Analyst Consensus ?
ConsensusHold27 ratings
Bullish1140.7%
Neutral1555.6%
Bearish13.7%
Huntington Ingalls Industries, Inc. · HII · FY2025 Q2 · Calendar Q3 2025
HII beats Q2 expectations while execution remains the key test
HII's Q2 update supports a constructive operating case: demand and backlog provide support while throughput, cost reduction, contract awards, and uncrewed systems offer potential growth levers. The thesis still depends on converting those initiatives into durable revenue, margin, and cash-flow improvement without worsening labor, supply-chain, or contract-execution pressures.
Reported Before market openNYSEIndustrials
$10.27B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$3.86
Consensus $3.23
EPS surprise
+19.5%
Reported versus consensus
Reported revenue
$3.08B
Consensus $2.95B
Revenue surprise
+4.4%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+7.9%
Event window
SPY move
-0.4%
Same window
Abnormal move
+8.2%
Stock minus SPY
Volume
5.0×
Versus trailing sessions
Subsequent drift
-1.3%
Up to 20 sessions
HIISPY benchmark
Ask FN2 about HII FY2025 Q2
Transcript, numbers and history already loaded
Why did HII rise 7.9% after beating EPS estimates in FY2025 Q2?What changed in HII's guidance and outlook in FY2025 Q2?Give me the bull and bear case for HII after FY2025 Q2 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, the supplied Q2 analysis shows a stronger earnings and cash-flow quarter, a higher free-cash-flow outlook, a C3 AI productivity partnership, and further progress in uncrewed vehicles. The emphasis shifted toward proving that throughput and cost initiatives can translate into sustained financial improvement.
Guidance delta
Management reaffirmed 2025 shipbuilding revenue and margin guidance and lifted the free-cash-flow outlook to $500 million-$600 million.
Key takeaways
- Q2 revenue was $3.1 billion and EPS was $3.86, with free cash flow of $730 million.
- Management emphasized a 20% throughput target, a $250 million annual cost-reduction effort, and additional submarine awards.
- The C3 AI partnership and expanding Lionfish and REMUS programs add productivity and growth initiatives, but execution risks remain.
Management priorities
- Increase shipyard throughput by 20% by year-end.
- Complete the $250 million cost-reduction initiative and continue hiring to improve attrition metrics.
- Advance Block V, Block VI, and Columbia Build II work while scaling uncrewed-vehicle production and commercial sales.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$265.36Current
$215Low
$299.09Average
$439High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 9, 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 | Sep 23, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Aug 4, 2026 |
| Citigroup | Buy | Buy | Maintain | Jul 31, 2026 |
| TD Cowen | Buy | Buy | Maintain | Jul 13, 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 current price $265.36. 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 | +65.4% | Oct 1, 2026 |
| Bernstein | Analyst unavailable | $327 | $270.95 | +23.2% | Sep 23, 2026 |
| Bernstein | Analyst unavailable | $341 | $294.63 | +28.5% | Aug 25, 2026 |
| Bernstein | Analyst unavailable | $337 | $271.05 | +27.0% | Jul 17, 2026 |
| Wells Fargo | Analyst unavailable | $325 | $289.46 | +22.5% | Jul 8, 2026 |
| Bernstein | Douglas Harned | $421 | $388.26 | +58.7% | Feb 11, 2026 |
| Goldman Sachs | Analyst unavailable | $419 | $397.77 | +57.9% | Feb 7, 2026 |
| Goldman Sachs | Analyst unavailable | $425 | $425.9 | +60.2% | Jan 20, 2026 |
| Bernstein | Analyst unavailable | $412 | $396.69 | +55.3% | Jan 12, 2026 |
| Bernstein | Douglas Harned | $362 | $303.56 | +36.4% | Nov 7, 2025 |
| Goldman Sachs | Analyst unavailable | $356 | $320.06 | +34.2% | Oct 31, 2025 |
| Deutsche Bank | Scott Deuschle | $264 | $285.38 | -0.5% | Oct 8, 2025 |
| Barclays | David Strauss | $235 | $233.18 | -11.4% | May 5, 2025 |
| Wolfe Research | Myles Walton | $335 | $293.93 | +26.2% | Mar 21, 2024 |
| Credit Suisse | Analyst unavailable | $244 | $228.11 | -8.0% | Jan 12, 2023 |
| Goldman Sachs | Analyst unavailable | $190 | $229.47 | -28.4% | Dec 15, 2022 |
| J.P. Morgan | Analyst unavailable | $250 | $223.21 | -5.8% | Nov 15, 2022 |
| Stifel Nicolaus | Joseph DeNardi | $215 | $213.24 | -19.0% | May 6, 2021 |
| Capital One Financial | Jonathan Raviv | $235 | $203.51 | -11.4% | 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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| CPRT Copart, Inc. | FY2026 Q4 · Calendar Q3 2026 | -8.7% | -2.6% | Copart pairs international growth with ACV investment amid higher costs |
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Latest beats and misses
Who reports nextBeat on EPS
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:55.686058+00:00
- Polygon adjusted daily market bars · 2026-10-09T15:50:45.079049+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-09T15:50:45.076602+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 2026-10-09. For educational purposes only; not investment advice.