Huntington Ingalls Industries, Inc 10-Q for FY2026 Q3

Huntington Ingalls Industries, Inc. (HII)

10-Q 2026-10-29 For: 2026-09-30

Added on October 29, 2026

About this 10-Q

Huntington Ingalls Industries, Inc filed this 10-Q on October 29, 2026, covering the quarter ended September 30, 2026 (FY2026 Q3).

Huntington Ingalls Industries, Inc. reported nine-month sales up $1,046 million, or 12%, net earnings up $128 million, or 29%, and total backlog of $86.2 billion versus $53.1 billion at December 31, 2025. AI summary

Headline figures

Quarter ended September 30, 2026, as reported in this filing, compared with the same period a year earlier where the filing states it.

Revenue: $3.54B; up 10.8% from $3.19B a year earlier
Net income: $217M; up 49.7% from net income of $145M a year earlier
Diluted EPS: $5.48; up 48.9% from $3.68 a year earlier

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Delaware						90-0607005
(State or other jurisdiction of incorporation or organization)						(I.R.S. Employer Identification No.)


Title of each class	Trading Symbol(s)	Name of each exchange on which registered
Common Stock	HII	New York Stock Exchange



	PART I – FINANCIAL INFORMATION		Page

Item 1.	Financial Statements (Unaudited)
	Condensed Consolidated Statements of Operations and Comprehensive Income		1
	Condensed Consolidated Statements of Financial Position		2
	Condensed Consolidated Statements of Cash Flows		3
	Condensed Consolidated Statements of Changes in Equity		4
	Notes to Condensed Consolidated Financial Statements		5
	1.	Description of Business	5
	2.	Basis of Presentation	5
	3.	Accounting Standards Updates	6
	4.	Stockholders' Equity	6
	5.	Earnings Per Share	8
	6.	Revenue	8
	7.	Segment Information	12
	8.	Income Taxes	14
	9.	Investigations, Claims, and Litigation	15
	10.	Commitments and Contingencies	16
	11.	Employee Pension and Other Postretirement Benefits	17
	12.	Stock Compensation Plans	18
Item 2.	Management’s Discussion and Analysis of Financial Condition and Results of Operations		20
Item 3.	Quantitative and Qualitative Disclosures about Market Risk		36
Item 4.	Controls and Procedures		37

	PART II – OTHER INFORMATION

Item 1.	Legal Proceedings		38
Item 1A.	Risk Factors		38
Item 2.	Unregistered Sales of Equity Securities and Use of Proceeds		38
Item 3.	Defaults Upon Senior Securities		38
Item 4.	Mine Safety Disclosures		38
Item 5.	Other Information		39
Item 6.	Exhibits		39

Signatures			40


	Three Months Ended September 30				Nine Months Ended September 30
(in millions, except per share amounts)	2026		2025		2026		2025
Sales and service revenues
Product sales	$	2,437	$	2,072	$	6,712	$	5,742
Service revenues	1,100		1,120		3,342		3,266
Sales and service revenues	3,537		3,192		10,054		9,008
Cost of sales and service revenues
Cost of product sales	2,100		1,815		5,826		4,962
Cost of service revenues	957		983		2,909		2,863
Income from operating investments, net	26		12		52		33
Other income and gains (losses), net	(3)		—		(3)		1
General and administrative expenses	257		245		757		732

Operating income	246		161		611		485
Other income (expense)
Interest expense	(26)		(23)		(75)		(79)
Non-operating retirement benefit	53		48		159		143
Other, net	2		18		22		30
Earnings before income taxes	275		204		717		579
Federal and foreign income tax expense	58		59		143		133
Net earnings	$	217	$	145	$	574	$	446

Basic earnings per share	$	5.49	$	3.69	$	14.57	$	11.35
Weighted-average common shares outstanding	39.5		39.3		39.4		39.3

Diluted earnings per share	$	5.48	$	3.68	$	14.53	$	11.35
Weighted-average diluted shares outstanding	39.6		39.4		39.5		39.3

Dividends declared per share	$	1.38	$	1.35	$	4.14	$	4.05

Net earnings from above	$	217	$	145	$	574	$	446
Other comprehensive income
Change in unamortized benefit plan costs	2		1		6		3

