Huntington Ingalls Industries, Inc. (HII): Modelo de negócios Canvas [Jan-2025 Atualizado]

No mundo da defesa marítima de alto risco, a Huntington Ingalls Industries (HII) permanece como um colosso, transformando a engenharia naval da mera construção naval para um sofisticado ecossistema de inovação tecnológica e infraestrutura de segurança nacional. Na interseção de design de ponta, parcerias estratégicas e experiência marítima incomparável, HII artesanato não apenas embarcações, mas instrumentos poderosos de estratégia geopolítica que representam o auge das capacidades navais americanas. Seu modelo de negócios Canvas revela uma abordagem complexa e meticulosamente projetada que vai muito além da fabricação tradicional, posicionando a empresa como um arquiteto crítico de soluções de defesa marítima para os Estados Unidos e seus aliados globais.

Huntington Ingalls Industries, Inc. (HII) - Modelo de negócios: Parcerias -chave

Marinha dos EUA e Departamento de Defesa como parceiros contratuais primários

A partir de 2024, a Huntington Ingalls Industries mantém 95% de sua receita de contratos do governo dos EUA, especificamente com a Marinha e o Departamento de Defesa dos EUA.

Tipo de contrato	Valor anual	Duração do contrato
Construção naval naval	US $ 8,6 bilhões	MULTIMENTE
Construção de submarinos nucleares	US $ 5,2 bilhões	10-15 anos

Subcontratados e fornecedores

Hii colabora com 350+ fornecedores diretos Em vários setores de tecnologia de defesa.

• Northrop Grumman
• Dinâmica geral
• Lockheed Martin
• BAE Systems

Empresas estratégicas de tecnologia e engenharia

Parceiro	Foco em tecnologia	Valor de colaboração
Mit	Sistemas navais avançados	US $ 12,5 milhões anualmente
Georgia Tech	Tecnologias marítimas autônomas	US $ 9,3 milhões anualmente

Instituições de pesquisa e universidades

Hii faz parceria com 27 instituições acadêmicas para desenvolvimento de talentos e inovação.

• Escola Naval de Pós -Graduação
• Universidade da Virgínia
• Universidade de Stanford
• Universidade do Texas

Huntington Ingalls Industries, Inc. (HII) - Modelo de negócios: Atividades -chave

Projeto e construção de navios de guerra e submarinos navais

Em 2023, o HII entregou 3 navios navais à Marinha dos EUA. A receita total de construção de embarcações navais foi de US $ 7,48 bilhões.

Tipo de embarcação	Produção anual	Valor do contrato
Destruidores	2	US $ 2,3 bilhões
Submarinos	1	US $ 3,5 bilhões

Fabricação de porta-aviões movida a energia nuclear

HII é o único fabricante de porta -aviões da Marinha dos EUA. O contrato atual de construção da transportadora ativa é de US $ 13,2 bilhões para o USS Gerald R. Ford Class Transportadores.

• Construção em andamento da USS Enterprise (CVN-80)
• Data de entrega projetada: 2028
• Investimento total em programa de operadora: US $ 16,5 bilhões

Manutenção e modernização dos navios navais

O segmento de manutenção da HII gerou US $ 4,6 bilhões em receita em 2023.

Categoria de manutenção	Receita anual
Reparo de navios	US $ 2,1 bilhões
Modernização da frota	US $ 1,5 bilhão
Suporte técnico	US $ 1 bilhão

Desenvolvimento e produção integrado do sistema de defesa

A receita de produção de sistemas de defesa atingiu US $ 3,2 bilhões em 2023.

• Sistemas de defesa de mísseis
• Sistemas de combate naval
• Plataformas marítimas autônomas

Serviços técnicos de suporte e reparo para plataformas marítimas

Os serviços de suporte técnico geraram US $ 2,8 bilhões em receita para 2023.

Tipo de serviço	Receita anual	Número de contratos
Suporte técnico no local	US $ 1,2 bilhão	47
Assistência técnica remota	US $ 900 milhões	32
Treinamento e simulação	US $ 700 milhões	25

Huntington Ingalls Industries, Inc. (HII) - Modelo de negócios: Recursos -chave

Instalações avançadas de construção naval

Huntington Ingalls opera duas instalações primárias de construção naval:

Localização	Detalhes da instalação	Capacidade anual
Newport News, Virginia	Portador de aeronaves nucleares e construção de submarinos	1-2 grandes navios navais por ano
Pascagoula, Mississippi	Navios de guerra anfíbios e expedicionários	2-3 navios navais de tamanho médio por ano

Força de trabalho de engenharia especializada

Composição da força de trabalho a partir de 2023:

• Total de funcionários: 44.500
• Engenheiros: 8.900 (20% da força de trabalho)
• Especialistas técnicos avançados: 6.700

Tecnologias proprietárias de design naval

Categoria de tecnologia	Número de patentes	Investimento anual de P&D
Design de navio naval	137 patentes ativas	US $ 487 milhões em 2023
Sistemas de propulsão nuclear	52 tecnologias exclusivas	US $ 213 milhões especializados em P&D

