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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 trending upward
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 (GD) closed the most recent trading day at $365.63, moving 1.05% from the previous trading session.
General Dynamics (NYSE:GD) recently reported strong operating earnings growth in its Marine Systems segment, highlighting performance in submarine and destroyer programs. The company announced the retirement of its long-serving general counsel and the planned promotion of his deputy to the role. These updates arrive as investors assess operational execution and governance at a major U.S. defense contractor ahead of upcoming quarters. For investors tracking defense contractors, General...
After a 116.0% total return over the past five years, General Dynamics is trading near US$369.50 per share. Both its intrinsic value estimate using a Discounted Cash Flow (DCF) approach and its earnings multiples still point to the stock being priced below what the underlying cash flows may justify. A 116.0% gain over five years suggests General Dynamics has already rewarded long term holders. Any hint of remaining undervaluation therefore matters more for new money considering an entry...
Two defense giants are betting on opposite sides of naval warfare, and one of them just posted negative free cash flow while the other is sitting on nearly two billion dollars of it. The question is whether a $3.45 billion sensor acquisition can close that gap before program charges do further damage.
The company's most important production line appears stable, but the real test for investors is still to come, and it hinges on one critical figure.
Defense stocks are supposed to surge when conflict breaks out, yet Lockheed Martin investors who bought in on the first day of the Iran war got a painful education in why geopolitics rarely works as a stock thesis.
NATO allies just converted a years-old spending pledge into a wave of purchase orders, and one defense analyst has a specific test for separating the stocks that will actually see the cash from those chasing headlines.
General Dynamics (GD) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
GE, RTX and GD are aerospace-defense stocks to watch as defense spending, aviation demand and strategic initiatives help offset supply-chain challenges.
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President Donald Trump said the cease-fire with Iran might be over. “To me, I think it’s over, I don’t want to deal with them anymore,” Trump told reporters at the NATO summit in Ankara, Turkey, on Wednesday, according to The Wall Street Journal. U.S. Central Command said American forces hit more than 80 targets in a new round of strikes against Iran Tuesday.
ESOP Shelf Registration Puts Fresh Equity in Focus General Dynamics (GD) has filed a US$3.54b shelf registration for up to 10,000,000 common shares tied to an employee stock ownership plan. The move is drawing attention to how new equity issuance could interact with recent share price strength. See our latest analysis for General Dynamics. General Dynamics has enjoyed firm momentum, with the share price delivering an 8.1% 30 day share price return and a 28.5% 1 year total shareholder return...
General Dynamics (NYSE:GD) filed a significant shelf registration for a major common stock offering tied to its Employee Stock Ownership Plan (ESOP). The filing sets up the company to issue shares over time under the ESOP framework, affecting capital structure and employee equity participation. The move highlights General Dynamics' ongoing use of equity-based incentives as part of its broader corporate and capital management plans. General Dynamics operates across defense, aerospace, and...
Vertiv is expected to announce its second-quarter results soon, and analysts predict a double-digit growth in the company’s bottom-line figure.
Intuitive Machines' 36.5% monthly drop raises questions as NASA-backed lunar growth prospects are weighed against losses, execution risks and premium valuation.
GD vs. RTX: Which Stock Is the Better Value Option?
Here is how Axon Enterprise (AXON) and General Dynamics (GD) have performed compared to their sector so far this year.
RTX's 36.6% rally, fresh defense wins, aerospace milestones and solid liquidity support its appeal for investors seeking long-term growth.
Here is a way to get paid a meaningful income right now on your RTX shares, an income you keep no matter what, in exchange for agreeing to sell at a price above today's.
While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.
General Dynamics is expected to announce its second-quarter results soon, and analysts predict a single-digit growth in the company’s bottom-line figure.
General Dynamics (GD) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
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
Investors may be asking whether General Dynamics stock offers fair value at current levels, or if the recent price is demanding too much for its strengths. The stock closed at US$346.71, with returns of 21.4% over 1 year and 71.3% over 3 years. Year to date it is up 1.0%, and it has edged down 0.9% over the last week. Recent coverage has focused on General Dynamics as a large US defense and aerospace contractor with exposure across segments such as combat systems, marine systems and...
The S&P 500 Index ($SPX ) (SPY ) on Monday closed down -0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.29%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.19%. September E-mini S&P futures (ESU26 ) fell -0.34%, and September E-mini Nasdaq futures...
