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Annual Overview
| Metric | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | 38.47B | 39.41B▲ | 42.27B▲ | 47.72B▲ | 52.55B▲ |
| Net Income | 3.26B | 3.39B▲ | 3.32B▼ | 3.78B▲ | 4.21B▲ |
| EPS | $11.55 | $12.19▲ | $12.02▼ | $13.63▲ | $15.45▲ |
| Free Cash Flow | 3.38B | 3.47B▲ | 3.81B▲ | 3.2B▼ | 3.96B▲ |
| Capex | 887M | 1.11B▲ | 904M▼ | 916M▲ | 1.16B▲ |
| Diluted Shares | 282.02M | 278.17M▼ | 275.73M▼ | 277.49M▲ | 272.43M▼ |
| Net Debt Issuance | -566M | -1.08B▼ | -1.31B▼ | -564M▲ | -1.31B▼ |
| Net Equity Issuance | -1.83B | -1.23B▲ | -434M▲ | -1.5B▼ | -637M▲ |
| SBC | 126M | 165M▲ | 181M▲ | 183M▲ | 196M▲ |
Analyst Consensus
Estimate Revisions
Estimates stable
Earnings Track Record
Beat estimates 7 of last 8 quarters
Avg surprise: +4.1%
Growth
Ownership
Data from SEC 13F filings · Reported September 30, 2023
Earnings Calendar
Next earnings
October 28, 2026
Last earnings
July 29, 2026
AI Summary
General Dynamics Corporation is a major player in the defense sector, specializing in high-tech battlefield solutions such as directed energy weapons and photonics applications. These technologies are increasingly relevant as governments globally ramp up defense spending on next-generation capabilities to keep pace in modern warfare, especially within aerospace and terrestrial defense ecosystems.
General Dynamics is well-positioned to capitalize on escalating defense budgets, with a strong track record in critical areas like defense photonics and directed energy systems. The company's increasing revenues—from $42.3 billion in FY2023 to $52.5 billion in FY2025—highlight its growth prospects. They have a competitive advantage in offering integrated defense solutions at scale, which should continue attracting significant government contracts. With a low debt-to-equity ratio of 0.38, they have a healthy balance sheet to support ongoing research and development, potentially leading to cutting-edge innovations that further entrench their leadership in defense photonics.
The downside risk lies in potential cuts to defense spending and reliance on government contracts, which can be politically volatile. Furthermore, General Dynamics’ gross margins are on a declining streak, down from 15.8% in FY2023 to 15.1% in FY2025. This margin compression indicates cost pressures that could hurt profitability amid rising costs for raw materials and tech innovations. As the industry becomes more competitive, margins might come under further stress, impacting future earnings growth.
General Dynamics exhibits robust top-line growth, with revenues jumping from $42.3 billion in FY2023 to $52.5 billion in FY2025. Despite this, gross margins are on the decline—15.8% in FY2023 to 15.1% in FY2025—highlighting cost pressures. While net income has steadily increased from $3.3 billion to $4.2 billion over the same period, free cash flow has been volatile, peaking at $3.8 billion in FY2023 before dipping and then recovering to $3.96 billion in FY2025. This suggests some unpredictability in how well the company converts its profits into cash.
Trading at a P/E ratio of 22.6, General Dynamics is priced reasonably relative to its earnings growth, but not necessarily an outright bargain compared to peers. Their P/S ratio of 1.8 and EV/EBITDA of 16.0 suggest the stock is fairly valued under the lens of its sector, with investors pricing in steady revenue growth and stable earnings improvements. However, the P/FCF of 28.2 indicates a degree of optimism about future free cash flow expansions, leaving little room for disappointment.
General Dynamics faces specific tail risks, such as potential disruptions in their supply chain for critical components of directed energy weapons. Moreover, their reliance on large government contracts makes them vulnerable to geopolitical tensions and policy shifts—any change in U.S. or allied nations' defense budgets could materially impact their revenue. Another key risk is technological disruption; competitors making breakthroughs in defense photonics could erode their competitive edge quickly.
