Huntington Ingalls Industries, Inc. HII

Revenue Intelligence Report • 65 quarters of SEC filing data • Updated 2026-10-14 • Data through 2026-06-30

Huntington Ingalls Industries, Inc.'s latest quarterly revenue is $3.4B for the period ending 2026-06-30. The model projects $13.3B across the next four quarters (+0.9% versus the preceding four quarters). The forecast uses G&A data; model selection and estimation exclude the latest quarter, whose retrospective holdout error is 6.5%. These are statistical associations, not estimates of the causal effect of spending.

Investment Thesis

The ARDL forecast is based on reported revenue and G&A data through 2026-06-30. Training MAPE measures fit to historical data; the separately reported holdout error measures a withheld quarter. Spending coefficients describe associations and do not establish causation.

Next 4 Quarters
$13.3B
+0.9% YoY
G&A Elasticity
1.13x
Training Fit
3.6% MAPE
Retrospective holdout (Q2 FY2026): The model predicted $3.19B vs the actual $3.42B — an error of 6.5%.
Retrospective one-quarter holdout: model fitting and selection exclude this quarter. Historical inputs use the latest available restatements, so this is not a preserved real-time forecast.
Note: The current filings use G&A (GeneralAndAdministrativeExpense). Spending estimates refer to this expense measure, not separately reported SG&A.
Note: Huntington Ingalls Industries, Inc. does not report R&D expenses separately. The model uses the available expense measure without a separate R&D term.

Revenue Forecast

HII Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q2 FY2026
Period end 2026-06-30
$3.19B $3.42B $2.92B–$3.50B +3.6% ✓ In range
Q3 FY2026
Period end 2026-09-30
$3.25B $2.86B–$3.69B +1.8%
Q4 FY2026
Period end 2026-12-31
$3.43B $2.93B–$4.01B -1.4%
Q1 FY2027
Period end 2027-03-31
$3.33B $2.78B–$3.99B +7.3%
Q2 FY2027
Period end 2027-06-30
$3.31B $2.70B–$4.05B -3.3%

Seasonal Factors

Multiplicative seasonal adjustment: These factors capture Huntington Ingalls Industries, Inc.'s systematic quarterly revenue patterns relative to the trend model. A factor of 1.05 means that quarter typically runs 5% above the underlying trend; 0.95 means 5% below. Factors are computed as the median of (actual / fitted) across all available quarters.
Fiscal QuarterSeasonal Factorvs TrendInterpretationObs.
FQ1 (Jan–Mar) 0.987 -1.3% In line with trend 15
FQ2 (Apr–Jun) 0.9967 -0.3% In line with trend 15
FQ3 (Jul–Sep) 1.0017 +0.2% In line with trend 15
FQ4 (Oct–Dec) 1.0116 +1.2% In line with trend 15

Spending and Revenue

HII Spending Timing
Reading this chart: Each line shows the cumulative revenue association with a 1% change in spending over subsequent quarters. These estimates describe historical associations and do not establish causation.

Time-Varying Spending Associations

Time-varying analysis: A penalized spline model (GAM) tracks the association between log spending and log revenue over 65 quarters. Its coefficients describe conditional historical associations, not causal returns on spending.
Current G&A elasticity: 0.3687x
The model-term chart shows relative absolute term magnitudes. Its percentages are not shares of revenue or causal contributions to growth.

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