| HII |
Report |
Operating EPS |
BEAT |
pred ~$3.42 vs. cons $3.32 |
MEDIUM |
| HII |
Report |
Shipbuilding operating margin |
MISS |
pred ~5.80% vs. cons 5.90% |
MEDIUM |
| HII |
Report |
Free cash flow |
BEAT |
pred ~$80M vs. cons $72M |
MEDIUM |
| HII |
Guide |
FY26 shipbuilding revenue |
LOWER |
guide $9.7B-$9.9B vs. cons $10.01B |
MEDIUM |
| HII |
Guide |
FY26 shipbuilding margin |
UNCHANGED |
guide 5.5%-6.5% vs. cons 6.13% |
MEDIUM |
| HII |
Guide |
FY26 free cash flow |
UNCHANGED |
guide $500M-$600M vs. cons $551M |
MEDIUM |
| HII |
Return |
Day-1 residual (stock − beta × S&P 500) |
-6.0% |
— |
LOW |
| HII |
Return |
5-day cumulative residual |
-6.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit 2H shipbuilding estimate pressure |
LOW |