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Dec 31, 2025
Huntington Ingalls Q4 2025 Earnings Report
Huntington Ingalls Industries reported an increase in revenue and diluted earnings per share for the fourth quarter of 2025, driven by growth across all business segments.
Key Takeaways
Huntington Ingalls Industries (HII) announced strong fourth quarter and full year 2025 results, with Q4 revenues increasing 15.7% to $3.5 billion and diluted EPS rising 28.3% to $4.04. The company achieved critical shipbuilding milestones and saw growth across all business segments, contributing to an 8.2% increase in full-year revenue to $12.5 billion.
Q4 2025 revenue increased 15.7% to $3.5 billion, up from $3.0 billion in Q4 2024.
Diluted earnings per share for Q4 2025 rose 28.3% to $4.04, compared to $3.15 in Q4 2024.
Operating income for Q4 2025 was $172 million, with an operating margin of 4.9%, showing significant improvement from Q4 2024.
The company achieved critical shipbuilding milestones, including the delivery of the Virginia-class submarine Massachusetts (SSN 798) and guided missile destroyer Ted Stevens (DDG 128).
Revenue by Segment
Forward Guidance
HII anticipates continued growth in 2026, with shipbuilding revenue projected between $9.7 billion and $9.9 billion, and Mission Technologies revenue between $3.0 billion and $3.2 billion. The company aims for increased shipbuilding throughput and strong operating margins across segments.
Positive Outlook
- FY26 shipbuilding revenue expected to be between $9.7 billion and $9.9 billion.
- FY26 Mission Technologies revenue expected to be between $3.0 billion and $3.2 billion.
- Shipbuilding operating margin projected between 5.5% and 6.5% for FY26.
- Mission Technologies segment operating margin expected to be approximately 5% for FY26.
- FY26 free cash flow projected between $500 million and $600 million.
Challenges Ahead
- Operating FAS/CAS Adjustment is expected to be a negative $44 million.
- Non-current State Income Tax Expense is estimated to be approximately negative $20 million.
- Interest Expense is projected at negative $105 million.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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