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Added to YB: 2026-02-19

Pitch date: 2026-02-17

HII [bullish]

Huntington Ingalls Industries, Inc.

+0.64%

current return

Author Info

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Company Info

Huntington Ingalls Industries, Inc. designs, builds, overhauls, and repairs military ships in the United States.

Market Cap

$16.4B

Pitch Price

$422.18

Price Target

N/A

Dividend

1.32%

EV/EBITDA

14.70

P/E

27.21

EV/Sales

1.49

Sector

Aerospace and Defense

Category

growth

Show full summary:
$HII (Huntington Ingalls Industries): The Simple Bet on Taiwan Tensions

HII: sole builder of US nuclear carriers + Columbia/Virginia subs, destroyers. China-Taiwan tension drives naval arms race; China now world's largest fleet by hull count. Ships take 5-10 yrs to build, locking in decade-long revenue. Trump EO 14269 (Apr 2025) + Maritime Action Plan (Feb 2026) boost rearmament. ~$53-57B backlog, improving margins, irreplaceable monopoly in naval build-out.

Read full article (2 min)