Experiência da indústria de defesa

Empresa estabelecida: 1886

Anos consecutivos de produção de embarcações navais: 135 anos

Portfólio de propriedade intelectual

• Total de patentes ativas: 246
• Aplicações de patentes pendentes: 89
• Receita de licenciamento de tecnologia: US $ 42,3 milhões em 2023

Huntington Ingalls Industries, Inc. (HII) - Modelo de negócios: proposições de valor

Vasos navais tecnologicamente avançados de alta qualidade

A partir de 2023, a Huntington Ingalls Industries entregou US $ 9,4 bilhões em navios navais para a Marinha dos EUA. A empresa construiu as principais plataformas navais, incluindo:

Tipo de embarcação	Produção anual	Valor do contrato
Porta -aviões	2 em projeto/construção	US $ 11,4 bilhões
Navios de assalto anfíbios	1-2 por ano	US $ 3,2 bilhões
Destruidores	Manutenção contínua	US $ 2,7 bilhões

Suporte crítico de infraestrutura de segurança nacional

A HII fornece soluções de segurança nacional com US $ 7,2 bilhões em contratos de infraestrutura de defesa em 2023.

• Manutenção submarina de alimentação nuclear: US $ 4,5 bilhões
• Projeto e construção submarinos: US $ 2,7 bilhões
• Plataformas estratégicas de dissuasão: US $ 1,8 bilhão

Soluções de defesa marítima de longo prazo e confiáveis

O HII mantém contratos de defesa de longo prazo, avaliados em US $ 35,6 bilhões a 2028.

Tipo de contrato	Duração	Valor total do contrato
Construção naval da Marinha	5-10 anos	US $ 24,3 bilhões
Acordos de manutenção	3-7 anos	US $ 11,3 bilhões

Engenharia personalizada e recursos técnicos

HII investiu US $ 412 milhões em pesquisa e desenvolvimento em 2023, com foco em:

• Sistemas avançados de propulsão naval
• Tecnologias marítimas autônomas
• Plataformas de defesa de segurança cibernética

Suporte abrangente do ciclo de vida para plataformas navais

O HII fornece suporte de plataforma naval de ponta a ponta com US $ 6,8 bilhões em contratos de serviço para 2023.

Serviço de suporte	Receita anual	Base de clientes
Manutenção de navios	US $ 3,6 bilhões	Marinha dos EUA
Treinamento técnico	US $ 1,2 bilhão	Pessoal militar
Modernização da frota	US $ 2,0 bilhões	Departamento de Defesa

Huntington Ingalls Industries, Inc. (HII) - Modelo de negócios: Relacionamentos do cliente

Parcerias de contratos governamentais de longo prazo

A partir de 2024, a Huntington Ingalls Industries mantém US $ 25,4 bilhões em atraso contratado total com a Marinha dos EUA e a Guarda Costeira dos EUA. A empresa possui contratos ativos, incluindo:

Tipo de contrato	Valor	Duração
Construção do porta -aviões	US $ 14,2 bilhões	2024-2030
Construção submarina	US $ 8,7 bilhões	2024-2029
Programa de embarcação anfíbia	US $ 2,5 bilhões	2024-2027

Gerenciamento dedicado do setor militar e de defesa

HII atende clientes primários por meio de equipes de contas especializadas:

• Marinha dos EUA: 68% da receita total
• Guarda Costeira dos EUA: 12% da receita total
• Departamento de Segurança Interna: 8% da receita total

Serviços contínuos de suporte técnico e manutenção

Métricas de suporte técnico para 2024:

Categoria de serviço	Valor anual	Tempo de resposta
Manutenção de navios	US $ 3,6 bilhões	Resposta de emergência de 24 horas
Sustentação técnica	US $ 1,9 bilhão	Suporte padrão de 48 horas

Acordos contratuais baseados em desempenho

Principais métricas de desempenho em 2024:

• Classificação de desempenho do contrato: 94,5%
• Taxa de entrega no tempo: 92,3%
• Conformidade de qualidade: 96,1%

Inovação colaborativa e desenvolvimento de tecnologia

Investimentos de pesquisa e desenvolvimento:

Área de inovação	Investimento anual	Foco principal
Tecnologia naval	US $ 487 milhões	Técnicas avançadas de construção naval
Sistemas de defesa	US $ 312 milhões	Tecnologias marítimas autônomas

Huntington Ingalls Industries, Inc. (HII) - Modelo de negócios: Canais

Processos diretos de compras governamentais

A Huntington Ingalls Industries (HII) opera principalmente através de canais de compras diretas com o Departamento de Defesa dos EUA. Em 2023, a HII garantiu US $ 10,2 bilhões em novos prêmios contratos em seus segmentos de negócios.

Canal de compras	Valor anual do contrato
Contratos de construção naval da Marinha	US $ 7,4 bilhões
Contratos de sistemas de defesa	US $ 2,1 bilhões
Contratos de Serviços Técnicos	US $ 700 milhões

Feiras de comércio de defesa e conferências

O HII participa de eventos importantes no setor de defesa para exibir recursos e se conectar com potenciais clientes governamentais.

