L'intérêt à découvert pour Huntington Ingalls Indus donne aux investisseurs une idée du degré auquel les investisseurs parient sur la baisse de l'action de Huntington Ingalls Indus. Les données sur l'intérêt à découvert sont mises à jour toutes les deux semaines.

Huntington Ingalls Indus (NYSE:HII) Stock, Rapport sur les intérêts à découvert

Huntington Ingalls Indus

Huntington Ingalls Industries is the largest independent military shipbuilder in the US, spun out of Northrop Grumman in 2011. It operates three segments, two of which are storied shipyards: Ingalls produces non-nuclear-powered ships including amphibious landing ships and Arleigh Burke-class destroyers while Newport News produces nuclear-powered ships as the only producer of Gerald Ford-class aircraft carriers and a major subcontractor on Virginia and Columbia-class nuclear submarines. Huntington Ingalls shares production of destroyers and nuclear submarines with General Dynamics' Bath Iron Works and Electric Boat shipyards, respectively. The company's Mission Technologies segment produces uncrewed sea vessels and provides a range of IT and other services to US government agencies.

A post-earnings surge in Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Microsoft Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NYSE">MSFT</a>) sent major tech-heavy indices to fresh record highs Thursday, capping a fourth consecutive month of <a href="https://www.benzinga.com/markets/tech/25/07/46760627/magnificent-seven-microsoft-meta-nvdia-earnings-sp500-market-cap">gains for U.S. equities.</a>
By midday in New York, the S&amp;P 500 rose 0.7% to break above 6,400, while the Nasdaq 100 climbed past 24,500 — each logging new intraday highs.
Meta jumped 11% after delivering blockbuster second-quarter results and upbeat revenue guidance. Microsoft climbed about 5% after reporting strong Azure revenues.
The combined market value of the Magnificent Seven swelled past $19.4 trillion, with both Microsoft and Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) <a href="https://www.benzinga.com/markets/tech/25/07/46760627/magnificent-seven-microsoft-meta-nvdia-earnings-sp500-market-cap">worth more than $4 trillion</a>.
Indexes with less tech exposure lagged: the Dow Jones added just 0.1%, while the Russell 2000 slipped 0.1%.
The broader market surge came despite hotter-than-expected inflation data that supported the Federal Reserve's decision to keep interest rates steady in July.
The Personal Consumption Expenditures (PCE) price index rose to 2.6% in June from 2.3% in May, surpassing the 2.5% forecast. Core PCE, the Fed's preferred inflation gauge, held at 2.8%, <a href="https://www.benzinga.com/markets/economic-data/25/07/46755543/inflation-pce-june-tariffs-trump-powell-interest-rates">above the 2.7% consensus.</a>
Traders are now pricing in just a 39% chance of a rate cut in September, according to the CME FedWatch Tool, down from 65% earlier this week.
On trade, President Donald Trump announced a new 15% tariff on select South Korean imports, while a deal with Mexico was extended for another 90 days.
The U.S. dollar index gained 0.1%, aiming for its sixth straight daily gain and the longest winning streak since 2022. 
Commodities remained under pressure. Copper fell another 5% to $4.39 per pound, nearing April's lows after Wednesday's historic 19.4% drop triggered by tariff exemptions on refined copper.
Silver lost 1.3%, while gold edged up 0.5% to $3,290 per ounce. 
In crypto, Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) rose 0.9% to $118,871.
<h1 class="wp-block-heading">Thursday&#8217;s Performance In Major U.S. Indices, ETFs</h1>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day chg. %</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>6,406.83</td>
<td>0.7%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>23,495.60</td>
<td>0.7%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>44,550.87</td>
<td>0.2%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,229.94</td>
<td>-0.1 %</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:35 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul class="wp-block-list">
<li>The&nbsp;Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) rose 0.6% to $586.59.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) inched 0.1% up to $444.99.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;rose 0.5% to $570.89.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) eased 0.2% to $221.21.</li>
<li>The&nbsp;Communication Services&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLC#NYSE">XLC</a>) outperformed, up 1.6%; the&nbsp;Health Care&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLV#NYSE">XLV</a>) lagged, down 0.7%.</li>
</ul>
<h1 class="wp-block-heading">Thursday&#8217;s Stock Movers</h1>
Stocks moving on earnings reports included: 
<ul class="wp-block-list">
<li>Microsoft Corp. up 4.5%</li>
<li>Meta Platforms, Inc. up 12.3%</li>
<li>Mastercard Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MA#NYSE">MA</a>) up 3.0%</li>
<li>AbbVie Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>) up 2.5%</li>
<li>S&amp;P Global Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPGI#NYSE">SPGI</a>) up 4.3%</li>
<li>QUALCOMM Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) down 6.2%</li>
<li>KKR &amp; Co. Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KKR#NYSE">KKR</a>) down 2.4%</li>
<li>Comcast Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) up 2.4%</li>
<li>Lam Research Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) down 4.5%</li>
<li>Intercontinental Exchange, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ICE#NYSE">ICE</a>) up 0.4%</li>
<li>The Southern Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SO#NYSE">SO</a>) up 0.3%</li>
<li>Bristol-Myers Squibb Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>) down 4.6%</li>
<li>Carvana Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NYSE">CVNA</a>) up 18.2%</li>
<li>CVS Health Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>) up 1.6%</li>
<li>Equinix, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EQIX#NASDAQ">EQIX</a>) up 0.9%</li>
<li>The Cigna Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CI#NYSE">CI</a>) down 6%</li>
<li>Howmet Aerospace Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HWM#NYSE">HWM</a>) down 9.5%</li>
<li>Air Products and Chemicals, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APD#NYSE">APD</a>) down 0.6%</li>
<li>Quanta Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PWR#NYSE">PWR</a>) down 2.6%</li>
<li>Allstate Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALL#NYSE">ALL</a>) up 6.7%</li>
<li>Public Storage (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSA#NYSE">PSA</a>) down 4.8%</li>
<li>Exelon Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXC#NASDAQ">EXC</a>) up 1.1%</li>
<li>Ford Motor Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) up 2.5%</li>
<li>AMETEK, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AME#NYSE">AME</a>) up 5.9%</li>
<li>eBay Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) up 18.6%</li>
<li>Xcel Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XEL#NASDAQ">XEL</a>) up 1.5%</li>
<li>Prudential Financial, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PRU#NYSE">PRU</a>) up 3%</li>
<li>Cognizant Technology Solutions Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CTSH#NASDAQ">CTSH</a>) up 0.1%</li>
<li>Vulcan Materials Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VMC#NYSE">VMC</a>) down 0.7%</li>
<li>VICI Properties Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VICI#NYSE">VICI</a>) up 1.5%</li>
<li>Xylem Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XYL#NYSE">XYL</a>) up 9.3%</li>
<li>Fair Isaac Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FICO#NYSE">FICO</a>) down 11.1%</li>
<li>DexCom, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DXCM#NASDAQ">DXCM</a>) down 6.7%</li>
<li>Willis Towers Watson Public Limited Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>) up 5.0%</li>
<li>Blue Owl Capital Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OWL#NYSE">OWL</a>) down 0.7%</li>
<li>PG&amp;E Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCG#NYSE">PCG</a>) down 0.8%</li>
<li>Ventas, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTR#NYSE">VTR</a>) up 1.1%</li>
<li>Extra Space Storage Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EXR#NYSE">EXR</a>) down 8.1%</li>
<li>Kellanova (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/K#NYSE">K</a>) up 0.1%</li>
<li>Albemarle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALB#NYSE">ALB</a>) down 0.6%</li>
<li>American Water Works Company, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AWK#NYSE">AWK</a>) up 1.0%</li>
<li>AvalonBay Communities, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AVB#NYSE">AVB</a>) down 2.9%</li>
<li>Western Digital Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDC#NASDAQ">WDC</a>) up 8.7%</li>
<li>PPL Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PPL#NYSE">PPL</a>) down 0.7%</li>
<li>PTC Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PTC#NASDAQ">PTC</a>) up 7.6%</li>
<li>International Paper Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IP#NYSE">IP</a>) down 8.9%</li>
<li>Tyler Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TYL#NYSE">TYL</a>) up 4.9%</li>
<li>FirstEnergy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FE#NYSE">FE</a>) up 1.5%</li>
<li>Invitation Homes Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INVH#NYSE">INVH</a>) down 0.7%</li>
<li>Biogen Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIIB#NASDAQ">BIIB</a>) up 1.8%</li>
<li>GFL Environmental Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GFL#NYSE">GFL</a>) up 5.6%</li>
<li>F5, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FFIV#NASDAQ">FFIV</a>) up 6.8%</li>
<li>Mid-America Apartment Communities, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MAA#NYSE">MAA</a>) down 2.0%</li>
<li>Aptiv PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APTV#NYSE">APTV</a>) up 4.2%</li>
<li>Sprouts Farmers Market, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SFM#NASDAQ">SFM</a>) down 3.4%</li>
<li>Hologic, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOLX#NASDAQ">HOLX</a>) up 2.6%</li>
<li>Kimco Realty Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KIM#NYSE">KIM</a>) down 0.9%</li>
<li>Everest Group, Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EG#NYSE">EG</a>) up 2.0%</li>
<li>Masco Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MAS#NYSE">MAS</a>) up 3.9%</li>
<li>XPO, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPO#NYSE">XPO</a>) down 8.9%</li>
<li>UDR, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UDR#NYSE">UDR</a>) flat at -0.0%</li>
<li>C.H. Robinson Worldwide, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHRW#NASDAQ">CHRW</a>) up 17.1%</li>
<li>Builders FirstSource, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLDR#NYSE">BLDR</a>) down 2.8%</li>
<li>Baxter International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAX#NYSE">BAX</a>) down 19.1%</li>
<li>Norwegian Cruise Line Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NCLH#NYSE">NCLH</a>) up 8.9%</li>
<li>Host Hotels &amp; Resorts, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HST#NASDAQ">HST</a>) down 1.5%</li>
<li>Huntington Ingalls Industries, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HII#NYSE">HII</a>) up 9.9%</li>
<li>Antero Resources Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AR#NYSE">AR</a>) up 2.7%</li>
<li>MGM Resorts International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MGM#NYSE">MGM</a>) down 4.1%</li>
</ul>
Stocks slated to report earnings after the close include: Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), MercadoLibre, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MELI#NASDAQ">MELI</a>), Stryker Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYK#NYSE">SYK</a>), KLA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>), First Solar, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), Roper Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROP#NYSE">ROP</a>), Monolithic Power Systems, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MPWR#NASDAQ">MPWR</a>), Ingersoll Rand Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IR#NYSE">IR</a>), Eastman Chemical Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EMN#NYSE">EMN</a>), LPL Financial Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>), AES Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AES#NYSE">AES</a>), Vale S.A. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VALE#NYSE">VALE</a>), The Clorox Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLX#NYSE">CLX</a>), Coinbase Global, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>), Roku, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>), Mettler-Toledo International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MTD#NYSE">MTD</a>), Edison International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EIX#NYSE">EIX</a>), ResMed Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RMD#NYSE">RMD</a>), Arthur J. Gallagher &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AJG#NYSE">AJG</a>), Ameren Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEE#NYSE">AEE</a>), Essential Utilities, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WTRG#NYSE">WTRG</a>), Camden Property Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPT#NYSE">CPT</a>), Healthpeak Properties, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOC#NYSE">DOC</a>), Huntsman Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUN#NYSE">HUN</a>), Northern Oil and Gas, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOG#NYSE">NOG</a>), Park Hotels &amp; Resorts Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PK#NYSE">PK</a>), Procore Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCOR#NYSE">PCOR</a>), Rogers Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROG#NYSE">ROG</a>), Ryan Specialty Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RYAN#NYSE">RYAN</a>), and Essex Property Trust, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESS#NYSE">ESS</a>).
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Meta, Microsoft Power Wall Street To New Records Despite Inflation Jump: What's Moving Markets Thursday?

