Huntington Ingalls shares surge 7.68% after-hours on Q4 earnings beat and 2026 guidance.

Huntington Ingalls (HII) surged 7.68% in after-hours trading following the release of strong fourth-quarter results and an optimistic 2026 outlook. The company reported $3.48 billion in revenue, a 15.7% year-over-year increase, and non-GAAP earnings of $4.04 per share, both exceeding analyst expectations. Management attributed the outperformance to improved shipbuilding throughput driven by better hiring, retention, and operational efficiency. Forward guidance projected 15% higher throughput by 2026, with shipbuilding revenue anticipated to reach $9.7–$9.9 billion. These results reinforced investor confidence in HII’s growth trajectory, aligning with the defense sector’s broader momentum amid heightened U.S. military budget discussions. The after-hours rally reflects renewed enthusiasm for the company’s operational progress and long-term potential.