| HII |
Report |
Shipbuilding Operating Margin |
BEAT |
pred ~6.1% vs. cons 5.90% |
MEDIUM |
| HII |
Report |
Shipbuilding Revenue |
BEAT |
pred ~$2.50B vs. cons $2.429B |
MEDIUM |
| HII |
Report |
Operating EPS (diluted) |
BEAT |
pred ~$3.55 vs. cons $3.32 |
MEDIUM |
| HII |
Guide |
FY 2026 Shipbuilding Revenue (FY 2026) |
UNCHANGED |
guide ~$9.9-10.1B vs. cons $10.007B |
MEDIUM |
| HII |
Guide |
FY 2026 Shipbuilding Margin (FY 2026) |
LOWER |
guide 5.5-6.5% reaffirmed (midpoint 6.0%) vs. cons 6.13% |
HIGH |
| HII |
Guide |
FY 2026 FCF (FY 2026) |
UNCHANGED |
guide $500-600M reaffirmed vs. cons $551M |
HIGH |
| HII |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| HII |
Return |
5-day cumulative residual |
+2.0% (FADE) |
FADE - margin guide reaffirmation pulls sell-side FY margin estimates from 6.13% toward 6.0% midpoint; Block VI contract provides a floor |
MEDIUM |