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.
See which stocks are affected
Key takeaways, market implications, full AI analysis, and connected signals are available to HillSignal members.
Already have an account? Log in
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
HII MISSION TECHNOLOGIES CORP: $676M General Services Administration Contract
HII MISSION TECHNOLOGIES CORP: $693M General Services Administration Contract
HII MISSION TECHNOLOGIES CORP: $638M General Services Administration Contract
HII Mission Technologies Corp.: $16.2M Department of Defense Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Advancing Women's Health to Improve Outcomes in All Phases of Life
This executive order establishes a Women's Health Division within the NIH to coordinate and accelerate research on understudied women's health conditions, and creates a White House Women's Health Task Force to drive policy reforms and translation of research into clinical practice across federal agencies. It directs specific agencies to prioritize research, data collection, and translation into prevention, diagnosis, and treatment, with a focus on all life stages from infancy through aging.
Streamlining Access to Government Services Through America.gov
The executive order directs the General Services Administration to create America.gov, a unified digital portal for federal services, integrating Login.gov for authentication and requiring agencies to expose their digital services via APIs. It also mandates the use of AI (referred to as 'super intelligence') with transparency safeguards, while preserving existing service channels and excluding tax and defense/intelligence services.
Enhancing Program Integrity and Integrity and Interagency Coordination in the Administration of the H-1B Nonimmigrant Visa Program
This executive order directs the Secretaries of State, Labor, and Homeland Security to coordinate with Commerce, Education, and the SBA when processing H-1B petitions, and requires them to consider whether the employer has engaged in layoffs of similarly situated U.S. workers within the past year. It also orders the Labor Department to review past labor condition applications for potential enforcement actions against sponsoring employers, effectively tightening scrutiny on H-1B usage, especially by outsourcing firms.
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
Free — no credit card
Get the next market-moving signal before the news does
HillSignal scores every Congressional bill, federal contract, and insider filing for market impact and emails you the high-conviction ones — free, no credit card.
Weekly digest — the congressional activity that actually moved markets that week, in plain English. Free, one email.
Free forever plan · No credit card · Unsubscribe in one click
Want the live terminal too? Create a free account →