Get emailed when HII changes direction
Mkt Cap $14B
P/E 23.8 fwd 18.0
52wk $215.05 - $460.00
2h ago
Insider selling: $15,743,252 sold by 21 insiders (30d)
Est. revisions:
-1.3%
(1 up, 5 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -1.4)
Factor Model
net -1.4 3.8 / 10
Est. Revisions
-0.1
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-0.9
Narrative Gap
+0.0
Huntington Ingalls Gains $65B Defense Ship Contract
Watch: Watch HII's Q1 earnings release for confirmation of EPS growth and updates on AI platform integration in warships.
Huntington Ingalls signed an MOU with Applied Intuition to integrate AI into warships including their ROMULUS unmanned vessels, targeting enhanced ship autonomy and performance. The company aims for a 15% shipbuilding throughput growth in 2026 after achieving 14% in 2025. The Pentagon's $1.5 trillion 2027 budget includes $65 billion for 18 warships and 16 support ships from HII, underpinning growth. HII's Q1 2026 EPS is forecast at $3.70 with full-year 2026 EPS expected to grow 12.4% to $17.30, and 17.2% further in 2027. The stock surged 78.7% in the past year amid steady analyst Moderate Buy consensus.
This AI partnership combined with robust defense spending and earnings growth signals strong industrial momentum and strategic positioning for HII in defense modernization and automation sectors.
Evidence
2h ago
Insider buy by STANAGE NICKIE LEE (HII): $954,730
2h ago
Huntington Ingalls Joins Applied Intuition To Advance Artificial Intelligence For Warships
benzinga
1d ago
Trump's $1.5 trillion defense budget includes $750 billion for ships, jets and Golden Dome
reddit-stocks
42d ago
Huntington Ingalls Stock: The Quiet Defense Giant Wall Street Is Watching - AD HOC NEWS
google-news-defense
50d ago
Why Lockheed Martin, Northrop Grumman, and Other Defense Stocks Gained Today - Yahoo Finance
google-news-defense
50d ago
Why Lockheed Martin, Northrop Grumman, and Other Defense Stocks Gained Today - The Globe and Mail
google-news-defense
1 older signals
Fundamentals & Data ▾
Huntington Ingalls Industries, Inc.
Industrials · Aerospace & Defense
Mkt Cap
$14B
P/E
23.8 fwd 18.0
Beta
0.36
Div Yield
146.00%
52w Range
$215.05 - $460.00
Short Interest
1.1M 3.13%
Days to Cover
2.1 -42%
Insiders
mixed
0B / 0S
EPS Estimate
$3.73
-1.3% 30d
1up / 5dn
Est. Dispersion
13%
11 analysts
Analyst Target
$407
$307 - $460
Options P/C
1.32
Insider Cluster
strong sell
1B / 9S
Fund Convergence
strong
Citadel, Bridgewater, D.E. Shaw
Financials
Revenue
$3.5B +16% YoY
FCF
$516M
Gross Margin
12%
Op Margin
5%
Momentum:
accelerating
Top Holders
Citadel
$31M
Bridgewater
$7M
D.E. Shaw
$1M
Recent Filings & Data
insider trade
148
net selling
· $15,743,252 sold
· $954,730 bought
21 insiders · 148 transactions (30d)
Recent transactions
STIEHLE THOMAS E. · other
WILKINSON KARA R. · other
HARKER VICTORIA D · award · $48,378
STANAGE NICKIE LEE · award · $48,378
KELLY ANASTASI D · award · $48,378
DENAULT LEO PAUL · award · $48,378
SCHIEVELBEIN THOMAS C · award · $48,378
JIMENEZ FRANK R · award · $48,378
WELCH JOHN K · award · $48,378
O'SULLIVAN STEPHANIE L. · award · $48,378
FALLER CRAIG S · award · $48,378
DONALD KIRKLAND H · award · $48,378
MCKIBBEN TRACY B. · award · $48,378
COLLINS AUGUSTUS L. · award · $48,378
DENAULT LEO PAUL · award · $40,269
HARKER VICTORIA D · award
STANAGE NICKIE LEE · award
KELLY ANASTASI D · award
DENAULT LEO PAUL · award
SCHIEVELBEIN THOMAS C · award
JIMENEZ FRANK R · award
WELCH JOHN K · award
O'SULLIVAN STEPHANIE L. · award
FALLER CRAIG S · award
DONALD KIRKLAND H · award
MCKIBBEN TRACY B. · award
COLLINS AUGUSTUS L. · award
STIEHLE THOMAS E. · sell · $1,937,430
BOUDREAUX CHAD N. · sell · $1,858,780
CHEWNING ERIC D · sell · $736,848
SCHUCK NICOLAS GERARD · sell · $786,711
GREEN EDGAR ANDY III · sell · $2,035,979
HUGHES EDMOND E. JR. · exercise · $135,903
STIEHLE THOMAS E. · other
