What guidance did Huntington Ingalls's management provide for the next earnings period?

What is the revenue and EPS growth rate for Huntington Ingalls year over year?

What is the market's earnings forecast for Huntington Ingalls next quarter?

What were the key takeaways from Huntington Ingalls's earnings call?

What does Huntington Ingalls do and what are its main business segments?

What is Huntington Ingalls's latest dividend and current dividend yield?

Did Huntington Ingalls beat or miss consensus estimates last quarter?

What factors drove the changes in Huntington Ingalls's revenue and profit?

- **Revenue Records**: Q3 2025 sales hit $3.2B (+16.1% YoY), driven by 18% shipbuilding growth and 11% Mission Technologies expansion. 
- **Throughput Improvement**: 15% expected FY25 throughput growth vs. 2024, supported by 4,600 new hires and 23+ outsourcing partners. 
- **Cost Efficiency**: $250M annual cost reduction effort on track; FY25 free cash flow guidance raised to $550-650M. 
- **Strategic Wins**: $2B Q3 contract awards; partnerships with Shield AI, Thales, and Babcock for unmanned systems. 
- **Government Support**: Navy prioritized shipbuilding during shutdown; FY26 appropriations support key programs like Columbia-Class subs.

**【CEO Summary Section】**
- **Record Sales and Growth**: Q3 2025 sales reached $3.2 billion, up 16.1% YoY, driven by 18% growth in shipbuilding and 11% in Mission Technologies. 
- **Division Highlights**: 
  - Shipbuilding: $2.4B revenue (18% YoY) from Virginia-class subs and aircraft carriers. 
  - Mission Technologies: $787M revenue (11% YoY) with 1.25x book-to-bill ratio. 
- **Operational Progress**: 
  - 15% expected full-year throughput improvement vs. 2024. 
  - 4,600 new hires YTD; improved retention and workforce experience. 
  - $250M annualized cost reduction effort on track. 
- **Contract Wins**: $2B Q3 awards, $56B total backlog ($33B funded). 
- **Government Relations**: Navy prioritized shipbuilding during government shutdown; FY26 appropriations support key programs.

**【CFO Financial Commentary】**
- **Q3 Financials**: 
  - GAAP net income: $145M ($3.68 EPS) vs. $101M ($2.56 EPS) YoY. 
  - Shipbuilding margin: 5.6% (up from 3% YoY). 
  - Free cash flow: $16M Q3, updated FY25 guidance $550-650M. 
- **Updated Guidance**: 
  - Shipbuilding revenue: $9-9.1B (vs. prior $8.95-9.05B). 
  - Mission Technologies: $3-3.1B (vs. $2.95-3.05B). 
  - Free cash flow 2025-26 cumulative target: $1.2B. 
- **Key Drivers**: Material receipts, wage investments, outsourcing growth.

**【Q&A Highlights】**
- **Contract Negotiations**: Virginia Block VI and Columbia Build II awards expected late Q4; Navy prioritizing consistent demand signals. 
- **Wage Increases**: Newport News wage hike implemented; Ingalls union negotiations ongoing for early 2026. 
- **Throughput Trends**: 15% YoY improvement expected for FY25; Q3 shipbuilding revenue $250M above plan but FY25 guidance only raised $50M. 
- **Unmanned Systems**: $787M MT revenue with 1.25x book-to-bill; partnerships with Shield AI, Thales, Babcock. 
- **Cash Flow Outlook**: FY26 free cash flow expected ~$600M vs. prior $700-800M target; pre-COVID contract mix declining to <50% by 2027.

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