• Exposição de espaço-ar-ar-ar-ar-ar-ar-marinho
• AUSA Annual Reunião e Exposição
• Sofic (Conferência da Indústria das Forças de Operações Especiais)

Redes estratégicas de relacionamento militar e governamental

HII mantém as relações estratégicas com os principais tomadores de decisão militares e governamentais em vários segmentos.

Rede de relacionamento	Pontos de engajamento importantes
Liderança da Marinha dos EUA	Contratos diretos de construção naval e manutenção
Escritórios de compras do Departamento de Defesa	Serviços técnicos e propostas de sistemas de defesa

Plataformas de comunicação digital

Os canais de engajamento digital incluem:

• Site corporativo com portal do governo seguro
• Página corporativa do LinkedIn com mais de 50.000 seguidores
• Redes de comunicação com segurança do governo

Proposta técnica e mecanismos de licitação

O HII utiliza processos sofisticados de envio de propostas por meio de sistemas de compras governamentais.

Plataforma de licitação	Submissões anuais de propostas
Sam.gov (sistema para gerenciamento de prêmios)	127 propostas formais
Sistemas de compras de defesa	89 lances de contrato classificados

Huntington Ingalls Industries, Inc. (HII) - Modelo de negócios: segmentos de clientes

Marinha dos EUA e Departamento de Defesa

Segmento de clientes primários com US $ 7,8 bilhões em contratos de defesa para o ano fiscal de 2023. Compreende 68% da receita total da empresa.

Tipo de contrato	Valor anual	Porcentagem de receita
Construção do porta -aviões	US $ 3,2 bilhões	41%
Construção submarina	US $ 2,6 bilhões	33%
Manutenção naval	US $ 2 bilhões	26%

Agências de defesa do governo federal

Segmento de clientes secundários gerando US $ 1,5 bilhão em contratos anuais.

• Contratos de apoio à Guarda Costeira dos EUA: US $ 450 milhões
• Infraestrutura marítima de segurança interna: US $ 350 milhões
• Contratos da Agência de Logística de Defesa: US $ 700 milhões

Organizações Militares Aliadas Internacionais

Contratos de vendas militares estrangeiras e defesa internacional totalizando US $ 625 milhões em 2023.

País/região	Valor do contrato
Países da OTAN	US $ 375 milhões
Região da Ásia-Pacífico	US $ 250 milhões

Departamentos de Infraestrutura de Defesa Marítima

Contratos especializados de infraestrutura e manutenção avaliados em US $ 500 milhões anualmente.

• Modernização do estaleiro naval: US $ 250 milhões
• Atualizações de infraestrutura marítima: US $ 150 milhões
• Serviços de suporte técnico: US $ 100 milhões

Mercados de engenharia naval especializados

Segmento de engenharia e serviços técnicos de nicho, gerando US $ 300 milhões em receita.

Serviço de engenharia	Receita anual
Projeto avançado de sistemas navais	US $ 150 milhões
Consultoria de Tecnologia Marítima	US $ 100 milhões
Apoio à pesquisa naval	US $ 50 milhões

Huntington Ingalls Industries, Inc. (HII) - Modelo de negócios: estrutura de custos

Alto investimento de capital em instalações de construção naval

A Huntington Ingalls Industries relatou despesas de capital de US $ 387 milhões em 2022. A Companhia opera três instalações primárias de construção naval:

• Newport News Shipbuilding na Virgínia
• Ingalls Shipbuilding no Mississippi
• Instalações de soluções técnicas em vários locais

Instalação	Custo de manutenção anual	Investimento de equipamentos
Newport News Shipbuilding	US $ 156 milhões	US $ 214 milhões
Ingalls Shipbuilding	US $ 98 milhões	US $ 132 milhões

Extensas despesas de pesquisa e desenvolvimento

As despesas de P&D para HII totalizaram US $ 175 milhões em 2022, com foco em tecnologias de defesa naval e engenharia marítima.

Compensação da força de trabalho qualificada

A compensação total dos funcionários em 2022 foi de US $ 3,8 bilhões, com um salário médio anual de US $ 98.500 por funcionário.

Categoria de funcionários	Salário médio	Força de trabalho total
Engenharia	$125,000	8,500
Equipe técnica	$85,000	12,300

Gerenciamento complexo da cadeia de suprimentos

Custos operacionais da cadeia de suprimentos: US $ 512 milhões em 2022

• Despesas de gerenciamento de fornecedores: US $ 76 milhões
• Logística e transporte: US $ 124 milhões
• Gerenciamento de inventário: US $ 98 milhões

Custos regulatórios de conformidade e infraestrutura de segurança

As despesas de conformidade e segurança atingiram US $ 214 milhões em 2022, incluindo:

• Infraestrutura de segurança cibernética: US $ 87 milhões
• Monitoramento de conformidade regulatória: US $ 62 milhões
• Conformidade do contrato do governo: US $ 65 milhões

Huntington Ingalls Industries, Inc. (HII) - Modelo de negócios: fluxos de receita

Contratos de construção de embarcações navais de longo prazo

No ano fiscal de 2022, a Huntington Ingalls Industries registrou US $ 9,4 bilhões em receita total dos contratos de construção de embarcações navais. A empresa mantém contratos importantes com a Marinha dos EUA para:

