HIIHuntington Ingalls Industries, Inc.
AI adoption · Q1 2026 earnings call
IndustrialsPiloting
6
extracted from this call
3 / 5
operational, no hard numbers
Not disclosed
no breakout in this call
AI was mentioned narrowly on this call, primarily in the context of HII's Mission Technologies division and its Odyssey autonomy software platform, which is being developed in partnership with unnamed leading AI companies. Management framed AI as a strategic enabler for autonomous and unmanned systems, citing growing budget support in FY26 and FY27 as a demand signal. No financial quantification of AI-specific revenue or investment was provided.
Adopter
See full leaderboard →33/ 100
51
stage: piloting · max spec: 3
0
no quantified disclosure
65
2 scopes
product_embeddedproduct_standalone
6 AI mentions from this call.
Extracted verbatim from the HII Q1 2026 earnings call transcript. Speaker, section, and specificity tier surfaced for each mention.
- T3Q&A· CEO· Standalone AI productAny update on the [ Romulus USDs ] and the Odyssey autonomy stack. Any production contracts visible that you could discuss or hint at for 2025?
“the obvious one right in front of us is the MUSV program and then some armor concepts over in the U.K. that could be interesting. We're talking about manned unmanned teaming. We're uniquely qualified to do that, but we'll compete for -- really, we have a breadth of product set that we can compete for a number of opportunities in the space.”
— Christopher Kastner, HII earnings callOdyssey, Romulus - T3Q&A· CEO· Standalone AI productAnd then maybe to turn to the crude side of the business. You talked about some incremental investments there. What's the timeline when you think about when you might see the types of awards to get production going in that area of the business in a way that would kind of stand out to us on the outside.
“Obviously, we have large capital ships. We've made significant investments in unmanned already. We have our unmanned undersea business. It's very mature. We have our new Romulus family of systems. And then we have Odyssey with really premier technology providers teamed with their Odyssey software.”
— Christopher Kastner, HII earnings callOdyssey, Romulus - T3Prepared remarks· CEO· Product-embedded AI
“we are actively extending the capabilities of Odyssey, our autonomy software in strategic partnership with leading AI companies.”
— Christopher Kastner, HII earnings callOdyssey - T2Prepared remarks· CEO· Standalone AI product
“Our expertise in unmanned technology and autonomy, coupled with strong technology partnerships and comprehensive understanding of manned, unmanned interfaces provides a strategic advantage that we can capitalize on to substantially grow this business.”
— Christopher Kastner, HII earnings callOdyssey, Romulus - T2Prepared remarks· CEO· Customer demand signal
“Beyond shipbuilding, the fiscal year 2027 request reflects increased investments in capability enablers, including autonomous systems that align well with our advanced technology capabilities of our Mission Technologies division.”
— Christopher Kastner, HII earnings call - T2Q&A· CEO· Standalone AI productAnd then maybe to turn to the crude side of the business. You talked about some incremental investments there. What's the timeline when you think about when you might see the types of awards to get production going in that area of the business in a way that would kind of stand out to us on the outside.
“I'm not sure it will be material this year, but it will over the next couple of years, you'll see material growth in the unmanned business for HII.”
— Christopher Kastner, HII earnings callOdyssey, Romulus
What management wouldn’t quantify.
Analyst questions where management declined to share a specific number. The pattern of refusals is often as informative as the disclosures.
- No quantification of AI-related investment or revenue provided despite discussion of strategic AI partnerships and autonomous systems growth.
- AI partner names not disclosed — described only as 'leading AI companies.'
- No detail on the nature, scope, or financial terms of AI partnerships for the Odyssey platform.
- Analyst question on Romulus/Odyssey production contracts (Ron Epstein) received only a qualitative competitive commentary response with no financial specifics.
- No disclosure of how AI capabilities are differentiated from general autonomy/software capabilities within Mission Technologies financials.
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