Tax expense for items of other comprehensive income	(1)		(1)		(2)		(1)
Other comprehensive income, net of tax	1		—		4		2
Comprehensive income	$	218	$	145	$	578	$	448


($ in millions)	September 30, 2026		December 31, 2025
Assets
Current Assets
Cash and cash equivalents	$	387	$	774
Accounts receivable, net of allowance for expected credit losses of $3 million as of 2026 and $2 million as of 2025	361		339
Contract assets	2,125		1,758
Inventoried costs	240		219
Income taxes receivable	250		284

Prepaid expenses and other current assets	100		77
Total current assets	3,463		3,451
Property, plant, and equipment, net of accumulated depreciation of $2,892 million as of 2026 and $2,754 million as of 2025	3,849		3,726
Operating lease assets	275		267
Goodwill	2,650		2,650
Other intangible assets, net of accumulated amortization of $1,285 million as of 2026 and $1,222 million as of 2025	631		694
Pension plan assets	1,668		1,544

Miscellaneous other assets	444		417
Total assets	$	12,980	$	12,749
Liabilities and Stockholders' Equity
Current Liabilities
Trade accounts payable	$	709	$	556
Accrued employees’ compensation	403		443

Current portion of postretirement plan liabilities	119		119
Current portion of workers’ compensation liabilities	214		217
Contract liabilities	780		1,220


Other current liabilities	513		490
Total current liabilities	2,738		3,045
Long-term debt	2,704		2,700
Pension plan liabilities	155		155
Other postretirement plan liabilities	187		200
Workers’ compensation liabilities	437		442
Long-term operating lease liabilities	225		223
Deferred tax liabilities	694		572
Other long-term liabilities	348		339
Total liabilities	7,488		7,676
Commitments and Contingencies (Note 10)
Stockholders’ Equity
Common stock, $0.01 par value; 150,000,000 shares authorized; 53,990,247 shares issued and 39,405,538 shares outstanding as of 2026, and 53,826,236 shares issued and 39,241,527 shares outstanding as of 2025	1		1
Additional paid-in capital	2,096		2,087
Retained earnings	5,893		5,487
Treasury stock	(2,449)		(2,449)
Accumulated other comprehensive loss	(49)		(53)
Total stockholders’ equity	5,492		5,073
Total liabilities and stockholders’ equity	$	12,980	$	12,749


☒			QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934


☐			TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934


Three Months Ended September 30, 2026 and 2025 ($ in millions)	Common Stock		Additional Paid-in Capital		Retained Earnings		Treasury Stock		Accumulated Other Comprehensive Income (Loss)		Total Stockholders' Equity
Balance as of June 30, 2025	$	1	$	2,066	$	5,290	$	(2,449)	$	(26)	$	4,882
Net earnings	—		—		145		—		—		145
Dividends declared ($1.35 per share)	—		—		(53)		—		—		(53)
Stock-based compensation	—		10		—		—		—		10



Balance as of September 30, 2025	$	1	$	2,076	$	5,382	$	(2,449)	$	(26)	$	4,984

Balance as of June 30, 2026	$	1	$	2,080	$	5,730	$	(2,449)	$	(50)	$	5,312
Net earnings	—		—		217		—		—		217
Dividends declared ($1.38 per share)	—		—		(54)		—		—		(54)
Stock-based compensation	—		16		—		—		—		16
Other comprehensive income, net of tax	—		—		—		—		1		1


Balance as of September 30, 2026	$	1	$	2,096	$	5,893	$	(2,449)	$	(49)	$	5,492

Nine Months Ended September 30, 2026 and 2025 ($ in millions)	Common Stock		Additional Paid-in Capital		Retained Earnings		Treasury Stock		Accumulated Other Comprehensive Income (Loss)		Total Stockholders' Equity
Balance as of December 31, 2024	$	1	$	2,045	$	5,097	$	(2,449)	$	(28)	$	4,666
Net earnings	—		—		446		—		—		446
Dividends declared ($4.05 per share)	—		—		(159)		—		—		(159)
Stock-based compensation	—		31		(2)		—		—		29
Other comprehensive income, net of tax	—		—		—		—		2		2