• Portadores de aeronaves: USS Gerald R. Ford (CVN-78) Classe
• Navios de assalto anfíbios
• Construção submarina

Tipo de contrato	Receita anual (2022)	Duração do contrato
Construção do porta -aviões	US $ 4,2 bilhões	5-7 anos
Construção de navios anfíbios	US $ 2,6 bilhões	3-5 anos
Construção submarina	US $ 2,6 bilhões	4-6 anos

Serviços de manutenção e modernização de navios

HII gerou US $ 3,1 bilhões em receita dos serviços de manutenção e modernização de navios em 2022. As principais áreas de serviço incluem:

• Manutenção da frota
• Atualizações técnicas
• Serviços de reparo e revisão

Categoria de serviço	Receita anual (2022)
Manutenção do navio naval	US $ 1,8 bilhão
Modernização de navios comerciais	US $ 800 milhões
Serviços de reparo técnico	US $ 500 milhões

Acordos de suporte técnico e reparo

Os contratos de suporte e reparo técnicos contribuíram com US $ 1,5 bilhão para a receita da HII em 2022, cobrindo:

• Contratos de manutenção em andamento
• Serviços de reparo de emergência
• Consultoria técnica

Contratos de produção do sistema de defesa

A produção do sistema de defesa gerou US $ 2,2 bilhões em receita para HII em 2022, incluindo:

• Sistemas de defesa de mísseis
• Sistemas de gerenciamento de combate
• Tecnologias eletrônicas de guerra

Projetos de Desenvolvimento de Infraestrutura do Governo

Os projetos de infraestrutura governamental representaram US $ 700 milhões em receita para HII em 2022, com foco em:

• Construção da base militar
• Atualizações da instalação naval
• Desenvolvimento estratégico de infraestrutura

Huntington Ingalls Industries, Inc. (HII) - Canvas Business Model: Value Propositions

You're looking at the core reasons why defense customers rely on Huntington Ingalls Industries, Inc. (HII) for their most vital assets. It's not just about building ships; it's about providing unique, irreplaceable capabilities that underpin national security.

Sole provider of nuclear-powered aircraft carriers and one of two for submarines

This is the ultimate value proposition: exclusivity in the most complex naval platforms. Huntington Ingalls Industries, Inc. (HII) is the nation's sole designer and builder of nuclear-powered aircraft carriers, currently focused on the Gerald R. Ford-class. This capability is anchored by massive, long-term commitments, like the $15.2 billion multi-ship contract modification to build the Enterprise (CVN 80) and CVN 81, which provides workforce stability out to 2032. Furthermore, Huntington Ingalls Industries, Inc. (HII) is one of only two shipyards capable of constructing nuclear-powered submarines, including the Virginia-class and the next-generation Columbia-class, which drove Newport News Shipbuilding revenue up 4.4% year-over-year in Q2 2025, reaching $1.6 billion.

The sheer scale of this work translates directly into revenue visibility. As of September 30, 2025, the total contract backlog stood at $55.7 billion, with $33 billion of that already funded. The shipbuilding segment alone is guided to deliver between $9.0 billion and $9.1 billion in revenue for fiscal year 2025.

Mission-critical national security solutions for the U.S. defense apparatus

Huntington Ingalls Industries, Inc. (HII) delivers solutions that are non-discretionary for the U.S. defense apparatus. The value is demonstrated by the company's overall financial commitment to the defense cycle. For the third quarter of 2025, the company secured new contract awards worth $2.0 billion. The total projected revenue for FY 2025 across both shipbuilding and Mission Technologies is set to exceed $12 billion. This is mission assurance delivered through industrial capacity.

The Mission Technologies division supports this broader mandate, with Q2 2025 revenue hitting $791 million. This segment is focused on areas like C5ISR (Command, Control, Computers, Communications, Intelligence, Surveillance, and Reconnaissance), cyber, and electronic warfare, with FY 2025 revenue guidance between $3.0 billion and $3.1 billion.

Full life-cycle support from design through overhaul and modernization

The value extends far beyond the initial build. Huntington Ingalls Industries, Inc. (HII) supports these capital-intensive assets for their entire operational life, which can span five decades. This includes the critical Refueling & Complex Overhaul (RCOH) for Nimitz-class carriers. For example, a contract to refuel and overhaul the USS John C. Stennis (CVN 74) was valued up to $2.99 billion. Recently, the company secured a contract valued up to $471.9 million to provide engineering support for both Nimitz-class and Gerald R. Ford-class carriers, with work extending through November 2030.

Here's a look at the life-cycle services Huntington Ingalls Industries, Inc. (HII) provides:

• Design and detail engineering for new construction.
• Nuclear propulsion plant refueling and modernization.
• Ship change document development and configuration management.
• Inactivation services at the end of service life.

Advanced technological integration, including unmanned systems (e.g., ROMULUS)

To keep pace with evolving threats, Huntington Ingalls Industries, Inc. (HII) integrates advanced, often autonomous, technology into its offerings. The company recently unveiled the ROMULUS family of modular, AI-enabled unmanned surface vessels (USVs). The flagship, ROMULUS 190, is designed for speeds over 25 knots and a range of at least 2,500 nautical miles.