U.S. stocks were higher, with the Nasdaq Composite gaining around 150 points on Thursday.
Shares of Roblox Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBLX#NYSE">RBLX</a>) rose sharply during Thursday's session after the company reported better-than-expected second-quarter sales results and raised its <a href="https://www.benzinga.com/markets/earnings/25/07/46757934/roblox-stock-soars-18-after-blowout-q2-user-growth-bookings-surge-big-guidance-boost-wow-wall-street">FY25 sales guidance</a>.
The company reported quarterly bookings growth of 51% year-on-year to $1.44 billion, topping the analyst consensus estimate of $1.21 billion. The video game developer reported an EPS loss of 41 cents, which missed the analyst consensus estimate of 36 36-cent loss.
Roblox shares jumped 13.3% to $141.65 on Thursday.
Here are some other big stocks recording gains in today&#8217;s session.
<ul class="wp-block-list">
<li>Applied Digital Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APLD#NASDAQ">APLD</a>) shares jumped 37.3% to $13.77 after the company reported better-than-expected quarterly adjusted EPS results. Additionally, Needham and HC Wainwright &amp; Co. raised their respective price targets on the stock.</li>
<li>Impinj, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PI#NASDAQ">PI</a>) gained 30.8% to $159.81 after the company reported better-than-expected second-quarter financial results and issued third-quarter guidance above estimates. Also, Needham raised its price target on the stock from $115 to $165.</li>
<li>Newegg Commerce, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NEGG#NASDAQ">NEGG</a>) rose 27.1% to $57.13.</li>
<li>American Superconductor Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMSC#NASDAQ">AMSC</a>) gained 26.6% to $55.66 after the company reported better-than-expected first-quarter financial results and issued second-quarter sales guidance above estimates.</li>
<li>Cognex Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CGNX#NASDAQ">CGNX</a>) gained 21.9% to $41.17 after the company reported better-than-expected quarterly financial results.</li>
<li>SNDL Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNDL#NASDAQ">SNDL</a>) rose 21.2% to $1.7450 after the company reported better-than-expected quarterly financial results.</li>
<li>Apellis Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APLS#NASDAQ">APLS</a>) gained 21.1% to $23.08 after the company reported a Q2 EPS beat.</li>
<li>Carvana Co. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NASDAQ">CVNA</a>) rose 19.1% to $397.30 after the company reported better-than-expected Q2 financial results.</li>
<li>eBay Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) gained 18.2% to $91.68 after the company reported better-than-expected Q2 financial results and issued Q3 sales guidance above estimates.</li>
<li>Alnylam Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALNY#NASDAQ">ALNY</a>) rose 16.7% to $396.80 after the company reported better-than-expected Q2 financial results and raised its FY25 sales guidance above estimates.</li>
<li>C.H. Robinson Worldwide, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHRW#NASDAQ">CHRW</a>) surged 15.7% to $113.04 after the company reported better-than-expected Q2 adjusted EPS results.</li>
<li>Indivior PLC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INDV#NASDAQ">INDV</a>) gained 14% to $19.85 after the company reported better-than-expected Q2 financial results and raised its FY25 sales guidance above estimates.</li>
<li>Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) gained 11.4% to $774.55 after the company reported better-than-expected Q2 financial results and issued Q3 sales guidance above estimates.</li>
<li>Norwegian Cruise Line Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NCLH#NYSE">NCLH</a>) jumped 10.8% to $25.93 after the company reported Q2 results and reaffirmed 2025 guidance.</li>
<li>AGCO Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGCO#NYSE">AGCO</a>) rose 10.6% to $117.99 after the company reported better-than-expected Q2 financial results and raised its FY25 guidance above estimates.</li>
<li>Huntington Ingalls Industries, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HII#NYSE">HII</a>) gained 9.7% to $283.68 after the company reported better-than-expected Q2 financial results.</li>
<li>AppLovin Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>) rose 8% to $392.30.</li>
<li>F5, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FFIV#NASDAQ">FFIV</a>) gained 7.7% to $322.02 after the company reported better-than-expected Q3 financial results, issued Q4 guidance above estimates, and raised its FY25 guidance.</li>
<li>Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) rose 4.5% to $536.54 after the company reported better-than-expected Q4 financial results.</li>
</ul>
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Roblox, Carvana, eBay, C.H. Robinson Worldwide, Huntington Ingalls Industries And Other Big Stocks Moving Higher On Thursday

