Major Naval Deliveries Could Be a Game Changer for Huntington Ingalls Industries (HII)

• In November 2025, Huntington Ingalls Industries' Newport News Shipbuilding division announced the delivery of the Virginia-class fast-attack submarine Massachusetts (SSN 798) to the U.S. Navy, while its Ingalls Shipbuilding division successfully completed sea trials for the Arleigh Burke-class destroyer Ted Stevens (DDG 128), confirming key milestones in major naval programs.
• The completion and delivery of two advanced naval vessels in quick succession underscores the company's ability to execute on complex, large-scale defense contracts and maintain strong relationships across the U.S. maritime supply chain.
• We'll examine how the delivery of the Massachusetts submarine signals robust execution on backlog and its impact on Huntington Ingalls’ investment outlook.

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Huntington Ingalls Industries Investment Narrative Recap

To be a Huntington Ingalls Industries shareholder, you need to believe in the enduring priority of U.S. naval modernization, the company's ability to execute on large-scale defense contracts, and ongoing support for defense spending. Recent delivery of the Virginia-class submarine Massachusetts and completion of sea trials for Ted Stevens (DDG 128) reinforce the company’s operational momentum; however, the fundamental short-term catalyst remains timely contract awards, and risks tied to program delays or budget pressure have not materially changed with this news.

Among recent announcements, the successful delivery of Massachusetts (SSN 798) stands out as directly relevant. It affirms progress on complex backlog execution, a key factor supporting order flow and cash generation amid concerns over schedule reliability and revenue visibility.

Yet, against this operational progress, investors should be aware of the ongoing risk that major defense contract awards could slip further into the future…

Read the full narrative on Huntington Ingalls Industries (it's free!)

Huntington Ingalls Industries is projected to reach $13.6 billion in revenue and $785.0 million in earnings by 2028. This outlook assumes a 5.4% annual revenue growth rate and a $260.0 million increase in earnings from the current $525.0 million.

Uncover how Huntington Ingalls Industries' forecasts yield a $331.89 fair value, a 6% upside to its current price.

Exploring Other Perspectives

Eight different fair value estimates from the Simply Wall St Community put HII’s worth anywhere between US$180 and US$451,400, highlighting wide gaps in expectations. With contract timing still a key risk, many readers may spot analytical differences worth considering for their own view.

Explore 8 other fair value estimates on Huntington Ingalls Industries - why the stock might be worth 43% less than the current price!

Build Your Own Huntington Ingalls Industries Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Huntington Ingalls Industries research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Huntington Ingalls Industries research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Huntington Ingalls Industries' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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