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Side-by-side financial comparison of Huntington Ingalls Industries (HII) and MSC INDUSTRIAL DIRECT CO INC (MSM). Click either name above to swap in a different company.

Huntington Ingalls Industries is the larger business by last-quarter revenue ($1.7B vs $965.7M, roughly 1.7× MSC INDUSTRIAL DIRECT CO INC). Huntington Ingalls Industries runs the higher net margin — 8.9% vs 5.4%, a 3.6% gap on every dollar of revenue. On growth, Huntington Ingalls Industries posted the faster year-over-year revenue change (13.8% vs 4.0%). MSC INDUSTRIAL DIRECT CO INC produced more free cash flow last quarter ($7.4M vs $-461.0M). Over the past eight quarters, MSC INDUSTRIAL DIRECT CO INC's revenue compounded faster (-3.4% CAGR vs -25.2%).

Huntington Ingalls Industries, Inc. (HII) is the largest military shipbuilding company in the United States as well as a provider of professional services to partners in government and industry. HII was formed on 31 March 2011, as a divestiture from Northrop Grumman.

MSC Industrial Direct Co., Inc (MSC), through its subsidiaries, primarily MSC Industrial Supply Co., is one of the largest industrial equipment distributors in the United States, distributing more than 1.5 million metalworking and other industrial products.

HII vs MSM — Head-to-Head

Bigger by revenue
HII
HII
1.7× larger
HII
$1.7B
$965.7M
MSM
Growing faster (revenue YoY)
HII
HII
+9.8% gap
HII
13.8%
4.0%
MSM
Higher net margin
HII
HII
3.6% more per $
HII
8.9%
5.4%
MSM
More free cash flow
MSM
MSM
$468.4M more FCF
MSM
$7.4M
$-461.0M
HII
Faster 2-yr revenue CAGR
MSM
MSM
Annualised
MSM
-3.4%
-25.2%
HII

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
HII
HII
MSM
MSM
Revenue
$1.7B
$965.7M
Net Profit
$149.0M
$51.8M
Gross Margin
40.7%
Operating Margin
9.3%
7.9%
Net Margin
8.9%
5.4%
Revenue YoY
13.8%
4.0%
Net Profit YoY
11.1%
EPS (diluted)
$3.79
$0.93

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
HII
HII
MSM
MSM
Q1 26
$1.7B
Q4 25
$3.5B
$965.7M
Q3 25
$3.2B
$978.2M
Q2 25
$3.1B
$971.1M
Q1 25
$2.7B
Q4 24
$3.0B
$928.5M
Q3 24
$2.7B
Q2 24
$3.0B
$979.4M
Net Profit
HII
HII
MSM
MSM
Q1 26
$149.0M
Q4 25
$159.0M
$51.8M
Q3 25
$145.0M
$56.5M
Q2 25
$152.0M
$56.8M
Q1 25
$149.0M
Q4 24
$123.0M
$46.6M
Q3 24
$101.0M
Q2 24
$173.0M
$71.7M
Gross Margin
HII
HII
MSM
MSM
Q1 26
Q4 25
40.7%
Q3 25
40.4%
Q2 25
41.0%
Q1 25
Q4 24
40.7%
Q3 24
Q2 24
40.9%
Operating Margin
HII
HII
MSM
MSM
Q1 26
9.3%
Q4 25
4.9%
7.9%
Q3 25
5.0%
8.6%
Q2 25
5.3%
8.5%
Q1 25
5.9%
Q4 24
3.7%
7.8%
Q3 24
3.0%
Q2 24
6.3%
10.9%
Net Margin
HII
HII
MSM
MSM
Q1 26
8.9%
Q4 25
4.6%
5.4%
Q3 25
4.5%
5.8%
Q2 25
4.9%
5.9%
Q1 25
5.4%
Q4 24
4.1%
5.0%
Q3 24
3.7%
Q2 24
5.8%
7.3%
EPS (diluted)
HII
HII
MSM
MSM
Q1 26
$3.79
Q4 25
$4.06
$0.93
Q3 25
$3.68
$1.02
Q2 25
$3.86
$1.02
Q1 25
$3.79
Q4 24
$3.15
$0.83
Q3 24
$2.56
Q2 24
$4.38
$1.27

