• In September 2025, Huntington Ingalls Industries (HII) announced a major expansion of its shipbuilding capacity through partnerships with multiple shipyards and fabricators across several states to fulfill growing US Navy demand, along with unveiling significant advances in unmanned maritime technologies including new collaborations and product launches such as the ROMULUS autonomous surface vessel.
• This series of developments highlights HII’s push to lead the integration of autonomous systems and rapid production methods, reinforcing its position in both traditional shipbuilding and next-generation maritime defense technologies.
• We’ll explore how the company’s expansion into unmanned maritime systems and increased production capacity may influence Huntington Ingalls Industries’ investment outlook.

Outshine the giants: these 25 early-stage AI stocks could fund your retirement.

Huntington Ingalls Industries Investment Narrative Recap

To be a shareholder in Huntington Ingalls Industries, an investor needs to believe in the durability of US Navy demand alongside the company's ability to execute on new shipbuilding programs and scale production of advanced unmanned maritime platforms. The September 2025 announcement of expanded shipyard partnerships and advances in autonomous maritime systems supports efforts to improve throughput and reduce schedule risk, which is central to near-term performance. However, without addressing core supply chain and labor pressures, the fundamental risk of margin volatility remains materially unchanged.

The unveiling of the ROMULUS autonomous surface vessel, powered by HII’s Odyssey control suite, directly supports the ongoing shift toward unmanned systems, a major industry catalyst. This new product, along with major joint partnerships, signals HII’s intent to compete in both traditional and next-generation naval contracts. Yet, successful program execution will remain critical as customer requirements and procurement priorities evolve.

But investors should not overlook that, despite these advances, supply chain fragility remains a key issue...

Huntington Ingalls Industries is projected to reach $13.6 billion in revenue and $785.0 million in earnings by 2028. This outlook assumes annual revenue growth of 5.4% and an earnings increase of $260.0 million from current earnings of $525.0 million.

Uncover how Huntington Ingalls Industries' forecasts yield a $291.90 fair value, a 6% upside to its current price.

Exploring Other Perspectives

Eight members of the Simply Wall St Community have shared fair value estimates for HII, ranging from US$180 to US$324 per share. While opinions differ, the ongoing supply chain risks signaled in recent news highlight the need for investors to consider how execution challenges could impact future cash flows.

Explore 8 other fair value estimates on Huntington Ingalls Industries - why the stock might be worth as much as 17% more than the current price!

Build Your Own Huntington Ingalls Industries Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Huntington Ingalls Industries research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Huntington Ingalls Industries research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Huntington Ingalls Industries' overall financial health at a glance.

Ready For A Different Approach?

These stocks are moving-our analysis flagged them today. Act fast before the price catches up:

• Uncover the next big thing with financially sound penny stocks that balance risk and reward.
• AI is about to change healthcare. These 31 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.
• Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 30 best rare earth metal stocks of the very few that mine this essential strategic resource.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.