WIIM

Huntington Ingalls Industries shares are trading higher after the company reported better-than-expected Q2 financial results.

Huntington Ingalls Indus (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HII#NYSE">HII</a>) affirms FY2025 sales outlook from $11.800 billion-$12.200 billion to $11.800 billion-$12.200 billion vs $11.908 billion estimate.

Guidance

Huntington Ingalls Indus Affirms FY2025 Sales Guidance of $11.800B-$12.200B vs $11.908B Est

Huntington Ingalls Indus (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HII#NYSE">HII</a>) reported quarterly earnings of $3.86 per share which beat the analyst consensus estimate of $3.25 by 18.62 percent. This is a 11.87 percent decrease over earnings of $4.38 per share from the same period last year. The company reported quarterly sales of $3.082 billion which beat the analyst consensus estimate of $2.920 billion by 5.54 percent. This is a 3.53 percent increase over sales of $2.977 billion the same period last year.

Earnings

Earnings Beats

Huntington Ingalls Indus Q2 EPS $3.86 Beats $3.25 Estimate, Sales $3.082B Beat $2.920B Estimate

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COHU

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Earnings Scheduled For July 31, 2025

Huntington Ingalls Indus (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HII#NYSE">HII</a>) is preparing to release its quarterly earnings on Thursday, 2025-07-31. Here's a brief overview of what investors should keep in mind before the announcement.
Analysts expect Huntington Ingalls Indus to report an earnings per share (EPS) of $3.33.
The announcement from Huntington Ingalls Indus is eagerly anticipated, with investors seeking news of surpassing estimates and favorable guidance for the next quarter.
It's worth noting for new investors that guidance can be a key determinant of stock price movements.
<h3>Performance in Previous Earnings</h3>
During the last quarter, the company reported an EPS beat by $0.98, leading to a 1.12% increase in the share price on the subsequent day.
Here's a look at Huntington Ingalls Indus's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q1 2025</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>2.81</td>
<td>3.09</td>
<td>3.86</td>
<td>3.61</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>3.79</td>
<td>3.15</td>
<td>2.56</td>
<td>4.38</td>
</tr>
<tr>
<td>Price Change %</td>
<td>1.0%</td>
<td>5.0%</td>
<td>2.0%</td>
<td>-1.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1753887769_0.png" alt="eps graph" />
<h3>Stock Performance</h3>
Shares of Huntington Ingalls Indus were trading at $260.84 as of July 29. Over the last 52-week period, shares are down 2.28%. Given that these returns are generally negative, long-term shareholders are likely upset going into this earnings release. 
<h3>Analyst Observations about Huntington Ingalls Indus</h3>
For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on Huntington Ingalls Indus.
The consensus rating for Huntington Ingalls Indus is Buy, derived from 3 analyst ratings. An average one-year price target of $266.67 implies a potential 2.24% upside.
<h3>Peer Ratings Overview</h3>
The below comparison of the analyst ratings and average 1-year price targets of Kratos Defense &amp; Security, Leonardo DRS and ATI, three prominent players in the industry, gives insights for their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Buy trajectory for Kratos Defense &amp; Security, with an average 1-year price target of $51.43, suggesting a potential 80.28% downside.</li>
<li>Analysts currently favor an Buy trajectory for Leonardo DRS, with an average 1-year price target of $48.0, suggesting a potential 81.6% downside.</li>
<li>Analysts currently favor an Outperform trajectory for ATI, with an average 1-year price target of $105.0, suggesting a potential 59.75% downside.</li>
</ul>
<h3>Peers Comparative Analysis Summary</h3>
The peer analysis summary outlines pivotal metrics for Kratos Defense &amp; Security, Leonardo DRS and ATI, demonstrating their respective standings within the industry and offering valuable insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Huntington Ingalls Indus</td>
<td>Buy</td>
<td>-2.53%</td>
<td>$394M</td>
<td>3.16%</td>
</tr>
<tr>
<td>Kratos Defense &amp; Security</td>
<td>Buy</td>
<td>9.16%</td>
<td>$73.60M</td>
<td>0.33%</td>
</tr>
<tr>
<td>Leonardo DRS</td>
<td>Buy</td>
<td>16.13%</td>
<td>$181M</td>
<td>1.95%</td>
</tr>
<tr>
<td>ATI</td>
<td>Outperform</td>
<td>9.73%</td>
<td>$235.80M</td>
<td>5.21%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Huntington Ingalls Indus ranks at the bottom for Revenue Growth among its peers. It is in the middle for Gross Profit. The company is at the bottom for Return on Equity.
<h3>Unveiling the Story Behind Huntington Ingalls Indus</h3>
Huntington Ingalls Industries is the largest independent military shipbuilder in the US, spun out of Northrop Grumman in 2011. It operates three segments, two of which are storied shipyards: Ingalls produces non-nuclear-powered ships including amphibious landing ships and Arleigh Burke-class destroyers while Newport News produces nuclear-powered ships as the only producer of Gerald Ford-class aircraft carriers and a major subcontractor on Virginia and Columbia-class nuclear submarines. Huntington Ingalls shares production of destroyers and nuclear submarines with General Dynamics' Bath Iron Works and Electric Boat shipyards, respectively. The company's Mission Technologies segment produces uncrewed sea vessels and provides a range of IT and other services to US government agencies.
<h3>Huntington Ingalls Indus: A Financial Overview</h3>
Market Capitalization: With restricted market capitalization, the company is positioned below industry averages. This reflects a smaller scale relative to peers.
Revenue Challenges: Huntington Ingalls Indus's revenue growth over 3 months faced difficulties. As of 31 March, 2025, the company experienced a decline of approximately -2.53%. This indicates a decrease in top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Industrials sector.
Net Margin: Huntington Ingalls Indus's net margin is below industry averages, indicating potential challenges in maintaining strong profitability. With a net margin of 5.45%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Huntington Ingalls Indus's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 3.16%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): Huntington Ingalls Indus's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 1.23%, the company showcases efficient use of assets and strong financial health.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 0.71.
<a href="https://www.benzinga.com/quote/HII/earnings">To track all earnings releases for Huntington Ingalls Indus visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insights into Huntington Ingalls Indus's Upcoming Earnings

