Investment Thesis
Huntington Ingalls Industries constructs nuclear-powered aircraft carriers and submarines plus amphibious ships and defense tech solutions. Navy backlog, mission technologies growth, and digital shipbuilding support multi-year visibility.
- Nuclear Expertise: Only U.S. builder of aircraft carriers and a key submarine supplier.
- Mission Technologies: C5ISR, autonomy, and cyber add higher-margin revenue.
- Backlog: $45B+ of funded programs provide long-term revenue certainty.