Business overview
4 segments: Aerospace (Gulfstream business jets), Marine (nuclear submarines, destroyers), Combat Systems (Abrams tanks, Stryker vehicles, munitions), Technologies (defense IT, mission systems).
Watch: Next: General Dynamics Corporation — quarterly earnings release — 2026-10-30
Valuation
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Update log
| Date | News | Impact |
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| 10/30/2026 | PR Newswire | |
| 10/29/2026 | Defense News | |
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| 10/29/2026 | Bristow Group Declares Cash Dividend PR Newswire | PR Newswire |
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| 10/29/2026 | ATI Announces Third Quarter 2026 Results PR Newswire | PR Newswire |
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| 10/29/2026 | Yahoo Finance | |
| 10/28/2026 | PR Newswire | |
| 10/28/2026 | How General Atomics views Europe’s unmanned future Breaking Defense | Breaking Defense |
| 10/28/2026 | Yahoo Finance | |
| 10/28/2026 | JetZero Awarded $5.3M in FAA CLEEN IV PR Newswire | PR Newswire |
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| 10/28/2026 | Army Chooses HAVIK PR Newswire | PR Newswire |
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| 10/26/2026 | Yahoo Finance | |
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| 10/26/2026 | CAE to sell Flightscape to SITA PR Newswire | PR Newswire |
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| 10/25/2026 | Timing improves on Navy contract win and steady outlook AI review | The timing score increase reflects the firm's recent selection by the U.S. Navy to produce Next Generation Electronics Attack Units, which provides long-term revenue visibility through 2032. This contract award serves as a positive catalyst for the Mission Systems segment, effectively reinforcing the company's competitive standing in defense electronics. |
| 10/24/2026 | PR Newswire | |
| 10/24/2026 | Yahoo Finance | |
| 10/23/2026 | PR Newswire | |
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| 10/23/2026 | The War Zone | |
| 10/23/2026 | PR Newswire | |
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| 10/23/2026 | PR Newswire | |
| 10/23/2026 | Amy Johnson Appointed President of GDIT PR Newswire | PR Newswire |
| 10/23/2026 | Yahoo Finance | |
| 10/23/2026 | Amy Johnson Appointed President of GDIT Yahoo Finance | Yahoo Finance |
| 10/22/2026 | PR Newswire | |
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| 10/21/2026 | Yahoo Finance | |
| 10/19/2026 | Falcon Technic performed a non-destructive testing inspection on the landing gear door of a Gulfstream G550, which is manufactured by General Dynamics' subsidiary Gulfstream. | |
| 10/18/2026 | Yahoo Finance | |
| 10/17/2026 | Yahoo Finance | |
| 10/17/2026 | Yahoo Finance | |
| 10/16/2026 | Yahoo Finance | |
| 10/13/2026 | Defense News | |
| 10/12/2026 | Yahoo Finance | |
| 10/12/2026 | General Dynamics is the prime contractor for the Patriot system, which is facing delivery delays to Poland. | |
| 10/9/2026 | PR Newswire | |
| 10/8/2026 | Yahoo Finance | |
| 10/8/2026 | 8-K — Officer / director departure or appointment · Financial statements and exhibits | |
| 10/8/2026 | 3 Reasons to Avoid GD and 1 Stock to Buy Instead Yahoo Finance | Yahoo Finance |
| 10/7/2026 | General Dynamics Land Systems has entered a teaming agreement with Primordial Labs to integrate natural language command and control technology into ground combat vehicles. | |