Balance as of September 30, 2025	$	1	$	2,076	$	5,382	$	(2,449)	$	(26)	$	4,984

Balance as of December 31, 2025	$	1	$	2,087	$	5,487	$	(2,449)	$	(53)	$	5,073
Net earnings	—		—		574		—		—		574
Dividends declared ($4.14 per share)	—		—		(163)		—		—		(163)
Stock-based compensation	—		9		(5)		—		—		4
Other comprehensive income, net of tax	—		—		—		—		4		4


Balance as of September 30, 2026	$	1	$	2,096	$	5,893	$	(2,449)	$	(49)	$	5,492


($ in millions)	Benefit Plans		Total
Balance as of June 30, 2025	$	(26)	$	(26)

Amounts reclassified from accumulated other comprehensive loss
Amortization of prior service cost(1)	3		3
Amortization of net actuarial gain(1)	(2)		(2)


Tax expense for items of other comprehensive income	(1)		(1)
Net current period other comprehensive income	—		—
Balance as of September 30, 2025	$	(26)	$	(26)

Balance as of June 30, 2026	$	(50)	$	(50)

Amounts reclassified from accumulated other comprehensive loss
Amortization of prior service cost(1)	4		4
Amortization of net actuarial gain(1)	(2)		(2)


Tax expense for items of other comprehensive income	(1)		(1)
Net current period other comprehensive income	1		1
Balance as of September 30, 2026	$	(49)	$	(49)


	Three Months Ended September 30, 2026
($ in millions)	Ingalls		Newport News		Mission Technologies		Intersegment Eliminations		Total
Revenue Type
Product sales	$	760	$	1,609	$	68	$	—	$	2,437
Service revenues	114		300		686		—		1,100
Intersegment	2		1		38		(41)		—
Sales and service revenues	$	876	$	1,910	$	792	$	(41)	$	3,537
Customer Type
Federal	$	874	$	1,909	$	749	$	—	$	3,532
Commercial	—		—		4		—		4
State and local government agencies	—		—		1		—		1
Intersegment	2		1		38		(41)		—
Sales and service revenues	$	876	$	1,910	$	792	$	(41)	$	3,537
Contract Type
Firm fixed-price	$	1	$	1	$	166	$	—	$	168
Fixed-price incentive	758		1,006		—		—		1,764
Cost-type	115		902		555		—		1,572
Time and materials	—		—		33		—		33
Intersegment	2		1		38		(41)		—
Sales and service revenues	$	876	$	1,910	$	792	$	(41)	$	3,537


	Three Months Ended September 30, 2025
($ in millions)	Ingalls		Newport News		Mission Technologies		Intersegment Eliminations		Total
Revenue Type
Product sales	$	697	$	1,330	$	45	$	—	$	2,072
Service revenues	128		287		705		—		1,120
Intersegment	3		—		37		(40)		—
Sales and service revenues	$	828	$	1,617	$	787	$	(40)	$	3,192
Customer Type
Federal	$	825	$	1,617	$	747	$	—	$	3,189
Commercial	—		—		3		—		3

Intersegment	3		—		37		(40)		—
Sales and service revenues	$	828	$	1,617	$	787	$	(40)	$	3,192
Contract Type
Firm fixed-price	$	6	$	1	$	96	$	—	$	103
Fixed-price incentive	692		819		1		—		1,512
Cost-type	127		797		618		—		1,542
Time and materials	—		—		35		—		35
Intersegment	3		—		37		(40)		—
Sales and service revenues	$	828	$	1,617	$	787	$	(40)	$	3,192