HII (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HII#NYSE">HII</a>) announced today that its Mission Technologies division was awarded a $74 million task order to provide modeling and simulation capabilities to the U.S. Air Force that will inform technology-fielding decisions for the space community.
Under the five-year effort, HII will continue to support the U.S. Air Force Research Laboratory's (AFRL) Space Vehicles Directorate, providing end-to-end modeling and simulation capabilities to the U.S. Air Force, U.S. Space Force and strategic partners. The work includes the development of simulations that will enable space units to train from their wartime locations.
The team is also developing decision aid software, which uses machine-to-machine data collection to enable decision-making required by space command and control organizations.
HII was awarded the task order under the U.S. Department of Defense's Information Analysis Center Multiple Award Contract (IAC MAC) vehicle. The IAC MAC task orders are awarded by the U.S. Air Force's 774th Enterprise Sourcing Squadron to develop and create new knowledge for the enhancement of the Defense Technical Information Center repository and the research and development and science and technology community.
Work will be performed at Kirtland Air Force Base in New Mexico.

HII's Mission Technologies Division Bags $74M Task Order To Provide Modeling And Simulation Capabilities To U.S. Air Force And U.S. Space Force

Huntington Ingalls Indus's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HII#NYSE">HII</a>) short percent of float has fallen 6.21% since its last report. The company recently reported that it has 1.59 million shares sold short, which is 4.68% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.75 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Huntington Ingalls Indus Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1753365641_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Huntington Ingalls Indus has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Huntington Ingalls Indus's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Huntington Ingalls Indus's peer group average for short interest as a percentage of float is 5.38%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Is the Market Bullish or Bearish on Huntington Ingalls Indus?

President Donald Trump&#8216;s America First agenda has supercharged investor flows and returns in a sector quietly dominating Wall Street in 2025—and it's not artificial intelligence <a href="https://www.benzinga.com/topic/magnificent-seven">or the Magnificent Seven.</a>
Industrial stocks are stealing the show. Through July 22, the Industrial Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLI#NYSE">XLI</a>) is up 15% year to date, nearly doubling the S&amp;P 500's 8% return and even edging past the red-hot tech sector—a rare feat. 
Excluding 2022, industrials had underperformed tech in six of the last seven years. But this year, it's different. And the catalyst might be more political than technical.
<h3 class="wp-block-heading">Why Defense Stocks Are Exploding</h3>
The spark came from Capitol Hill. On July 4, Trump signed the so-called "One Big Beautiful Bill Act," a sweeping $156.2 billion boost to defense spending—the most significant one-year increase in over a decade—at the expense of Medicaid <a href="https://www.benzinga.com/government/regulations/25/05/45506863/trumps-big-beautiful-bill-advances-heres-who-wins-and-loses">and food assistance programs</a>.
That flood of Pentagon cash has ignited shares of defense companies, making them the biggest force<a href="https://www.benzinga.com/markets/earnings/25/07/46453684/defense-stocks-earnings-q2-2025-preview"> behind industrial sector outperformance.</a>
The iShares U.S. Aerospace &amp; Defense ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ITA#NYSE">ITA</a>) has surged 33% so far in 2025, on pace for its best year since 2017.
Top industrial names like Howmet Aerospace Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HWM#NASDAQ">HWM</a>) and GE Vernova Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>) have more than doubled the S&amp;P 500's return this year. General Electric Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>), Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) and Huntington Ingalls Industries Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HII#NYSE">HII</a>) have all logged gains north of 35%.
Here&#8217;s how the year-to-date top industrial performers look:
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Company</th>
<th>YTD Return</th>
</tr>
</thead>
<tbody>
<tr>
<td>Howmet Aerospace Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HWM#NYSE">HWM</a>)</td>
<td>68.8%</td>
</tr>
<tr>
<td>GE Vernova Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>)</td>
<td>68.3%</td>
</tr>
<tr>
<td>General Electric Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>)</td>
<td>56.4%</td>
</tr>
<tr>
<td>Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>)</td>
<td>52.7%</td>
</tr>
<tr>
<td>Johnson Controls Intl. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JCI#NYSE">JCI</a>)</td>
<td>38.2%</td>
</tr>
<tr>
<td>Huntington Ingalls Industries (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HII#NYSE">HII</a>)</td>
<td>36.9%</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">Investors Are Flooding In</h3>
According to a note by Bank of America strategist Jill Carey Hall, industrial stocks have become a magnet for new capital.
"Rolling two-week inflows into Industrials were the second largest in our data history—only topped in March 2015—and are now in the 97th percentile when adjusted for sector size," Hall wrote Tuesday.
Financials also saw solid flows, but the momentum is clearly with industrials. The trade war may have sparked fear in 2024, but 2025 is becoming a banner year for companies tied to manufacturing, logistics and defense.
<h3 class="wp-block-heading">Skeptics Warn This Boom May Fade</h3>
Despite the rally, not everyone is convinced the industrial renaissance will last.
Oxford Economics economist Nico Palesch said the idea of a manufacturing "resurgence" driven by Trump's tariffs is more myth than material shift.
"We do not see broad-based reindustrialization on the horizon," Palesch said. His team expects U.S. industrial production to grow just 0.9% in 2025 and shrink by 0.8% in 2026—well below the pre-election forecasts.
Among the headwinds cited: higher costs for materials and machinery due to tariffs, uncertainty deterring investment, and stricter immigration policies exacerbating labor shortages in the industrial sector.
Still, some of Trump's policies—such as immediate expensing of factory investments and a weaker dollar—could help mitigate the downside.
<h3 class="wp-block-heading">Bottom Line: A Politically Supercharged Trade</h3>
Industrials may not be as hyped as AI, but they've become 2025's stealth outperformers.
Fueled by defense spending, tariff reshuffling, and a surge of investor inflows, the sector is booming—and it has the Trump administration's fingerprints all over it.
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<li><a href="https://www.benzinga.com/markets/equities/25/07/46533114/china-stocks-outperform-sp500-trump-tariffs-economy-xiaomi">Trump Wanted To Break China—Now It&#8217;s Crushing The US At Its Own Game </a></li>
</ul>
Image: Shutterstock