| 10/7/2026 | General Dynamics has appointed Danny Deep as the incoming CEO, succeeding Phebe Novakovic, effective January 1, 2027. | |
| 10/7/2026 | General Dynamics CEO Phebe Novakovic to step down in 2027 Breaking Defense | Breaking Defense |
| 10/7/2026 | Yahoo Finance | |
| 10/7/2026 | Yahoo Finance | |
| 10/6/2026 | Yahoo Finance | |
| 10/2/2026 | PR Newswire | |
| 10/2/2026 | Yahoo Finance | |
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| 9/30/2026 | Yahoo Finance | |
| 9/29/2026 | Nel ASA received a purchase order from Collins Aerospace for equipment used in life-support systems for US Navy submarines. | |
| 9/29/2026 | Nel ASA received a purchase order from Collins Aerospace for equipment used in life-support systems for US Navy submarines. | |
| 9/24/2026 | Yahoo Finance | |
| 9/24/2026 | Yahoo Finance | |
| 9/24/2026 | Yahoo Finance | |
| 9/23/2026 | Steel Robert K (Dir) — Sell -$2,574,620 Insider Form 4 | S - Sale+OE transaction of -7,440 shares at $346.05 |
| 9/23/2026 | Yahoo Finance | |
| 9/18/2026 | Yahoo Finance | |
| 9/17/2026 | Yahoo Finance | |
| 9/17/2026 | General Dynamics was upgraded to a Zacks Rank #2, reflecting increased analyst confidence in the company's resilient business mix and earnings outlook. | |
| 9/17/2026 | General Dynamics stock price saw a slight decline in the most recent trading session. | |
| 9/17/2026 | Naval News | |
| 9/15/2026 | Yahoo Finance | |
| 9/14/2026 | Yahoo Finance | |
| 9/11/2026 | Yahoo Finance | |
| 9/9/2026 | Yahoo Finance | |
| 9/5/2026 | Conviction increases on valuation recalibration and contract wins AI review | The conviction score increase is primarily driven by an improvement in the valuation pillar following market reassessments of the firm's Q2 earnings beat and record backlog. While analyst revisions saw a minor dip, the company secured critical framework deals to increase Patriot and THAAD production, reinforcing the fundamental strength of its defense portfolio. The shift reflects a more favorable appraisal of the stock's current price relative to its long-term operational performance. |
| 9/3/2026 | Yahoo Finance | |
| 9/3/2026 | Yahoo Finance | |
| 9/3/2026 | Yahoo Finance | |
| 8/31/2026 | Yahoo Finance | |
| 8/31/2026 | Defense News | |
| 8/29/2026 | Yahoo Finance | |
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| 8/28/2026 | Yahoo Finance | |
| 8/26/2026 | Yahoo Finance | |
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| 8/21/2026 | Yahoo Finance | |
| 8/19/2026 | Yahoo Finance | |
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| 8/17/2026 | Yahoo Finance | |
| 8/16/2026 | Defense One | |
| 8/10/2026 | Wall Peter A (Dir) — Sell -$788,898 Insider Form 4 | S - Sale+OE transaction of -1,990 shares at $396.43 |
| 8/10/2026 | Yahoo Finance | |
| 8/9/2026 | Yahoo Finance | |
| 8/9/2026 | Rating revision: Rating 2 → Rating 1 AI review | The acquisition of a significant $1.3 billion cybersecurity contract strengthens the high-margin Technologies segment, providing reliable long-term cash flow. Furthermore, the attainment of a record $136.5 billion backlog significantly de-risks the earnings profile and validates the company's strong competitive positioning. Given these indicators of robust growth and operational stability, an upgrade to a 1 rating is appropriate. |
| 8/9/2026 | Yahoo Finance | |
| 8/9/2026 | Yahoo Finance | |
| 8/8/2026 | Yahoo Finance | |
| 8/7/2026 | Yahoo Finance | |
| 8/7/2026 | 8-K — Officer / director departure or appointment · Financial statements and exhibits | |
| 8/7/2026 | PR Newswire | |
| 8/6/2026 | Yahoo Finance | |
| 8/6/2026 | PR Newswire | |