This focus on autonomy is supported by the proven Odyssey Autonomous Control System (ACS) software suite, which has demonstrated performance on over 35 USV platforms with more than 6,000 operational hours. This complements the existing REMUS UUV line, where over 700 units have been delivered, with more than 90% remaining operational after two decades. The Pentagon's FY2025 budget reflects this priority, allocating over $12 billion for autonomy programs.

High-quality, long-term, capital-intensive defense assets with decades of service

The value proposition is intrinsically linked to the assets themselves: they are high-quality, capital-intensive, and built to last for decades. The company is targeting approximately a 15% throughput improvement for the full year 2025 to better execute on these long-duration contracts. This operational focus is paired with a $250 million annualized cost reduction effort expected to be achieved by year-end 2025.

You can see the financial commitment required to maintain this capability in the segment guidance for FY 2025:

Segment	FY 2025 Revenue Guidance (Approximate)	FY 2025 Operating Margin Guidance
Shipbuilding	$9.0 billion to $9.1 billion	5.5% to 6.5%
Mission Technologies	$3.0 billion to $3.1 billion	Approximately 4.5% (Operating Margin)

The company expects to generate between $550 million and $650 million in Free Cash Flow for FY 2025, showing the ability to convert these long-term assets into near-term liquidity.

Huntington Ingalls Industries, Inc. (HII) - Canvas Business Model: Customer Relationships

You're dealing with the U.S. government, which means the relationship isn't about quick sales; it's about decades of dependency and national security. Huntington Ingalls Industries, Inc. (HII) lives and breathes this dynamic. The core of their customer relationship is built on being the sole provider for certain critical assets, like nuclear-powered aircraft carriers and ballistic missile submarines.

The sheer scale of the commitment is best seen in the order book. As of September 30, 2025, HII's total contract backlog stood at a robust $55.7 billion, secured primarily through these government agreements. This isn't just revenue; it's guaranteed future work, which is the ultimate sign of a strong, long-term customer bond in this sector. To be fair, this backlog reflects the high-stakes nature-if HII falters, the Navy's long-term readiness is immediately impacted.

Deep, long-term, and high-stakes contractual relationships with the U.S. government

The relationship is defined by multi-decade procurement cycles. Consider the pending multi-year agreement for 15 nuclear submarines, covering 10 Block VI Virginia-class attack submarines and 5 Columbia-class ballistic missile submarines, which HII is working hard to finalize by the end of 2025. This single negotiation sets the workload for years to come. The government's need for 20 Virginia-class submarines equipped with the Virginia Payload Module (VPM) to replace retiring Ohio-class boats underscores this high-stakes dependency.

Here's a quick look at the financial weight of just a portion of these submarine contracts, showing the magnitude of the relationship:

Program Element	Contract Value / Funding Amount	Fiscal Year Context
Final two Block V Virginia-class Subs (HII Portion)	$1,293,694,000 (approx. $1.29 billion)	Awarded April 2025
First Block VI Submarine (Potomac, SSN-814) Funding	$3.6 billion	FY 2025 Appropriation
Advanced Procurement for FY 2026/2027 Subs	$3.7 billion	FY 2025 Appropriation
Estimated Cost for Columbia Build II (5 Boats)	$10.54 billion	Navy FY 2026 Budget Proposal
Total Estimated Cost for 12 Columbia-class Boats	Approximately $128 billion	Navy FY 2026 Budget Proposal

Collaborative, non-transactional engagement to expand the maritime industrial base

HII's engagement goes beyond just building ships; it involves actively strengthening the entire ecosystem. The CEO noted support for the administration's commitment to expand the nation's shipbuilding capabilities and the maritime industrial base. This collaboration is tangible through concrete actions aimed at increasing production capacity and workforce stability. For instance, the distributed shipbuilding strategy has been expanded to include 23 partners. Furthermore, HII achieved a year-to-date hiring of more than 4,600 shipbuilders as of Q3 2025, a direct response to the customer's need for increased throughput. This signals a partnership focused on long-term industrial health, not just quarterly delivery schedules.

Dedicated program management teams for multi-year, multi-billion-dollar contracts

Managing contracts worth billions over many years requires specialized focus. The relationship necessitates dedicated program management teams embedded within the contracts. The $18.5 billion contract modification for the final two Block V Virginia-class boats, awarded in April 2025, is a prime example of this structure, as it included specific funds for workforce development to raise wages across both yards. This level of detail in a contract shows the depth of the management involvement required to execute these complex, multi-year endeavors.

HII's operational initiatives are directly tied to customer success metrics:

• Targeting approximately 15% throughput improvement for the full year 2025.
• Securing new contract awards worth $11.9 billion in Q2 2025.
• Increasing FY25 free cash flow guidance to between $550 million and $650 million.

Direct negotiation on contract types (e.g., hybrid approach for Virginia/Columbia classes)

The nature of these high-value, long-lead-time programs forces direct negotiation on risk allocation. The pending 15-submarine deal faced delays due to rising labor and material costs, leading to a focus on ensuring the Navy and industry appropriately share risk. This isn't a standard fixed-price sale; it's a hybrid approach where cost escalators and workforce investment clauses become central to the agreement. The April 2025 award for the Block V submarines explicitly included money to raise wages for shipbuilders, demonstrating a shared financial responsibility for maintaining the necessary skilled labor pool. This negotiation style is defintely key to keeping these critical programs moving forward.

