HII is Awarded Missile Defense Agency’s SHIELD Contract to Advance Homeland Defense

Rhea-AI Summary

HII (NYSE: HII) announced that its Mission Technologies division was awarded a Missile Defense Agency SHIELD indefinite-delivery/indefinite-quantity (IDIQ) contract with a $151 billion ceiling on Jan. 13, 2026. The enterprise IDIQ covers a broad range of work areas to accelerate delivery of capabilities to the warfighter.

For HII, the award creates opportunities across directed energy, command-and-control integration, data and cyber operations, microelectronics, spectrum management, live/virtual/constructive training, logistics and sustainment, leveraging Mission Technologies’ expertise.

Positive

• $151 billion IDIQ ceiling expands long-term opportunity
• Broad scope opens work in directed energy and microelectronics
• Adds scale in command-and-control, cyber and training solutions

Negative

• IDIQ structure provides a ceiling, not guaranteed task-order revenue

News Market Reaction

+3.37% 2.0x vol

9 alerts

+3.37% News Effect

+3.0% Peak in 10 hr 41 min

+$527M Valuation Impact

$16.15B Market Cap

2.0x Rel. Volume

On the day this news was published, HII gained 3.37%, reflecting a moderate positive market reaction. Argus tracked a peak move of +3.0% during that session. Our momentum scanner triggered 9 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $527M to the company's valuation, bringing the market cap to $16.15B at that time. Trading volume was above average at 2.0x the daily average, suggesting increased trading activity.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

SHIELD IDIQ ceiling: $151 billion

1 metrics

SHIELD IDIQ ceiling $151 billion Contract ceiling for Missile Defense Agency SHIELD IDIQ

Market Reality Check

Price: $369.38 Vol: Volume 1,120,615 is 2.09x...

high vol

$369.38 Last Close

Volume Volume 1,120,615 is 2.09x the 20-day average of 534,971, indicating elevated interest pre-announcement. high

Technical Price at $411.66 is above the 200-day MA of $269.89 and above the prior 52-week high $399.61, reflecting strong pre-news uptrend.

Peers on Argus

HII gained 2.91% while key peers were mixed: DRS -2.41%, AVAV -2.84%, ERJ -0.54%...

HII gained 2.91% while key peers were mixed: DRS -2.41%, AVAV -2.84%, ERJ -0.54%, versus modest gains in KTOS 0.68% and WWD 1%. The move appears company-specific rather than sector-driven.

Historical Context

5 past events · Latest: Jan 12 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 12	Facility expansion	Positive	+2.9%	Doubled U.K. unmanned facility to expand European support and hub role.
Jan 07	Leadership visit	Positive	-3.0%	Hosted top Navy leaders and highlighted new battleship and SSC work.
Jan 05	Shipyard tour	Positive	+1.1%	Showcased submarine and carrier work and throughput expansion efforts.
Dec 29	Destroyer delivery	Positive	-1.1%	Delivered Arleigh Burke-class destroyer Ted Stevens (DDG 128) to U.S. Navy.
Dec 19	SSC award	Positive	+4.3%	Selected to design and build future small surface combatant for U.S. Navy.

Pattern Detected

Operational and contract-focused news has often led to positive reactions, though there are instances where favorable announcements were followed by modest pullbacks.

Recent Company History

Over the past month, HII has reported several defense and capability milestones. On Dec. 19, 2025, it was selected to build the U.S. Navy’s future small surface combatant, with a 4.34% gain. Subsequent ship delivery and leadership-visit updates saw mixed reactions, including a -3.03% move after hosting senior Navy leaders. On Jan. 12, 2026, HII doubled its Portchester unmanned facility, coinciding with a 2.91% move. Today’s SHIELD contract award fits this pattern of recurring defense wins supporting an already strong trend.

Market Pulse Summary

This announcement highlights HII’s role in the Missile Defense Agency’s SHIELD program, with an IDIQ...

Analysis

This announcement highlights HII’s role in the Missile Defense Agency’s SHIELD program, with an IDIQ contract ceiling of $151 billion spanning areas like directed energy, microelectronics, and command-and-control integration. It follows recent shipbuilding awards, facility expansions, and high-level defense engagement, underscoring a pipeline of strategic work. Key factors to monitor include task order awards under SHIELD, program execution across Mission Technologies, and how this complements HII’s existing naval platforms backlog.

