GD
General Dynamics Corporation

General Dynamics CorporationGD

Industrials · Aerospace & Defense
354.06USD
-0.64%
Nov 08, 2026
GD overview ready
Aerospace and Defense Manufacturer Supplying Military and Business Aircraft Globally
General Dynamics operates globally as an aerospace and defense company through four segments: Aerospace, Marine Systems, Combat Systems, and Technologies, designing and manufacturing military and business aircraft, naval vessels, combat vehicles, and related technologies.
Primary theme is lagging
Defense / Drones is lagging (+0.2pp vs SPY over 21 sessions; 13 of 25 members ahead of SPY).
An early price trend
Longer-term context reads established trend, with a near-term setup of daily reclaim.
Fair valuation
The price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably….
Solid fundamentals
Free cash flow yield is strong.
Market Nov 6Filing Oct 4Price action Nov 7Research Jul 17

Conviction Level

PriceAction8.3BusinessPerformance7.0BusinessQuality8.5Valuation4.9ThemeMomentum1.0Improving — Revenue growth has accelerated, rising from +8.1% to +13% year over year. No comparable quarterly EPS is available; net income moved +16% year over year to $1.23B. — From filed financial statements. Describes the recent trajectory of the business, not the stock. 20 of the 100 Conviction points.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
vs SPY
+0.2pp
Theme return
−4.8%
Beating SPY
13 of 25
21 sessions to Nov 6, 2026 · Theme Leadership V2
Price
Loading price history…

Price Action

An early price trend
Longer-term context reads established trend, with a near-term setup of daily reclaim.
EntryReset + recovery

The stock remains extended from its long-term weekly base, but the recent reset toward the daily SMA200 aligned with support at the weekly SMA50. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$95.7B
Avg Volume (60D)
1.3M
60 sessions
Revenue Growth YoY
+10.1%
FY2025 vs FY2024
Gross Margin
+15.4%
Operating Margin
+10.4%
Trailing twelve months
Free Cash Flow Yield
+4.8%
Distance from 200DMA
+0.6%
Next Earnings
2027-01-27
P/E
20.5x
EV / EBITDA
14.4x
EV / Sales
1.7x
Market metrics as of Nov 6, 2026
Financial results for the period ended Oct 4, 2026
Filed balance-sheet data as of Oct 4, 2026

Business Performance

Improving

Revenue growth has accelerated, rising from +8.1% to +13% year over year. No comparable quarterly EPS is available; net income moved +16% year over year to $1.23B.

Latest reported: Q3 FY2026, ended Oct 4
Revenue growthAccelerating
+13%
$14.6B in Q3 FY2026 · YoY
YoY growth, last 4 quarters
  1. +7.8%
  2. +10%
  3. +8.1%
  4. +13%
Earnings growthGrowing
+16%
Net income $1.23B. No comparable quarterly EPS is available.
Not enough comparable diluted EPS quarters for a YoY sequence.
Operating marginStable
10.5%
+0.2 pp YoY

Business Quality

8.5 / 10

How well the business earns on its assets, converts earnings to cash and funds itself — read from its SEC filings.

Fundamentals & Valuation

Two of the three valuation perspectives say fair; intrinsic is the dissenting view.
General Dynamics Corporation has a Fair valuation stance because the price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.

Company Research

Research coverage for this company is in progress.

Economic classification

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Business & Markets

Industrials · Aerospace & Defense
What they do

General Dynamics operates globally as an aerospace and defense company through four segments: Aerospace, Marine Systems, Combat Systems, and Technologies, designing and manufacturing military and business aircraft, naval vessels, combat vehicles, and related technologies.

How it earns

Revenue is primarily generated through project-based contracts and sales of aerospace and defense products and services to government and commercial customers.

Products & services
Business jets
Nuclear-powered submarines
Surface combatants
Combat vehicles
Aircraft maintenance and repair services
Customers & end markets
United States Department of Defense
Other government defense agencies
Commercial business jet customers
Market position

Leader in US aerospace and defense manufacturing with significant government contracts and specialized production capabilities.

Demand drivers
Medium cyclicality

Defense spending is influenced by government budgets and geopolitical factors, while business jet sales are subject to commercial market conditions.