Investors should focus on upcoming defense budget discussions and contract announcements over the next couple of quarters. Specifically, any new U.S. Department of Defense (DoD) contracts will be crucial, as they signal ongoing revenue streams and market confidence in General Dynamics' capabilities. Additionally, watch for updates regarding R&D breakthroughs in photonics for defense applications, as any significant advancement could boost investor sentiment and justify the current valuation.
Last updated: April 4, 2026
General Dynamics Corporation is a major player in the defense sector, specializing in high-tech battlefield solutions such as directed energy weapons and photonics applications. These technologies are increasingly relevant as governments globally ramp up defense spending on next-generation capabilities to keep pace in modern warfare, especially within aerospace and terrestrial defense ecosystems.
General Dynamics is well-positioned to capitalize on escalating defense budgets, with a strong track record in critical areas like defense photonics and directed energy systems. The company's increasing revenues—from $42.3 billion in FY2023 to $52.5 billion in FY2025—highlight its growth prospects. They have a competitive advantage in offering integrated defense solutions at scale, which should continue attracting significant government contracts. With a low debt-to-equity ratio of 0.38, they have a healthy balance sheet to support ongoing research and development, potentially leading to cutting-edge innovations that further entrench their leadership in defense photonics.
The downside risk lies in potential cuts to defense spending and reliance on government contracts, which can be politically volatile. Furthermore, General Dynamics’ gross margins are on a declining streak, down from 15.8% in FY2023 to 15.1% in FY2025. This margin compression indicates cost pressures that could hurt profitability amid rising costs for raw materials and tech innovations. As the industry becomes more competitive, margins might come under further stress, impacting future earnings growth.
General Dynamics exhibits robust top-line growth, with revenues jumping from $42.3 billion in FY2023 to $52.5 billion in FY2025. Despite this, gross margins are on the decline—15.8% in FY2023 to 15.1% in FY2025—highlighting cost pressures. While net income has steadily increased from $3.3 billion to $4.2 billion over the same period, free cash flow has been volatile, peaking at $3.8 billion in FY2023 before dipping and then recovering to $3.96 billion in FY2025. This suggests some unpredictability in how well the company converts its profits into cash.
Trading at a P/E ratio of 22.6, General Dynamics is priced reasonably relative to its earnings growth, but not necessarily an outright bargain compared to peers. Their P/S ratio of 1.8 and EV/EBITDA of 16.0 suggest the stock is fairly valued under the lens of its sector, with investors pricing in steady revenue growth and stable earnings improvements. However, the P/FCF of 28.2 indicates a degree of optimism about future free cash flow expansions, leaving little room for disappointment.
General Dynamics faces specific tail risks, such as potential disruptions in their supply chain for critical components of directed energy weapons. Moreover, their reliance on large government contracts makes them vulnerable to geopolitical tensions and policy shifts—any change in U.S. or allied nations' defense budgets could materially impact their revenue. Another key risk is technological disruption; competitors making breakthroughs in defense photonics could erode their competitive edge quickly.
Investors should focus on upcoming defense budget discussions and contract announcements over the next couple of quarters. Specifically, any new U.S. Department of Defense (DoD) contracts will be crucial, as they signal ongoing revenue streams and market confidence in General Dynamics' capabilities. Additionally, watch for updates regarding R&D breakthroughs in photonics for defense applications, as any significant advancement could boost investor sentiment and justify the current valuation.
General Dynamics Corporation is a major player in the defense sector, specializing in high-tech battlefield solutions such as directed energy weapons and photonics applications.
General Dynamics Corporation is in the Defense layer of the photonics supply chain. Directed energy weapons and defense photonics applications
In FY2025, General Dynamics Corporation reported net income of $4.21B.
Companies in the same supply chain layer as General Dynamics Corporation include AeroVironment, Inc., AgEagle Aerial Systems, Inc., Astronics Corporation, BAE Systems plc, and CACI International Inc.
General Dynamics Corporation is expected to report around October 28, 2026.
