HII
Huntington Ingalls Industries Inc
Mentions (24Hr)
0.00% Today
Reddit Posts
Wall Street Newsletter S03E04: Are we about to have a 1987/1929 style crash in October 2023?
Wall Street Newsletter S03E03: "These Violent Delights Will Have Violent Ends" ( Part 1)
Wall Street Newsletter S03E01: Complacency or Disbelief?
Assuming the debt limit fight continues and markets start to panic: what's the best defensive allocation?
What are some military tech/equipment stocks that are highly scalable?
Invest for profit, not morals, an impending wartime strategy. Or: how I learned to stop worrying and love the bomb.
Anyone here buying Aerospace and Defense stocks after some of the major stocks in the industry have fallen?
Australia cancels submarine order - All in HII and GD?
What are the downsides to investing in defensive stocks?
Some DD into Lockheed Martin LMT or how to become a war profiteer. Much of same applies to HII and RTX btw.
Mentions
$HII for shipbuilding for the military.
They have run for the last 2-3 years as I have been long since Ukraine. There are 3 ETFs: ITA and PPA are mainly domestic plays and SHLD which has Palantir as a large holding and European defense contractors. RTX and KTOS have had great runs. But, I have not sold any shares. I also own KRKNS and VOYG which are plays on the next gen of defense. The other one own that I still think is a reasonable price is HII. While it has also had a run, they have been given many new contracts so the run is justified. They focus on the US navy. One other that is still cheap and a turnaround is Boeing. But they are only 50% defense. Good luck!
HII is gonna be a banger this year with its $151Billion War Department contract!
No brainer HII a $16Billion market cap company awarded $151 SHIELD IDIQ - layered defense system against various airborne threats, including ballistic, hypersonic, and cruise missiles. 🚀🚀🚀
Fuck I wanna buy HII but it up so big
Because the thesis is pretty easy to understand with literally 5 minutes of research. Kraken is a pure play on the UUV (autonomous mini submarines) military and commercial trend. It also a proxy for Anduril’s sub sea (UUV) division. Reddit won't let me post the link summarizing why UUVs will be useful but long story short - UUVs have the potential to alter subsea warfare. (Surface fleet, attack subs, nuclear subs) Kraken supplies high capacity batteries and sensors for a bunch of defence companies building these UUV’s. Including - * Anduril * HII (US Navy shipbuilder) * Rheinmetall (Huge European Defence org) * Teledyne * Kongsberg (Norwegian Defence) This is massive validation that they are the leader in this tech. I would go as far as saying if any company is building a UUV there is good chance that Kraken’s battery or sensors are being used. * 59% Gross Margin * Profitable * Low debt * New factory coming online this year * Australian Navy has already committed to several Anduril UUVs There’s more to it but that's the crux
Bruh, the way people talk with literally 0 knowledge is insane. They supply - - Anduril - HII (US Navy Shipbuilder) - Rheinmetall (One of Europe’s biggest defence companies) - Teledyne - Kongsberg Just to name a few
Along the same lines, l own VOYG Outside those lines, I own defense - RTX, HII, PPA Good luck !
$HII, $LMT, $BLDR, $MOS, $COST, $F, $BBY, and $DE are all up +4% plus. This is a hell of a rotation out of the reddit Scan Altman AI stocks into everything else. If you threw a dart at a board listing all the stocks never mentioned on reddit, you'd have a great chance hitting a stock that Green today.
Higher after Trump comments on defence . AeroVironment (AVAV) up 8.6% • Lockheed Martin (LMT) up 6.4% • Northrop Grumman (NOC) up 5.7% • L3Harris (LHX) up 5.3% • General Dynamics (GD) up 4.3% • Huntington Ingalls (HII) up 3.7% • RTX Corp. (RTX) up 3.5%
HII double top? No dividends for weapons contractors? Not even 🥭 class? https://preview.redd.it/ny7ogt54tzbg1.jpeg?width=1170&format=pjpg&auto=webp&s=013f5e3648091272e5ea7ece99c593f1014a837b Hmm…
HII only company making the ships used to capture other ships. Gonna keep printing
Little diversification in your holdings. Add some financials (MS a favorite), some defense (RTX, HII, BA) and cyber (CRWD). I own all of these so I put my money where my mouth is. But, to be fair, I am in at much lower prices.
