Added to YB: 2025-04-07
Pitch date: 2025-02-28
HII [neutral]
Huntington Ingalls Industries, Inc.
+72.62%
current return
Author Info
No bio for this author
Company Info
Huntington Ingalls Industries, Inc. designs, builds, overhauls, and repairs military ships in the United States.
Market Cap
$12.9B
Pitch Price
$174.60
Price Target
N/A
Dividend
1.68%
EV/EBITDA
12.09
P/E
19.52
EV/Sales
1.20
Sector
Aerospace and Defense
Category
value
AMG River Road Small-Mid Cap Value Fund Portfolio Holding: Huntington Ingalls Industries, Inc.
HII (holding update): Largest US military shipbuilder, $49B backlog (4yr sales). Sole nuclear aircraft carrier builder, 1 of 2 for nuclear subs & destroyers. Near-term challenges (labor, inflation, quality) weigh on margins. Trading at 3yr lows, 20% below assessed value. Strong FCF, growing dividend. 11x 2025e EBITDA target. Conviction: 3/5.
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