| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | July 30, 2026 | 7/12 | 4 high, 3 medium, 1 low flags | 1 | 0 | Call sheet → |
| Q1'26 | May 5, 2026 | 9/12 | 4 medium, 5 low flags | 0 | 0 | Call sheet → |
| Q4'25 | February 5, 2026 | 9/12 | 2 high, 4 medium, 1 low flags | 3 | 2 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | Double Charleston facility throughput in 2026 No metrics provided on current run rate to verify doubling claim |
| Q2'26 | Pending | SSN-800 Arkansas delivery in 2026 'Progressing towards delivery later this year' with 'critical milestones' in summer |
| Q2'26 | Pending | CVN-79 Kennedy preliminary acceptance in 2026 Acceptance trials 'later this year,' but builder's trials already complete |
| Q2'26 | Pending | LPD-30 Harrisburg delivery in 2026 On track per management, trials scheduled for Q3 |
| Q2'26 | Delivered | VCS Block 6 and Columbia contracts in Q2 Awarded as $76.6B modification package, though timing was last-minute |
| Q2'26 | Pending | 15% throughput improvement for full year 2026 Only at 12% YTD, needs acceleration in H2 to hit target |
| Q1'26 | Pending | CVN-79 acceptance trials later in 2026 Successfully completed builders sea trials, on track for acceptance trials |
| Q1'26 | Pending | Charleston operations to double throughput in 2026 Plan maintained, adding outfitting capabilities beyond structural work |
| Q1'26 | Pending | Increase outsourcing by 30% YoY in 2026 On track, reaffirmed target |
| Q1'26 | Pending | VCS Block VI and Columbia contract awards in second quarter 2026 Maintained commitment but added 'making good progress' hedge language |
| Q1'26 | Pending | Deliver SSN 800 in 2026 Timeline maintained for 'back half of the year' |
| Q1'26 | Pending | Deliver LPD 30 in 2026 (accelerated from 2027) Timeline maintained, expect 'later this year' delivery |
| Q1'26 | Pending | Achieve approximately 15% throughput improvement for full year 2026 Q1 on track, explicitly reaffirmed commitment |
| Q4'25 | Pending | LHA-8 and LPD-30 trials 'next year' (Q3) LHA-8 pushed to 2027 delivery, LPD-30 accelerated to 2026 |
| Q4'25 | Delivered | Install CVN-80 modules in Q4 to get back on erection schedule Received modules and reached 50% erected milestone |
| Q4'25 | Delivered | CVN-79 Kennedy first sea trials 'around end of the year' Completed first sea trial evolution as promised |
| Q4'25 | Missed | Virginia Block VI and Columbia awards 'late this year' (Q3 call) Pushed to 'before end of first half of 2026' - 6 month delay |
| Q4'25 | Delivered | $250 million annualized cost reduction effort Management confirmed they achieved this target |
| Q4'25 | Missed | Achieve approximately 15% throughput improvement for full year 2025 Delivered 14% vs 15% target - 100bps shortfall |
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