:40:43.847164+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-19. For educational purposes only; not investment advice.