HII MISSION TECHNOLOGIES CORP: $666M General Services Administration Contract
Summary
HII Mission Technologies Corp, a subsidiary of Huntington Ingalls Industries ($HII), won a $666M delivery order from the GSA for logistics, ISR, and next-gen technology services. This contract represents roughly 2.9% of HII's annual revenue, providing a meaningful boost to its technology services segment.
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Key Takeaways
- 1.HII wins $666M GSA contract for ISR and next-gen tech, representing ~2.9% of annual revenue.
- 2.Contract strengthens HII's Mission Technologies segment, diversifying beyond shipbuilding.
- 3.Subcontractors like $KTOS, $MRCY, and $CACI may benefit from downstream work.
Market Implications
For , this contract provides a clear revenue catalyst, adding $333M-$666M over two years to its technology services backlog. The stock may see modest upward pressure as investors price in the growth of HII's non-shipbuilding business. Subcontractors like $KTOS (ISR systems) and $MRCY (secure electronics) could see more pronounced moves due to smaller market caps and higher sensitivity to contract flow.
Full Analysis
- The contract: The General Services Administration awarded a $666M delivery order to HII Mission Technologies Corp for logistics, intelligence, surveillance, and reconnaissance (ISR) and next-generation technology (LOGIX). The contract runs from September 2024 to September 2026. 2) The parent company: HII Mission Technologies is a subsidiary of Huntington Ingalls Industries, the largest military shipbuilder in the U.S. with FY2025 revenue of $11.5B. This $666M contract represents about 2.9% of annual revenue, a significant but not transformative addition. HII's Mission Technologies segment is a growth driver, and this award reinforces its position in defense tech services. 3) Connection to legislation: While no specific bill directly authorizes this contract, related bills like HR9917 (Homeland Security tech shutdown capabilities) and HR9894 (energy efficiency modernization) signal broader government focus on technology modernization, which supports HII's tech services growth. 4) Supply chain winners: Subcontractors likely include small-to-mid-cap defense tech firms such as Kratos Defense & Security Solutions ($KTOS) for ISR systems, Mercury Systems ($MRCY) for secure electronics, and CACI International ($CACI) for logistics and IT services. These companies could see downstream benefits. 5) Historical pattern: Multi-year defense tech contracts like this typically provide stable revenue streams and margin expansion for primes. HII's stock has historically responded positively to large contract wins, though the impact is often gradual as revenue is recognized over time.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
To require certain information and financial assistance under the State energy program and the weatherization assistance program to be distributed without undue delay to support State and local high-impact energy efficiency and renewable energy initiatives, and for other purposes.
To amend the Homeland Security Act of 2002 to require certain entities to maintain a technical capability with respect to shutting down certain technology, and for other purposes.
To accelerate the modernization of the national electric grid by supporting advanced conductors and related systems, and for other purposes.
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Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Expanding Capabilities to Combat Transnational Cyber-Enabled Crime
This memorandum establishes a government program, managed by the National Coordination Center (NCC), that authorizes private companies to conduct cyber surveillance and operations against foreign cyber-enabled transnational criminal organizations under federal oversight. It directs the Department of Justice and Department of Homeland Security to co-execute the program, requiring vetted companies to enter contracts with the government and potentially post a $1 million bond, with implementation guidance to be developed within 60 days.
Adjusting Imports of Polysilicon and its Derivatives into the United States
This proclamation invokes Section 232 of the Trade Expansion Act to impose a minimum import price (MIP) program on polysilicon and its derivatives, a 15% ad valorem tariff on polysilicon derivatives, and directs the Secretary of Commerce to offer incentives for domestic production. It aims to protect and revive the U.S. polysilicon industry by restricting imports that threaten national security, particularly for semiconductor and solar supply chains.
Presidential Determination Pursuant to Section 101 of the Defense Production Act of 1950, as Amended, on Recoverable Critical Minerals and Materials
This memorandum invokes the Defense Production Act (DPA) Section 101 to declare that recoverable critical minerals and materials (such as black mass, end-of-life rare-earth magnets, and scrap) are essential to national defense and that the U.S. cannot meet defense needs without disrupting civilian markets. It directs the Secretary of Commerce to issue regulations and take actions—including priority contracts and supply-chain interventions—to rapidly expand domestic recovery and processing of these materials, while explicitly excluding copper scrap already covered by a separate proclamation.
Contract Details
Recipient
HII MISSION TECHNOLOGIES CORP
Award Amount
$665,616,978
Awarding Agency
General Services Administration
Sub-Agency
Federal Acquisition Service
Contract Type
DELIVERY ORDER
Related Bills
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