$HII 0.55 Developing

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• @wallstengine bullish 31 eng

  HII $HII Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.4B (Est. $3.16B) 🟢; +10.9% YoY 🔹 EPS: $5.27 (Est. $3.80) 🟢; +36.5% YoY 🔹 Free Cash Flow: -$150M Raises FY26 Guide: 🔹 Shipbuilding Rev: $10.2B-$10.4B; from $9.7B-$9.9B 🔹 Shipbuilding Margin: 6.0%-6.5%; from 5.5%-6.5% 🔹 Mission Tech Revenue: $3.0B-$3.2B; unchanged 🔹 Mission Tech Margin: ~5%; unchanged 🔹 Mission Tech EBITDA Margin: 8.4%-8.6%; unchanged 🔹 Free Cash Flow: $500M-$600M; affirmed Segment Net Revenue: 🔹 Ingalls: $845M; +16.7% YoY 🔹 Newport News: $1.8B; +15.3% YoY 🔹 Mission Technologies: $760M; -3.9% YoY Other Q2 Metrics: 🔹 Net Earnings: $208M; +36.8% YoY 🔹 Operating Margin: 6.1%; +86 bps YoY 🔹 Segment Operating Margin: 6.6%; +97 bps YoY 🔹 New Contract Awards: $6.7B 🔹 Backlog: $57.3B Comments: 🔸 “Given the significant shipbuilding demand and our proven ability to drive higher throughput, we are pleased to increase our top line expectations for the full year while lifting the lower end of our margin expectations as we remain focused on execution.”

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