	Nine Months Ended September 30, 2026
($ in millions)	Ingalls		Newport News		Mission Technologies		Intersegment Eliminations		Total
Revenue Type
Product sales	$	2,095	$	4,493	$	124	$	—	$	6,712
Service revenues	344		930		2,068		—		3,342
Intersegment	7		1		108		(116)		—
Sales and service revenues	$	2,446	$	5,424	$	2,300	$	(116)	$	10,054
Customer Type
Federal	$	2,439	$	5,423	$	2,179	$	—	$	10,041
Commercial	—		—		12		—		12
State and local government agencies	—		—		1		—		1
Intersegment	7		1		108		(116)		—
Sales and service revenues	$	2,446	$	5,424	$	2,300	$	(116)	$	10,054
Contract Type
Firm fixed-price	$	15	$	3	$	377	$	—	$	395
Fixed-price incentive	2,080		2,594		1		—		4,675
Cost-type	344		2,826		1,721		—		4,891
Time and materials	—		—		93		—		93
Intersegment	7		1		108		(116)		—
Sales and service revenues	$	2,446	$	5,424	$	2,300	$	(116)	$	10,054


	Nine Months Ended September 30, 2025
($ in millions)	Ingalls		Newport News		Mission Technologies		Intersegment Eliminations		Total
Revenue Type
Product sales	$	1,833	$	3,809	$	100	$	—	$	5,742
Service revenues	346		806		2,114		—		3,266
Intersegment	10		1		99		(110)		—
Sales and service revenues	$	2,189	$	4,616	$	2,313	$	(110)	$	9,008
Customer Type
Federal	$	2,179	$	4,614	$	2,204	$	—	$	8,997
Commercial	—		1		9		—		10
State and local government agencies	—		—		1		—		1
Intersegment	10		1		99		(110)		—
Sales and service revenues	$	2,189	$	4,616	$	2,313	$	(110)	$	9,008
Contract Type
Firm fixed-price	$	11	$	5	$	297	$	—	$	313
Fixed-price incentive	1,823		2,393		4		—		4,220
Cost-type	345		2,216		1,806		—		4,367
Time and materials	—		1		107		—		108
Intersegment	10		1		99		(110)		—
Sales and service revenues	$	2,189	$	4,616	$	2,313	$	(110)	$	9,008


	Three Months Ended September 30				Nine Months Ended September 30
($ in millions, except per share amounts)	2026		2025		2026		2025
Effect on operating income(1)	$	76	$	(3)	$	87	$	(13)
Effect on diluted earnings per share (net of tax)	$	1.52	$	(0.06)	$	1.74	$	(0.26)


	Three Months Ended September 30								Nine Months Ended September 30
	Pension Benefits				Other Benefits				Pension Benefits				Other Benefits
($ in millions)	2026		2025		2026		2025		2026		2025		2026		2025
Components of net periodic benefit cost
Service cost	$	21	$	22	$	1	$	1	$	64	$	65	$	3	$	3
Interest cost	85		84		4		5		254		252		12		14
Expected return on plan assets	(144)		(138)		—		—		(431)		(412)		—		—
Amortization of prior service cost (credit)	4		4		—		(1)		12		12		—		(1)
Amortization of net actuarial loss (gain)	1		1		(3)		(3)		3		1		(9)		(9)

Net periodic benefit (income) cost	$	(33)	$	(27)	$	2	$	2	$	(98)	$	(82)	$	6	$	7


	Stock Awards (in thousands)	Weighted-Average Grant Date Fair Value		Weighted-Average Remaining Contractual Term (in years)
Outstanding at December 31, 2024	550	$	221.59	1.0 year
Granted	311	170.07
Adjusted due to performance	19	170.07
Vested	(194)	215.39
Forfeited	(25)	221.83
Outstanding at September 30, 2025	661	$	198.79	1.1 years

Outstanding at December 31, 2025	663	$	199.43	1.0 year
Granted	126	426.91
Adjusted due to performance	26	426.91
Vested	(263)	203.58
Forfeited	(29)	251.62
Outstanding at September 30, 2026	523	$	250.36	1.0 year


	Three Months Ended September 30								Nine Months Ended September 30
					2026 vs. 2025								2026 vs. 2025
($ in millions)	2026		2025		Dollars		Percent		2026		2025		Dollars		Percent
Sales and service revenues	$	3,537	$	3,192	$	345	11	%	$	10,054	$	9,008	$	1,046	12	%
Cost of product sales and service revenues	3,057		2,798		259		9	%	8,735		7,825		910		12	%
Income from operating investments, net	26		12		14		117	%	52		33		19		58	%
Other income and gains (losses), net	(3)		—		(3)		—	%	(3)		1		(4)		(400)	%
General and administrative expenses	257		245		12		5	%	757		732		25		3	%

