Reading the tape
NYSE: HII
Huntington Ingalls Industries, Inc.
Industrials · Aerospace & Defense
Market Cap
$12.84B
52w High
$460.00
52w Low
$215.05
P/E
21.18
Volume
1.57M
Outstanding Shares
39.38M
Price vs Fundamentals
Why The Stock Is Moving
Fundamentals are supporting the moveHigh confidence
1Y Price: 35.82%Revenue (TTM): 12.08%FCF (TTM): 1,106.38%P/FCF: 18th pct
What changed
The stock rose 35.82% over the last year. Revenue grew 12.08% over the trailing twelve months. Operating margin moved from 4.73% to 4.88%. Free cash flow grew 1,106.38% over the trailing twelve months.
What the market seems to be pricing
The stock move broadly lines up with stronger business momentum, and the shares are still only around the 18th percentile of their historical P/FCF range.
What would invalidate this read
Operating margin is at 4.88%. Revenue grew 12.08% — this thesis depends on that trajectory holding. If revenue growth, margins, or free cash flow roll over while the stock keeps climbing, more of the move would be coming from multiple expansion than business progress.
Company profile
Huntington Ingalls Industries, Inc. engages in designing, building, overhauling, and repairing military ships in the United States.
CEOChristopher Douglas Kastner
SectorIndustrials
IndustryAerospace & Defense
Employees44,000
IPO dateMar 22, 2011
Valuation
Forward P/E—
EV/EBITDA12.99
Enterprise value$15.74B
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Revenue growth13.35%
Gross margin25.99%▲1.00%vs FY2024
Operating margin4.88%▲5.01%vs FY2024
ROE11.93%▲1.17%vs FY2024
Analyst consensus
RatingHold
Target price$420.00▲28.78%
12
Buy
14
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 5, 2026
Q2 FY26 · EPS est $3.70 · Revenue est $3.02B
View
Dividends
$5.49/shareQuarterlyDividend Achiever · 12yrEx-div May 29, 2026 · in 24dSafeHII pays a dividend with a 1.68% declared yield, 12 consecutive years of growth, growing at 4.29% annually, covered 3.7× by free cash flow.
Declared Yield
1.68%
Annual Div / Share
$5.49
5yr CAGR
+4.29%
Doubles every ~16.5yr
Payout Ratio
35.37%
Safe
Dividend Growth Rate
3yr CAGR
+3.86%
5yr CAGR
+4.29%
10yr CAGR
+11.19%
Dividend Safety
10/10Safe
Dividend History
Annualized dividend cycles per share
YearAnnual DivYoY
2026$5.49+2.6%
2025$5.35+4.1%
2024$5.14+4.9%
2023$4.90+4.7%
2022$4.68+5.2%
2021$4.45+12.7%
2020$3.95+19.7%
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$17/yr
$1/mo
In 5 yrs
$21/yr+23%
$2/mo
In 10 yrs
$26/yr+52%
$2/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$17/yr $1/mo | $21/yr+23% $2/mo | $26/yr+52% $2/mo |
Yield-on-cost grows from 1.68% → 2.56% over 10yr
Analysis
Dividend Strengths
Dividend Achiever
HII has raised its dividend for 12 consecutive years — qualifying as a Dividend Achiever, demonstrating long-term commitment to shareholder income.
Well-covered by free cash flow
The dividend is covered 3.7× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Risks to Watch
No strong risk signal stands out from the latest period pair.