HUNTINGTON INGALLS INDUSTRIES, INC. — Form 8-K
Filed July 30, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Huntington Ingalls Industries reported Q2 2026 revenues of $3.4B (up 10.9% YoY), net earnings of $208M ($5.27 diluted EPS), and raised full-year shipbuilding revenue guidance from $9.7–9.9B to $10.2–10.4B while raising the low end of shipbuilding operating margin guidance to 6.0–6.5%. Segment operating margin improved 100 bps to 6.6%, and backlog grew to $57.3B following $6.7B in new contract awards. However, free cash flow turned negative: –$150M in Q2 (vs. +$730M in Q2 2025) and –$611M YTD (vs. +$268M in H1 2025), driven by working capital headwinds and inventory buildup.
Why this rating
Revenue upside and margin expansion vs. prior guidance are material for a $9.5B company; 15% shipbuilding throughput improvements and $57.3B backlog signal strong demand. Negative cash flow—though temporary per mgmt—is concerning and partially offsets optimism. Net: moderate-to-significant positive.
See more from July 30, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.