Operating income	246		161		85		53	%	611		485		126		26	%
Other income (expense)
Interest expense	(26)		(23)		(3)		(13)	%	(75)		(79)		4		5	%
Non-operating retirement benefit	53		48		5		10	%	159		143		16		11	%
Other, net	2		18		(16)		(89)	%	22		30		(8)		(27)	%
Federal and foreign income taxes	58		59		(1)		(2)	%	143		133		10		8	%
Net earnings	$	217	$	145	$	72	50	%	$	574	$	446	$	128	29	%


	Sales and Service Revenues								Segment Cost of Product Sales and Service Revenues
($ in millions)	Three Months Ended September 30				2026 vs. 2025				Three Months Ended September 30				2026 vs. 2025
Segment Information	2026		2025		Dollars		Percent		2026		2025		Dollars		Percent
Ingalls
Product	$	760	$	697	$	63	9	%	$	667	$	603	$	64	11	%
Service	114		128		(14)		(11)	%	104		112		(8)		(7)	%
Intersegment	2		3		(1)		(33)	%	2		3		(1)		(33)	%
Total Ingalls	876		828		48		6	%	773		718		55		8	%
Newport News
Product	1,609		1,330		279		21	%	1,375		1,163		212		18	%
Service	300		287		13		5	%	249		244		5		2	%
Intersegment	1		—		1		—	%	1		—		1		—	%
Total Newport News	1,910		1,617		293		18	%	1,625		1,407		218		15	%
Mission Technologies
Product	68		45		23		51	%	48		41		7		17	%
Service	686		705		(19)		(3)	%	602		626		(24)		(4)	%
Intersegment	38		37		1		3	%	38		37		1		3	%
Total Mission Technologies	792		787		5		1	%	688		704		(16)		(2)	%
Segment Totals
Product	$	2,437	$	2,072	$	365	18	%	$	2,090	$	1,807	$	283	16	%
Service	1,100		1,120		(20)		(2)	%	955		982		(27)		(3)	%
Total Segment(1)	$	3,537	$	3,192	$	345	11	%	$	3,045	$	2,789	$	256	9	%


Program Name						Program Description

Aircraft carrier RCOH						Perform refueling and complex overhaul ("RCOH") of nuclear-powered aircraft carriers, which is required at the mid-point of their 50-year life cycle. USS John C. Stennis (CVN 74) arrived at Newport News for the start of its RCOH in May 2021, USS George Washington (CVN 73) was redelivered to the U.S. Navy in May 2023, and USS Harry S. Truman (CVN 75) arrived at Newport News for the start of its RCOH in September 2026.

America class (LHA 6) amphibious assault ships						Design and build large deck amphibious assault ships that provide forward presence and power projection as an integral part of joint, interagency and multinational maritime expeditionary forces. The America class (LHA 6) ships, together with the Wasp class (LHD 1) ships, are the successors to the decommissioned Tarawa class (LHA 1) ships. The America class (LHA 6) ships optimize aviation operations and support capabilities. In 2023, we were awarded a long-lead-time material contract for Helmand Province (LHA 10), and in 2024, we were awarded a contract modification for the detail design and construction of Helmand Province (LHA 10). We are currently constructing Bougainville (LHA 8) and Fallujah (LHA 9).

Arleigh Burke class (DDG 51) destroyers						Build guided missile destroyers designed for conducting anti-air, anti-submarine, anti-surface, and strike operations. The Aegis-equipped Arleigh Burke class (DDG 51) destroyers are the U.S. Navy's primary surface combatant, and have been constructed in variants, allowing technological advances during construction. We delivered USS Jack H. Lucas (DDG 125) and USS Ted Stevens (DDG 128) in 2023 and 2025, respectively. We have contracts to construct the following Arleigh Burke class (DDG 51) destroyers: Jeremiah Denton (DDG 129), George M. Neal (DDG 131), Sam Nunn (DDG 133), Thad Cochran (DDG 135), John F. Lehman (DDG 137), Telesforo Trinidad (DDG 139), Ernest E. Evans (DDG 141), Charles J. French (DDG 142), Richard J. Danzig (DDG 143), Intrepid (DDG 145), and Robert Kerrey (DDG 146).