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The defense sector is on fire in 2025 — and investors are watching earnings season for signs <a href="https://www.benzinga.com/news/25/07/46344520/defense-stocks-outperform-tech-trump-budget-boost">the rally can continue.</a>
The iShares U.S. Aerospace &amp; Defense ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ITA#NYSE">ITA</a>) is up 33% year-to-date through July 16, on track for its best annual return since 2013. 
The fund gained 25% in the first half alone, outperforming both the Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) and the Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) by double-digit margins.
See Also: <a href="https://www.benzinga.com/markets/equities/25/07/46267993/lockheed-martin-tops-defense-peers-in-capital-efficiency-but-market-isnt-impressed">Lockheed Martin Tops Defense Peers In Capital Efficiency — But Market Isn&#8217;t Impressed</a>
<h2 class="wp-block-heading">Washington Fueled The Rally—Now Investors Want Results</h2>
Investors have already bought the rumors—now they want the facts. The explosive rally in defense stocks has been fueled by a fundamental shift in Washington's priorities and the rising tide of global tensions.
On July 4, President Donald Trump signed the "One Big Beautiful Bill Act," a sweeping defense package that injects $156.2 billion into the Pentagon—the largest single-year boost in over a decade. 
The bill directs tens of billions toward areas that could redefine the future of warfare and defense contracting. Shipbuilding alone receives $29.2 billion, while $24.4 billion is allocated to integrated air and missile defense—what the administration has dubbed the "Golden Dome" initiative. 
Another $25.4 billion is earmarked to strengthen munitions production and shore up supply chain resilience, and $16 billion will go toward scaling low-cost weapons systems. 
The budget also includes $10.8 billion to modernize the U.S. nuclear arsenal and $8.6 billion to support new air superiority projects.
<h3 class="wp-block-heading">Q2 2025 Defense Earnings Preview: Who Reports and When</h3>
Defense stocks slated to report earnings by the end of July include: 
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Company</th>
<th>Earnings Date</th>
<th>YTD % Change</th>
</tr>
</thead>
<tbody>
<tr>
<td>AAR Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AIR#NYSE">AIR</a>)</td>
<td>Wed Jul 16 (After-Market)</td>
<td>+21.48%</td>
</tr>
<tr>
<td>General Electric Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>)</td>
<td>Thu Jul 17 (Pre-Market)</td>
<td>+58.81%</td>
</tr>
<tr>
<td>RTX Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>)</td>
<td>Tue Jul 22 (Pre-Market)</td>
<td>+29.12%</td>
</tr>
<tr>
<td>Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>)</td>
<td>Tue Jul 22 (Pre-Market)</td>
<td>-3.25%</td>
</tr>
<tr>
<td>Northrop Grumman Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>)</td>
<td>Tue Jul 22 (Pre-Market)</td>
<td>+10.37%</td>
</tr>
<tr>
<td>General Dynamics Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GD#NYSE">GD</a>)</td>
<td>Wed Jul 23 (During-Market)</td>
<td>+13.64%</td>
</tr>
<tr>
<td>L3Harris Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>)</td>
<td>Thu Jul 24 (Pre-Market)</td>
<td>+25.02%</td>
</tr>
<tr>
<td>Textron Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TXT#NYSE">TXT</a>)</td>
<td>Thu Jul 24 (During-Market)</td>
<td>+9.60%</td>
</tr>
<tr>
<td>Hexcel Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HXL#NYSE">HXL</a>)</td>
<td>Thu Jul 24 (After-Market)</td>
<td>-6.14%</td>
</tr>
<tr>
<td>Woodward Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WWD#NASDAQ">WWD</a>)</td>
<td>Mon Jul 28 (After-Market)</td>
<td>+51.46%</td>
</tr>
<tr>
<td>The Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>)</td>
<td>Tue Jul 29 (During-Market)</td>
<td>+29.40%</td>
</tr>
<tr>
<td>Leonardo DRS Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DRS#NASDAQ">DRS</a>)</td>
<td>Wed Jul 30 (During-Market)</td>
<td>+49.25%</td>
</tr>
<tr>
<td>Sturm, Ruger &amp; Co. Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RGR#NYSE">RGR</a>)</td>
<td>Wed Jul 30 (After-Market)</td>
<td>+0.66%</td>
</tr>
<tr>
<td>Howmet Aerospace Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HWM#NYSE">HWM</a>)</td>
<td>Thu Jul 31 (Pre-Market)</td>
<td>+67.99%</td>
</tr>
<tr>
<td>ATI Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ATI#NYSE">ATI</a>)</td>
<td>Thu Jul 31 (Pre-Market)</td>
<td>+63.33%</td>
</tr>
<tr>
<td>Huntington Ingalls Industries Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HII#NYSE">HII</a>)</td>
<td>Thu Jul 31 (During-Market)</td>
<td>+33.78%</td>
</tr>
</tbody>
</table>
</figure>
<h2 class="wp-block-heading">What Analysts Are Watching In Defense Earnings</h2>
With defense stocks sitting at record highs, Goldman Sachs analyst Noah Poponak cautions that expectations are running hot. 
In a July 16 preview, Poponak and his team mapped out where they see opportunity across the aerospace and defense landscape—and where the cracks might show.
<h4 class="wp-block-heading">Aerospace: Boeing Back in Focus</h4>
Goldman remains upbeat on aerospace industry, especially Boeing Co. , which delivered 60 aircraft in June—a clear improvement over earlier production trends. 
Supplier sentiment has also turned more positive, with stronger communication and steadier order flow.
Still, aircraft demand continues to exceed supply, a dynamic expected to last well into the next decade, supporting pricing power and margins across the industry.
&#8220;We like aerospace original equipment where supply remains below demand, there is multi-year growth visibility, and Boeing continues to improve production and delivery rates.&#8221; Poponak said. 
The aftermarket segment is thriving, growing faster than global available seat miles (ASMs) for four straight quarters. Goldman attributes this to pent-up demand, aging fleets, and strong pricing—a combination that should keep the sector buoyant even as near-term air travel shows signs of softening.
The business jet space looks more idiosyncratic. Leading indicators are plateauing, and while new production remains disciplined, Goldman expects fewer broad-based tailwinds going forward. Still, aftermarket sales here remain high quality and margin-rich.
<h4 class="wp-block-heading">Defense Tech: Emerging Winners</h4>
Goldman favors non-traditional defense tech firms, which stand to benefit from a Pentagon pivot toward nimble, cost-effective systems. 
While reconciliation funding may not hit second-quarter results directly, it's likely to surface in earnings call commentary—and eventually in backlog growth.
"Defense tech companies appear to be on the verge of receiving significant funding relative to their size," Poponak said.
Despite near-record Department of Defense funding, Goldman is cautious on legacy hardware contractors. 
Programs like the F-35 face funding cuts, and the Pentagon is pushing for tougher terms across the industry. Instead, Goldman prefers companies aligned with funded priorities like shipbuilding and missile defense.
<h4 class="wp-block-heading">Government IT: Pressure Mounts</h4>
In government IT, the risk is rising. DOGE contract reviews are leading to cancellations—most notably at Booz Allen Hamilton (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>). Margins, bookings, and guidance could all face pressure this quarter, particularly for firms reliant on traditional service contracts.
<h3 class="wp-block-heading">Goldman's Top Defense Picks And Red Flags For Q2</h3>
<ul class="wp-block-list">
<li>TransDigm (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TDG#NYSE">TDG</a>) – Strong aftermarket growth, upside to earnings, and capital flexibility.</li>
<li>CAE Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAE#NYSE">CAE</a>) – Valuation play with improving execution under new management.</li>
<li>L3Harris – Well-positioned for growth; exposure to missile defense spending.</li>
<li>Huntington Ingalls – Beneficiary of shipbuilding funds, improving labor dynamics.</li>
</ul>
Stocks facing headwinds:
<ul class="wp-block-list">
<li>Booz Allen – DOGE scrutiny, slowing growth, and mounting contract risks.</li>
<li>Lockheed Martin – Uncertainty around core programs and contracting terms.</li>
<li>SAIC Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAIC#NYSE">SAIC</a>) – Back-end loaded year with potential margin compression.</li>
<li>V2X Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VVX#NYSE">VVX</a>) – Weak first quarter, high execution risk in the second half.</li>
</ul>
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SAIC