European Defence Stocks are priced in largely. I have concerns that their prices are largely based on the presumption of future contracts, but thus far the firm contracts placed are nowhere near the commitments by nations. Therefore, I see a risk that on the conclusion of the Russian/Ukraine war some spending commitments are dialled back. You can see this in how European defence stocks drop everytime a ceasefire comes close. I think there may be some value in picking the right stocks after a post-war drop, and some uplift in defence spending will be maintained. Atm I have a couple of US defence stocks. I placed 8% of my port into HII this time last year on the basis of an overblown reaction to earnings and Trump pivoting to China where the USN is the primary combat arm. However I think it's verging on overpriced now. NOC has been slept on a little. I bought last summer when there was speculation over B2 strikes in Iran, which did happen. I like the fact they have a few catalysts coming up (B2 order increase, Sentinel contract restructuring, FA/XX). Some space involvement too. I have LMT and RTX on the watchlist, maybe if another shutdown happens end of the month. I'm sure 10 people will mention ONDS. I like and I've been in and out of the stock, but I expect dilution this year. Will buy in if it dips to $7.
Just started a war watchlist with HII at the top of the list
HII finally doing the opposite of what it was doing after I bought it.
Breath in, limit buy LMT, RTX, NOC, BA, and GD Hold, calls KTOS, AVAV, LHX, HII, LDOS. Breathe out, “bring the rain.”
As I noted in another thread a few weeks ago, I'm looking at military efficacy (ie. success of US platforms vs. Venezuelan/Russian defenses) and exhaustion of resources. It looks like this was a quick surgical strike (coup?) so we didn't get much of a signal on how different platforms have performed, but (based on the extended historic deployments in the ME), we can infer that there will be US troops deployed in LATAM for the foreseeable future. With that, I'm digging deeper into replenishment vendors - HEI (Heico) for aerospace (ie. maintenance on the jets and helos patrolling and delivering supplies, HII (Huntington Ingalls) for support ships; the big dogs LMT and RTX also have business units focused on support. With all that said though - given this looks like a naval deployment, the bet might be KBGGY (Kongsberg)? Still forming a thesis here...open to thoughts!
Idk. For my speculative portion of my account, I’m most heavily into gold LEAPS, and have been for some time. the US embracing rampant deficit spending while alienating our trade partners while threatening fed independence all make me want gold exposure. I also have call options on XOM, my hypothesis is that the US embargo on Venezuela may lead others to restrict the flow of shadow fleet vessels which currently move about 1M barrels of oil per day around the world, mainly squeezing Iran, Russia, and Venezuela, I think this could put upward pressure on oil in the coming months. I’m also invested in US shipbuilders (mostly HII) because it’s of vital national interest for us improve our shipbuilding capacity, especially now that we are destroying the global order that enabled globalization to dominate over the past 50 years. On the short side, I’ve got puts on dell, my thinking is that the explosion in RAM costs as chips are funneled into AI is going to hurt Dell earnings this spring. I’m thinking about getting so WAY out of the money puts on SoftBank bc their valuation is largely tied to the value of their holdings, and any bad AI news could lead to a dramatic drop in their asset values, which could trigger margin issues with their lenders, which could cause a precipitous decline in their share value. I’m still in the pre contemplative stage of this, as I’m typically not as good at profiting from the short side as I am the long. Plus, betting against AI in the midst of AI madness could be dicey. None of these are YOLOs, and I use about 10% of my portfolio for ultra-high-risk, speculative plays using derivatives. So buyer beware.
HII. This company is making some of the most expensive parts of the new Columbia & Virginia class submarine fleets for several billions of dollars each submarine over the next decade. FY26 defense budget shows lots of money going towards the new fleets of submarines.
Great post. Even with the huge run up, HII still has a market lower multiple and is solely focused on military and navy. I have owned it since low $200’s and still holding. RTX has the one and only Patriot missile with a huge backlog. Not a pure play but a wonderful stock. I have owned some $100 and well priced here but still holding. Good luck everyone!
Riding the same sectors I had in 2025. Focus on select defense stocks( RTX, HII,, Ktos) cyber ( CRWD, Panw via cybr) tech (MSFT, google, Pltr,), financials(ms, hood, abl) and some cutting edge biotech stocks(CAI, ntra). Very rewarding 2025 up 30 to almost 50% in my accounts.