Columbia class (SSBN 826) submarines						Design and construct modules for Columbia class (SSBN 826) nuclear ballistic missile submarines ("SSBNs") as a subcontractor to Electric Boat. SSBNs are the most secure and survivable of our nation’s nuclear deterrent triad. Columbia class SSBNs will carry approximately 70 percent of the nation’s nuclear arsenal. The Columbia class (SSBN 826) program plan of record is to construct 12 new SSBNs to replace the current aging Ohio class. As a subcontractor to Electric Boat, we leverage our Virginia class (SSN 774) experience to perform design work and build modules for the entire Columbia class (SSBN 826) submarine program. We have been awarded contracts from Electric Boat for integrated product and process development, providing long–lead–time material and advance construction, and construction of seven boats of the Columbia class (SSBN 826) submarine program. Construction of the first Columbia class (SSBN 826) submarine began in 2020.

Gerald R. Ford class (CVN 78) aircraft carriers						Design and construction for the Ford class program, which is the aircraft carrier replacement program for the decommissioned Enterprise (CVN 65) and Nimitz class (CVN 68) aircraft carriers. USS Gerald R. Ford (CVN 78), the first ship of the Ford class, was delivered to the U.S. Navy in the second quarter of 2017. In June 2015, we were awarded a contract for the detail design and construction of John F. Kennedy (CVN 79), following several years of engineering, advance construction, and purchase of long-lead-time components and material. In addition, we have received awards for detail design and construction of Enterprise (CVN 80) and Doris Miller (CVN 81). This category also includes the class' non-recurring engineering. The class is expected to bring improved warfighting capability, quality of life improvements for sailors, and reduced life cycle costs.


Frigate class (FF(X)) ships						Design and build frigate ships that provide small blue-water surface combatants, producible in volume, and designed to fit within the Golden Fleet’s High/Low fleet architecture, complementing larger, multi-mission capable platforms. Frigate is expected to be a vanguard of the Navy’s Hedge Strategy within the General-Purpose Force, handling routine missions across the globe and freeing the Main Battle Force to remain focused on high-end combat. Frigate is intended to act as the command ship for Tailored Offsets, specifically Robotic and Autonomous Systems ("RAS"), and integrate with RAS to lead Tailored Forces into a cohesive warfighting approach. In 2026, we were awarded a lead yard services contract to begin Frigate class baseline design engineering, which included funding for long-lead-material procurements and preconstruction efforts on the first ship in the class.

Legend class National Security Cutter						Design and build the U.S. Coast Guard's National Security Cutters ("NSCs"), the largest and most technically advanced class of cutter in the U.S. Coast Guard. The NSC is equipped to carry out maritime homeland security, maritime safety, protection of natural resources, maritime mobility, and national defense missions. There were initially 11 ships for this program, of which the first ten ships have been delivered. In 2025, we reached agreement with the U.S. Coast Guard to terminate production and delivery of the 11th and final ship.

Naval nuclear support services						Provide services to and in support of the U.S. Navy, ranging from services supporting the Navy's carrier and submarine fleets to maintenance services at U.S. Navy training facilities. Naval nuclear support services include design, construction, maintenance, and disposal activities for in-service U.S. Navy nuclear ships worldwide through mobile and in-house capabilities. Services include maintenance services on nuclear reactor prototypes, such as those at the Kenneth A. Kesselring Site, a research and development facility in New York that supports the U.S. Navy, which were completed in 2024.