Defense Stocks Head Into Earnings At Record Highs — Is The Boom Just Beginning?

On CNBC's &#8220;<a href="https://www.benzinga.com/topic/mad-money-lightning-round">Mad Money Lightning Round</a>,&#8221; Jim Cramer said Rocket Lab Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>) is a buy, adding that it is &#8220;one of the hottest stocks in the universe.&#8221;
On June 30, the space-tech company notched its fastest launch turnaround ever, completing its 68th Electron mission and signaling a new era of rapid-response rocket deployment.
He also recommended buying Huntington Ingalls Industries, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HII#NYSE">HII</a>).
Supporting his view, TD Cowen analyst Gautam Khanna, on July 10, upgraded Huntington Ingalls <a href="https://www.benzinga.com/quote/HII/analyst-ratings">from Hold to Buy and raised the price target from $250 to $300.</a>
&#8220;This thing is just a coiled spring when we get the new numbers,&#8221; Cramer said when asked about Eli Lilly and Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>). &#8220;There are many big studies coming down the pipe.&#8221;
Guggenheim analyst Seamus Fernandez, on July 11, maintained Eli Lilly with a Buy and raised the price target from $936 to $942.
When asked about TSS, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSSI#NASDAQ">TSSI</a>), he said, &#8220;That's a pretender. We want to be in CoreWeave if we're going to go there.&#8221;
On the earnings front, TSS, on May 15, reported a year-over-year increase in first-quarter revenue results.
Cramer recommended not buying Conagra Brands (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAG#NYSE">CAG</a>), saying it's a &#8220;very tough situation.&#8221;
The company, on July 10, reported adjusted earnings per share of 56 cents, missing the analyst consensus estimate of 58 cents. Quarterly net sales of $2.78 billion, missed the Street view of $2.83 billion.
Cramer recommended buying NXP Semiconductors N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXPI#NASDAQ">NXPI</a>) on Monday morning.
Lending support to his choice, KeyBanc, on July 8, maintained an Overweight rating and raised the price target from $240 to $275.
Power Solutions International, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PSIX#NASDAQ">PSIX</a>) is an &#8220;amazing stock, it's not even that expensive,&#8221; Cramer said.
Supporting his view, the company, on May 8, reported a year-over-year increase in first-quarter financial results.
Price Action:
<ul class="wp-block-list">
<li>Huntington Ingalls Industries shares gained 0.03% to settle at $258.18 on Friday.</li>
<li>Rocket Lab shares fell 0.2% to close at $39.03.</li>
<li>TSS shares gained 3.3% to settle at $26.46 on Friday.</li>
<li>Eli Lilly shares gained 0.3% to close at $793.01.</li>
<li>Conagra Brands shares fell 0.5% to settle at $19.40 on Friday.</li>
<li>NXP Semiconductors shares fell 1.8% to close at $228.92.</li>
<li>Power Solutions International shares gained 5.3% to settle at $72.02.</li>
</ul>
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<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/07/46364472/top-3-real-estate-stocks-that-may-fall-off-a-cliff-this-month">Top 3 Real Estate Stocks That May Fall Off A Cliff This Month</a></li>
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Image: Shutterstock

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This Is 'One Of The Hottest Stocks In The Universe,' Jim Cramer Says

