Every material Form 8-K Huntington Ingalls Industries filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Huntington Ingalls reported third-quarter 2026 net earnings of $217 million, or $5.48 per diluted share, up from $145 million, or $3.68, a year earlier, on revenue of $3.5 billion, up 10.8%. The company raised its fiscal 2026 shipbuilding revenue guidance to $10.5 billion to $10.7 billion from $10.2 billion to $10.4 billion, and reaffirmed its shipbuilding operating margin and free cash flow outlook. Shareholders see higher earnings and a higher revenue outlook, though free cash flow for the first nine months of 2026 was negative $182 million.
Third-quarter net earnings $217 million ($5.48 diluted EPS) vs. $145 million ($3.68) in Q3 2025
Shipbuilding revenue guidance raised to $10.5 billion-$10.7 billion from $10.2 billion-$10.4 billion
Shipbuilding operating margin guidance of 6.0%-6.5% and FY26 free cash flow guidance of $500 million-$600 million reaffirmed
HII's board elected former CEO C. Michael Petters as a director effective October 19, 2026, and increased the board from eleven to twelve members. Petters will serve on the Cybersecurity and Finance Committees, and his compensation is a board retainer and deferred stock units, which the filing lists as routine director pay.
Petters was elected to the board effective October 19, 2026, and appointed to the Cybersecurity and Finance Committees.
He previously served as HII president and CEO from March 2011 to March 2022 and as Executive Vice Chairman until his retirement in January 2023.
Annual cash retainer of $130,000, plus $20,000 for each committee role, and an annual equity grant of $195,000 in deferred stock units, prorated for 2026.
Board size increased from eleven to twelve members.
HII reported second-quarter 2026 revenue of $3.4 billion, up 10.9% from a year earlier, and net earnings of $208 million, or $5.27 per diluted share, compared with $152 million, or $3.86 per share, in the second quarter of 2025. The company raised its FY26 shipbuilding revenue guidance and the low end of its shipbuilding operating margin guidance, but free cash flow was negative $150 million in the quarter.
Q2 2026 revenue of $3.4 billion, up 10.9%; net earnings of $208 million, up from $152 million; diluted EPS of $5.27 vs. $3.86
FY26 shipbuilding revenue guidance raised to $10.2 billion to $10.4 billion from $9.7 billion to $9.9 billion
Shipbuilding operating margin guidance low end raised; range now 6.0% to 6.5%, from 5.5% to 6.5%
Free cash flow was negative $150 million in Q2; company reaffirmed its FY26 free cash flow outlook of $500 million to $600 million
HII reported first quarter 2026 revenue of $3.1 billion, up 13.4% from a year earlier, while net earnings of $149 million and diluted EPS of $3.79 were unchanged. Operating income fell 3.7% to $155 million, and the company reaffirmed its previously issued FY26 financial guidance. Shareholders get higher sales but flat profit, with the full-year outlook unchanged.
Revenue of $3.1 billion, up 13.4% from the first quarter of 2025
Net earnings of $149 million and diluted EPS of $3.79, both flat year over year
Operating income of $155 million, down from $161 million; operating margin 5.0% versus 5.9%
Company reaffirmed FY26 guidance, including FY26 free cash flow of $500 million to $600 million
HII reported fourth quarter 2025 revenue of $3.5 billion, up from $3.0 billion a year earlier, and diluted earnings per share of $4.04, up from $3.15. For the full year, revenue rose 8.2% to $12.5 billion and diluted earnings per share rose 10.2% to $15.39. The company also issued 2026 expectations, including shipbuilding revenue of $9.7 billion to $9.9 billion and free cash flow of $500 million to $600 million.
Fourth quarter operating income was $172 million with a 4.9% operating margin, compared with $110 million and 3.7% a year earlier.
Full-year 2025 free cash flow was $800 million, compared with $40 million in 2024.
For 2026, HII expects Mission Technologies revenue of $3.0 billion to $3.2 billion and free cash flow of $500 million to $600 million.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Huntington Ingalls Industries filing is on SEC EDGAR ↗. 8-K briefs of other companies →