HII · Full Picture

HUNTINGTON INGALLS INDUSTRIES, INC. — the full picture

Trailing window · 2026-05-11 to 2026-08-09

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

1. Robotics Production Agreements · UnclassifiedPriority 79
   +11.2% revenue; 1 forward row(s); quote_verified
   HII signed multi-year performance-based production agreements with Path Robotics and GrayMatter Robotics that expand shipbuilding capacity and are worth up to $900 million.
2. Acquisition / Partnership / Divestiture · M&A and divestituresPriority 59
   quote_verified
   Janus Henderson Group PLC increased its stake in Huntington Ingalls Industries by 63.9% in the first quarter, bringing its total holdings to 29,982 shares valued at $11.4 million.
3. Revenue Performance and Mix · Revenue growth & mixPriority 48
   quote_verified
   Q2 earnings: EPS of $5.27 and revenue of $3.42 billion.
4. Margin Drivers · Gross marginPriority 27
   quote_verified
   Diamond Hill noted HII's market capitalization was $12.84 billion while discussing the company's underperformance.
5. Shipbuilding Welding Automation · UnclassifiedPriority 27
   quote_verified
   HII and HD Hyundai Heavy Industries are advancing a strategic partnership with a pilot program to implement additional intelligent mechanized welding equipment at HII's Ingalls Shipbuilding division.

Threads by pillar

Revenue & Demand Priority 48 · 1 thread

• Revenue Performance and MixPriority 48 · News

Costs & Margins Priority 27 · 1 thread

• Margin DriversPriority 27 · News

Strategy & Portfolio Priority 59 · 1 thread

• Acquisition / Partnership / DivestiturePriority 59 · News

Unclassified Priority 80 · 2 threads

• Robotics Production AgreementsPriority 79 · News
• Shipbuilding Welding AutomationPriority 27 · News

Expected impact by metric