Subtext

Huntington Ingalls Industries, Inc. HII

SectorIndustrials
Transcripts29
Date range2018-05-03 – 2025-05-01
Calls charted29

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-14-7+0+7+142018 Q12019 Q12020 Q12021 Q12022 Q12023 Q12024 Q12025 Q12018 Q1 · Overall: +1.62018 Q2 · Overall: +9.42018 Q3 · Overall: +3.52018 Q4 · Overall: +4.22019 Q1 · Overall: +3.72019 Q2 · Overall: +8.22019 Q3 · Overall: +6.02019 Q4 · Overall: +4.32020 Q1 · Overall: +0.82020 Q2 · Overall: +1.32020 Q3 · Overall: +5.52020 Q4 · Overall: +5.72021 Q1 · Overall: +5.42021 Q2 · Overall: +5.02021 Q3 · Overall: +4.02021 Q4 · Overall: +8.92022 Q1 · Overall: -0.52022 Q2 · Overall: +10.62022 Q3 · Overall: +7.72022 Q4 · Overall: +6.52023 Q1 · Overall: +5.12023 Q2 · Overall: +8.42023 Q3 · Overall: +12.12023 Q4 · Overall: +4.82024 Q1 · Overall: +0.02024 Q2 · Overall: +10.12024 Q3 · Overall: +3.72024 Q4 · Overall: +4.02025 Q1 · Overall: +8.9
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-23-12+0+12+232018 Q12019 Q12020 Q12021 Q12022 Q12023 Q12024 Q12025 Q12018 Q1 · CEO: +5.52018 Q2 · CEO: +15.42018 Q3 · CEO: +9.42018 Q4 · CEO: +8.42019 Q1 · CEO: +9.52019 Q2 · CEO: +11.02019 Q3 · CEO: +8.02019 Q4 · CEO: +10.62020 Q1 · CEO: +2.02020 Q2 · CEO: +6.32020 Q3 · CEO: +9.72020 Q4 · CEO: +8.32021 Q1 · CEO: +8.22021 Q2 · CEO: +9.32021 Q3 · CEO: +9.42021 Q4 · CEO: +15.42022 Q1 · CEO: +4.12022 Q2 · CEO: +18.12022 Q3 · CEO: +18.12022 Q4 · CEO: +18.82023 Q1 · CEO: +14.12023 Q2 · CEO: +14.82023 Q3 · CEO: +18.12023 Q4 · CEO: +15.22024 Q1 · CEO: +11.22024 Q2 · CEO: +20.32024 Q3 · CEO: +7.52024 Q4 · CEO: +5.22025 Q1 · CEO: +13.72018 Q1 · CFO: +2.02018 Q2 · CFO: +11.02018 Q4 · CFO: +7.42019 Q1 · CFO: -0.52019 Q2 · CFO: +12.92019 Q3 · CFO: +9.42019 Q4 · CFO: +2.22020 Q1 · CFO: +6.82020 Q2 · CFO: -2.42020 Q3 · CFO: +10.32020 Q4 · CFO: +7.42021 Q1 · CFO: +4.02021 Q2 · CFO: -0.72021 Q3 · CFO: +2.82021 Q4 · CFO: +4.92022 Q1 · CFO: -0.42022 Q2 · CFO: +8.02022 Q3 · CFO: +2.12022 Q4 · CFO: +3.02023 Q1 · CFO: +6.52023 Q2 · CFO: +7.12023 Q3 · CFO: +13.52023 Q4 · CFO: +3.02024 Q1 · CFO: +2.52024 Q2 · CFO: +6.82024 Q3 · CFO: +6.82024 Q4 · CFO: +7.82025 Q1 · CFO: +8.3
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-44-22+0+22+442018 Q12019 Q12020 Q12021 Q12022 Q12023 Q12024 Q12025 Q12018 Q1 · Prepared remarks: +5.02018 Q2 · Prepared remarks: +11.42018 Q3 · Prepared remarks: +9.82018 Q4 · Prepared remarks: +8.52019 Q1 · Prepared remarks: +1.42019 Q2 · Prepared remarks: +4.12019 Q3 · Prepared remarks: +11.62019 Q4 · Prepared remarks: +10.62020 Q1 · Prepared remarks: +7.72020 Q2 · Prepared remarks: +4.32020 Q3 · Prepared remarks: +8.52020 Q4 · Prepared remarks: -1.82021 Q1 · Prepared remarks: +11.62021 Q2 · Prepared remarks: +4.22021 Q3 · Prepared remarks: +5.32021 Q4 · Prepared remarks: +14.62022 Q1 · Prepared remarks: +2.42022 Q2 · Prepared remarks: +16.02022 Q3 · Prepared remarks: +7.32022 Q4 · Prepared remarks: +9.82023 Q1 · Prepared remarks: +8.82023 Q2 · Prepared remarks: +12.62023 Q3 · Prepared remarks: +13.12023 Q4 · Prepared remarks: +13.52024 Q1 · Prepared remarks: +38.02024 Q2 · Prepared remarks: +15.62024 Q3 · Prepared remarks: +6.42024 Q4 · Prepared remarks: +9.72025 Q1 · Prepared remarks: +7.82018 Q1 · Q&A responses: +3.82018 Q2 · Q&A responses: +14.42018 Q3 · Q&A responses: +4.72018 Q4 · Q&A responses: +5.62019 Q1 · Q&A responses: +8.42019 Q2 · Q&A responses: +13.92019 Q3 · Q&A responses: +6.62019 Q4 · Q&A responses: +6.02020 Q1 · Q&A responses: +0.62020 Q2 · Q&A responses: +4.22020 Q3 · Q&A responses: +10.22020 Q4 · Q&A responses: +9.22021 Q1 · Q&A responses: +6.92021 Q2 · Q&A responses: +6.72021 Q3 · Q&A responses: +6.62021 Q4 · Q&A responses: +7.12022 Q1 · Q&A responses: +0.72022 Q2 · Q&A responses: +9.92022 Q3 · Q&A responses: +12.12022 Q4 · Q&A responses: +7.62023 Q1 · Q&A responses: +9.32023 Q2 · Q&A responses: +8.92023 Q3 · Q&A responses: +18.52023 Q4 · Q&A responses: +3.62024 Q1 · Q&A responses: +5.32024 Q2 · Q&A responses: +10.62024 Q3 · Q&A responses: +6.92024 Q4 · Q&A responses: +4.32025 Q1 · Q&A responses: +13.4
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$9.72$14.81$19.902018 Q12019 Q12020 Q12021 Q12022 Q12023 Q12024 Q12025 Q12018 Q1: $17.332018 Q2: $16.232018 Q3: $17.292018 Q4: $15.852019 Q1: $15.282019 Q2: $15.902019 Q3: $16.182019 Q4: $19.202020 Q1: $19.122020 Q2: $16.382020 Q3: $12.072020 Q4: $10.422021 Q1: $12.882021 Q2: $13.842021 Q3: $14.462021 Q4: $14.592022 Q1: $16.362022 Q2: $16.642022 Q3: $17.242022 Q4: $15.182023 Q1: $14.812023 Q2: $15.432023 Q3: $16.092023 Q4: $16.652024 Q1: $17.232024 Q2: $17.752024 Q3: $18.33

