Q4 2025 Earnings Call 2 HII INVESTMENT THESIS Largest U.S. military seapower provider with leading all-domain, integrated defense Over the course of 2026 & 2027: Chris Kastner President and CEO Tom Stiehle EVP and CFO February 5, 2026 Cautionary Statement Regarding Forward-looking Statements Statements in this presentation and in our other filings with the SEC, as well as other statements we may make from time to time, other than statements of historical fact, constitute "forward-looking statements" within ...

Exhibit 99.1 News Release Contacts: Brooke Hart (Media) brooke.hart@hii-co.com (202) 264-7108 Segment operating income in 2025 was $717 million and segment operating margin was 5.7%, compared to $573 million and 5.0%, respectively, in 2024, the increase was driven by improved operating results across all business segments. 1 1 Diluted earnings per share for the full year was $15.39, compared to $13.96 in 2024. Christie Thomas (Investors) christie.thomas@hii-co.com (757) 380-2104 HII Reports Fourth Quarter a ...

Core Insights - HII reported a significant increase in revenues and operating income for the fourth quarter and full year of 2025, driven by growth across all business segments [1][2][3] Financial Performance - Fourth quarter 2025 revenues reached $3.5 billion, up 15.7% from $3.0 billion in Q4 2024 [1] - Operating income for Q4 2025 was $172 million, a 56.4% increase from $110 million in Q4 2024, resulting in an operating margin of 4.9% compared to 3.7% in the previous year [1][6] - For the full year 2025, revenues totaled $12.5 billion, an 8.2% increase from $11.5 billion in 2024 [2][7] - Diluted earnings per share for Q4 2025 were $4.04, up 28.3% from $3.15 in Q4 2024, and for the full year, it was $15.39, a 10.2% increase from $13.96 in 2024 [2][3][8] Segment Performance - Segment operating income for Q4 2025 was $195 million, a substantial increase of 89.3% from $103 million in Q4 2024, with a segment operating margin of 5.6% compared to 3.4% [2][6] - Ingalls Shipbuilding revenues for Q4 2025 were $889 million, a 20.8% increase from $736 million in Q4 2024, driven by higher volumes in amphibious assault ships and surface combatants [9][10] - Newport News Shipbuilding revenues for Q4 2025 were $1.9 billion, a 19.1% increase from $1.6 billion in Q4 2024, primarily due to higher volumes in submarines and aircraft carriers [14][15] - Mission Technologies revenues for Q4 2025 were $731 million, a 2.5% increase from $713 million in Q4 2024, attributed to higher volumes in Warfare Systems and Global Security [17][19] Cash Flow and Investments - Net cash provided by operating activities in 2025 was $1,196 million, significantly up from $393 million in 2024 [4] - Free cash flow for 2025 was $800 million, compared to $40 million in 2024 [4] Strategic Initiatives - The company achieved critical shipbuilding milestones in 2025, including the delivery of Virginia-class submarine Massachusetts and guided missile destroyer Ted Stevens [7] - HII invested over $400 million in capital improvements in 2025 and achieved approximately 14% shipbuilding throughput growth, targeting around 15% growth in 2026 [7][5] Financial Outlook - For FY26, HII expects shipbuilding revenue between $9.7 billion and $9.9 billion, with an operating margin between 5.5% and 6.5% [23][26] - Mission Technologies revenue is projected to be between $3.0 billion and $3.2 billion, with an operating margin of approximately 5% [23][26]

Core Viewpoint - HII's Newport News Shipbuilding division has successfully completed builder's sea trials for the John F. Kennedy (CVN 79), marking a significant milestone for the second Gerald R. Ford-class nuclear-powered aircraft carrier [1][2]. Group 1: Sea Trials and Testing - The sea trials involved testing important ship systems and components at sea for the first time, demonstrating the operational capabilities of CVN 79 [1][2]. - The event brought together shipbuilders, sailors, and Navy personnel to execute the testing and showcase ship operations [2]. Group 2: Technological Advancements - CVN 79 continues the legacy of advanced nuclear-powered aircraft carriers, incorporating enhancements that support increased operational efficiency and reduced manning requirements [3]. - The Ford-class features a new nuclear power plant and increased electrical power-generation capacity, reflecting advancements in naval technology [3]. Group 3: Company Overview - HII is recognized as America's largest shipbuilder, providing powerful ships and all-domain mission technologies, including unmanned systems, to U.S. and allied defense customers [6][7]. - The company has a history of over 140 years in advancing U.S. national security and employs a workforce of 44,000 [7].