Huntington Ingalls Industries, Inc. (HII) - Canvas Business Model: Channels

You're looking at how Huntington Ingalls Industries, Inc. (HII) gets its value propositions-whether it's a nuclear submarine or a cyber solution-into the hands of its customers. It's almost entirely government-driven, so the channels are less about retail shelves and more about federal procurement processes.

Direct contract negotiation and award process with the U.S. Department of Defense (DoD)

The primary channel for the shipbuilding segments, Newport News Shipbuilding and Ingalls Shipbuilding, is the direct, multi-year contract award process with the U.S. Navy. This is where the massive shipbuilding programs are secured. For instance, the total contract backlog for Huntington Ingalls Industries, Inc. stood at a massive $55.7 billion as of September 30, 2025. This backlog reflects the direct negotiation success for key platforms like Virginia-class submarines and aircraft carriers. The company is focused on improving schedule adherence for all ships built, aiming for approximately 15% throughput improvement for the full year 2025.

The direct negotiation channel is also being expanded through a distributed model. Huntington Ingalls Industries, Inc. has doubled its outsourced hours in 2025 and is on track to quadruple them within two years to meet U.S. Navy demand. This network of distributed manufacturing currently consists of 23 companies contributing to outsourced modular assembly and is growing.

Direct sales channel for Mission Technologies to government and defense customers (e.g., U.S. Air Force)

The Mission Technologies division uses a direct sales channel, often through task orders under larger IDIQ (Indefinite Delivery/Indefinite Quantity) vehicles like OASIS+. This division sells services and technology solutions directly to various DoD components and other federal agencies. Recent contract awards illustrate this direct channel:

• A $3 billion LOGIX task order for DoD logistics and intelligence support.
• A $147 million, five-year task order for U.S. Navy combat training services.
• A $133 million, 10-year task order with the U.S. Air National Guard for training support.
• A $458 million contract for DOD IT Architecture Modernization.

The Mission Technologies segment is expected to generate revenue between $3.0 billion and $3.1 billion for fiscal year 2025, with an anticipated operating margin of approximately 4.5%.

Shipyard facilities (Newport News and Ingalls) serve as primary delivery and service points

The physical delivery and final service points for the major shipbuilding products are the company's established facilities. Newport News Shipbuilding in Virginia handles nuclear-powered aircraft carriers and submarines. Ingalls Shipbuilding in Pascagoula, Mississippi, focuses on amphibious assault ships and Arleigh Burke-class destroyers. These yards are the culmination points for the complex manufacturing processes, whether the components were built in-house or via the distributed network. For example, the Newport News division acquired a facility in Goose Creek, South Carolina, now Charleston Operations, dedicated to producing completed submarine modules and structural aircraft carrier units.

Strategic partnerships for distributed manufacturing and global service delivery

Huntington Ingalls Industries, Inc. uses strategic alliances to enhance its channel capabilities, particularly for manufacturing throughput and technology integration. The company has forged international partnerships with Hyundai Heavy Industries and Babcock International Group to boost production efficiency. Furthermore, the Mission Technologies division leverages partnerships for service delivery, such as the strategic agreement with C3 AI to apply artificial intelligence to accelerate shipbuilding throughput. The company employs more than 44,000 workers across its operations.

Here's a quick look at the expected financial scale of the revenue channels for fiscal year 2025:

Channel Segment	FY2025 Revenue Guidance (USD)	Recent Quarterly Revenue (Q3 2025) (USD)	Segment Operating Margin Guidance (FY2025)
Shipbuilding (Combined)	$9.0 billion to $9.1 billion	Shipbuilding revenue growth was 18% year-over-year in Q3 2025	5.5% to 6.5%
Mission Technologies	$3.0 billion to $3.1 billion	$787 million	Approximately 4.5%

The total backlog as of March 31, 2025, was $48.0 billion, growing to $55.7 billion by September 30, 2025, showing strong forward visibility across these channels.

Finance: draft 13-week cash view by Friday.

Huntington Ingalls Industries, Inc. (HII) - Canvas Business Model: Customer Segments

You're looking at the core of Huntington Ingalls Industries, Inc.'s (HII) business, which is overwhelmingly anchored to the U.S. federal government, specifically the Department of Defense. The customer segments define the revenue streams, and as of late 2025, the numbers show a clear hierarchy.

The overall financial commitment from customers is substantial, reflected in the cumulative order backlog. As of September 30, 2025, Huntington Ingalls Industries, Inc. reported a total backlog of $55.7 billion. Of that total, the funded portion stood at $33 billion. New contract awards in the third quarter of 2025 alone totaled $2.0 billion.

The U.S. Navy (primary customer for shipbuilding)

The U.S. Navy remains the bedrock customer, driving the majority of revenue through the Newport News Shipbuilding and Ingalls Shipbuilding divisions. This segment is focused on complex, long-term platforms like nuclear-powered aircraft carriers and submarines. For Fiscal Year 2025, Huntington Ingalls Industries, Inc. reaffirmed its guidance for shipbuilding revenue to be between $9.0 billion and $9.1 billion.

