Jun 30, 2022

Huntington Ingalls Q2 2022 Earnings Report

Reported an increase in revenue and earnings per share, driven by the acquisition of Alion and growth at Newport News Shipbuilding.

Key Takeaways

HII reported Q2 2022 revenues of $2.7 billion, a 19.3% increase compared to Q2 2021. Net earnings were $178 million, or $4.44 diluted earnings per share. The company reaffirmed its FY22 shipbuilding revenue and segment operating margin guidance, revised its Mission Technologies revenue guidance, and reaffirmed its FY22 free cash flow guidance.

Revenues were $2.7 billion, up 19.3% from the second quarter of 2021.

Net earnings reached $178 million, resulting in $4.44 diluted earnings per share.

Free cash flow was $208 million for the quarter.

Total backlog reached approximately $47.2 billion as of June 30, 2022.

Total Revenue
$2.66B
Previous year: $2.23B
+19.3%
EPS
$4.44
Previous year: $3.2
+38.8%
Total Backlog
$47.2B
Previous year: $47.7B
-1.0%
Gross Profit
$390M
Previous year: $322M
+21.1%
Cash and Equivalents
$375M
Previous year: $348M
+7.8%
Free Cash Flow
$208M
Previous year: $22M
+845.5%
Total Assets
$10.6B
Previous year: $8.13B
+30.2%

Huntington Ingalls

Huntington Ingalls

Huntington Ingalls Revenue by Segment

Forward Guidance

HII reaffirms shipbuilding revenue, shipbuilding operating margin, Mission Technologies segment operating margin and free cash flow guidance. It revises Mission Technologies revenue guidance due to a slower award and contracting pace in the first half of 2022.

Positive Outlook

  • Expect FY22 shipbuilding revenue between $8.2 and $8.5 billion.
  • Expect FY22 shipbuilding operating margin between 8.0% and 8.1%.
  • Expect FY22 Mission Technologies EBITDA Margin between 8.0% and 8.5%.
  • Expect FY22 free cash flow of between $300 and $350 million assuming Sec. 174 Tax Deferral.
  • Expect cumulative FY20-FY24 free cash flow of approximately $3.2 billion assuming Sec. 174 Tax Deferral.

Challenges Ahead

  • Revising Mission Technologies revenue guidance to between $2.4 and $2.6 billion.
  • Expect FY22 Mission Technologies segment operating margin of approximately 2.5%.
  • Operating FAS/CAS Adjustment of ($143M).
  • Non-current State Income Tax Expense of ($5M).
  • Interest Expense of ($102M).

Revenue & Expenses

Visualization of income flow from segment revenue to net income