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
HII
HII
MSM
MSM
Cash + ST InvestmentsLiquidity on hand
$216.0M
$40.3M
Total DebtLower is stronger
$2.7B
$214.1M
Stockholders' EquityBook value
$5.1B
$1.4B
Total Assets
$12.5B
$2.5B
Debt / EquityLower = less leverage
0.52×
0.16×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
HII
HII
MSM
MSM
Q1 26
$216.0M
Q4 25
$40.3M
Q3 25
$56.2M
Q2 25
$71.7M
Q1 25
Q4 24
$57.3M
Q3 24
Q2 24
$25.9M
Total Debt
HII
HII
MSM
MSM
Q1 26
$2.7B
Q4 25
$2.7B
$214.1M
Q3 25
$168.8M
Q2 25
$285.0M
Q1 25
Q4 24
$2.7B
$289.9M
Q3 24
Q2 24
$299.8M
Stockholders' Equity
HII
HII
MSM
MSM
Q1 26
$5.1B
Q4 25
$5.1B
$1.4B
Q3 25
$5.0B
$1.4B
Q2 25
$4.9B
$1.4B
Q1 25
$4.8B
Q4 24
$4.7B
$1.4B
Q3 24
$4.2B
Q2 24
$4.2B
$1.4B
Total Assets
HII
HII
MSM
MSM
Q1 26
$12.5B
Q4 25
$12.7B
$2.5B
Q3 25
$12.3B
$2.5B
Q2 25
$12.1B
$2.5B
Q1 25
$12.1B
Q4 24
$12.1B
$2.5B
Q3 24
$11.1B
Q2 24
$11.3B
$2.5B
Debt / Equity
HII
HII
MSM
MSM
Q1 26
0.52×
Q4 25
0.53×
0.16×
Q3 25
0.12×
Q2 25
0.21×
Q1 25
Q4 24
0.58×
0.21×
Q3 24
Q2 24
0.21×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
HII
HII
MSM
MSM
Operating Cash FlowLast quarter
$-390.0M
$29.4M
Free Cash FlowOCF − Capex
$-461.0M
$7.4M
FCF MarginFCF / Revenue
-27.7%
0.8%
Capex IntensityCapex / Revenue
4.4%
2.3%
Cash ConversionOCF / Net Profit
-2.62×
0.57×
TTM Free Cash FlowTrailing 4 quarters
$795.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
HII
HII
MSM
MSM
Q1 26
$-390.0M
Q4 25
$650.0M
$29.4M
Q3 25
$118.0M
Q2 25
$823.0M
$151.6M
Q1 25
$-395.0M
Q4 24
$391.0M
$101.9M
Q3 24
$213.0M
Q2 24
$-9.0M
$143.5M
Free Cash Flow
HII
HII
MSM
MSM
Q1 26
$-461.0M
Q4 25
$516.0M
$7.4M
Q3 25
$13.0M
Q2 25
$727.0M
$100.7M
Q1 25
$-462.0M
Q4 24
$277.0M
$81.7M
Q3 24
$125.0M
Q2 24
$-99.0M
$114.0M
FCF Margin
HII
HII
MSM
MSM
Q1 26
-27.7%
Q4 25
14.8%
0.8%
Q3 25
0.4%
Q2 25
23.6%
10.4%
Q1 25
-16.9%
Q4 24
9.2%
8.8%
Q3 24
4.5%
Q2 24
-3.3%
11.6%
Capex Intensity
HII
HII
MSM
MSM
Q1 26
4.4%
Q4 25
3.9%
2.3%
Q3 25
3.3%
Q2 25
3.1%
5.2%
Q1 25
2.5%
Q4 24
3.8%
2.2%
Q3 24
3.2%
Q2 24
3.0%
3.0%
Cash Conversion
HII
HII
MSM
MSM
Q1 26
-2.62×
Q4 25
4.09×
0.57×
Q3 25
0.81×
Q2 25
5.41×
2.67×
Q1 25
-2.65×
Q4 24
3.18×
2.18×
Q3 24
2.11×
Q2 24
-0.05×
2.00×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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