On CNBC’s June 18, 2026 segment, Tara Murphy Dougherty, CEO of Air (recently rebranded from Govini), delivered a blunt diagnosis of America’s defense-industrial posture. “There’s a lot of pressure on defense companies right now to deliver,” she said. “The Department of War is saying we need more equipment, we need more material, we need more ... U.S. Military Expert Issues Grave Warning: ‘We Need More Munitions, and Deliveries Are Years Behind.’ What Stocks Can Benefit?
With a free cash flow yield of 6.30%, General Dynamics Corporation (NYSE:GD) is included among the 12 Stocks From Companies Generating High Cash Flow. On June 11, Jefferies analyst Sheila Kahyaoglu upgraded General Dynamics Corporation (NYSE:GD) to Buy from Hold and raised the price target to $400 from $380. In a research note, the analyst said […]
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GE gains 12.2% in six months as commercial and defense aerospace demand fuel momentum, but costs and valuation remain concerns.
Greenskeeper Asset Management, an independent firm that specializes in disciplined value investing, recently released its Q1 2026 scorecard. A copy is available to download here. The Middle East conflict triggered a sharp stock sell-off in the market, resulting in the Greenskeeper Value Fund posting a -8.1% return in Q1. Despite this challenging quarter, the fund […]
Investing.com -- Here is your Pro Recap of the top takeaways from Wall Street analysts for the past week. InvestingPro subscribers always get first dibs on market-moving AI analyst comments. Upgrade today! Crox *TLDR: Baird boosts Crocs target on strong turnaround momentum. What’s the full story? Baird steps off the sidelines, upgrading Crocs Inc (NASDAQ:CROX) to Outperform and slapping on a $150 price target. For months, the team played it safe, spooked by a brutal retail climate and a looming
If you are wondering whether General Dynamics at around US$360 a share offers fair value or is pricing in too much optimism, the key is to look past the headline moves and focus on what the numbers are actually saying about the stock. The stock has recently recorded returns of 4.0% over 7 days, 5.5% over 30 days, 4.9% year to date, 29.6% over 1 year, 76.2% over 3 years, and 116.5% over 5 years. This performance has put valuation front of mind for many investors who are weighing growth...
Investing.com -- General Dynamics received a rating upgrade from Jefferies, which raised its recommendation to Buy from Hold and increased its price target to $400 from $380, arguing that accelerating demand for U.S. Navy submarines and improving shipyard productivity position the defense contractor for stronger earnings growth in the years ahead.
Pre-Market Stock Futures: Futures are trading higher after a dreadful day on Wall Street, when all the major indices traded lower, and we saw the same pattern that has developed over the last week. The “Buy the Dip” traders come in, briefly get an uptick, and a move higher, and the sellers swarm in to ... Here Are Thursday’s Best Wall Street Analyst Research Calls: Callaway Golf, Chewy, CME Group, Danaher, General Dynamics, Intel, SpaceX, Rocket Lab, Toast, and More
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Silicon photonics startup OpenLight raises additional $50m in extended Series A funding round Data Center Dynamics
Marvell acquires silicon photonics device startup Polariton Technologies to advance optical scaling datacenterdynamics.com
Solving the heat problems: How silicon photonics is redefining thermal efficiency in data centers Data Center Dynamics
Ayar Labs and Wiwynn partner for development of co-packaged optical AI infrastructure Data Center Dynamics
Optical interconnect startup Ayar Labs closes $500m funding round backed by Nvidia and AMD Data Center Dynamics
Injection-locking dynamics of two self-pulsing nanocavities optically coupled on photonic integrated circuit Nature
Marvell to acquire optical interconnect startup Celestial AI for $3.25bn Data Center Dynamics
Ayar Labs, AIchip provide additional details about jointly-developed co-packaged optics solution Data Center Dynamics
Teramount raises $50m for development of optical interconnect technology Data Center Dynamics
Pasqal acquires Canadian photonic integrated circuit company Aeponyx Data Center Dynamics
Optical interconnect startup Celestial AI raises $250m Data Center Dynamics
Nvidia and TSMC to collaborate on silicon photonics technology datacenterdynamics.com
General-purpose programmable photonic processor for advanced radiofrequency applications Nature
How super-coherent optics help maximize capacity and performance for optical data center interconnection Data Center Dynamics
An optical transceiver checklist for next-generation data centers Data Center Dynamics