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Huntington Ingalls Industries

HIIsupplier

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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Products & Revenue

Product Revenue Share

Revenue Breakdown ($11.5B)

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

Segment Breakdown & Key Customers

Product Details

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

Supply Chain Relationships

Partners

Lockheed Martin Corporation

Combat systems for surface ships

Impact: Medium — Aegis radar and systems integration

General Dynamics Corporation

Columbia-class submarine construction (teaming)

Impact: High — GD Electric Boat leads Columbia program

Key Suppliers

RTX Corporation (Raytheon)

Ship propulsion and sensor systems

Impact: Medium — key subsystem supplier

Northrop Grumman Corporation

Carrier and submarine electronics

Impact: Medium — electronics and C4ISR

Macro & Market Context

방산Sector News

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

Upcoming Catalysts

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

Latest News

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AI Analysis

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Related Macro Themes

View All Themes

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

Company Info

Headquarters

Newport News, Virginia, USA

Founded

2011

Employees

44,000+

Website

hii.com

Sector Overview — 방산

Sector News

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

Key Themes

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

Upcoming Catalysts

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