Dec 31, 2022

Huntington Ingalls Q4 2022 Earnings Report

Reported a revenue increase and earnings per share in Q4 2022.

Key Takeaways

HII reported a 5.0% increase in Q4 2022 revenues, reaching $2.8 billion. Diluted earnings per share increased to $3.07, compared to $2.99 in Q4 2021. New contract awards in the fourth quarter of 2022 were approximately $3.2 billion, bringing total backlog to approximately $47.1 billion as of December 31, 2022.

Revenues were $2.8 billion in the fourth quarter, a 5.0% increase from Q4 2021.

Diluted earnings per share was $3.07 in the fourth quarter, compared to $2.99 in Q4 2021.

New contract awards in the fourth quarter of 2022 were approximately $3.2 billion.

Total backlog reached approximately $47.1 billion as of December 31, 2022.

Total Revenue
$2.81B
Previous year: $2.68B
+5.0%
EPS
$3.07
Previous year: $2.99
+2.7%
Total Backlog
$47.1B
Previous year: $48.5B
-2.9%
Gross Profit
$339M
Previous year: $373M
-9.1%
Cash and Equivalents
$467M
Previous year: $627M
-25.5%
Free Cash Flow
$496M
Previous year: $449M
+10.5%
Total Assets
$10.9B
Previous year: $10.6B
+2.2%

Huntington Ingalls

Huntington Ingalls

Huntington Ingalls Revenue by Segment

Forward Guidance

HII provides FY23 guidance, expecting shipbuilding revenue between $8.4 and $8.6 billion and Mission Technologies revenue of approximately $2.5 billion.

Positive Outlook

  • Expect FY23 shipbuilding revenue between $8.4 and $8.6 billion.
  • Expect FY23 shipbuilding operating margin between 7.7% and 8.0%.
  • Expect FY23 Mission Technologies revenue of approximately $2.5 billion.
  • Expect FY23 Mission Technologies segment operating margin between 2.5% and 3.0%.
  • Expect FY23 Mission Technologies EBITDA margin between 8.0% and 8.5%.

Challenges Ahead

  • Expect FY23 free cash flow between $400 and $450 million
  • Operating FAS/CAS Adjustment ($68M)
  • Interest Expense ($105M)
  • Effective Tax Rate ~21%
  • Capital Expenditures ~3.0% of Sales

Revenue & Expenses

Visualization of income flow from segment revenue to net income