Judd Goddin

Industrials

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

2

Questions

0%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Focus Areas3 topics

Guidance Reliability2Demand1Margin1

Question History2 questions

HIIHuntington Ingalls Industries1 quarter

2025 Q4

Are there any milestones or delivery dates that you would just flag for us right now to kind of bracket and sensitize

DemandGuidance ReliabilityView in transcript →

in the first quarter, you have shipbuilding margins kind of at the low end of the full-year guidance. It suggests that the conservatism is more of a back half event as it plays out.

MarginGuidance ReliabilityView in transcript →