종목/HII
Huntington Ingalls Industries, Inc.
FY26 shipbuilding revenue $9.7B - $9.9B; shipbuilding operating margin 5.5% - 6.5%
FY26 Mission Technologies revenue $3.0B - $3.2B; Mission Technologies segment operating margin ~5%; Mission Technologies EBITDA margin 8.4% - 8.6%
FY26 Free Cash Flow $500M - $600M
Medium term: HII revenue growth ~6%; shipbuilding revenue growth ~6%; Mission Technologies revenue growth ~5%
Operating FAS/CAS Adjustment ($44M); Non-current State Income Tax Expense ~($20M); Interest Expense ($105M); Non-operating Retirement Benefit $213M; Effective Tax Rate ~17%; Depreciation & Amortization ~ $330M; Capital Expenditures 4% - 5% of Sales
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
Huntington Ingalls Industries, Inc. designs, builds, overhauls, and repairs military ships in the United States. It operates through three segments: Ingalls, Newport News, and Mission Technologies. The company is involved in the design and construction of non-nuclear ships comprising amphibious assault ships, surface combatants, and national security cutters for the U.S. Navy and U.S. Coast Guard. It also provides nuclear-powered ships, such as aircraft carriers and submarines, as well as refueling and overhaul, and inactivation services of nuclear-powered aircraft carriers. In addition, the company offers naval nuclear support services, including fleet services comprising design, construction, maintenance, and disposal activities for in-service the U.S. Navy nuclear ships; and maintenance services on nuclear reactor prototypes. Further, the company provides C5ISR systems and operations; application of artificial intelligence and machine learning to battlefield decisions; defensive and offensive cyberspace strategies and electronic warfare; uncrewed autonomous systems; live, virtual, and constructive solutions; platform modernization; and critical nuclear operations. Huntington Ingalls Industries, Inc. was founded in 1886 and is headquartered in Newport News, Virginia.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 5월 5일 (화) | 2026 Q1 | $3.76 | $3.79 | +0.9% | $3.10B | — |
| RTX |
| RTX |
| 241B |
| +16.1% |
| 100% (4/4) |
| ABBNY | ABB Ltd | 193B | −6.6% | 50% (2/4) |
매출과 일부 사업부 실적이 컨센서스 상회(또는 강한 성장)를 시사하는 반면 EPS는 전년과 동일해 시장의 반응은 온건할 가능성이 높음. 선박 건조에서의 가시적 진전(시운전 완료)과 가이던스 재확인이 긍정적 톤이나, 여전히 분기별 현금흐름이 음수인 점과 Mission Technologies의 마진 압력을 리스크로 인식할 가능성이 큼.