San Antonio class (LPD 17) amphibious transport dock ships						Design and build amphibious transport dock ships, which are warships that embark, transport, and land elements of a landing force for a variety of expeditionary warfare missions, and also serve as the secondary aviation platform for Amphibious Readiness Groups. The San Antonio class (LPD 17) is the newest addition to the U.S. Navy's 21st century amphibious assault force, and these ships are a key element of the U.S. Navy's seabase transformation. In 2022, we were awarded a long-lead-time material contract for Philadelphia (LPD 32). In 2023, we received an award modification for the detail design and construction of Philadelphia (LPD 32). In 2024, we delivered USS Richard M. McCool Jr. (LPD 29), and we were awarded a multi-ship procurement contract for the construction of Travis Manion (LPD 33), LPD 34 (unnamed), and LPD 35 (unnamed). We are currently constructing Harrisburg (LPD 30), Pittsburgh (LPD 31), and Philadelphia (LPD 32).

Virginia class (SSN 774) fast attack submarines						Construct attack submarines as the principal subcontractor to Electric Boat. The Virginia class (SSN 774) is a post-Cold War design tailored to excel in a wide range of warfighting missions, including anti-submarine and surface ship warfare; special operation forces; strike; intelligence, surveillance, and reconnaissance; carrier and expeditionary strike group support; and mine warfare. In August 2026, the Department of the Navy announced a decision to reclassify Virginia class submarines equipped with the Virginia Payload Module ("VPM") as guided missile submarines ("SSGNs") in order to separate the VPM-equipped platforms from traditional fast attack submarines. SSGN 803 will be the first ship under the new classification.


Period	Total Number of Shares Purchased	Average Price Paid per Share		Total Number of Shares Purchased as Part of Publicly Announced Program	Approximate Dollar Value of Shares that May Yet Be Purchased Under the Program (in millions)(1),(2)
July 1, 2026 to July 31, 2026	—	$	—	—	$	1,352.3
August 1, 2026 to August 31, 2026	—	—		—	1,352.3
September 1, 2026 to September 30, 2026	—	—		—	1,352.3
Total	—	$	—	—	$	1,352.3


3.1						Restated Certificate of Incorporation of Huntington Ingalls Industries, Inc., dated April 30, 2025 (incorporated by reference to Exhibit 3.1 to the Company's Current Report on Form 8-K filed on May 5, 2025, File No. 001-34910).

3.2						Restated Bylaws of Huntington Ingalls Industries, Inc., dated April 30, 2025 (incorporated by reference to Exhibit 3.2 to the Company's Current Report on Form 8-K filed on May 5, 2025, File No. 001-34910).

31.1						Certification of the Chief Executive Officer Pursuant to Exchange Act Rule 13a-14(a)/15d-14(a), as Adopted Pursuant to Section 302 of the Sarbanes-Oxley Act of 2002 .

31.2						Certification of the Chief Financial Officer Pursuant to Exchange Act Rule 13a-14(a)/15d-14(a), as Adopted Pursuant to Section 302 of the Sarbanes-Oxley Act of 2002 .

32.1						Certificate of the Chief Executive Officer Pursuant to 18 U.S.C. Section 1350, as Adopted Pursuant to Section 906 of the Sarbanes-Oxley Act of 2002 (furnished herewith).

32.2						Certificate of the Chief Financial Officer Pursuant to 18 U.S.C. Section 1350, as Adopted Pursuant to Section 906 of the Sarbanes-Oxley Act of 2002 (furnished herewith).

101						The following financial information for the Company, formatted in inline XBRL (Extensible Business Reporting Language): (i) the Condensed Consolidated Statements of Operations and Comprehensive Income, (ii) the Condensed Consolidated Statements of Financial Position, (iii) the Condensed Consolidated Statements of Cash Flows, (iv) the Condensed Consolidated Statements of Changes in Equity, and (v) the Notes to Condensed Consolidated Financial Statements.

104						The cover page from the Company’s Quarterly Report on Form 10-Q, formatted in Inline XBRL and contained in Exhibit 101.


Date:	October 29, 2026	Huntington Ingalls Industries, Inc.
		(Registrant)

		By:	/s/ Nicolas Schuck
			Nicolas Schuck
			Corporate Vice President, Controller and Chief Accounting Officer
			(Duly Authorized Officer and Principal Accounting Officer)


			/s/ Christopher D. Kastner
			Christopher D. Kastner
			President and Chief Executive Officer


			/s/ Thomas E. Stiehle
			Thomas E. Stiehle
			Executive Vice President and Chief Financial Officer