HII Huntington Ingalls Industries Inc

$HII I went from 2 shares to 9 today, $257 looks like a bargain. Took my average from 360 to 280 😂

$HII is the only ship builder with knowledge to get the job done otherwise you will have to go to South Korea or China and no one in their right mind is going to go there. This stock has major upside.

$HII Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $5.48 up 48.91% YoY • Reported revenue of $3.54B up 10.81% YoY • HII raised FY26 shipbuilding revenue guidance to between $10.5 and $10.7B and reaffirmed shipbuilding operating margin of 6.0% to 6.5%; FY26 free cash flow is between $500 and $600M.

$HII Backlog hit 86.2 billion dollars at Sep 30, up from 53.1 billion at year end. The earnings release never mentions backlog at all. Only 37.9 billion dollars of it is funded though. Newport News alone carries 42.2 billion dollars of unfunded backlog against 18.6 billion funded, and its unfunded pile nearly tripled from 14.6 billion at year end, on the awards for nine Block VI Virginia class and five Build II Columbia class submarines.

$HII Another investment angle here is that - the world will eventually get more serious about nuclear propulsion for the Cargo Shipping industry, with next-gen super-cargo ships built with similar nuclear propulsion as HII's aircraft carriers have now. Then, cargo ships would no longer burn oil nor require refuel other than infrequent nuclear refueling. Same thing for Cruise Ships, which would get the benefit of much more electrical capacity on board for some new reimagined cruise ship of the future.

$HII reported earnings before the open: GAAP EPS of $5.48 vs. $4.36 estimated, a beat of 25.7%. I used Stock Meadow to review the results.

$HII Can HII reach its $500-600M free cash flow target for the year after a negative $182M in the first nine months? 🏢 HII, the largest US shipbuilder, posted third-quarter 2026 diluted EPS of $5.48 versus $3.68 in the year-ago quarter, on record revenue of $3.537B, up 10.8% 🚀 It raised its FY26 shipbuilding revenue guidance to $10.5-10.7B from $10.2-10.4B and its Mission Technologies margin outlook to about 6% from about 5% 🔥 Q3 free cash flow of $429M still leaves the first nine months at negative $182M, so the reaffirmed $500-600M full-year target needs about $682-782M in Q4 alone, 1.6 to 1.8 times what Q3 produced ✅ For the bull case, Q3 operating cash flow jumped to $520M from $118M a year earlier, and the CEO says Q3's $32.4B of awards now secure about 90% of expected shipbuilding revenue through 2030 📅 Next: The earnings call is at 9 a.m. Eastern time today, October 29, 2026, and the timing of Q4 cash is what to listen for Source: GlobeNewswire release + SEC 8-K, Oct 29

$HII If analysts were actually good at their job they wouldn't be working for someone else.

$HII reports earnings tomorrow before the open. I’m bullish heading into the report: HII has beaten EPS estimates in 6 of its last 8 reports, according to Stock Meadow.

$HII If the AI/Autonomy trade comes into Defense stocks, HII is going to be one of the top-3 for those enhancements within their product line.

$HII Had a feeling defense was going to matter last fall, so I bought $RTX in Oct. 2025 around $177 and later sold around $200. Nice win. Starting a small $HII position today. Different angle this time…U.S. Navy shipbuilding, submarines/carriers, maritime defense + a really interesting physical AI/autonomy story. What caught my attention: $HII is deploying AI-enabled robotics to increase shipbuilding productivity while also developing autonomous surface & underwater military systems. AI helping build the fleet AND becoming part of the fleet. 🤖⚓️ I like the intersection of defense + American industrial rebuilding + physical AI + autonomy. Small starter for now. 👀📈 America! 🇺🇸