Added to YB: 2025-03-07
Pitch date: 2025-03-06
HII [bullish]
Huntington Ingalls Industries, Inc.
+134.49%
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
$188.98
Price Target
287.00 (-35%)
Dividend
1.32%
EV/EBITDA
14.70
P/E
27.21
EV/Sales
1.49
Sector
Aerospace and Defense
Category
growth
Huntington Ingalls The US Navy
HII: Top US military shipbuilder, sole aircraft carrier provider. Q4 margin drop to 3.4% on fixed-price contracts, labor issues. Recovery to 7.5-8% by 2026 via Navy renegotiations, $4.1B modernization. $48B backlog, $120B Columbia-class sub program. Challenges: China's naval growth, US labor shortage. Bull case: margin recovery, 4% revenue growth. DCF $287/share. Risks: fixed contracts, workforce scarcity.
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