GD
NYSE · Industrials · Aerospace & Defense · US
Research · Oct 31, 2026
General Dynamics (GD) Q3 2026: Submarine Shipyard Revenue Jumps 21%
General Dynamics Q3 2026 Marine Systems revenue rose 21.1% as submarine output accelerated and EPS guidance rose, though a one-time catch-up and an Electric Boat probe add caveats.
Research · Oct 2, 2026
[GD] General Dynamics: Q3 2026 Earnings Preview on Submarine Output and Gulfstream Margins
General Dynamics grew Q2 2026 revenue 8.1% to $14.1 billion with EPS of $4.24; Q3 results test whether submarine yard output holds as Marine growth slows.
Research · Sep 3, 2026
[GD] General Dynamics Thesis 2026: Aerospace Backlog and Marine Programs Drive Record Revenue
General Dynamics FY25 (Dec 31, 2025) at $52.55B revenue (+10%). NI $4.21B; EPS $15.46. Aerospace +16.5% to $13.1B with EBIT $1.75B (+19%); Combat +2.8% to $9.2B; Marine + Tech in growth pipeline. FY26 segment guide: Aero $13.6B, Combat $9.6-9.7B, Marine $17.3-17.7B, Tech $13.6-13.9B. Gulfstream 160 deliveries.
Research · Apr 13, 2026
Iran Policy Rift Lifts LMT, NOC, XOM — 6 Defense & Energy Stocks to Buy Now
Policy rifts between Trump and Netanyahu over Iran elevate US defense spending and oil risks, benefiting LMT, NOC, RTX, GD, XOM, and CVX. Defense firms show record backlogs and production ramps; energy majors leverage low-cost assets amid supply threats. NOC and LMT top the conviction list.
Research · Apr 10, 2026
AUKUS Defense Boom: Why LMT and RTX Win While Others Miss Out
As Australia prepares for a significant defense buildout in response to rising geopolitical tensions, US defense contractors are poised to benefit. Companies like Lockheed Martin and Raytheon Technologies are well-positioned to capture substantial contracts, while others like Northrop Grumman and General Dynamics also stand to gain from increased spending. This article explores the potential winners in this evolving landscape.
Research · Apr 10, 2026
NATO Defense Spending Surge: 6 US Aerospace Stocks — RTX, LMT, BA and More — Set to Win
Trump's NATO withdrawal threat over Iran forces Europe's rearming, boosting US defense primes while commercial aerospace surges. RTX and LMT lead with massive backlogs and F-35/missile exposure; all six analyzed with FY2025 financials show tailwinds.
Research · Apr 10, 2026
AAPL AI Pivot: Why the New On-Device LLM Matters More Than the iPhone 17
Trump's NATO exit threats are forcing Europe to invest billions in defense manufacturing, creating export bonanzas for US primes like RTX and LMT. With backlogs surging and guidance upbeat, these firms offer compelling tailwinds—ranked by exposure and value.