Analyst Consensus ?
ConsensusHold27 ratings
Bullish1140.7%
Neutral1555.6%
Bearish13.7%
Huntington Ingalls Industries, Inc. · HII · FY2025 Q1 · Calendar Q2 2025
HII: Backlog and new awards support the outlook, execution remains the test
The supplied analysis supports a constructive demand backdrop for HII through its funded backlog, defense awards and uncrewed-systems opportunities. The investment case still depends on converting that demand into better throughput, margins and cash flow while managing labor and schedule risk.
Reported Before market openNYSEIndustrials
$10.16B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $2.89
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $2.79B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-1.2%
Event window
SPY move
+0.7%
Same window
Abnormal move
-2.0%
Stock minus SPY
Volume
1.3×
Versus trailing sessions
Subsequent drift
-1.9%
Up to 20 sessions
HIISPY benchmark
Ask FN2 about HII FY2025 Q1
Transcript, numbers and history already loaded
What drove HII's -1.2% move after FY2025 Q1 earnings?What changed in HII's guidance and outlook in FY2025 Q1?Give me the bull and bear case for HII after FY2025 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Relative to the prior-quarter analysis, HII's discussion added Q1 execution detail: revenue declined modestly year over year while EPS was reported at $3.79, and management highlighted the funded portion of backlog, progress on throughput, new Virginia-class and other awards, and partnerships with HD Hyundai Heavy Industries and Babcock. Guidance sentiment remained maintained.
Guidance delta
Management maintained its 2025 outlook; the supplied analysis does not identify a quantitative change.
Key takeaways
- Management highlighted a $48 billion backlog, including $28 billion funded, as support for near-term revenue.
- The company reported Q1 2025 EPS of $3.79 and emphasized throughput and cost-reduction initiatives.
- New awards and programs broaden the opportunity set, but labor, schedule and outsourcing risks remain.
Management priorities
- Increase shipyard throughput, with a 20% year-over-year improvement target.
- Deliver $250 million of annual cost reductions by year-end.
- Scale Lionfish uncrewed vehicles and high-energy laser counter-drone systems.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$257.84Previous close
$215Low
$299.09Average
$439High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 14, 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 |
|---|---|---|---|---|
| TD Cowen | Buy | Buy | Maintain | Oct 9, 2026 |
| Bernstein | Market Perform | Market Perform | Maintain | Sep 23, 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 $257.84. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Goldman Sachs | Analyst unavailable | $439 | $267.07 | +70.3% | Oct 1, 2026 |
| Bernstein | Analyst unavailable | $327 | $270.95 | +26.8% | Sep 23, 2026 |
| Bernstein | Analyst unavailable | $341 | $294.63 | +32.3% | Aug 25, 2026 |
| Bernstein | Analyst unavailable | $337 | $271.05 | +30.7% | Jul 17, 2026 |
| Wells Fargo | Analyst unavailable | $325 | $289.46 | +26.0% | Jul 8, 2026 |
| Bernstein | Douglas Harned | $421 | $388.26 | +63.3% | Feb 11, 2026 |
| Goldman Sachs | Analyst unavailable | $419 | $397.77 | +62.5% | Feb 7, 2026 |
| Goldman Sachs | Analyst unavailable | $425 | $425.9 | +64.8% | Jan 20, 2026 |
| Bernstein | Analyst unavailable | $412 | $396.69 | +59.8% | Jan 12, 2026 |
| Bernstein | Douglas Harned | $362 | $303.56 | +40.4% | Nov 7, 2025 |
| Goldman Sachs | Analyst unavailable | $356 | $320.06 | +38.1% | Oct 31, 2025 |
| Deutsche Bank | Scott Deuschle | $264 | $285.38 | +2.4% | Oct 8, 2025 |
| Barclays | David Strauss | $235 | $233.18 | -8.9% | May 5, 2025 |
| Wolfe Research | Myles Walton | $335 | $293.93 | +29.9% | Mar 21, 2024 |
| Credit Suisse | Analyst unavailable | $244 | $228.11 | -5.4% | Jan 12, 2023 |
| Goldman Sachs | Analyst unavailable | $190 | $229.47 | -26.3% | Dec 15, 2022 |
| J.P. Morgan | Analyst unavailable | $250 | $223.21 | -3.0% | Nov 15, 2022 |
| Stifel Nicolaus | Joseph DeNardi | $215 | $213.24 | -16.6% | May 6, 2021 |
| Capital One Financial | Jonathan Raviv | $235 | $203.51 | -8.9% | Apr 15, 2021 |
Track every rating change on HII the moment it posts. Free to start.
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
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Latest beats and misses
Who reports nextBeat on EPS
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 · 2025-04-17T00:02:52.217204+00:00
- Polygon adjusted daily market bars · 2026-10-14T05:50:43.399757+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-14T05:50:43.396808+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 2026-10-14. For educational purposes only; not investment advice.