Abstract
Huntington Ingalls Industries will report its quarterly results on February 05, 2026 Pre-Market, with the market looking for modest revenue and earnings growth, while attention centers on segment execution, margin trajectory, and Navy shipbuilding milestones.Market Forecast
Market expectations for the upcoming quarter indicate revenue of $3.10 billion, up 1.53% year over year, and adjusted EPS of 3.88, up 11.31% year over year. Forecasts do not explicitly provide gross profit margin or net margin; consensus focuses on steady top-line expansion and mid-to-high single-digit earnings growth.The main businesses are expected to be led by Newport News Shipbuilding and Ingalls Shipbuilding, with stable order execution and incremental productivity gains as primary drivers. Mission Technologies is positioned as a growth vector, supported by classified and services work, although a precise revenue or year-over-year estimate for the current quarter is not provided by the forecast dataset.
Last Quarter Review
Huntington Ingalls Industries reported last quarter revenue of $3.19 billion, a gross profit margin of 12.34%, GAAP net income attributable to the company of $145.00 million, a net profit margin of 4.54%, and adjusted EPS of 3.68, which increased 43.75% year over year.Quarter-on-quarter net income declined by 4.61%, but operating performance exceeded consensus in both revenue and earnings. By segment, revenue was led by Newport News at $1.62 billion, Ingalls at $0.83 billion, and Technical Solutions at $0.79 billion, with inter-segment eliminations of $0.04 billion; the growth dynamics underscored consistent execution in core shipbuilding and expanding contribution from services and technology.
Current Quarter Outlook (with major analytical insights)
Main Shipbuilding Programs
Huntington Ingalls’s core shipbuilding programs—across Newport News Shipbuilding and Ingalls Shipbuilding—anchor revenue visibility and near-term earnings cadence. The company’s calendar-Q4 results typically capture milestone recognition tied to U.S. Navy submarine and surface combatant schedules, creating quarterly lumpiness but supporting gradual top-line growth. The consensus revenue estimate of $3.10 billion implies modest expansion as units advance through production phases, with margins influenced by labor efficiency and materials timing. Management’s prior-quarter execution beat provides a favorable base effect, though seasonality and program mix can restr/logged mix-driven gross margin progression in the near term.Mission Technologies and Services
Mission Technologies (reflected as Technical Solutions in the dataset) continues to broaden the company’s exposure beyond traditional shipbuilding through systems integration, C5ISR, cyber, and mission-focused services. The segment’s $0.79 billion last quarter underscores material scale, though margins are structurally different from long-cycle shipbuilding. In the upcoming print, incremental demand for mission support and technology integration can cushion variability in shipyard throughput and bolster consolidated earnings quality. While precise quarter-specific year-over-year figures are not provided for this segment, the unit’s recurring service profile and alignment to priority defense domains suggest a sustained growth trajectory into early 2026.Stock Price Drivers for This Quarter
The most impactful factors this quarter are program milestone timing, margin trajectory, and order/backlog visibility against the U.S. Navy’s multi-year plans. Investors will scrutinize gross margin progression after last quarter’s 12.34% result to gauge whether efficiency initiatives and mix shift can offset cost pressures and schedule variability. Commentary on submarine and surface program schedules, workforce productivity, and supply chain normalization will be critical for near-term valuation, alongside any color on Mission Technologies’ pipeline and integration wins that support revenue diversification.Analyst Opinions
In the January 2026 window, the prevailing analyst stance tilts bullish, with a majority expecting modest upside to consensus or constructive guidance on backlog and program execution, while a minority remain cautious on quarter-to-quarter margin variability. Noted buy-side-leaning previews emphasize that the prior quarter’s beats on revenue and EPS—$3.19 billion and 3.68, respectively—create a constructive setup into the February 05, 2026 result, given the current estimates of $3.10 billion revenue and 3.88 EPS. The bullish case highlights continued visibility from multi-year Navy awards and incremental productivity gains at shipyards, as well as a supportive contribution from Mission Technologies to earnings resilience. The cautious minority underscores the risk that consolidated margins may remain range-bound in the low teens due to segment mix, and that milestone timing could affect quarterly comparability.Overall, the bullish view prevails. Analysts expecting stronger results argue that the company’s steady backlog conversion and prior-quarter execution momentum increase the probability of meeting or modestly exceeding EPS forecasts. Their commentary also points to a robust defense budget backdrop and ongoing programmatic commitments that support shipment cadence and revenue stability. In addition, analysts with a favorable stance note that upside could come from segment-level efficiency and schedule normalization, particularly if submarine program execution progresses as planned and if Mission Technologies delivers incremental contract wins that carry attractive revenue and margin profiles. Investors are expected to focus on management’s color around schedule adherence, materials costs, and workforce productivity—any confirmation of steady progress could anchor a positive stock reaction in the near term.
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