Added to YB: 2026-02-19
Pitch date: 2026-02-17
HII [bullish]
Huntington Ingalls Industries, Inc.
+0.64%
current return
Author Info
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Company Info
Huntington Ingalls Industries, Inc. designs, builds, overhauls, and repairs military ships in the United States.
Market Cap
$16.4B
Pitch Price
$422.18
Price Target
N/A
Dividend
1.32%
EV/EBITDA
14.70
P/E
27.21
EV/Sales
1.49
Sector
Aerospace and Defense
Category
growth
$HII (Huntington Ingalls Industries): The Simple Bet on Taiwan Tensions
HII: sole builder of US nuclear carriers + Columbia/Virginia subs, destroyers. China-Taiwan tension drives naval arms race; China now world's largest fleet by hull count. Ships take 5-10 yrs to build, locking in decade-long revenue. Trump EO 14269 (Apr 2025) + Maritime Action Plan (Feb 2026) boost rearmament. ~$53-57B backlog, improving margins, irreplaceable monopoly in naval build-out.
Read full article (2 min)