Analysis updated April 2026
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General Dynamics recently reported past second-quarter 2026 results showing revenue of US$14.09 billion and net income of US$1.16 billion, while its board elected long-time executive and current president Danny Deep to the board of directors and affirmed a regular quarterly dividend of US$1.59 per share. These results were accompanied by a record backlog of US$136.50 billion and higher full-year 2026 guidance, underscoring strong demand across all four business segments. With this backdrop...
General Dynamics (GD) has drawn investor attention after reporting Q2 2026 results that exceeded consensus expectations, supported by revenue and earnings growth across all four segments and a record company backlog. See our latest analysis for General Dynamics. The Q2 beat, record US$136.5b backlog and recent contract win for General Dynamics Information Technology have coincided with a 90 day share price return of 13.14%, while the 5 year total shareholder return of 119.50% shows strong...
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General Dynamics Information Technology (GDIT), a business unit of General Dynamics (NYSE:GD), announced today that it was awarded the Enterprise Network Operations and Cybersecurity Support (ENOCS) contract to deliver comprehensive enterprise IT and cybersecurity services for the Army National Guard and other federal government partners. The new $1.3 billion contract, awarded by the General Services Administration (GSA) Assisted Acquisition Services, has a one-year base period and six one-year
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Moby summary of General Dynamics Corporation's Q2 2026 earnings call
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General Dynamics stock has delivered a strong 116.0% return over the past 5 years, and current valuation checks suggest the shares may still trade below an estimate of intrinsic value based on a Discounted Cash Flow (DCF) model. Over 5 years, General Dynamics has returned 116.0%, which puts current investors in the position of asking whether the recent share price now reflects most of that progress. The record US$76.6b Pentagon submarine contracts can support long term cash flow...
General Dynamics (NYSE:GD) reported higher second-quarter revenue, earnings and cash flow, led by growth in its Aerospace and Marine Systems businesses, and raised its full-year earnings outlook. The company reported second-quarter diluted earnings per share of $4.24 on revenue of $14.1 billion. Re
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General Dynamics Corp (GD) reports a robust quarter with significant backlog growth and cash generation, despite facing supply chain and margin pressures.
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Just a few years ago, CSG was predominantly Czech and Slovak. Today, it is drawing senior talent from leading defence companies including Rheinmetall, Northrop Grumman, Raytheon, BAE Systems, General Dynamics and Kongsberg. Foreign acquisitions, rapid growth and its stock market listing have turned CSG into one of the most attractive destinations for experienced managers in the global defence industry. “I think people are attracted above all by the opportunity to truly build something. In large
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General Dynamics (GD) reached $341.5 at the closing of the latest trading day, reflecting a +1.32% change compared to its last close.
TransDigm is facing near-term stock pressure and has lagged behind its industry peers over the past year, yet analysts maintain a favorable outlook, reflecting confidence in its underlying strength and long-term execution.
General Dynamics (NYSE: GD) announced today that its board of directors has declared a regular quarterly dividend of $1.59 per share on the company's common stock, payable August 7, 2026, to shareholders of record on July 2, 2026.
While General Dynamics has underperformed its sector peers recently, analysts remain moderately optimistic about the stock’s prospects.
Boeing shares beat the industry over six months as strong aircraft orders, defense backlog growth and services demand support its long-term outlook.
Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. They are also bound to benefit from a friendlier regulatory environment with the Trump administration, and this excitement has led to a six-month gain of 19.5% for the sector - higher than the S&P 500’s 11% return.
General Dynamics has been treading water for the past six months, recording a small return of 4.5% while holding steady at $347.44. The stock also fell short of the S&P 500’s 10.9% gain during that period.
Wrapping up Q1 earnings, we look at the numbers and key takeaways for the defense contractors stocks, including General Dynamics (NYSE:GD) and its peers.
Why General Dynamics Stock Is on Investors’ Radar General Dynamics (GD) is drawing attention after a recent shift in trading performance, with the stock roughly flat over the past month but lower over the past 3 months. This change is prompting closer scrutiny of its fundamentals. See our latest analysis for General Dynamics. At a share price of $346.82, General Dynamics has seen short term momentum cool after a recent 3 month share price return that declined 4.9%. However, the 1 year total...
