HII第三季度营收35亿美元创纪录，当季新签合同324亿美元，上调全年造船营收指引至105亿至107亿美元
美国最大军用造船企业 HII（Huntington Ingalls Industries）10月29日在 Newport News, Virginia 公布2026财年第三季度业绩：季度营收35.37亿美元，同比增长10.8%，创第三季度纪录；净利润2.17亿美元，摊薄每股收益5.48美元，高于去年同期的1.45亿美元与3.68美元。
盈利能力方面，公司第三季度营业利润2.46亿美元，营业利润率7.0%，高于去年同期的1.61亿美元与5.0%；分部营业利润2.62亿美元，分部利润率7.4%。当季经营活动现金流5.20亿美元，自由现金流4.29亿美元，远高于去年同期的1.18亿美元与1,600万美元。分部营收方面，Newport News 造船分部营收同比大增18.1%至19.10亿美元，Ingalls 造船分部营收增长5.8%至8.76亿美元，Mission Technologies 营收7.92亿美元。
订单方面，公司第三季度新签合同总额324亿美元，年初至今累计431亿美元。公司称，这批订单已锁定其到2030年预期造船营收的约90%。当季 Newport News 分部获得弗吉尼亚级潜艇第六批次与哥伦比亚级潜艇第二批建造合同，其建造的 John F. Kennedy 号航母完成初步验收；Ingalls 分部为导弹驱逐舰 George M. Neal 号举行命名仪式。
公司据此上调2026财年造船营收指引至105亿至107亿美元，维持造船营业利润率6.0%至6.5%的指引与全年自由现金流5亿至6亿美元的展望。总统兼首席执行官 Chris Kastner 表示，第三季度三个分部表现稳健，当季重大订单使公司到2030年的造船营收能见度大幅提高，公司重心将放在造船执行上；Mission Technologies 分部在中型无人水面舰艇与 Lionfish 小型无人潜航器项目上赢得里程碑式合同，显示其在无人系统与海上自主领域的领先地位。
HII Q3 Revenue Hits Record $3.5 Billion with $32.4 Billion in New Awards; Shipbuilding Revenue Guidance Raised
HII (Huntington Ingalls Industries), the largest U.S. military shipbuilder, reported fiscal third-quarter 2026 results on October 29 in Newport News, Virginia. Revenues were a third-quarter record $3.537 billion, up 10.8% year over year. Net earnings were $217 million, or $5.48 diluted earnings per share, up from $145 million and $3.68 a year earlier.
Operating income rose to $246 million with a 7.0% operating margin, from $161 million and 5.0% a year earlier, and segment operating income was $262 million at a 7.4% margin. Operating cash flow was $520 million and free cash flow was $429 million, versus $118 million and $16 million in the prior-year quarter. Newport News Shipbuilding revenue rose 18.1% to $1.910 billion, Ingalls Shipbuilding revenue rose 5.8% to $876 million, and Mission Technologies revenue was $792 million.
New contract awards totaled $32.4 billion in the quarter and $43.1 billion year to date. HII said the awards have secured approximately 90% of its expected shipbuilding revenue through 2030. During the quarter Newport News received construction contracts for Block VI Virginia-class and Build II Columbia-class submarines and achieved preliminary acceptance of the aircraft carrier John F. Kennedy, while Ingalls christened the guided missile destroyer George M. Neal.
HII raised its fiscal 2026 shipbuilding revenue guidance to between $10.5 billion and $10.7 billion, reaffirmed shipbuilding operating margin guidance of 6.0% to 6.5% and reaffirmed its free cash flow outlook of $500 million to $600 million. President and CEO Chris Kastner said performance was solid across all three segments, that the quarter's significant awards give the company visibility on shipbuilding revenue through 2030, and that Mission Technologies won landmark maritime autonomy awards for the Medium Unmanned Surface Vessel and the Lionfish small unmanned undersea vehicle.
来源：GSM·美国（原文链接）
图片来源：图：2013年，美国海军 Gerald R. Ford 号航空母舰在 Virginia 州 Newport News 造船厂举行命名仪式，HII 旗下 Newport News Shipbuilding 是美国唯一能建造核动力航母的造船厂。照片：美国海军 MCC Peter D. Lawlor 摄，公共领域，经 Wikimedia Commons。 / The christening of the aircraft carrier Gerald R. Ford at Newport News Shipbuilding in Virginia in 2013. Photo: U.S. Navy, MCC Peter D. Lawlor, public domain, via Wikimedia Commons.