Specific, recent contract activity highlights this deep reliance:

• HII was awarded a contract up to $471.9 million in December 2025 for engineering support on Nimitz-class and Gerald R. Ford-class aircraft carriers, with an initial award value of $91.9 million.
• In April 2025, Huntington Ingalls Inc., Newport News Shipbuilding, was awarded $1,293,694,000 as part of a larger contract for two Virginia-class attack submarines (Block V).
• Contract awards in the second quarter of 2025 totaled $11.9 billion, which included work for DDG 145 and 146, LPD33, and two Block V submarines.
• The company noted that it is the nation's sole designer and builder of the Gerald R. Ford-class aircraft carriers.

Other U.S. government agencies (e.g., Coast Guard, U.S. Air Force)

While the Navy dominates, other government entities represent important, though smaller, customer bases, often serviced through the shipbuilding or Mission Technologies segments. The Mission Technologies division is actively engaged with the U.S. Army, for instance, developing a high-energy laser counter-drone system. The shipbuilding divisions also support the U.S. Coast Guard, though specific revenue figures tied solely to the Coast Guard are typically bundled within the larger shipbuilding segment reporting.

Government and commercial entities requiring C5ISR, cyber, and technical services

This category is served by the Mission Technologies segment, which focuses on delivering advanced technology solutions. For the full Fiscal Year 2025, Huntington Ingalls Industries, Inc. projected Mission Technologies revenue between $3.0 billion and $3.1 billion. This segment showed strong momentum, with Q2 2025 revenue reported at $791 million and Q1 2025 revenue at $735 million. The third quarter of 2025 saw 11% sales growth in this segment year-over-year.

Customer demand within this segment is characterized by:

• Growth in cyber, electronic warfare, and space capabilities.
• Unmanned systems, including the unveiling of the AI-enabled ROMULUS unmanned surface vessel line.
• Reaching the 750th production unit of the REMUS UUV.
• Lower volumes reported in C5ISR offerings during the first quarter of 2025.

International defense customers for Mission Technologies and potential shipbuilding exports

International engagement is primarily seen through Mission Technologies partnerships and collaborations, rather than major export shipbuilding contracts in the reported data. The company announced new partnerships with international entities like Babcock International and Thales, alongside domestic partners like Shield AI, to enhance its technological offerings. The company is also exploring opportunities in ship production through an MOU with HD Hyundai Heavy Industries.

Here's a quick look at the expected financial scale of the two main operating segments for FY2025:

Segment	FY2025 Revenue Guidance (Approximate)	Q3 2025 Segment Operating Margin
Shipbuilding (NNS & Ingalls)	$9.0 billion to $9.1 billion	Between 5.5% and 6.5%
Mission Technologies	$3.0 billion to $3.1 billion	Approximately 4.5%

The customer base dictates the long-term planning; for example, the company warned that the next 1.5 years will be challenging as they transition out of ships contracted before the COVID-19 pandemic to the newer contracts. Finance: draft 13-week cash view by Friday.

Huntington Ingalls Industries, Inc. (HII) - Canvas Business Model: Cost Structure

You're managing a business where the cost of goods sold (COGS) is intrinsically tied to multi-year, fixed-price government contracts, which means managing labor and material inflation is a constant battle. For Huntington Ingalls Industries, Inc. (HII), the cost structure is dominated by the physical reality of building nuclear-powered ships and complex defense systems.

High fixed costs related to massive shipyard infrastructure and capital expenditures

The cost structure includes significant, ongoing capital investment to maintain and modernize the massive shipyard footprint necessary for aircraft carriers and submarines. This is a long-term, high-barrier-to-entry cost. You see this reflected in the company's capital spending guidance for 2025.

• FY2025 Capital Expenditure Additions guidance is between $450 million and $500 million.
• Capital Expenditures were guided to be approximately 4% of Sales for FY2025.
• Capital expenditure additions in Q1 2025 totaled $67 million.
• Capital expenditure additions in Q2 2025 totaled $96 million.
• Specific infrastructure projects, like a new parking deck at the shipyard, have been awarded at costs such as $120 million.

Significant labor costs for the specialized shipbuilding workforce (wage negotiations are key)

Labor is arguably the largest variable component within the Cost of Sales, given the highly skilled nature of the workforce. The focus in 2025 has been on stabilization through investment.

• The company has onboarded more than 4,600 shipbuilders so far in 2025.
• Management has affirmed progress on a $250 million annualized cost reduction effort expected to be achieved by year-end 2025.
• Investments in shipbuilder wages were a key focus area in Q2 2025.
• Wage negotiations are a key focus to reduce attrition without triggering market inflation.

High material and supply chain costs for steel, components, and long-lead items

The high Gross Profit Margin of approximately 12.34% in Q3 2025 reflects the inherent challenge of absorbing material and labor costs within fixed-price contracts, especially those awarded pre-COVID. The cost of steel and other long-lead items remains a critical pressure point, although supply chain stability is improving.