WILKINSON KARA R. · other
CHEWNING ERIC D · other
BLANCHETTE BRIAN D. · exercise · $42,384
KASTNER CHRISTOPHER D · other
SCHUCK NICOLAS GERARD · other
GREEN EDGAR ANDY III · exercise · $183,815
BOUDREAUX CHAD N. · other
HUGHES EDMOND E. JR. · award · $2,082,944
STIEHLE THOMAS E. · award · $3,676,295
WILKINSON KARA R. · award · $2,818,203
CHEWNING ERIC D · award · $2,082,944
BLANCHETTE BRIAN D. · award · $629,413
KASTNER CHRISTOPHER D · award · $14,216,460
SCHUCK NICOLAS GERARD · award · $1,041,036
GREEN EDGAR ANDY III · award · $2,818,203
BOUDREAUX CHAD N. · award · $2,818,203
HUGHES EDMOND E. JR. · other
CHEWNING ERIC D · other
BLANCHETTE BRIAN D. · other
KASTNER CHRISTOPHER D · other
SCHUCK NICOLAS GERARD · other
GREEN EDGAR ANDY III · other
BOUDREAUX CHAD N. · other
HARKER VICTORIA D · award · $48,615
STANAGE NICKIE LEE · award · $48,615
KELLY ANASTASI D · award · $48,615
DENAULT LEO PAUL · award · $48,615
SCHIEVELBEIN THOMAS C · award · $48,615
JIMENEZ FRANK R · award · $48,615
WELCH JOHN K · award · $48,615
O'SULLIVAN STEPHANIE L. · award · $48,615
FALLER CRAIG S · award · $48,615
DONALD KIRKLAND H · award · $48,615
MCKIBBEN TRACY B. · award · $48,615
COLLINS AUGUSTUS L. · award · $48,615
DENAULT LEO PAUL · award · $38,088
HARKER VICTORIA D · award
STANAGE NICKIE LEE · award
KELLY ANASTASI D · award
DENAULT LEO PAUL · award
SCHIEVELBEIN THOMAS C · award
JIMENEZ FRANK R · award
WELCH JOHN K · award
O'SULLIVAN STEPHANIE L. · award
FALLER CRAIG S · award
DONALD KIRKLAND H · award
MCKIBBEN TRACY B. · award
COLLINS AUGUSTUS L. · award
BOUDREAUX CHAD N. · sell · $247,216
KASTNER CHRISTOPHER D · other
HUGHES EDMOND E. JR. · sell · $268,124
KASTNER CHRISTOPHER D · sell · $4,815,900
HARKER VICTORIA D · sell · $316,605
SCHUCK NICOLAS GERARD · sell · $146,389
HARKER VICTORIA D · award · $41,185
STANAGE NICKIE LEE · award · $41,185
KELLY ANASTASI D · award · $41,185
DENAULT LEO PAUL · award · $79,190
SCHIEVELBEIN THOMAS C · award · $41,185
JIMENEZ FRANK R · award · $41,185
WELCH JOHN K · award · $41,185
O'SULLIVAN STEPHANIE L. · award · $41,185
FALLER CRAIG S · award · $41,185
DONALD KIRKLAND H · award · $41,185
MCKIBBEN TRACY B. · award · $41,185
COLLINS AUGUSTUS L. · award · $41,185
HARKER VICTORIA D · award
KELLY ANASTASI D · award
DENAULT LEO PAUL · award
SCHIEVELBEIN THOMAS C · award
JIMENEZ FRANK R · award
WELCH JOHN K · award
O'SULLIVAN STEPHANIE L. · award
FALLER CRAIG S · award
DONALD KIRKLAND H · award
MCKIBBEN TRACY B. · award
COLLINS AUGUSTUS L. · award
STANAGE NICKIE LEE · buy · $954,730
KASTNER CHRISTOPHER D · other
HARKER VICTORIA D · sell · $268,630
GREEN EDGAR ANDY III · sell · $1,117,427
STANAGE NICKIE LEE · award · $28,692
HARKER VICTORIA D · award · $41,134
KELLY ANASTASI D · award · $41,134
DENAULT LEO PAUL · award · $79,043
SCHIEVELBEIN THOMAS C · award · $41,134
JIMENEZ FRANK R · award · $41,134
WELCH JOHN K · award · $41,134
O'SULLIVAN STEPHANIE L. · award · $41,134
FALLER CRAIG S · award · $41,134
DONALD KIRKLAND H · award · $41,134
MCKIBBEN TRACY B. · award · $41,134
COLLINS AUGUSTUS L. · award · $41,134
HARKER VICTORIA D · award
KELLY ANASTASI D · award
DENAULT LEO PAUL · award
SCHIEVELBEIN THOMAS C · award
JIMENEZ FRANK R · award
WELCH JOHN K · award
O'SULLIVAN STEPHANIE L. · award
DONALD KIRKLAND H · award
MCKIBBEN TRACY B. · award
COLLINS AUGUSTUS L. · award
BOUDREAUX CHAD N. · sell · $449,873
HUGHES EDMOND E. JR. · sell · $301,483
KELLY ANASTASI D · sell · $455,857
HARKER VICTORIA D · award · $41,249
KELLY ANASTASI D · award · $41,249
DENAULT LEO PAUL · award · $41,249
SCHIEVELBEIN THOMAS C · award · $41,249
JIMENEZ FRANK R · award · $41,249
WELCH JOHN K · award · $41,249
O'SULLIVAN STEPHANIE L. · award · $41,249
FALLER CRAIG S · award · $41,249
9 signals · latest 2h ago
Get alerted when HII changes direction
We'll email you when our AI detects a shift — reversals, insider clusters, filing red flags.