While investors obsess over record highs in the S&amp;P 500 and Nasdaq 100, one sector quietly crushed them both last quarter, and real money <a href="https://www.benzinga.com/money/best-aerospace-defense-stocks">is pouring in fast.</a>
In the first half of 2025, the iShares U.S. Aerospace &amp; Defense ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ITA#NYSE">ITA</a>) surged 25%, marking the fund's best half-year performance since inception. That's a 20 percentage point outperformance over the Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) and 17 points above the tech-heavy Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>).
<h3 class="wp-block-heading">Defense Stocks Crushed Tech In Last Quarter's Rally</h3>
But the blowout mainly occurred in the second quarter. The ITA ETF surged 23.2% between April and June, its best quarter ever, outpacing the Nasdaq 100's sharpest rally since early 2023 by five percentage points.
Crucially, this isn't just momentum chasing. Investors have committed capital, with ITA notching 10 straight weeks of inflows through July 10—the longest stretch since early 2023.
<h3 class="wp-block-heading">Best Defense Stocks In 2025</h3>
Among ITA's top holdings, nine of the top 10 are firmly in the green for the year as of July 10, with only Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) trailing. Here&#8217;s a look at how the biggest names are performing:
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Name</th>
<th>Weight in ITA ETF</th>
<th>Return YTD</th>
</tr>
</thead>
<tbody>
<tr>
<td>General Electric Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>)</td>
<td>20.00%</td>
<td>+50.59%</td>
</tr>
<tr>
<td>RTX Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>)</td>
<td>14.70%</td>
<td>+27.61%</td>
</tr>
<tr>
<td>The Boeing Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>)</td>
<td>9.22%</td>
<td>+28.02%</td>
</tr>
<tr>
<td>General Dynamics Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GD#NYSE">GD</a>)</td>
<td>4.66%</td>
<td>+15.67%</td>
</tr>
<tr>
<td>TransDigm Group Incorporated (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TDG#NYSE">TDG</a>)</td>
<td>4.63%</td>
<td>+20.45%</td>
</tr>
<tr>
<td>Howmet Aerospace Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HWM#NYSE">HWM</a>)</td>
<td>4.55%</td>
<td>+66.11%</td>
</tr>
<tr>
<td>L3Harris Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>)</td>
<td>4.51%</td>
<td>+24.48%</td>
</tr>
<tr>
<td>Northrop Grumman Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>)</td>
<td>4.47%</td>
<td>+9.24%</td>
</tr>
<tr>
<td>Axon Enterprise Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AXON#NASDAQ">AXON</a>)</td>
<td>4.40%</td>
<td>+35.59%</td>
</tr>
<tr>
<td>Lockheed Martin Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>)</td>
<td>4.39%</td>
<td>-3.34%</td>
</tr>
</tbody>
</table>
</figure>
Why Is The Defense Sector Booming?
This rally in defense stocks isn&#8217;t just about earnings—it's about Washington policy, global geopolitical risks, and budget flows.
Following years of underinvestment, Trump's return to the White House has kicked off a rearmament cycle.
On July 4, Trump signed the "One Big Beautiful Bill Act", unlocking $156.2 billion in targeted defense funding—the Pentagon's biggest budget infusion in over a decade.
<h3 class="wp-block-heading">What's Inside The New Defense Bill?</h3>
The funding, detailed in Title II of the act, includes:
<ul class="wp-block-list">
<li>$29.2 billion for shipbuilding</li>
<li>$24.4 billion for integrated air and missile defense – the "Golden Dome" initiative</li>
<li>$25.4 billion for munitions and supply chain resilience</li>
<li>$16.0 billion for low-cost weapons scaling</li>
<li>$8.6 billion for air superiority projects</li>
<li>$10.8 billion for nuclear force upgrades</li>
</ul>
<h3 class="wp-block-heading">Defense Stocks Wall Street Is Watching Now</h3>
In a note shared earlier this week, Goldman Sachs analyst Noah Poponak flagged four defense contractors as top beneficiaries of the Pentagon&#8217;s defense spending:
<ul class="wp-block-list">
<li>Huntington Ingalls Industries Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HII#NYSE">HII</a>): Backed by over $5 billion in industrial supply chain funding. Already awarded a $1.3 billion workforce grant.</li>
<li>L3Harris Technologies Inc.: Poised to win missile propulsion and satellite contracts tied to the Golden Dome program.</li>
<li>Kratos Defense &amp; Security Solutions Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KTOS#NASDAQ">KTOS</a>): Builds low-cost drones and propulsion systems, a core focus in the Pentagon's push for affordable mass-produced systems. Shares of KTOS have already rallied over 70% year-to-date, marking the best performance in the ITA ETF. </li>
<li>AeroVironment Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVAV#NASDAQ">AVAV</a>): Developer of Switchblade tactical drones, a likely beneficiary of $1.4 billion in small unmanned aerial systems funding.</li>
</ul>
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Photo: Shutterstock
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Forget Tech—Trump Just Made Defense The Hottest Trade On Wall Street

TD Cowen analyst Gautam Khanna upgrades Huntington Ingalls Indus (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HII#NYSE">HII</a>) from Hold to Buy and raises the price target from $250 to $300.

Upgrades

Price Target

TD Cowen Upgrades Huntington Ingalls Indus to Buy, Raises Price Target to $300

The U.S. defense budget just got a historic boost and Goldman Sachs believes a group of arms contractors could be primed for a surge in revenue, growth and market interest as the Pentagon begins deploying its <a href="https://www.benzinga.com/money/best-aerospace-defense-stocks">$156.2 billion in fresh funding.</a>
Following President Donald Trump's <a href="https://www.benzinga.com/news/politics/25/07/46263434/trump-signs-sweeping-tax-and-spending-bill-that-cbo-says-will-add-3-3-trillion-to-us-deficit-cut-health-coverage-for-11-8-million-americans">July 4th signing</a> of the "One Big Beautiful Bill Act," the Department of Defense is set to receive targeted appropriations for core programs such as shipbuilding, missile defense, nuclear systems and low-cost autonomous technologies.
In a note shared on Tuesday, Goldman Sachs analyst Noah Poponak identified four defense stocks that stand out as key beneficiaries of this legislation.
What's In The New Defense Budget?
Title II of the new legislation&#8217;s tax directs $156.2 billion in appropriations across 13 specific defense categories. Highlights include:
<ul class="wp-block-list">
<li>$29.2 billion for shipbuilding</li>
<li>$24.4 billion for integrated air and missile defense (Golden Dome)</li>
<li>$25.4 billion for munitions and supply chain resilience</li>
<li>$16.0 billion for scaling low-cost weapons</li>
<li>$8.6 billion for air superiority initiatives</li>
<li>$10.8 billion for nuclear force modernization</li>
</ul>
<h3 class="wp-block-heading">Goldman Sachs Says These Defense Stocks Could Soar</h3>
Goldman believes the funding will translate into new awards over the next few years, boosting bookings, organic growth, margins and capacity expansion for these key players:
Huntington Ingalls Industries Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HII#NYSE">HII</a>): Poponak said, "There is substantial support for the maritime workforce and supply chain in the Act," pointing to more than $5 billion in funding tied to industrial base and manufacturing process improvements. HII has already received a $1.3 billion workforce investment award this year, and Goldman expects more to follow, which is expected to lift shipbuilding margins in the near to medium term.
L3Harris Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>): The Act allocates $24.4 billion to Golden Dome, and Goldman believes LHX is well positioned to win tech and satellite contracts in that program. "Aerojet Rocketdyne has technological moats around missile propulsion," the note said, adding that these capabilities align with additional munitions and propulsion funding in the bill.
Kratos Defense &amp; Security Solutions Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KTOS#NASDAQ">KTOS</a>): KTOS has invested heavily in lower-cost drones, propulsion systems and space equipment, all of which are central to the Pentagon's current procurement shift. "KTOS's emphasis on lower-cost, technically acceptable products that can be built at scale" matches the Department of Defense's push for affordable and mass-producible solutions.
AeroVironment Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVAV#NASDAQ">AVAV</a>): AVAV's tactical drones, including the Switchblade line, could benefit from the $1.4 billion allocated to small unmanned aerial systems (sUAS). The bill provides additional billions to test, develop and procure sUAS and commercial derivative tech, areas where AVAV is considered a front-runner.
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Pentagon's $156-Billion Payday—These Defense Stocks Are Ready For Liftoff

