HII

Huntington Ingalls Industries Inc

research_scan theme='defense-modernization'; value_chain_position='pure-play'; Newport News + Ingalls is the only US Ford-class CVN builder and ~50% of US Virginia/SSN-826 submarine capacity. Bound by SECNAV ~140k skilled-trade gap — the binding throughput constraint for the maritime industrial base. AUKUS Pillar 1 Australia submarine sale and Columbia lead-boat delivery (FY2027) are programme-of-record anchors immune to single-cycle political risk.