HII - Huntington Ingalls - Govt contracted ship builder

Solid company, fantastic fundamentals, arguably still undervalued. Trading at less than 1x sales

I’ve picked up 15 shares over the last couple of days.
I see this as a long, long hold. Even pays a 1.95% dividend with plenty of room for future dividend growth.
I’d call it a better Lockheed Martin. More upside potential given the smaller market cap.
I will continue to add.

Grok summary:
Huntington Ingalls Industries (HII), America's largest military shipbuilder, delivers critical value to the DoD by constructing nuclear-powered aircraft carriers, submarines, destroyers, and Coast Guard cutters—vessels essential for naval superiority. Its $56B backlog ensures sustained production, while Mission Technologies provides advanced intelligence, unmanned systems, and support services, bolstering U.S. defense capabilities amid rising budgets.

Highlights from Q2 earnings call
- Strong Financial Performance: Reported Q2 2025 revenue of $3.1 billion (up 3.5% YoY) and EPS of $3.86, beating forecasts by 18.4%.
- Major Contract Wins: Secured $11.9 billion in awards, including DDG 145/146 destroyers, LPD 33 amphibious ship, and two Virginia-class Block V submarines.
- Record Backlog: Ended quarter with $56.9 billion backlog, supporting long-term visibility and growth.
- Strategic Partnership: Announced collaboration with C3 AI to integrate digital technologies and AI for accelerating shipbuilding throughput and schedule optimization.
- Updated Guidance: Raised 2025 free cash flow outlook to $500-600 million; emphasized stable supply chain and commitment to meeting annual targets.

LASTLY, The MOAT is WIDE.
HII is the only company capable of designing and constructing nuclear-powered aircraft carriers.





Any other experiences, insights, shareholders?