out of the major large caps - HII is interesting as they are winning contracts to build alot of ships and i have worked with GD, HII, nassco, BAE and other ship builders over the years. HII runs their ship yards better, (not faster) - but more efficient and better quality control. For the type of equipment i work on - i think raytheon (RTX) is making better electronic equipment now days than lockheed (LMT) (my opinion - based only on my equipment) all the govt defense suppliers are feeling pressure from government to produce equipment faster than ever before - the way it worked 20+ yrs ago is very, very different from what they do today i believe Raytheon is more likely to push back and say sorry we cannot create that product that fast. lockheed will just underbid them, and accept the fast timeline. then, they either send out a rushed product with glitches and kinks or they miss the deadline and cannot produce the equipment on time, and the whole process gets delayed. (this happens way too often now days) back in 90's and early 2000's - companies would bid to make a product at x price and be given adequate time to prove the product meets specs / battle ready/ long term durability....etc. now days once they win the bid - govt is forcing them to get products out to the fleet/soldiers and on to the front line faster than ever. its a change that is hard to explain to the top brass (admirals and generals) need to understand that this new way isnt working very well. i have tried so hard to get the meeting with the right person(s) who will listen to a crazy butthole but i dont have that level of influence at my current position. (i'm a tech, i fix stuff and teach young service members how to fix stuff) but i do attend alot of higher level meetings and throw these red flags out. but i have never really spent alot of time thinking or trying to overanalyze how it impacts stock price of companies like lockheed/raytheon etc - its something that is going to get fixed one way or another in time (and it might result in some companies losing money or losing contracts) (note i have to try to be relatively vague in this area because i dont want to touch on anything that could be "sensitive".)
HII is doing really well... I sold it too early again 🥲
This is it. Not sure about $HII but META + AMZN are about to have a $GOOG moment (remember when sentiment was shitty earlier this year). Very likely valuation jump coming relative to Mag 7 because their price has lagged despite insanely good fundamentals. Set Remind Me’s on this 3 weeks to 3 months out.
SELL $MSFT BUY $META X $AMZN $HII for ship building is the next big theme.
$HII $400 PT after Trump announcement
Big money getting into $HII RIPPING
$HII big Trump announcement at 4:30 TO THE MOON
I am entering 2026 with positions in: RTX, KTOS, HII - war is continuing, NATO counties have a bigger budget, and China is building military as a priority. CRWD, PANW - cyber is not optional and they are the best. Also, heading towards one stop shopping for customers to save on integration efforts. MS - 50% revenue from wealth management. As markets grow, so do their account fees with an excellent management team HOOD - the most innovative company out there and where the younger investor is going. And buying businesses that generate steady cash flows. PLTR - the best CEO in the business - love Karp and a fantastic product. You could wait for a pull back but from what price? Hope this helps! Happy holidays!
Two American shipbuilders, HII and GD. Look at the 6 mo. chart compared to SPY, and sleep well.
Something tells me trump fam is heavily invested in HII products
Defense has had a good tailwind for the last 2 years. Good ETFS include PPA or SHLD (this one owns Pltr). Or look at RTX for missiles, KTOS and AVAV for drones, HII for submarines. These are all targets of the current defense posture.
Been doing well with $MU and $HII
Solid quarter from $HII Revenue: $3.2B vs. $2.95B est. (+16% Y/Y) EPS: $3.68 vs. $3.36 est. (+44% Y/Y) Company posts strong FCF beat, +$16M vs. -$150M est. Raises FY2025 FCF guidance to $550-$650M.
HII to play the American naval come back
It’s not going go up 2000% like ASTS, but I think HII, a US shipbuilder, is poised to benefit from the nationalization, similar to LAC and INTC. Long-term, state run businesses, tend to have less operational efficiency and competitiveness, but in the short-medium term may experience unusual appreciation in their share prices. This company has tight margins, relatively high debt, and are vulnerable to tariff-induced supply shocks, so buyer beware. This is a high risk, high reward play. Though HII is an $11B market cap company, so not the ultraturbo risk you see in nano cap or micro cap penny stocks.
I have been watching HII as well and have been thinking the exact same thing…US Navy needs a considerable rapid buildout of new ships to match Chinas growing Naval capabilities. But concerns regarding labor/operation kept me from pulling the trigger on some LEAPs. Any specific reason for your statement? Or just a hunch…
He says HII. He bought it 6mo ago still loves it
Yea everything involved is far from penny stock lol. Check out the ship building stock $HII $GD both favored by Trump.
Thanks for sharing! Hanwha Ocean Co Ltd has run up 200% since the election. I wish I jumped on it after the first big move. Japan's Mitsubishi Heavy Industries Ltd has also been doing quite well. And USA's NYSE: HII has climbed back up. The only US shipbuilding name I'm currently in is OTCMKTS: CNRD (which I learned about through Phenom Capital on Substack).
What other companies do you guys think Trump wants to add to his sovereign wealth fund? I’m thinking ship makers will be next. Maybe HII will be looked at
I bought a small stack of HII cause I figured people would want more icebreaker after today. I am surprised you found something more direct.
