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HII delivered Q1 revenue of $3.0 billion, up 7% year-over-year, with shipbuilding growth of 8% driven by accelerated work on the Virginia-class submarine and CVN-80 carrier programs. Mission Technologies grew 5% on steady cybersecurity and intelligence contract demand, and free cash flow of $140 million reflected typical Q1 working capital patterns. Management reaffirmed full-year guidance and noted that workforce retention had improved to its best level in three years, supporting the throughput ramp.
Demand | Margin | Guidance Reliability | Revenue Growth | Labor Market | Cost Pressure | Regulation Policy | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 7 | 4 | 1 | 1 | 3 | 1 | 2 |
| 2025Q1 | 4 | 5 | 3 | 1 | 3 | 2 | 1 | 1 |
| 2025Q2 | 5 | 2 | 4 | 3 | 2 | 1 | 2 | 2 |
| 2025Q3 | 4 | 4 | 6 | 2 | 2 | 2 | 2 | 1 |
| 2025Q4 | 7 | 7 | 6 | 3 | 3 | 2 | 1 | 1 |
| 2026Q1 | 8 | 5 | 5 | 3 | 2 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 4 | 5 | 4 | 7 | 8 |
| Margin | 7 | 5 | 2 | 4 | 7 | 5 |
| Guidance Reliability | 4 | 3 | 4 | 6 | 6 | 5 |
| Revenue Growth | 1 | 1 | 3 | 2 | 3 | 3 |
| Labor Market | 1 | 3 | 2 | 2 | 3 | 2 |
| Cost Pressure | 3 | 2 | 1 | 2 | 2 | 2 |
| Regulation Policy | 1 | 1 | 2 | 2 | 1 | 1 |
| Capital Allocation | 2 | 1 | 2 | 1 | 1 |
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.00B | -5.4% | $3.15 | -54.3% | 3.7% | 4.1% | $277M |
| FY2025 Q1 | $2.73B | -2.5% | $3.79 | -2.1% | 5.9% | 5.4% | $-462M |
| FY2025 Q2 | $3.08B | +3.5% | $3.86 | -11.9% | 5.0% | 4.9% | $727M |
| FY2025 Q3 | $3.19B | +16.1% | $3.68 | +43.8% | 5.0% | 4.5% | $281M |
| FY2025 Q4 | $3.48B | +15.7% | $4.04 | +28.3% | 4.5% | 4.6% | $516M |
| FY2026 Q1Selected | $3.10B | +13.4% | $3.79 | 0.0% | 5.0% | 4.8% | $-464M |
| FY2026 Q2 | $3.42B | +10.9% | $5.27 | +36.5% | 6.1% | 6.1% | $43M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Calendar quarter Q1 2026Earnings call May 5, 2026
FY2026 Q1 in brief
HII delivered Q1 revenue of $3.0 billion, up 7% year-over-year, with shipbuilding growth of 8% driven by accelerated work on the Virginia-class submarine and CVN-80 carrier programs.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +13.3% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Huntington Ingalls Industries (HII), FY2026 Q1: 6/10. Scores: Huntington Ingalls Industries’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: HII daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
What HII and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we still think there's some very positive, we could get some very positive results from the Hyundai relationship, not only in manufacturing but also in efficiencies, in how we build ships.”
HII sees potential upside from its memorandum of agreement with Hyundai in shipbuilding capacity and efficiency, though not yet in the 2026 network.
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Noah Poponak | Goldman Sachs | 13 questions · 54% challenging |
| Gautam Khanna | TD Cowen | 11 questions · 18% challenging |
| Scott Mikus | Melius Research | 11 questions · 36% challenging |
| Seth Seifman | JPMorgan | 11 questions · 18% challenging |
| Myles Walton | Wolfe Research | 11 questions · 45% challenging |
| Ron Epstein | Bank of America | 9 questions · 11% challenging |
| Deutsche Bank |
| 9 questions · 56% challenging |
| Doug Harned | Bernstein | 7 questions · 86% challenging |
| David Strauss | Wells Fargo | 6 questions · 50% challenging |
| Pete Skibitski | Alembic Global | 5 questions · 20% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Goldman Sachs | 1 analyst | 13 questions · 54% challenging |
| Bank of America | 3 analysts | 12 questions · 8% challenging |
| Wolfe Research | 2 analysts | 12 questions · 42% challenging |
| JPMorgan | 1 analyst | 11 questions · 18% challenging |
| TD Cowen | 1 analyst | 11 questions · 18% challenging |
| Melius Research | 1 analyst | 11 questions · 36% challenging |
| Deutsche Bank | 1 analyst | 9 questions · 56% challenging |
| Bernstein | 1 analyst | 7 questions · 86% challenging |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
HII Huntington Ingalls Industries | 6 | +13.3% | |
| ACHR Archer Aviation Inc. | 5 | n/a | |
| AXON Axon Enterprise Inc. | 10 | +33.8% | |
| BA The Boeing Company | 7 | +14.0% | |
| GD General Dynamics | 8 | +10.3% | |
| GE GE Aerospace | 7 | +24.7% | |
| LHX L3Harris | 8 | +11.9% | |
| LMT Lockheed Martin | 4 | +0.3% | |
| LUNR Intuitive Machines, Inc. | 3 | +198.7% | |
| NOC Northrop Grumman | 6 | +4.4% | |
| RKLB Rocket Lab USA, Inc. | 8 | +63.5% | |
| RTX RTX Corporation | 9 | +8.7% | |
| SPCX Space Exploration Technologies Corp. | · | n/a | |
| TDG TransDigm Group | 10 | +18.3% | |
| TXT Textron | 7 | +11.8% |