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What smart money is saying about Huntington Ingalls IndustriesUnited States flag

HII · Industrials · Aerospace & Defense · Market cap $10.96B

3 funds in our archive have pitched Huntington Ingalls Industries — most recently Diamond Hill Small Mid Cap Fund in March 2026.

Company profile

Huntington Ingalls Industries, Inc. (HII) stands as a prominent American enterprise specializing in the comprehensive lifecycle management of military vessels, encompassing their design, construction, modernization, and maintenance. The company's diverse operations are segmented into three core divisions: Ingalls Shipbuilding, Newport News Shipbuilding, and Technical Solutions. HII is a primary builder of non-nuclear ships, delivering amphibious assault ships, expeditionary warfare vessels, surface combatants, and national security cutters to both the U.S. Navy and U.S. Coast Guard. Furthermore, it plays a critical role in providing nuclear-powered ships, including aircraft carriers and submarines, along with essential associated services such as refueling, extensive overhauls, and inactivation procedures. Beyond direct shipbuilding, Huntington Ingalls Industries offers specialized naval nuclear support services, covering the full spectrum from design and construction to maintenance and disposal for active U.S. Navy nuclear fleets, in addition to maintaining nuclear reactor prototypes. Its broader technical and support portfolio includes life-cycle sustainment services for the U.S. Navy fleet and other maritime clients; sophisticated information technology and mission-specific solutions for defense, intelligence, and federal civilian agencies; nuclear facility management, operational support, and environmental remediation services for various government bodies and private sector entities; comprehensive defense and federal solutions; and the development of cutting-edge unmanned systems. Established in 1886, Huntington Ingalls Industries, Inc. is headquartered in Newport News, Virginia.

Fund coverage · 3 theses

  • Diamond Hill Small Mid Cap Fund
    March 2026

    Huntington Ingalls Industries is a leading naval shipbuilder with durable defense demand and improving margins.

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  • Diamond Hill Select Fund
    December 2024

    Huntington Ingalls is a key defense contractor for the US Navy

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  • AMG River Road Small Mid Cap Value Fund
    December 2024

    Huntington Ingalls Industries (HII) is America's largest military shipbuilder with a strong backlog, low capital intensity, and significant revenue visibility, currently trading at a 20% discount despite facing near-term challenges.

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