Wtf is up with HII? Up overnight and falling like a 747 during the day
Most of the sectors you talked about are irrelevant. There is enough capital in those industries to support capex. With just tax breaks and tariffs those industries are already restoring manufacturing capacity. The only pain points where the government has to heavily subsidize is Mining and refinement specifically rare earth elements, Shipbuilding. That's it. There isn't enough capital and margins/market to compete without subsidies. Shipyards/mining have the same issues and require massive subsidies to function. GD/HII have been getting billions of dollars for the industrial base for years there is zero play there (outside of long term holding for increasing revenue) All the new entrants are private companies and private equity companies there is zero way to capitalize on that. Mining is company and location specific. You need to do a ton of due diligence on each company. I focus on the suppliers of key industries. CAT and other heavy equipment manufacturers, railroads that are going to be moving these goods. Naval/shipbuilding. GE, CW, PH, LHX, LMT, RTX. Basically who make the engines, and equipment. Then who makes the weapons systems, weapons and radar for those ships. The suppliers/support companies have the margin and profit
Buy at the top huh If the Iran stuff quiets down these stocks can lose 10%. Defense will grind higher so you may just become a bag holder until then Look at the BBB - 1 trillion defense budget w inflation factored isn’t much more than they were getting. 🌮 admin is also making choices that may not always favor NOC, LMT, and RTX like previous admins did. Classic defense will always have value but I’m skeptical. My sleeper defense pick remains HII
Yes HII just gave a raise to all their blue collar workers. About 15%
FICO, COST, CEG, PGR, ABBV, HII, just some ideas.
Continuing to build a cash reserve in my account and the ongoing right-sizing of positions with a 3 year timeframe in mind. Looking at HII particularly, assuming the budget the Senate passes doesn’t do anything to negate extensive naval spending.
Haha I don't think you can chalk it up to luck! Great stock pick! I managed to get in before the run up thanks to your mention of it! Thank you for your efforts screening through these names. I've learned a lot from reading your comments on how you search for companies. With the new big defense budget coming in, looks like nuclear, space, and shipbuilding are in-play. I probably should have grabbed HII right after the insider buying (https://sherwood.news/markets/huntington-ingalls-board-members-who-almost-never-buy-company-stock-bought/). Got some AMSC and more RDW recently. Might add some more CW!
Investors here don’t have the insight for things like national security issues. They can’t defend China having 5% tariffs for 30 years while the US had 1.5%, so it makes sense immediately after it’s turned on them they would come here bitching. Remember it was 10% before China clapped back with 15%. Do investors here understand the context of the previous tariffs being against non Chinese companies wanting to invest in China? Prob not. Do they understand that China sends missiles and intel to the Houthi’s and Russians, who send those missiles towards American ships? These guys got so shook by Trump it turned them commie. I fucking hate the guy and yet I can separate the bullshit. Cannot believe the average investor is THAT emotional. Good to know as a 26 year old. Bought the shit out of HII and CX calls two weeks ago. One is gonna be pumped by Trump policies and the other overreacted and followed the markets down too far compared to its fundamentals.
HII isn’t the only American ship builder. There’s a small company called General Dynamics you may have heard of before.
# **TLDR** --- **Ticker:** HII **Direction:** Up **Prognosis:** Buy shares if it holds above $210; consider options (low liquidity) **Executive Order Boost:** A recent executive order focused on restoring America's maritime dominance is expected to benefit Huntington Ingalls Industries (HII), the sole US company specializing in shipbuilding. Goldman Sachs recently upgraded the stock. **Technical Analysis:** Stock is breaking out of a cup and handle pattern. **Risks:** Low liquidity in options market, potential for earnings gap at $190.
# **TLDR** --- **Ticker:** HII **Direction:** Up **Prognosis:** Buy HII calls (low liquidity, so be patient). Author suggests buying shares if the price holds above $210. **Executive Order:** Positive catalyst due to recent executive order focused on restoring American maritime dominance. **Stop Loss:** Set stops around the $190 earnings gap.
# **TLDR** --- **Ticker:** HII (Huntington Ingalls Industries Inc) **Direction:** Up **Prognosis:** Buy shares if it holds above $210; options are illiquid. **Catalyst:** Double upgrade from Goldman Sachs and potential benefit from a recent executive order. **Technicals:** Breaking out of a cup and handle pattern. **Meme Potential:** Taking a boat all the way to tendie town.
# **TLDR** --- **Ticker:** HII (Huntington Ingalls Industries) **Direction:** Up **Prognosis:** Buy shares if it holds above $210; options are illiquid. **Rationale:** Goldman Sachs double upgrade, potential boost from a recent executive order focused on restoring America's maritime dominance, and a breakout from a cup and handle pattern. **Bonus:** Jamie Dimon is apparently a fan (see linked YouTube interview).