General Dynamics (GD) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Rocket Lab (NASDAQ:RKLB) is the ticker everyone wants to talk about, riding a 425.79% one-year run on Neutron hype, Golden Dome contracts, and the coming wave of space-economy IPOs. Beneath that one-year run sit operating realities the hype obscures. Rocket Lab carries a $78.58 billion market cap on $679.5 million in trailing revenue, a 115.64 ... Forget Rocket Lab: This Aerospace Defense Titan Is a Far Smarter Valuation Play
General Dynamics Corp (NYSE:GD) is one of the best 52-week high stocks to invest in, according to short sellers. On May 13, General Dynamics Information Technology Inc. (GDIT), a subsidiary of General Dynamics Corporation (NYSE:GD), received a $39.19 million modification to an existing cost-plus-fixed-fee contract. The modification contract , covering a one-year base period, is […]
In the past few days, General Dynamics reported Q1 2026 results that exceeded Wall Street expectations, with revenue up 10.3% year-on-year and adjusted EPS of US$4.10, supported by over US$26.00 billion in new orders that lifted its total backlog to US$131.00 billion. The combination of stronger-than-expected earnings and a record multi-year backlog underlines how demand across Aerospace and Marine Systems is feeding into both near-term performance and longer-term revenue visibility. We’ll...
Many General Dynamics Corporation ( NYSE:GD ) insiders ditched their stock over the past year, which may be of interest...
The stock is down 32% since Barron’s highlighted it but there are reasons to expect better returns going forward.
General Dynamics has underperformed the broader market over the past year, and analysts remain moderately optimistic about the stock’s prospects.
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.
A number of stocks fell in the afternoon session after President Donald Trump said he called off what he described as a scheduled attack on Iran, citing "serious negotiations" underway toward a peace deal.
General Dynamics Corporation (NYSE:GD) is included among the 10 Best Long Term Low Risk Stocks to Buy According to Hedge Funds. On May 18, Citigroup lowered its price recommendation on General Dynamics Corporation (NYSE:GD) to $364 from $380. It reiterated a Neutral rating on the shares. The firm updated its models across the aerospace and […]
Recent performance snapshot for General Dynamics stock General Dynamics (GD) has traded softer recently, with the stock down about 1.8% over the past day, 3.5% over the past week, and modestly lower over the past month and past 3 months. Despite this pullback, the stock shows a 21.4% total return over the past year and longer term total returns of 68.8% over 3 years and 96.0% over 5 years, highlighting a different picture over multi year periods. See our latest analysis for General...
General Dynamics Corporation (NYSE:GD) is one of the Best Fundamentally Strong Stocks to Buy Now. On April 29, the company released its Q1 2026 financial results, with revenue coming at $13.5 billion, up by 10.3% YoY, amidst growth in all the 4 segments. Notably, the orders totaled $26.6 billion in Q1 2026 on a company-wide basis. The consolidated […]
General Dynamics Corporation (NYSE:GD) is one of the undervalued aerospace and defense stocks to buy. On May 8, General Dynamics Corporation (NYSE:GD) inked a strategic collaboration with Kodiak AI to accelerate the development of autonomous ground vehicles for defense applications. The strategic partnership aims to integrate Kodiak AI-powered virtual driver technology with General Dynamics Land […]
Aerospace, defense stocks trade near buy point in mixed week for the sector. Boeing eases from entry on China orders, delivery report.
Northrop Grumman and Lockheed Martin are two of the largest defense contractors in the U.S. Which one is the better stock?
General Dynamics (NYSE:GD) secured a U.S. Navy contract modification worth up to $2.31b for Virginia-class Block VI submarines, extending support through 2035. The company’s GDIT unit entered a new technology partnership with NightDragon to advance U.S. government cybersecurity, AI and autonomy solutions. For investors watching NYSE:GD, these updates add fresh context to a stock that has delivered a 24.5% return over the past year and 100.5% over five years. With a current share price of...