Core Insights - Huntington Ingalls (HII) is expected to report quarterly earnings of $3.72 per share, an increase of 18.1% year-over-year, with revenues projected at $3.06 billion, reflecting a 1.7% increase compared to the same period last year [1] Earnings Estimates - The consensus EPS estimate has been revised 0.6% higher in the last 30 days, indicating a collective reevaluation by analysts [2] - Revisions to earnings estimates are significant indicators for predicting investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock price performance [3] Revenue Projections - The consensus estimate for 'Sales and Service Revenues- Mission Technologies' is $763.02 million, indicating a 7% increase from the prior-year quarter [5] - 'Sales and Service Revenues- Ingalls' is projected to reach $702.19 million, suggesting a decrease of 4.6% year-over-year [5] - 'Sales and Service Revenues- Newport News' is expected to be $1.63 billion, reflecting a year-over-year increase of 2.4% [5] Segment Operating Income - Analysts estimate 'Segment Operating Income (loss)- Ingalls' will be $52.95 million, up from $46.00 million in the same quarter last year [6] - 'Segment Operating Income (loss)- Newport News' is projected at $86.76 million, compared to $38.00 million reported in the same quarter last year [6] - 'Segment Operating Income (loss)- Mission Technologies' is expected to reach $29.26 million, an increase from $19.00 million in the same quarter last year [7] - The estimate for 'Operating income (loss)- Operating FAS/CAS Adjustment' is projected at -$10.46 million, down from $14.00 million in the previous year [7] Stock Performance - Over the past month, shares of Huntington Ingalls have returned +16.9%, significantly outperforming the Zacks S&P 500 composite's +0.9% change [7] - Currently, HII holds a Zacks Rank 2 (Buy), suggesting potential outperformance in the near future [7]

Core Insights - HII hosted U.S. Marine Corps leadership at its Ingalls Shipbuilding division, emphasizing the importance of amphibious warships in supporting Navy and Marine Corps missions globally [1][2][5] Group 1: Company Overview - HII is the largest shipbuilder in America, specializing in delivering powerful ships and all-domain mission technologies, including unmanned systems [7] - The company has a workforce of 44,000 and has a history of over 140 years in advancing U.S. national security [8] Group 2: Current Projects - Ingalls Shipbuilding is currently constructing two amphibious assault ships, Bougainville (LHA 8) and Fallujah (LHA 9), along with three Flight II LPDs: Harrisburg (LPD 30), Pittsburgh (LPD 31), and Philadelphia (LPD 32) [5] - In September 2024, the Navy awarded Ingalls a contract for three additional San Antonio-class amphibious transport dock ships (LPD 33, LPD 34, and LPD 35) and a modification for the fifth America-class amphibious assault ship, Helmand Province (LHA 10) [5] Group 3: Strategic Importance - The Marine Corps highlighted the critical role of amphibious warships for a range of missions, including peacekeeping, deterrence, combat operations, and humanitarian assistance [4][5] - The collaboration between Ingalls Shipbuilding, the U.S. Navy, and the Marine Corps was showcased during the visit, reinforcing the strategic importance of the amphibious ship program [2]

Core Viewpoint - HII has appointed Fatina Brave as the new vice president of infrastructure and sustainability at Ingalls Shipbuilding, succeeding Eric Crooker, who has moved to program management [1][2]. Group 1: Leadership Changes - Fatina Brave will oversee environmental, health, safety, security, facilities, and maintenance operations at Ingalls Shipbuilding [2]. - Eric Crooker has transitioned to the role of vice president of program management, succeeding George Nungesser, who is retiring after 37 years [1]. Group 2: Responsibilities and Goals - Brave's responsibilities include enhancing operational efficiency, fostering shipbuilder well-being, and leading the adoption of new technologies and equipment [2]. - She will report directly to Ingalls Shipbuilding President Brian Blanchette [2]. Group 3: Background of Fatina Brave - Fatina Brave has a distinguished background, including service in the U.S. Air Force and 15 years of leadership in human resources at Ingalls [3]. - Since joining HII in 2011, she has held various roles, most recently as director of talent acquisition and workforce development [3][8]. Group 4: Company Overview - HII is the largest shipbuilder in America, providing advanced ships and mission technologies to U.S. and allied defense customers [9]. - The company has a workforce of 44,000 and has a history of over 140 years in advancing U.S. national security [10].