# **TLDR** --- **Ticker:** HII (Huntington Ingalls Industries) **Direction:** Up **Prognosis:** Buy shares if it holds above $210; options are illiquid. **Reasoning:** Goldman Sachs double upgrade, Trump executive order focused on restoring US maritime dominance, and a bullish technical breakout. Jamie Dimon also supports this initiative. **Meme Potential:** Tendie Town via boat.
I’m buying government contractors like LMT, HII, HWM, PLTR, and AXON. They have stable recession-proof revenue. As great as it would be it’s unlikely DOGE will force any serious reform of pentagon spending. It’s probably run its course by this point. For better or worse it’s very unlikely that the government is going to stop spending less on guns and bombs.
Just bought up a bunch of calls on $HII 🌈 sailors and ships to the moon baby 
A little contrarian and I’m willing to be patient on these - truckers: MRTN SAIA JBHT ODFL Everyone thinks European defense is the hot new thing. But HII has a much more room to move IMO. “Picks and shovels” is a theme that should continue to work: ENTG, URI, OKE, TMO, VMC
HII stock shot up huge today. Defense to a lesser degree. Shipbuilding EO incoming
Based on HII action I’m guessing the shipbuilding EO hits this week
ask yourself if you want to be invested in space, ocean, or golf. im going ocean - underwater unmanned vehicles (UUVs) (subsea drones!), *water and depth resistant batteries* with defense contracts to fuel R&D. Kraken Robotics (KRKNF) is an investment, dont bitch at me its not moving a lot. but trade if you want. im "late" but long from $1.5. I don't expect a pump and it could go down from here. "Risks include heavy reliance on major partners like Anduril and HII, but specialist hardware and board relationships help de-risk some of it." lol
“To boost our defense industrial base, we are also going to resurrect the American shipbuilding industry, including commercial shipbuilding and military shipbuilding. And for that purpose, I am announcing tonight that we will create a new office of shipbuilding in the White House and offer special tax incentives to bring this industry home to America, where it belongs” HII 🚢 and GD 🚢 Before end of year I think HII will climb to 300 regardless of market conditions.
$HII is doing pretty well...
HII and GD were down pre market so I bought up a bunch 😂 I’m not going to go through the effort to create one of those yolo dd posts but I’m deep on US ships right now
HII and GD continuing to move up on a red day. Ships are back!
I don’t know why I’m shadow banned- my DD is not getting any views- but take look at $HII and $GD (new shipbuilding focus from the government)
Good. I sold everthing and bought HII. Lfg.
That’s where insights come in… lol why do u think I bought HII calls before ;)
HII is a real deal. The revenue is not all about ship building but also to general heavy machineries like nuclear plant too.
Would’ve been useful before the speech lol anyways, my HII calls popped so that’s good. Wish I bought more
$HII and $GD (shipbuilding/maritime companies) are gapping up on 🥭s shipbuilding talk from yesterday. https://www.defenseone.com/policy/2025/03/weld-baby-weld-white-house-create-office-shipbuilding/403482/
# **TLDR** --- **Ticker:** $HII, $GD **Direction:** Up (potentially) **Prognosis:** Bullish on shipbuilding stocks due to POTUS's comments about reinvigorating the US shipbuilding industry. Author bought shares and options. **Additional Notes:** Post-election uncertainty previously impacted stock prices. Potential for increased contract flexibility to account for inflation and supply chain issues. May be a political "bone" thrown to Virginia. **Disclaimer:** Not Financial Advice (NFA). Remember, investing in the stock market always has risk and you could lose money. The author's gains shown are short-term and not reflective of potential long-term performance. Also, Mango Man's plans are, at best, vague.
To add to this, I've entered into positions in CW/DRS/BWXT now. HII is the Navy's biggest shipbuilder. Its been getting punished a lot recently on their earnings. Popped 12% today due to the speech yesterday. CNRD is another one I was looking at. Popped about 10% today. Maybe ORN for ports? I'm interested in the Korean shipbuilder names, but they're moving up FAST right now.
# **TLDR** --- **Ticker:** $HII, $GD **Direction:** Up **Prognosis:** Bullish on shipbuilding stocks due to POTUS's comments about reinvigorating the US shipbuilding industry. Author bought shares and options. **Author's Position:** Long $HII (shares and options), long $GD (shares). Showing slight losses on shares, gains on options in provided screenshots. **Additional Note:** May be a political "bone" thrown to Virginia. (Not financial advice)
Buying loads of HII tomorrow because Trump’s new focus is SHIP BUILDING
HII stock just exploded from him mentioning ships, damn