Huntington Ingalls Indus's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HII#NYSE">HII</a>) short percent of float has fallen 5.31% since its last report. The company recently reported that it has 1.70 million shares sold short, which is 4.99% of all regular shares that are available for trading. Based on its trading volume, it would take traders 3.8 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Huntington Ingalls Indus Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1751486418_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Huntington Ingalls Indus has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Huntington Ingalls Indus's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Huntington Ingalls Indus's peer group average for short interest as a percentage of float is 4.97%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Peering Into Huntington Ingalls Indus's Recent Short Interest

BlueForge Alliance and Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) on Wednesday <a href="https://www.benzinga.com/pressreleases/25/07/b46216033/blueforge-alliance-and-palantir-launch-warp-speed-for-warships-to-digitally-transform-the-u-s-mari">announced the launch</a> of &#8220;Warp Speed for Warships,&#8221; a new initiative aimed at modernizing the U.S. Navy&#8217;s shipbuilding efforts through digital transformation and faster production timelines.
The project, funded by the Navy&#8217;s Maritime Industrial Base (MIB) Program, builds on the existing partnership between the nonprofit defense integrator and Palantir. Its goal is to strengthen national maritime capabilities by streamlining collaboration among shipbuilders, suppliers, and key defense partners.
The program utilizes Palantir&#8217;s Warp Speed operating system, built on its Foundry platform, to connect stakeholders in real time, enhance supply chain visibility, and reduce bottlenecks across the defense manufacturing network. Coupled with BlueForge&#8217;s expertise in embedded manufacturing, the initiative aims to accelerate delivery and improve production readiness.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/06/46166236/palantir-accenture-partner-to-infuse-ai-into-federal-agency-workflows" target="_blank" rel="noreferrer noopener">Palantir, Accenture Partner To Infuse AI Into Federal Agency Workflows</a>
&#8220;Our strategic partnership with Palantir is about moving with urgency and precision, equipping America&#8217;s industrial base with the tools it needs to meet unprecedented demand,&#8221; said Kiley Wren, co-founder and co-CEO of BlueForge Alliance.
Mike Gallagher, Head of Defense at Palantir, described the collaboration as a critical step in maintaining U.S. maritime superiority and providing shipbuilders with the tools to ensure strategic advantage and peace.
General Dynamics Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GD#NYSE">GD</a>) and Huntington Ingalls Industries Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HII#NYSE">HII</a>) are among the companies likely to benefit from this initiative. Additionally, defense-oriented ETFs such as the iShares U.S. Aerospace &amp; Defense ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ITA#BATS">ITA</a>) and SPDR S&amp;P Aerospace &amp; Defense ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XAR#NYSE">XAR</a>) could see increased relevance as the program develops.
As Palantir launches its Navy modernization effort with BlueForge, a senior executive <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46189000/palantir-is-building-the-next-aws-says-top-exec-urges-startups-to-build-on-pltr-to-tackle-more-valuable-problems-than-amazon-solved" rel="noreferrer noopener">compared</a> the company to the next Amazon Web Services. He argued Palantir&#8217;s platform solves core enterprise challenges, letting startups build advanced tools without reinventing infrastructure.
Price Action: PLTR shares are trading higher by 0.08% at $130.79 premarket at last check Wednesday.
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Image via Shutterstock

PLTR

Palantir's Tech To Supercharge US Navy Shipbuilding

HII And C3 AI Partner To Expand Digital Technologies, Apply AI To Accelerate Shipbuilding Throughput At HII's Newport News Shipbuilding And Ingalls Shipbuilding Divisions

Reported Saturday, HII's Ingalls Shipbuilding Division Christens Future USS Jeremiah Denton, Merging Naval Tradition With Advanced Maritime Defense

President Donald Trump&#8216;s fiscal 2026 defense budget request signals a strategic pivot toward advanced missile systems and unmanned warfare capabilities while scaling back traditional fighter jet procurement, potentially reshaping revenue streams for major defense contractors.
What Happened: The $892.6 billion defense and national security budget, flat compared to fiscal 2025, cuts F-35 Lightning II orders to 47 units from the 68 requested in former President Joe Biden&#8216;s final budget proposal, Reuters reported, citing budget materials released on Wednesday by the White House.
Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>), the F-35&#8217;s sole manufacturer, faces reduced near-term revenue from the program despite House appropriators proposing to increase the buy to 69 aircraft.
The budget emphasizes procurement of long-range precision munitions, including the Joint Air-to-Surface Standoff Missile Extended Range and Long Range Anti-Ship Missile, both manufactured by Lockheed Martin. These weapons systems align with Pentagon priorities for Indo-Pacific operations designed to counter Chinese military expansion.
Naval shipbuilding also faces constraints, with only three warships included in the base budget request. General Dynamics Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GD#NYSE">GD</a>) and Huntington Ingalls Industries Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HII#NYSE">HII</a>), primary builders of Virginia-class submarines and surface vessels, will see reduced procurement volumes as the Navy eliminates 7,286 civilian positions to control costs.
See Also: <a href="https://www.benzinga.com/markets/equities/25/06/46109638/microsoft-ceo-satya-nadella-praises-palantirs-fde-model-as-fantastic-insiders-say-its-not-consulting-it-builds-the-product-customers-need">Microsoft CEO Satya Nadella Praises Palantir&#8217;s FDE Model As &#8216;Fantastic&#8217;—Insiders Say It&#8217;s Not Consulting, It Builds &#8216;The Product Customers Need&#8217;</a>
Why It Matters: The budget allocates increased funding for small drone systems, reflecting lessons learned from the Ukraine conflict, where unmanned aerial vehicles proved cost-effective force multipliers. This shift <a href="https://www.benzinga.com/news/space/25/06/46090791/us-tests-radar-that-could-help-trumps-golden-dome-detect-missiles-over-1200-miles-report">benefits emerging defense technology</a> companies competing for Pentagon contracts alongside traditional prime contractors.
Trump&#8217;s Golden Dome missile defense initiative, estimated to cost over $175 billion, receives initial funding through a separate $150 billion defense package. The program has attracted interest from non-traditional defense players, including SpaceX, Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>), and artificial intelligence <a href="https://www.benzinga.com/news/space/25/06/46090791/us-tests-radar-that-could-help-trumps-golden-dome-detect-missiles-over-1200-miles-report">companies seeking to disrupt</a> the established contractor base.
The budget includes a 3.8% military pay raise while retiring aging platforms to reduce operational costs, according to the report. 
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Joey Sussman / Shutterstock.com

Politics

Trump's Defense Budget Shifts Focus To Missiles, Drones: F-35 Orders Cut By 31%

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HII is Awarded Task Order to Develop Training Simulations for the U.S. Air Force and U.S. Space Force

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