HII · 10-Q · 2026Q3 · Full report

Revenue Performance and Mix

HUNTINGTON INGALLS INDUSTRIES, INC. · 2026-10-29 · Importance 54 · Surprise 40 · In source text

Sales and service revenues for the nine months ended September 30, 2026 increased $1.046 billion, or 12%, to $10.054 billion, primarily on higher volumes at Newport News and Ingalls. Newport News revenue rose $808 million, or 18%, to $5.424 billion, driven by aircraft carriers and submarines; Ingalls revenue increased $257 million, or 12%, to $2.446 billion, driven by amphibious assault ships and surface combatants. Mission Technologies revenue declined $13 million, or 1%, to $2.300 billion as lower Global Security and All-Domain Operations volumes offset growth in Unmanned Systems and Warfare Systems. Product sales increased $970 million, or 17%, to $6.712 billion, while service revenues grew $76 million, or 2%, to $3.342 billion.

Key facts

• Sales and service revenues for the nine months ended September 30, 2026 increased $1,046 million, or 12%, compared with the same period in 2025, primarily due to higher volumes at Newport News and Ingalls. source
• Newport News revenues, including intersegment sales, increased $808 million, or 18%, in the nine months ended September 30, 2026, primarily driven by higher aircraft carrier and submarine volumes. source
• Product sales increased $365 million, or 18%, in the three months ended September 30, 2026, primarily due to higher submarine and aircraft carrier volumes at Newport News and amphibious assault ship volumes at Ingalls. source
• Product sales increased $970 million, or 17%, in the nine months ended September 30, 2026, primarily due to higher aircraft carrier and submarine volumes at Newport News and amphibious assault ship and surface combatant volumes at Ingalls. source
• Sales and service revenues for the three months ended September 30, 2026 increased $345 million, or 11%, compared with the same period in 2025, primarily due to higher volumes at Newport News and Ingalls. source
• Ingalls revenues, including intersegment sales, increased $257 million, or 12%, in the nine months ended September 30, 2026, primarily driven by higher amphibious assault ship and surface combatant volumes. source
• Newport News revenues, including intersegment sales, increased $293 million, or 18%, in the three months ended September 30, 2026, primarily driven by higher submarine and aircraft carrier volumes. source
• Ingalls revenues, including intersegment sales, increased $48 million, or 6%, in the three months ended September 30, 2026, primarily driven by higher amphibious assault ship volumes. source

Impact estimates