| 8/5/2026 | Brady Christopher J (VP) — Sell -$2,422,582 Insider Form 4 | S - Sale+OE transaction of -6,320 shares at $383.32 |
| 8/5/2026 | General Dynamics Board Declares Dividend Yahoo Finance | Yahoo Finance |
| 8/5/2026 | General Dynamics Board Declares Dividend PR Newswire | General Dynamics Corporation has declared a regular quarterly dividend of $1.59 per share, payable on November 13, 2026. |
| 8/4/2026 | Rating revision: Rating 1 → Rating 2 AI review | While General Dynamics remains a cornerstone of the defense industry, the significant recent insider selling by the CEO and other top executives at peak valuation levels suggests the shares may be fully priced. Downgrading the rating from 1 to 2 reflects a more conservative stance given these liquidity events and the current premium trading multiples. The fundamental business outlook remains strong, but the immediate upside potential appears more limited. |
| 8/4/2026 | 8-K — Other material events · Financial statements and exhibits | |
| 8/4/2026 | EX-5.1 — Other material events · Financial statements and exhibits | |
| 8/3/2026 | Novakovic Phebe N (COB, CEO) — Sell -$19,728,845 Insider Form 4 | S - Sale+OE transaction of -51,568 shares at $382.58 |
| 8/1/2026 | Yahoo Finance | |
| 7/31/2026 | Gilliland Marguerite Amy (EVP) — Sell -$16,323,658 Insider Form 4 | S - Sale+OE transaction of -43,180 shares at $378.04 |
| 7/30/2026 | Yahoo Finance | |
| 7/30/2026 | Yahoo Finance | |
| 7/30/2026 | Yahoo Finance | |
| 7/30/2026 | General Dynamics Q2 Earnings Call Highlights Yahoo Finance | Yahoo Finance |
| 7/29/2026 | Yahoo Finance | |
| 7/29/2026 | General Dynamics Electric Boat was awarded $71.6 billion for the construction of Columbia-class and Virginia-class submarines as part of a larger Navy contract. | |
| 7/29/2026 | Yahoo Finance | |
| 7/29/2026 | General Dynamics Stock Drops Following Earnings Beat Yahoo Finance | General Dynamics stock experienced a decline despite the company beating earnings expectations for the period. |
| 7/29/2026 | General Dynamics reported strong quarterly performance driven by record backlog growth and solid cash generation despite supply chain pressures. | |
| 7/29/2026 | The U.S. Navy awarded General Dynamics' Electric Boat division $76.6 billion in new contracts for submarine production, marking a record-setting shipbuilding order. | |
| 7/29/2026 | Yahoo Finance | |
| 7/29/2026 | Rating revision: Rating 2 → Rating 1 AI review | General Dynamics has demonstrated superior operational efficiency and revenue growth that warrants an upgrade in rating from 2 to 1. The firm's ability to exceed earnings forecasts while maintaining a strong book-to-bill ratio provides tangible evidence of long-term stability and performance. Despite valuation concerns, the consistent outperformance in its core Marine and Aerospace segments justifies a more bullish rating. |
| 7/29/2026 | 10-Q — Period: 2026-07-05 | |
| 7/29/2026 | EX-32.1 — Period: 2026-07-05 | |
| 7/29/2026 | General Dynamics (NYSE:GD) Reports Strong Q2 CY2026 Yahoo Finance | General Dynamics reported a 8.1% year-over-year revenue increase to $14.09 billion and earnings per share that beat consensus estimates for the second quarter of 2026. |
| 7/29/2026 | General Dynamics outperformed financial expectations for the second quarter of 2026, delivering positive surprises in both revenue and earnings. | |
| 7/29/2026 | The article discusses the second-quarter 2026 financial metrics for General Dynamics in comparison to analyst estimates. | |
