I’m doing some research on ship yards in light of the government push to build new military ships under Trumps Golden fleet.

My research led me to Huntington Ingalls. looking at their stock, I was surprised to see that it’s already up over 80% this year. I figured I’d missed the boat (pun intended),
But With a 24 PE and 1.6% yield, it’s not what I’d consider overvalued.

Anyone got some insight on HII they’d want to share?

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Posted by lsuconnman

Baton rouge

Member since Feb 2007

4497 posts

Posted on 12/27/25 at 10:51 am to SlidellCajun

We had the thread a couple months ago with minimal excitement.

LINK

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Posted by soccerfüt

Location: A Series of Tubes

Member since May 2013

72972 posts

Posted on 12/27/25 at 3:21 pm to SlidellCajun

Lifetime since early 2011-

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Posted by SlidellCajun

Slidell la

Member since May 2019

16056 posts

Posted on 12/27/25 at 4:12 pm to lsuconnman

Ah. I was listening a piece on cnbc yesterday and they mentioned it as a big benefactor of the new build program.

With limited shipyards, Huntington should do quite well

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Posted by FLObserver

Jacksonville

Member since Nov 2005

15852 posts

Posted on 12/28/25 at 2:38 am to SlidellCajun

I owned this one for a while for the very reason you mentioned it was pretty much the only ship builder for the U.S. Navy. I sold it after some research because they seemed to have issues with the quality of some of their ships, constantly being over budgeted, not meeting deadlines etc.... This was when the stock was at around 200. Do i regret selling seeing it at 350 now? Not really because i bought better Defense companies (GD, NOC) when i sold out of the stock that are at their highs as well.

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