NYSE$HII

Huntington Ingalls Industries Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

HII reported Q4 2025 revenue of $3.48B with diluted EPS of $4.04 and full-year EPS of $15.39.

Fourth quarter revenue rose 16% to $3.48 billion with operating margin of 4.9% (segment margin 5.6%). Diluted EPS was $4.04 versus $3.15 a year ago. Full-year revenue was $12.5 billion (+8.2%) with diluted EPS of $15.39 and free cash flow of $800 million. Management targets ~15% shipbuilding throughput growth in 2026.

  • Q4 revenue $3.48B (+16%); diluted EPS $4.04.
  • FY revenue $12.5B (+8.2%); FY EPS $15.39 (+10.2%).
  • FY free cash flow $800M vs $40M prior year.
  • Delivered Virginia-class submarine Massachusetts and DDG 128 in 2025.

Headline financials

Total Revenue

$3.48B

Previous: $3B+15.7%
EPS (adj)

$4.04

Previous: $3.15+28.3%
Operating Margin

4.9%

No prior period
Segment Operating Income

$195M

No prior period
Segment Operating Margin

5.6%

No prior period
Ingalls Operating Margin

7.6%

No prior period
Newport News Operating Margin

4.4%

No prior period
Mission Technologies Operating Margin

5.9%

No prior period
Net Cash from Operating Activities

$650M

No prior period
Free Cash Flow

$516M

No prior period
Net Income

$159M

Previous: $123M+29.3%
Operating Income

$172M

Previous: $110M+56.4%

Revenue & EPS history

Huntington Ingalls · Revenue · Quarterly

$3.48B

Q4 2025+15.7%vs Q4 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Huntington Ingalls · $2.85B total across 3 segments · Q3 2023

  • Newport News Shipbuilding
    $1.45B+0.6%
  • Ingalls Shipbuilding
    $711M+14.1%
  • Mission Technologies
    $685M+15.1%

Forward guidance

The release discusses HII's outlook for upcoming periods, including capital allocation, operating priorities, and market risks.

Tailwinds

  • HII cites operational execution and demand trends supporting the outlook.
  • Balance sheet and capital actions aim to fund growth and shareholder returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-0.6%

Avg return

Earnings day

-2.3%

Avg return

5 days after

-1.1%

Avg return

30 days after

52%

33 / 64 earnings

Positive

+10.1%

Q4 2017

Best reaction

-24.5%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.6%-13.0%-19.4%
Q4 2025-10.6%-3.3%+3.9%
Q3 2025+7.0%+5.9%+5.1%
Q1 2025-1.2%+1.1%-3.2%
Q4 2024-18.3%-14.2%+0.2%
Q3 2024-24.5%-22.9%-21.0%
Q2 2024-5.9%-8.4%+1.0%
Q1 2024-11.1%-10.3%-8.6%
Q4 2023+3.7%+2.8%+13.0%
Q3 2023+5.9%+5.1%+8.0%
Q2 2023-0.4%-0.8%-3.1%
Q1 2023+0.3%-1.2%+5.4%
Q4 2022-1.9%-4.2%-7.9%
Q3 2022-3.9%-3.6%-5.2%
Q2 2022+4.1%+3.1%+3.7%
Q1 2022-2.7%-5.6%-4.2%
Q4 2021-1.8%-3.8%+10.1%
Q3 2021-3.0%-2.6%-9.4%
Q2 2021+2.6%+3.3%+1.4%
Q1 2021+1.9%+0.9%+4.4%
Q4 2020+5.0%+4.4%+16.3%
Q3 2020+1.3%+7.2%+11.3%
Q2 2020-6.0%-5.7%-17.4%
Q1 2020+1.1%-2.9%+13.4%
Q4 2019-8.8%-12.1%-33.9%
Q3 2019+7.4%+8.5%+8.3%
Q2 2019-9.7%-9.7%-8.5%
Q1 2019-5.0%-6.5%-8.1%
Q4 2018+1.7%+0.9%-5.4%
Q3 2018-4.5%-8.9%-15.2%
Q2 2018+2.8%+1.8%+6.5%
Q1 2018-9.1%-4.3%-3.7%
Q4 2017+10.1%+10.2%+5.3%
Q3 2017+3.9%+2.5%+1.6%
Q2 2017+2.8%+2.8%+3.3%
Q1 2017-2.8%-2.5%-3.6%
Q4 2016+3.0%+3.4%+3.9%
Q3 2016-8.3%-6.0%+13.1%
Q2 2016-2.4%-2.8%-4.2%
Q1 2016+6.9%
Q4 2015-1.4%
Q3 2015+7.2%
Q2 2015-1.1%
Q1 2015-11.2%
Q4 2014+7.2%
Q3 2014+1.8%
Q2 2014+6.1%
Q1 2014-3.4%
Q4 2013+4.6%
Q3 2013+4.7%
Q2 2013+0.5%
Q1 2013-0.6%
Q4 2012+5.7%
Q3 2012-0.0%
Q2 2012+6.6%
Q1 2011-6.8%
Q1 2012-1.5%
Q4 2009-0.5%
Q4 2011-0.5%
Q3 2010+4.7%
Q3 2011+4.7%
Q2 2011+0.0%
Q4 2010+0.0%
Q2 2010+0.0%
Q1 2010

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro