HII Raises Shipbuilding Guidance After Q2 Earnings Beat; CEO Adopts 10b5-1 Plan
HII sits 18% above its 52-week low of $256.45.
Summary
HII beat Q2 estimates, raised shipbuilding guidance, and reported a record $57.3B backlog. CEO adopted a pre-planned 10b5-1 trading plan to sell 15,000 shares.
Key Events · Earnings and Guidance · HII
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Q2 Earnings Beat
Revenue rose 10.9% YoY to $3.4B; EPS of $5.27 exceeded the prior-year $3.86.
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Raised Shipbuilding Guidance
Management increased full-year shipbuilding revenue and margin expectations, citing strong demand and execution.
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Record Backlog
Total backlog grew to $57.3B, up from $53.1B at year-end 2025, providing multi-year revenue visibility.
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Cash Flow Swing
Operating cash flow was a $421M use in H1 2026 vs. a $428M source a year ago, driven by working capital timing; liquidity remains adequate.
Analysis · HII · Manufacturing
Huntington Ingalls delivered a strong Q2, with revenue up 10.9% to $3.4 billion and EPS of $5.27, beating expectations. Management raised its full-year shipbuilding revenue and margin outlook, signaling confidence in the $57.3 billion backlog. The quarter also saw a sharp swing in operating cash flow to a $421 million use, driven by working capital timing, but the company affirmed sufficient liquidity. Separately, CEO Christopher Kastner adopted a 10b5-1 trading plan to sell 15,000 shares — a pre-planned, routine disposition that does not offset the operational strength.
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In the 30 days to Sep 12, 2026, 35.5% of the 1531 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.19%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, HII was trading at $302.25 on NYSE in the Manufacturing sector, with a market capitalization of approximately $11.9B. The 52-week trading range was $256.45 to $460.00. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.