ITPM Flash Ep92 Warfare Backlog Optionality

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12d ago 10:56

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Defense stocks are booming in 2025 — and Huntington Ingalls ($HII) might be the biggest winner of them all.

In this episode of ITPM Flash, Dieter Plas presents a long idea on Huntington Ingalls Industries ($HII) — America’s largest military shipbuilder and a cornerstone of U.S. defense infrastructure. With rising geopolitical tensions, a $50B+ backlog, and new post-COVID contracts that restore pricing power and margins, Dieter explains why HII offers compelling earnings optionality even in a messy macro environment. He walks through the company’s fundamentals, margin recovery, cost-cutting efficiencies, and outlines a calendar spread options trade designed to capture both credit income and upside potential into year-end.

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