HII is the sole builder of US nuclear aircraft carriers and one of two submarine yards. AUKUS demand for Virginia-class is creating multi-decade backlog. Mission Technologies cyber/AI franchise levered to classified budget growth. Workforce expansion at Newport News and Ingalls is the binding constraint, not demand.
Thesis reviewed May 29, 2026
Huntington Ingalls Industries is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπ‘Defense89WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| GD | General Dynamics Corporation | 82 | +15% | β85% | ENTRY |
| HEI | HEICO Corporation | 82 | +12% | β85% | ENTRY |
| NOC | Northrop Grumman Corporation | 82 | +17% | β85% | ENTRY |
| SAAB | Saab AB | 82 | +25% | β85% | ENTRY |
| LMT | Lockheed Martin | 82 | +9% | β85% | ENTRY |
| HII | Huntington Ingalls Industries | 82 | +14% | β85% | ENTRY |
| BA | The Boeing Company | 82 | +9% | β85% | NEUTRAL |
Investors who hold HII may also have indirect exposure through these country funds.
Navy authorizes second Virginia-class block buy
AUKUS workforce funding included in NDAA
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Brian BabinTX | R | Sell | Unknown amount | May 5, 26 | -6.0% |