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Huntington Ingalls Industries

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Huntington Ingalls Industries is America's largest military shipbuilder and sole constructor of nuclear aircraft carriers, also building Virginia and Columbia-class submarines alongside General Dynamics.

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Produits et revenus

Part de revenus par produit

Répartition du chiffre d'affaires ($11.5B)

Données statiques (chargement des finances en temps réel…)

Ingalls Shipbuilding (40%)
Newport News Shipbuilding (45%)
Mission Technologies (15%)

Composition des segments et principaux clients

Détails du produit

Nuclear Aircraft Carriers30%

Sole US builder of nuclear-powered aircraft carriers (Gerald R. Ford class)

Nuclear Submarines35%

Virginia-class attack submarines and Columbia-class ballistic missile subs

Surface Combatants20%

Amphibious assault ships (LHA), destroyers (DDG), and Coast Guard cutters

Mission Technologies15%

C5ISR, cyber, AI, and unmanned systems for defense and intelligence agencies

Contexte macro et de marché

NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대

미 국방예산 (FY2026)

$921B

NATO 방위비 GDP 목표

2% → 2.5%

KTOS 수주 잔고

$1.1B (+34%)

드론 시장 규모 (2030E)

$58B

Prochains catalyseurs

NOC/LMT/LHX/RTX Q1 실적 (2026.04)KTOS 국방부 드론 계약 발표NATO 정상회의 방위비 최종 합의 (2026.06)

Actualités récentes

Chargement des nouvelles...

Analyse IA

Cliquez sur « Obtenir l'analyse IA » pour une analyse de la chaîne d'approvisionnement de Huntington Ingalls Industries par intelligence artificielle.

Thèmes Macro Connexes

Voir Tous les Thèmes

Military-Industrial Complex

Eisenhower warned of it in 1961. Defense contractors, weapons manufacturers, and geopolitical crisis cycles create structural demand floors regardless of who governs.

Defense budgetSole-source contractsGeopolitical crisis cycle

Informations sur l'entreprise

Siège social

Newport News, Virginia, USA

Fondée en

2011

Effectifs

44,000+

Site web

hii.com

Aperçu du secteur방산

Actualités du secteur

NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대

미 국방예산 (FY2026)

$921B

NATO 방위비 GDP 목표

2% → 2.5%

KTOS 수주 잔고

$1.1B (+34%)

드론 시장 규모 (2030E)

$58B

Thèmes clés

  • NATO 32개국 방위비 GDP 2.5% 의무화 → 10년 수요 가시성 확보
  • Loyal Wingman 드론 경쟁 — KTOS Valkyrie 핵심 수혜
  • 우크라이나 재건 + 방공망 현대화 수요

Prochains catalyseurs

  • NOC/LMT/LHX/RTX Q1 실적 (2026.04)
  • KTOS 국방부 드론 계약 발표