Research, development, and engineering (R&D/E) for next-generation platforms

While the company is focused on next-generation platforms like unmanned systems, reported R&D expenses for the twelve months ending September 30, 2025, were stated as $0M. However, favorable tax changes related to the reversal of prior Section 174 R&D capitalization treatment are estimated to benefit the company by more than $150 million in 2025.

Selling, General, and Administrative (SG&A) overhead to manage complex contracts

Managing the complex web of government contracts, compliance, and administrative oversight requires substantial overhead. While a specific 2025 SG&A figure isn't immediately available, the consolidated Operating Margin for Q3 2025 was 5.0%, with operating income at $179 million on $3.2 billion in revenue.

Here's a quick look at the key financial metrics that define the cost environment:

Cost/Financial Metric	Value/Range (2025 Data)	Period/Context
Gross Profit Margin	12.34%	Q3 2025
Consolidated Operating Margin	5.0%	Q3 2025
FY2025 Shipbuilding Operating Margin Guidance	5.5% to 6.5%	Full Year
FY2025 Capital Expenditures Guidance	$450 million to $500 million	Full Year
FY2025 Free Cash Flow Guidance	$500 million to $600 million	Full Year
Annualized Cost Reduction Effort Target	$250 million	Expected by Year-End

Finance: draft 13-week cash view by Friday.

Huntington Ingalls Industries, Inc. (HII) - Canvas Business Model: Revenue Streams

You're looking at the core of how Huntington Ingalls Industries, Inc. (HII) brings in money, which is almost entirely tied to long-term, complex government shipbuilding and defense technology work. This revenue base is incredibly stable, underpinned by a massive backlog that stood at $56.9 billion as of the second quarter of 2025. That backlog gives you long-term revenue visibility, which is key in this sector.

The financial guidance for Fiscal Year 2025 clearly segments the two primary revenue drivers. Shipbuilding revenue is projected to land between $9.0B and $9.1B for FY25, carrying an expected operating margin in the range of 5.5% to 6.5%. The Mission Technologies segment is forecasted to contribute between $3.0B and $3.1B in revenue for FY25, with an expected segment operating margin between 4.0% and 4.5%, and an EBITDA margin projected between 8.0% and 8.5%. To be fair, Q1 2025 saw total revenue dip 2.5% year-over-year to $2.7 billion, but Q3 2025 bounced back strongly with revenue reaching $3.2 billion, a 16.1% increase year-over-year.

The foundation of the shipbuilding revenue stream is long-term, fixed-price, and cost-plus government contracts for new construction. You see this in the massive programs HII supports, like the Columbia-class submarine and the Ford-class aircraft carriers, which are decades-long commitments. For instance, Ingalls Shipbuilding secured a $9.6 billion multi-ship procurement contract in 2024 for LPD 33, 34, and 35. Contract structures authorize various payment methods; for example, the ITES-3S contract vehicle allows for Firm Fixed Price (FFP), Time and Materials (T&M), and Cost Reimbursement (CR) Task Orders. Furthermore, HII secured a Navy contract valued up to $471.9 million for aircraft carrier support, structured as a cost-plus-fixed-fee contract.

Service and repair revenue flows from vessel maintenance and modernization programs, often bundled within the larger shipbuilding segment or as part of Mission Technologies offerings. While specific service-only revenue figures aren't always broken out separately from the main segments, the work is critical. For example, Newport News Shipbuilding's Q1 2025 revenue was impacted by reduced aircraft carrier and service support volumes. Mission Technologies itself provides fleet maintenance and modernization services.

The Mission Technologies segment is where you find the revenue from technical solutions and services, specifically in cyber, C5ISR, and unmanned systems sales. In Q1 2025, this segment generated $735 million in revenue, and by Q2 2025, it grew to $791 million. This growth is supported by specific product lines; HII delivered the first two small uncrewed undersea vehicles (SUUVs) for the Lionfish system program in Q1 2025, and Mission Technologies delivered REMUS 300 SUUVs to Hitachi in Q2 2025. The C5ISR (Command, Control, Computers, Communications, Intelligence, Surveillance, and Reconnaissance) offerings are a key part of this, though Q1 2025 saw lower C5ISR volume.

Here's a quick look at the segment revenue targets for the full year 2025:

Revenue Stream Segment	FY25 Projected Revenue Range	Projected Margin
Shipbuilding	$9.0B to $9.1B	5.5% to 6.5% Operating Margin
Mission Technologies	$3.0B to $3.1B	4.0% to 4.5% Operating Margin

The flow of new contract awards directly feeds these revenue streams, showing the pipeline health. You can see the quarterly activity:

• Q1 2025 New Contract Awards: $2.1 billion
• Q2 2025 New Contract Awards: $11.9 billion
• Q3 2025 New Contract Awards: $2 billion

The nature of the work dictates the contract type, which impacts revenue recognition and margin realization. You'll find revenue derived from:

• Sole designer, builder, and refueler of nuclear-powered aircraft carriers
• Construction of Virginia-class and Columbia-class submarines
• Amphibious assault ships and surface combatants
• Management and operation (M&O) contracts with cost-plus-award-fee provisions
• Services under GSA OASIS+ contracts on a time and materials or fixed price basis

Finance: draft 13-week cash view by Friday.