What HUNTINGTON INGALLS INDUSTRIES, INC.'s SEC filings said

10-Q for 2026Q3, filed 29 Oct 2026, and 1 8-K since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

Backlog and Book-to-Bill81 · importance in its document · 10-Q · 2026Q3
Total backlog reached $86.181 billion at September 30, 2026, up from $53.139 billion at December 31, 2025. Newport News backlog rose to $60.752 billion from $29.925 billion, including $42.151 billion of unfunded backlog, while Ingalls…
Operating Cash Flow Trends79 · importance in its document · 10-Q · 2026Q3
Net cash provided by operating activities was $99 million for the nine months ended September 30, 2026, versus $546 million in the comparable 2025 period, a decline of $447 million. The decrease primarily reflected an unfavorable $562…
Defense Contract Awards64 · importance in its document · 8-K exhibit · 29 Oct 2026
HII reported $32.4 billion in new contract awards during the third quarter of 2026, with year-to-date awards totaling $43.1 billion. Management said the significant awards secured approximately 90% of expected shipbuilding revenue through…
Capital spending now exceeds operating cash flow60 · rule score among filings · 10-Q cash flow statement · 29 Oct 2026
Capital spending now exceeds operating cash flow (10-Q cash flow statement).
Guidance raised60 · rule score among filings · 8-K Item 2.02 · 29 Oct 2026
Company raises the FY26 shipbuilding revenue guidance range to between $10.5 and $10.7 billion 1

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 29 Oct 2026

Full report · Filing on EDGAR

Backlog and Book-to-BillImportance 81
Total backlog reached $86.181 billion at September 30, 2026, up from $53.139 billion at December 31, 2025. Newport News backlog rose to $60.752 billion from $29.925 billion, including $42.151 billion of unfunded…
Operating Cash Flow TrendsImportance 79
Net cash provided by operating activities was $99 million for the nine months ended September 30, 2026, versus $546 million in the comparable 2025 period, a decline of $447 million. The decrease primarily reflected an…
Revenue Performance and MixImportance 54
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…
Free Cash Flow and CapexImportance 48
Free cash flow for the nine months ended September 30, 2026 decreased $466 million from the same period in 2025, primarily because of unfavorable working-capital timing, partly offset by lower cash taxes. Capital…
Capital Expenditure OutlookImportance 48
For 2026, HII expects maintenance and sustainment capital expenditures of approximately 1.0% to 1.5% of annual revenues and discretionary capital expenditures of approximately 2.5% to 3.0% of annual revenues. Based on…
Margin DriversImportance 46
For the nine months ended September 30, 2026, Newport News segment operating income rose $84 million to $331 million, primarily due to Virginia-class submarine and aircraft-carrier contract adjustments and incentives,…
Income Tax Rate ChangesImportance 35
HII’s effective tax rate on earnings from operations fell to 21.1% in the third quarter of 2026 from 28.9% in the third quarter of 2025. For the first nine months, the rate declined to 19.9% from 23.0%. The lower rates…
National Security Cutter ProgramImportance 28
Huntington Ingalls designed and built the U.S. Coast Guard’s National Security Cutters (NSCs), its largest and most technically advanced cutter class. The filing says the first ten of the original 11 ships have been…
Defense Spending OutlookImportance 26
The President’s April 3, 2026, fiscal year 2027 budget request recommends $65.8 billion for shipbuilding procurement, comprising $60.2 billion in discretionary and $5.6 billion in mandatory funding. The request funds…
Amphibious Ship Contract AwardsImportance 26
Huntington Ingalls designs and builds San Antonio class (LPD 17) amphibious transport dock ships for the U.S. Navy’s expeditionary warfare and amphibious forces. The company received a long-lead-time material contract…
Virginia Class Submarine ReclassificationImportance 25
Huntington Ingalls constructs Virginia class (SSN 774) attack submarines as the principal subcontractor to Electric Boat. In August 2026, the Department of the Navy announced that Virginia class submarines equipped…
Operating Expense TrendsImportance 23
General and administrative expenses increased $12 million in the third quarter and $25 million in the first nine months of 2026 versus the same 2025 periods, primarily because of higher overhead costs. Segment cost of…

Capital spending check: Capital spending now exceeds operating cash flow (Flagged, rule score 60).

8-K filings last 12 months

Guidance raised29 Oct 2026 · 8-K Item 2.02 · Flagged · rule score 60
“Company raises the FY26 shipbuilding revenue guidance range to between $10.5 and $10.7 billion 1”
Read from the attached exhibit: Backlog and Book-to-Bill · Defense Contract Awards · Guidance and Outlook
Management change (filing not read)20 Oct 2026 · 8-K Item 5.02 · Routine · rule score 20
Results (release not read)30 Jul 2026 · 8-K Item 2.02 · Routine · rule score 20
Results (release not read)5 May 2026 · 8-K Item 2.02 · Routine · rule score 20
Results (release not read)5 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.