Summary of Key Points from the Conference Call Industry Overview - **Industry**: Global Aerospace & Defense - **Focus**: US Defense Stocks and Budget Outlook for 2026 and Beyond Core Insights and Arguments 1. **Performance of Defense Stocks**: US defense stocks outperformed in early 2026 amid rising geopolitical tensions and President Trump's proposed $1.5 trillion defense budget for 2027, although uncertainty remains high [1][7] 2. **Budget Dynamics**: The 2026 DoD Appropriations Bill has been drafted, increasing investment funding by 27% compared to 2025, marking the largest increase in over 20 years. However, there are concerns regarding the clarity of future budgets beyond 2026 [4][24] 3. **Geopolitical Tensions**: Recent geopolitical events have calmed but remain a significant factor influencing defense budgets. Ongoing threats from countries like Iran, China, and Russia continue to exert upward pressure on defense spending [4][17][18] 4. **Executive Orders Impact**: President Trump's Executive Order restricts defense companies from share repurchases and limits executive compensation, which could pose short-term risks to stock prices [20][21] 5. **Future Budget Projections**: The proposed $1.5 trillion budget for 2027 is viewed as unlikely, with expectations for a budget increase but significant challenges in gaining Congressional support [22][23] Company-Specific Insights L3Harris - **Rating**: Outperform, Target Price: $398 - **Strengths**: High growth areas in space and rocket propulsion, strong margins in Communication Systems, and rising backlogs [8][34] - **Recent Developments**: Plans to spin off the Missile Solutions business through an IPO, supported by a $1 billion investment from the US government [35][36] Northrop Grumman (NOC) - **Rating**: Market-Perform, Target Price: $727 - **Strengths**: Strong positioning in nuclear deterrence and next-gen space programs, with growth expected from B-21 and other key programs [39] - **Challenges**: Issues with big programs and delays affecting growth potential [39] Lockheed Martin (LMT) - **Rating**: Market-Perform, Target Price: $586 - **Strengths**: High growth in Missiles & Fire Control, demand for tactical missiles [41] - **Concerns**: Execution issues and slower growth outlook due to challenges in the F-35 program [41][42] General Dynamics (GD) - **Rating**: Market-Perform, Target Price: $398 - **Strengths**: Rising demand for Navy shipbuilding and strong performance in Gulfstream business jets [46][47] - **Challenges**: Supply chain issues affecting throughput and margins [47] Raytheon (RTX) - **Rating**: Market-Perform, Target Price: $189 - **Strengths**: Growing backlog and international sales [54] - **Concerns**: Identified by President Trump as underperforming in meeting DoD demand [55] HII - **Rating**: Market-Perform, Target Price: $412 - **Strengths**: Improving shipbuilding outlook and strong backlog [49][51] - **Challenges**: Historical throughput disappointments and supply chain issues [50] Additional Important Points - **Investment Implications**: The overall dynamics are positive for defense stocks, but near-term risks related to executive orders and cash deployment policies could impact stock performance [7][33] - **Congressional Concerns**: There are significant questions regarding the Golden Dome funding and the new DoD acquisition strategy, with Congress demanding clarity on spending and performance metrics [26][27][28] This summary encapsulates the key points discussed in the conference call, highlighting the current state of the aerospace and defense industry, specific company insights, and broader implications for investors.

NEWPORT NEWS, Va., Jan. 28, 2026 (GLOBE NEWSWIRE) -- HII’s (NYSE: HII) Newport News Shipbuilding division is marking 140 years of service to the nation today. On Jan. 28, 1886, Collis P. Huntington, a businessman whose investments enabled completion of the U.S. transcontinental railroad, turned his focus to shipbuilding, establishing what was first chartered as Chesapeake Dry Dock and Construction Co. and was then renamed Newport News Shipbuilding and Drydock Company. Several years later, the shipyard deliv ...

Core Viewpoint - HII has appointed Daniel Marks as vice president of contracts and pricing at its Ingalls Shipbuilding division, succeeding Stephen Fitts, who has moved to vice president of supply chain management [1][2]. Group 1: Leadership Changes - Daniel Marks takes over the role of vice president of contracts and pricing, responsible for contract administration, estimating and pricing, and export/import licensing and compliance [2]. - Stephen Fitts has been appointed vice president of supply chain management, succeeding Scott Weldon, who retired after 25 years with the company [1]. Group 2: Daniel Marks' Background - Marks has been with HII since 2007, starting as an analyst in cost estimating and progressing through various roles including cost estimating manager and director of business management [5]. - He holds a bachelor's degree in business administration from Millsaps College and a master's in business administration from the University of Southern Mississippi [6]. Group 3: Company Overview - HII is the largest military shipbuilder in the U.S. with over 135 years of history in advancing national security [8]. - The company employs a workforce of 44,000 and focuses on delivering powerful ships and all-domain solutions to protect peace and freedom globally [7][8].