Analyst Consensus ?
ConsensusHold27 ratings
Bullish1140.7%
Neutral1555.6%
Bearish13.7%
Huntington Ingalls Industries, Inc. · HII · FY2026 Q3 · Calendar Q4 2026
HII Posts Record Q3 Sales and Raises Shipbuilding Outlook
The supplied analysis supports a constructive near-term operating thesis for HII: strong demand, large contract awards, improved throughput, and autonomous-systems growth are supporting higher revenue and margin expectations. The main test is whether hiring, shipyard execution, contract economics, and budget timing allow those gains to persist.
Reported Before market openNYSEIndustrials
$12.46B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$5.48
Consensus $4.36
EPS surprise
+25.7%
Reported versus consensus
Reported revenue
$3.50B
Consensus $3.38B
Revenue surprise
+3.6%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+13.2%
Event window
SPY move
-0.4%
Same window
Abnormal move
+13.6%
Stock minus SPY
Volume
3.2×
Versus trailing sessions
Subsequent drift
0.0%
Up to 20 sessions
HIISPY benchmark
Ask FN2 about HII FY2026 Q3
Transcript, numbers and history already loaded
Why did HII rise 13.2% after beating EPS estimates in FY2026 Q3?What changed in HII's guidance and outlook in FY2026 Q3?Give me the bull and bear case for HII after FY2026 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior quarter, HII reported record Q3 sales and stronger EPS, cited an unprecedented $32 billion of new contract awards, raised full-year shipbuilding revenue guidance to $10.5-$10.7 billion, and expanded its autonomous-systems capacity. Management also pointed to labor additions, distributed shipbuilding, and a favorable research-and-development tax credit as contributors to the outlook.
Guidance delta
Management raised full-year shipbuilding revenue guidance to $10.5-$10.7 billion and increased the margin outlook for shipbuilding and Mission Technologies.
Key takeaways
- Record Q3 sales of $3.5 billion and EPS of $5.48 were highlighted as evidence of strong demand for war-fighter platforms.
- A reported $32 billion of new contract awards, shipyard hiring, and distributed shipbuilding support the throughput outlook.
- Mission Technologies expanded its unmanned-systems activity, while autonomous-systems capacity is being increased.
Management priorities
- Improve shipyard throughput through hiring, outsourcing, and distributed shipbuilding.
- Scale autonomous-systems production and introduce next-generation UUV and USV platforms.
- Advance major ship deliveries and pursue the Q1 contract for the 27-boat frigate program.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$316.21Current
$215Low
$297.27Average
$439High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 30, 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 current price $316.21. 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 | -2.9% | Oct 14, 2026 |
| Goldman Sachs | Analyst unavailable | $439 | $267.07 | +38.8% | Oct 1, 2026 |
| Bernstein | Analyst unavailable | $327 | $270.95 | +3.4% | Sep 23, 2026 |
| Bernstein | Analyst unavailable | $341 | $294.63 | +7.8% | Aug 25, 2026 |
| Bernstein | Analyst unavailable | $337 | $271.05 | +6.6% | Jul 17, 2026 |
| Wells Fargo | Analyst unavailable | $325 | $289.46 | +2.8% | Jul 8, 2026 |
| Bernstein | Douglas Harned | $421 | $388.26 | +33.1% | Feb 11, 2026 |
| Goldman Sachs | Analyst unavailable | $419 | $397.77 | +32.5% | Feb 7, 2026 |
| Goldman Sachs | Analyst unavailable | $425 | $425.9 | +34.4% | Jan 20, 2026 |
| Bernstein | Analyst unavailable | $412 | $396.69 | +30.3% | Jan 12, 2026 |
| Bernstein | Douglas Harned | $362 | $303.56 | +14.5% | Nov 7, 2025 |
| Goldman Sachs | Analyst unavailable | $356 | $320.06 | +12.6% | Oct 31, 2025 |
| Deutsche Bank | Scott Deuschle | $264 | $285.38 | -16.5% | Oct 8, 2025 |
| Barclays | David Strauss | $235 | $233.18 | -25.7% | May 5, 2025 |
| Wolfe Research | Myles Walton | $335 | $293.93 | +5.9% | Mar 21, 2024 |
| Credit Suisse | Analyst unavailable | $244 | $228.11 | -22.8% | Jan 12, 2023 |
| Goldman Sachs | Analyst unavailable | $190 | $229.47 | -39.9% | Dec 15, 2022 |
| J.P. Morgan | Analyst unavailable | $250 | $223.21 | -20.9% | Nov 15, 2022 |
| Stifel Nicolaus | Joseph DeNardi | $215 | $213.24 | -32.0% | May 6, 2021 |
| Capital One Financial | Jonathan Raviv | $235 | $203.51 | -25.7% | 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
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| FLS Flowserve Corporation | FY2026 Q3 · Calendar Q4 2026 | +9.0% | +11.9% | Flowserve raises EPS outlook as backlog reaches a record $3.5 billion |
| WCC WESCO International, Inc. | FY2026 Q3 · Calendar Q4 2026 | +23.0% | +5.6% | Wesco raises 2026 outlook as data-center demand accelerates |
| GFL GFL Environmental Inc. | FY2026 Q3 · Calendar Q4 2026 | +2.2% | +3.3% | GFL raises 2026 guidance as SECURE synergies lift Q3 |
| DRS Leonardo DRS, Inc. | FY2026 Q3 · Calendar Q4 2026 | +30.0% | +11.7% | Leonardo DRS raises FY26 outlook as backlog reaches $5.6 billion |
| TT Trane Technologies plc | FY2026 Q3 · Calendar Q4 2026 | — | -3.9% | Trane raises revenue outlook as HVAC and data-center demand stay strong |
| HWM Howmet Aerospace Inc. | FY2026 Q3 · Calendar Q4 2026 | — | +5.5% | Howmet Q3: Strong Demand, Higher Guidance, and Capacity Risk |
Latest beats and misses
Who reports nextBeat on EPS
- DTMFY2026 Q3 · October 29, 2026+2.7% EPS+1.7% move
- TAKFY2026 Q2 · October 29, 2026+251.7% EPS-0.7% move
- BLDRFY2026 Q3 · October 29, 2026+42.5% EPS+12.8% move
- KIM-PNFY2026 Q3 · October 29, 2026+101.6% EPS— move
- FLSFY2026 Q3 · October 28, 2026+9.0% EPS+11.9% move
- ENTGFY2026 Q3 · October 29, 2026+19.4% EPS+0.4% move
Missed on EPS
- SCIFY2026 Q3 · October 28, 2026-2.1% EPS-8.7% move
- AMFY2026 Q3 · October 28, 2026-5.6% EPS+3.7% move
- INGFY2026 Q3 · October 29, 2026-5.1% EPS-2.0% move
- AMPFY2026 Q3 · October 29, 2026-4.3% EPS+1.7% move
- AMRZFY2026 Q3 · October 28, 2026-1.0% EPS+3.9% move
- MAAFY2026 Q3 · October 28, 2026-5.9% EPS+1.3% move
Get the HII recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-10-29T18:05:45.529179+00:00
- FN2 earnings calendar · 2026-10-30T01:23:13.979536+00:00
- Polygon adjusted daily market bars · 2026-10-30T04:00:42.547758+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-30T04:00:42.545088+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 2026-10-30. For educational purposes only; not investment advice.