Forward P/E

8.3912.9117.442018 Q12019 Q12020 Q12021 Q12022 Q12023 Q12024 Q12025 Q12018 Q1: 14.752018 Q2: 13.602018 Q3: 14.582018 Q4: 11.912019 Q1: 13.602019 Q2: 13.952019 Q3: 13.582019 Q4: 13.112020 Q1: 9.012020 Q2: 11.232020 Q3: 12.262020 Q4: 16.762021 Q1: 15.372021 Q2: 15.662021 Q3: 13.772021 Q4: 12.982022 Q1: 11.882022 Q2: 12.362022 Q3: 13.512022 Q4: 15.372023 Q1: 13.872023 Q2: 13.952023 Q3: 13.032023 Q4: 15.472024 Q1: 16.822024 Q2: 13.852024 Q3: 14.68

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2018 Q2 tone ↑ +7.8 fwd EPS ↓ -1.10 Tone rose while the forward EPS estimate was cut.
  • 2018 Q3 tone ↓ -5.9 fwd EPS ↑ +1.06 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q3 tone ↓ -2.2 fwd EPS ↑ +0.28 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q3 tone ↑ +4.2 fwd EPS ↓ -4.30 Tone rose while the forward EPS estimate was cut.
  • 2022 Q1 tone ↓ -9.4 fwd EPS ↑ +1.77 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↓ -2.9 fwd EPS ↑ +0.59 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q4 tone ↓ -7.3 fwd EPS ↑ +0.56 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -4.8 fwd EPS ↑ +0.59 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -6.4 fwd EPS ↑ +0.57 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-01+8.9——View →
2024 Q42025-02-06+4.0——View →
2024 Q32024-10-31+3.7$18.3314.7View →
2024 Q22024-08-01+10.1$17.7513.8View →
2024 Q12024-05-02+0.0$17.2316.8View →
2023 Q42024-02-01+4.8$16.6515.5View →
2023 Q32023-11-02+12.1$16.0913.0View →
2023 Q22023-08-03+8.4$15.4313.9View →