Redwire trails its industry despite strong sales growth, as widening losses, rising costs and a premium valuation cloud near-term upside.
Wood puts renewed focus on the self-driving truck company amid its expanding Driver-as-a-Service fleet and partnerships.
LMT gains from a $186.4B backlog, F-35 demand and global defense deals, but program delays and high debt may keep new investors cautious.
The latest fair value estimate for General Dynamics has been adjusted to US$392.31 from US$393.07, a small move that still matters for how you think about upside versus current trading levels. Recent Street research blends both bullish and cautious views, with some analysts lifting targets and others trimming them, all circling around how much to pay for the stock on a P/E basis given current growth and execution assumptions. As you read on, you will see how to track these shifts in the...
Kodiak AI (NASDAQ:KDK) executives used the company’s first-quarter fiscal 2026 earnings call to highlight a $100 million capital raise, progress scaling paid driverless operations, and new partnerships spanning long-haul trucking, industrial applications, and defense. Founder and CEO Don Burnette s
Apple's iPhone 17 demand and record Services revenue highlight growth drivers as AMD and Chevron benefit from AI and energy momentum.
RTX outpaced its industry over three months as new defense contracts, sensor deliveries and factory investments support growth hopes.
Northrop Grumman rose 14% in the past year as new defense contracts and aircraft testing boosted growth prospects amid earnings concerns.
Palantir will soon get a chance to show off its technical expertise to the Army.
General-purpose humanoid robots need all their senses to function equally well; vision and movement are the farthest along, but others are catching up. The post Humanoid Touch And Voice Are Improving Rapidly appeared first on Semiconductor Engineering.
General Dynamics Corporation (NYSE:GD) is among the 10 Best Large Cap Defense Stocks to Buy According to Hedge Funds. On April 30, Morgan Stanley analyst Kristine Liwag lifted the price target on the stock to $435 from $410 and reiterated an Overweight rating. The adjustment came after the company reported results for the first quarter […]
The U.S. Navy fired interceptors at inbound Iranian cruise missiles in the Strait of Hormuz yesterday morning. Those interceptors were almost certainly built by Raytheon. CENTCOM commander Adm. Brad Cooper said Iran fired cruise missiles at U.S. Navy ships and drones at commercial vessels, all of which were engaged with no U.S. Navy or U.S.-flagged ... U.S. Navy intercepts Iranian cruise missiles — 4 defense stocks to watch today
Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.
Defense spending is surging.
Defense stocks appear to be a volatile play right now.
Wafer-level testing for next-generation co-packaged optics Data Center Dynamics
In the first quarter of 2026, General Dynamics reported revenue of US$13.5 billion and diluted EPS of US$4.10, with particularly strong growth in its Marine Systems and Aerospace segments and companywide bookings of US$26.6 billion. The company’s backlog rose to about US$131 billion and management raised full-year EPS guidance to US$16.45–US$16.55, underscoring how recent contract wins and improved shipyard productivity are feeding into longer-term earnings visibility. We’ll now examine how...
Shares soared 8% on an earnings beat Wednesday, erasing much of the losses the company has suffered since the start of the war in Iran.
L3Harris Technologies (LHX) raised its full-year earnings outlook Thursday after reporting stronger-
General Dynamics (NYSE:GD) opened fiscal 2026 with first-quarter results that President Danny Deep described as “a very powerful quarter in all respects,” highlighted by double-digit growth in revenue and earnings, strong cash generation, and a sharp increase in backlog. Deep, who led the call alon
General Dynamics (GD) just posted first quarter 2026 results that came in ahead of Wall Street expectations, with double digit growth in revenue, operating earnings, and net earnings compared with a year earlier. See our latest analysis for General Dynamics. The strong first quarter update appears to have shifted sentiment, with a 1 day share price return of 7.99% reversing recent weakness. The 1 year total shareholder return of 26.77% underlines still solid longer term momentum. If this...
Moby summary of General Dynamics Corporation's Q1 2026 earnings call
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