Monitor HII's quarterly backlog disclosures for this contract's inclusion and any progress payments. The RCOH timeline spans several years, so near-term revenue recognition will be gradual.
Price Chart
Executive Summary
HII's Newport News Shipbuilding division was awarded a $5.1 billion contract for the refueling and complex overhaul (RCOH) of the USS Harry S. Truman (CVN 75), with options that could increase the total to $5.18 billion. This is a large, multi-year contract that secures significant revenue visibility for HII's core shipbuilding business, though the stock has historically underperformed following positive news.
Key Financial Metrics
Key Facts
- Contract base value: $5,099,973,132 for RCOH of USS Harry S. Truman (CVN 75)
- Cumulative value with options: $5,183,380,744
- Truman is the eighth Nimitz-class carrier to undergo RCOH at Newport News Shipbuilding
- RCOH represents nearly a third of all maintenance and modernization in a carrier's service life
- Work includes refueling reactors, modernization of compartments, tanks, propulsion plant, and combat systems
Financial Impact
Contract value of $5.1 billion, with options up to $5.18 billion, representing a multi-year revenue stream for HII's Newport News division
Risk Factors
- Cost overruns or schedule delays on a fixed-price or incentive-fee contract could pressure margins
- Execution risk given the complexity of nuclear refueling and overhaul work
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3371395 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | Press Release | $272.04 | awaiting T+1 | — | $281.05 (+3.31%) |
Oct 23, 2026 3d ago | 3 | $274.09 | awaiting T+1 | — | $281.05 (+2.54%) |
Oct 20, 2026 6d ago | 8-K | $273.95 $278.86 | ▲ +1.79% | ▲ +2.97% | $281.05 (+2.59%) |
Oct 19, 2026 7d ago | Press Release | $269.64 $272.23 | ▲ +0.96% | ▲ +0.63% | $281.05 (+4.23%) |
Oct 16, 2026 11d ago | GOVT-CONTRACT | $269.64 $272.23 | ▲ +0.96% | ▲ +0.63% | $281.05 (+4.23%) |
Oct 13, 2026 13d ago | Press Release | $264.53 $267.22 | ▲ +1.02% | ▲ +0.73% | $281.05 (+6.25%) |
Oct 13, 2026 14d ago | GOVT-CONTRACT | $264.53 $267.22 | ▲ +1.02% | ▲ +0.73% | $281.05 (+6.25%) |
Sep 29, 2026 27d ago | Press Release | $267.07 $274.33 | ▲ +2.72% | ▲ +2.54% | $281.05 (+5.23%) |
Sep 29, 2026 27d ago | Press Release | $267.07 $274.33 | ▲ +2.72% | ▲ +2.54% | $281.05 (+5.23%) |
Sep 11, 2026 6w ago | Press Release | $279.69 $280.01 | ▲ +0.11% | ▲ +0.56% | $281.05 (+0.49%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers