HII and GrayMatter Robotics signed an MOU to integrate Physical AI into shipbuilding, enhancing efficiency and support for the workforce.
Quiver AI Summary
HII and GrayMatter Robotics (GMR) have signed a memorandum of understanding to explore the integration of GMR's Physical AI technologies into shipbuilding operations, aiming to enhance production efficiency and workforce capabilities. The partnership focuses on implementing autonomous systems for surface preparation, coating, and inspection processes, with aspirations to boost shipbuilding throughput by 15% in 2026, following a 14% increase in 2025. HII executive Eric Chewning expressed excitement over utilizing GMR's advanced AI models within their High-Yield Production Robotics initiative to meet U.S. Navy demands. GMR CEO Ariyan Kabir emphasized the need to reduce delivery times and improve quality in military production. The collaboration may also cover workforce training and scaling unmanned system production. Demonstrations showcased GMR's AI-driven robotics for shipyard applications, highlighting their adaptability and efficiency in maintaining production standards.
Potential Positives
- HII's partnership with GrayMatter Robotics aims to integrate advanced Physical AI technologies into shipbuilding operations, potentially enhancing efficiency and throughput in U.S. Navy shipbuilding production.
- The memorandum of understanding (MOU) indicates a strategic alignment with cutting-edge technology, which could strengthen HII's competitive position in the shipbuilding industry.
- The initiative is expected to augment the current workforce and automate processes, addressing skills shortages while maintaining quality and consistency in ship production.
- HII's projected 15% increase in throughput for 2026 reflects a strong commitment to meeting growing demand for naval capabilities, aligning with national security objectives.
Potential Negatives
- The press release emphasizes the need for integration of advanced technologies, indicating that current shipbuilding processes may be lacking in efficiency and speed compared to potential future standards.
- It mentions a significant reliance on introducing new technologies to improve throughput, which could highlight existing inefficiencies or gaps in current operations.
- The urgency expressed about meeting U.S. Navy demands suggests that there may be pressure on HII to deliver faster, raising concerns about the company's ability to meet current production timelines without the new partnership.
FAQ
What is the purpose of the MOU between HII and GrayMatter Robotics?
The MOU aims to explore integrating GMR’s Physical AI into shipbuilding operations to enhance efficiency and workforce capabilities.
How will GMR's technology impact shipbuilding processes?
GMR's technology will introduce autonomous surface preparation, coating, and inspection, significantly speeding up shipbuilding production.
What are the expected throughput improvements for HII?
HII anticipates a 15% increase in throughput for 2026, following a 14% increase in 2025.
Where was the MOU signing ceremony held?
The MOU signing ceremony took place at GrayMatter Robotics' headquarters in Carson, California.
How does GMR plan to support national security through this partnership?
GMR aims to reduce delivery times and improve production efficiency, enhancing national security through faster shipbuilding capabilities.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$HII Insider Trading Activity
$HII insiders have traded $HII stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $HII stock by insiders over the last 6 months:
- CHRISTOPHER D KASTNER (Director, President & CEO) sold 15,000 shares for an estimated $4,815,900
- CHAD N. BOUDREAUX (Ex VP & Chief Legal Officer) has made 0 purchases and 2 sales selling 5,186 shares for an estimated $2,105,995.
- THOMAS E. STIEHLE (Ex. VP and CFO) sold 4,500 shares for an estimated $1,937,430
- ERIC D. CHEWNING (EVP, Maritime Sys & Corp STR) sold 1,700 shares for an estimated $736,848
- VICTORIA D HARKER sold 1,000 shares for an estimated $316,605
- EDMOND E. JR. HUGHES (Ex VP & Chief HR Officer) sold 850 shares for an estimated $268,124
- NICOLAS G SCHUCK (Corp VP, Controller & CAO) sold 465 shares for an estimated $146,389
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$HII Revenue
$HII had revenues of $3.5B in Q4 2025. This is an increase of 15.71% from the same period in the prior year.
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$HII Hedge Fund Activity
We have seen 414 institutional investors add shares of $HII stock to their portfolio, and 327 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 1,981,424 shares (+38526.6%) to their portfolio in Q4 2025, for an estimated $673,822,859
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$HII Analyst Ratings
Wall Street analysts have issued reports on $HII in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Buy" rating on 01/20/2026
- Citigroup issued a "Buy" rating on 01/13/2026
- TD Cowen issued a "Buy" rating on 10/31/2025
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$HII Price Targets
Multiple analysts have issued price targets for $HII recently. We have seen 6 analysts offer price targets for $HII in the last 6 months, with a median target of $412.5.
Here are some recent targets:
- John Godyn from Citigroup set a target price of $441.0 on 04/02/2026
- David Strauss from Wells Fargo set a target price of $400.0 on 04/01/2026
- Gautam Khanna from TD Cowen set a target price of $460.0 on 03/06/2026
- Ronald Epstein from B of A Securities set a target price of $400.0 on 02/12/2026
- Noah Poponak from Goldman Sachs set a target price of $425.0 on 01/20/2026
- Seth Seifman from JP Morgan set a target price of $342.0 on 11/03/2025
Full Release
CARSON, Calif., April 06, 2026 (GLOBE NEWSWIRE) -- HII (NYSE: HII) and GrayMatter Robotics (GMR) signed a memorandum of understanding (MOU) today to explore the integration of GMR’s Physical AI into shipbuilding operations that could accelerate throughput, strengthen the maritime industrial base, and augment the shipbuilding workforce. This will include bringing autonomous surface preparation, coating, and inspection technologies into shipbuilding. The MOU signing ceremony took place at GrayMatter Robotics’ headquarters and was attended by Eric Chewning, HII’s executive vice president of maritime systems and corporate strategy, and Ariyan Kabir, GrayMatter Robotics CEO and co-founder.
“We are in the midst of an American shipbuilding renaissance and we are extremely excited to partner with GrayMatter Robotics to explore incorporating their state-of-the-art physical AI models into our shipbuilding operations,” Chewning said. “Our shipbuilding throughput was up 14% in 2025 and we are looking for an additional 15% increase in 2026. By working with new partners like GMR we can further augment our workforce and speed up U.S. Navy shipbuilding production. I look forward to jointly developing autonomous AI-based manufacturing solutions and integrating them into our High-Yield Production Robotics (HYPR) initiative that leverages physical AI technologies to our shipbuilding processes. Navigating this transformational partnership has the potential to increase our throughput efficiency without sacrificing quality.”
Photos accompanying this release are available at: http://hii.com/news/hii-teams-with-graymatter-robotics-to-integrate-physical-ai-into-manned-and-unmanned-shipbuilding/ .
HII and GrayMatter Robotics will work to identify and potentially pursue future opportunities in four areas that include autonomous shipbuilding capability development, integration of GMR technologies with other shipbuilding technology initiatives, workforce training to extend automation, and acceleration and scaling of unmanned system production. Together with other innovative shipbuilding technologies, GMR would augment the shipbuilding workforce, automate structural production, and accelerate throughput to advance national security objectives.
"GrayMatter Robotics is proud to be leading the charge to bring Factory SuperIntelligence to bolster our national security in this partnership with HII,” Kabir said. “We are partnering with HII to solve difficult problems. We will push to drive down delivery time, build our arsenal, build the essential components for our war fighters, and we have to do this very, very quickly. Bridging that gap between demand and capacity is of utmost importance — right after making sure we are delivering the right quality and consistency, and eliminating the scrap, repair, and rework."
Following the MOU signing ceremony, attendees from HII, local dignitaries and GMR stakeholders walked the GrayMatter Robotics’ Physical AI experience center and observed demonstrations. The demonstrations showcased how GMR’s AI-driven robotic systems are applicable to naval fabrication work, ranging from sanding, grinding and blasting to coating and inspecting. The demonstrations exhibit how GMR’s AI systems can adapt to the high-mix and high-variability of shipyard production, while maintaining high standards at speed, and with the efficient use of materials.
Currently, HII shipbuilders are combining advanced digital tools, modernized facilities and time-honored craftsmanship to build the Navy’s most complex ships. While welding automation and other AI technologies continue to advance, much of the work remains hands-on and highly skilled, with tasks such as sandblasting, grinding, and coating that must follow strict adherence to requirements. AI-driven technologies offer promising opportunities to support these critical processes by reducing repetitive work and improving consistency to help accelerate delivery timelines and meet the U.S. Navy’s growing demand.
About HII
HII is America’s largest shipbuilder, delivering the world’s most powerful ships and all-domain mission technologies, including unmanned systems, to U.S. and allied defense customers. HII is the largest producer of unmanned underwater vehicles for the U.S. Navy and the world.
With a more than 140-year history of advancing U.S. national security, HII builds and integrates defense capabilities extending from the core fleet to C6ISR, AI/ML, EW 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
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HII on LinkedIn:
https://www.linkedin.com/company/wearehii
About GrayMatter Robotics
Headquartered in Carson, California, GrayMatter Robotics is building Factory SuperIntelligence that powers the autonomous factories of the future. Founded in 2020, the company develops Physical AI technologies and deploys autonomous factories that handle complex, high-mix tool-manipulation applications such as surface preparation, coating, and inspection processes across some of the most demanding production environments in the world — delivering up to 12x the throughput of skilled manual labor and a 95% reduction in rework. Its air-gapped, edge-deployed architecture ensures full data sovereignty for defense and enterprise-critical operations. To date, GrayMatter Robotics has processed over 30 million square feet of surface area across 20+ industries, serving customers in aerospace, defense, shipbuilding, specialty vehicles, and consumer products. The company is on a mission to reindustrialize American manufacturing and bolster our National Security, bridge the gap between demand and capacity of our industrial base, and ensure the industrial resilience the nation depends on. For more information, visit: https://graymatter-robotics.com/ .
Contact:
Danny Hernandez
[email protected]
(240) 264-7143
Christina Ko
[email protected]
(310) 431-9258
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/d281a1cf-6d5a-4b3a-b011-85a7ef3d27b3