Key Terms

indefinite-delivery/indefinite-quantity (idiq), directed energy, command and control system integration, microelectronics

4 terms

indefinite-delivery/indefinite-quantity (idiq) financial

"SHIELD contract to advance homeland defense (SHIELD) indefinite-delivery/indefinite-quantity (IDIQ) contract"

An indefinite-delivery/indefinite-quantity (IDIQ) contract is a purchasing agreement where a buyer commits to order goods or services over a set period but does not promise exact quantities up front, instead placing individual orders as needs arise within agreed limits. For investors, IDIQs matter because they can create steady, multi-year revenue opportunities and backlog visibility like a supplier having a standing store account — but actual cash depends on each future order and on the buyer’s budget and timing.

directed energy technical

"advance solutions in directed energy, command and control system integration"

Directed energy describes weapons or tools that send concentrated beams of energy—such as lasers, microwaves, or particle streams—toward a target to heat, disable, or disrupt it rather than using conventional projectiles. Like using a magnifying glass to focus sunlight on a single spot, these systems can deliver effects at speed and with precision. Investors watch directed energy because it drives defense and high-tech spending, influences regulatory and export rules, and carries long development timelines and maintenance costs that affect company value.

command and control system integration technical

"solutions in directed energy, command and control system integration, data and cyber operations"

A command and control system integration is the process of linking hardware, software, communications and data so decision-makers can see the same information and direct forces or assets effectively—like connecting instruments and a conductor in an orchestra so everyone follows the same score. For investors, it matters because successful integration often drives contract value, recurring service revenue and operational reliability, while failures can create cost overruns, delays and regulatory or security risks.

microelectronics technical

"expertise in directed energy, microelectronics and systems integration"

The design and manufacture of extremely small electronic parts and systems—think tiny computer chips, sensors and circuits that fit inside phones, cars and medical devices. Microelectronics matters to investors because these miniature components determine a product’s speed, battery life, cost and capabilities, so advances or shortages can boost or hurt a company’s sales, profit margins and competitive edge much like swapping ordinary bricks for precision-engineered building blocks.

AI-generated analysis. Not financial advice.

MCLEAN, Va., Jan. 13, 2026 (GLOBE NEWSWIRE) -- HII (NYSE: HII) announced its Mission Technologies division was awarded a contract for the Missile Defense Agency Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) indefinite-delivery/indefinite-quantity (IDIQ) contract with a ceiling of $151 billion.

This enterprise contract encompasses a broad range of work areas that allows for the rapid competition and delivery of innovative capabilities to the warfighter with increased speed and agility.

For HII, it opens opportunities to advance solutions in directed energy, command and control system integration, data and cyber operations, microelectronics, spectrum management, live/virtual/constructive training environments, logistics, and sustainment — all areas where Mission Technologies brings proven expertise.

“We’re honored to support MDA on this important SHIELD mission,” said Andy Green, executive vice president of HII and president of Mission Technologies. “It reinforces our commitment to advancing national security and protecting the homeland. SHIELD represents a critical element of the current vision for homeland defense, and we’re excited to bring our expertise in directed energy, microelectronics and systems integration to help meet these mission needs.”

About HII

HII is a global, all-domain defense provider. HII’s mission is to deliver the world’s most powerful ships and all-domain solutions in service of the nation, creating the advantage for our customers to protect peace and freedom around the world.

As the nation’s largest military shipbuilder, and with a more than 135-year history of advancing U.S. national security, HII delivers critical capabilities extending from ships to unmanned systems, cyber, ISR, AI/ML and synthetic training. Headquartered in Virginia, HII’s workforce is 44,000 strong. For more information, visit:

• HII on the web: https://www.HII.com/
• HII on Facebook: https://www.facebook.com/TeamHII
• HII on X: https://www.twitter.com/WeAreHII
• HII on Instagram: https://www.instagram.com/WeAreHII

Contact:

Greg McCarthy
(202) 264-7126
gregory.j.mccarthy@hii-co.com

FAQ

What did HII announce on Jan. 13, 2026 about the SHIELD contract (HII)?

HII said its Mission Technologies division was awarded a Missile Defense Agency SHIELD IDIQ contract with a $151 billion ceiling.

What work areas does the MDA SHIELD IDIQ include for HII (HII)?

The contract covers directed energy, C2 system integration, data and cyber operations, microelectronics, spectrum management, live/virtual/constructive training, logistics and sustainment.

Does the $151 billion SHIELD ceiling mean HII will receive $151 billion in revenue (HII)?

No; the announcement describes an IDIQ contract with a $151 billion ceiling, which sets the maximum available but does not guarantee specific task orders.

Which HII unit received the SHIELD award and who commented (HII)?

HII’s Mission Technologies division received the award; Andy Green, executive vice president and president of Mission Technologies, commented.

How might the SHIELD award affect HII’s national security positioning (HII)?

HII said the award advances its role in homeland defense by enabling delivery of innovative capabilities across several defense technology areas.