| 7/29/2026 | General Dynamics reported strong second-quarter financial results, with demand in the Aerospace and Marine segments driving performance above analyst forecasts. | |
| 7/29/2026 | General Dynamics exceeded second-quarter earnings expectations and reported a strong book-to-bill ratio, indicating future revenue growth. | |
| 7/29/2026 | General Dynamics reported improved year-over-year revenue and earnings for the second quarter, driven by growth in its Aerospace and Marine Systems segments. | |
| 7/29/2026 | General Dynamics reported fiscal second-quarter results that exceeded Wall Street earnings estimates. | |
| 7/29/2026 | EX-22 — Period: 2026-07-05 | |
| 7/29/2026 | EX-32.2 — Period: 2026-07-05 | |
| 7/29/2026 | 8-K — Results of operations released · Financial statements and exhibits | |
| 7/29/2026 | PR Newswire | |
| 7/28/2026 | Yahoo Finance | |
| 7/28/2026 | General Dynamics (GD) Q2 Earnings: What To Expect Yahoo Finance | Yahoo Finance |
| 7/27/2026 | Rating revision: Rating 1 → Rating 2 AI review | The significant volume of insider selling from top leadership, including the CEO and multiple EVPs, signals potential overvaluation or lack of short-term confidence. While the company's fundamentals remain strong, the high valuation coupled with these large-scale divestments warrants a more conservative approach at this time. Reducing the tier to 2 better reflects the elevated regulatory and price risk associated with this pattern of insider activity. |
| 7/24/2026 | Yahoo Finance | |
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| 7/22/2026 | How Will RTX Stock React To Its Upcoming Earnings? Yahoo Finance | Yahoo Finance |
| 7/21/2026 | General Atomics CEO throws shade at cost target for new drone Breaking Defense | |
| 7/21/2026 | Yahoo Finance | |
| 7/20/2026 | Price ~$369, near 52-week high ($294-$381, -3% from peak). | Most expensive stock in the US prime group relative to its range |
| 7/19/2026 | Zacks Rank #2, ESP +2.94%. $16.1M Abrams support contract. | Positive signal, backlog $90.6B |
| 7/17/2026 | GlobeNewswire | |
| 7/16/2026 | Zonebourse Switzerland | |
| 7/16/2026 | Zonebourse Switzerland | |
| 7/14/2026 | General Dynamics has officially announced appointments within its management team. | |
| 7/14/2026 | Zonebourse | |
| 7/9/2026 | Results of Annual General Meeting - GlobeNewswire GlobeNewswire | GlobeNewswire |
| 6/17/2026 | Malcolm Mark (Dir) — Sell -$2,000,200 Insider Form 4 | S - Sale+OE transaction of -5,480 shares at $365.00 |
| 6/3/2026 | GlobeNewswire | |
| 5/11/2026 | Burns Mark Lagrand (EVP) — Sell -$25,040,695 Insider Form 4 | S - Sale+OE transaction of -72,710 shares at $344.39 |
| 3/26/2026 | TIKR.com | |
| 3/11/2026 | S - Sale transaction of -3,729 shares at $354.35 | |
| 3/11/2026 | Gilliland Marguerite Amy (EVP) — Sell -$1,350,020 Insider Form 4 | S - Sale transaction of -3,819 shares at $353.50 |
| 3/11/2026 | Novakovic Phebe N (COB, CEO) — Sell -$11,656,060 Insider Form 4 | S - Sale transaction of -32,918 shares at $354.09 |
| 6/20/2024 | GlobeNewswire | |
| 8/1/2023 | CONSTRUCTION OF DDG 51 SHIPS FY23-27 | |
| 11/10/2022 | GlobeNewswire | |
| 10/14/2021 | GlobeNewswire | |
| 8/12/2021 | GlobeNewswire | |
| 11/9/2020 | GlobeNewswire | |
| 7/11/2019 | boursedirect.fr | |
| 9/27/2018 | FY18-FY22 DDG 51 CLASS SHIP CONSTRUCTION | |
| 6/30/2016 | DETAIL DESIGN AND CONSTRUCTION (DD&C) FOR T-AO 205 | |
| 6/3/2013 | FY13-FY17 DDG 51 CLASS SHIP CONSTRUCTION. | |
| 11/28/2012 | FORM 8-K — Item 5.04 · Financial statements and exhibits | |
| 2/17/2012 | EXHIBIT 21 — Period: 2011-12-31 | |
| 2/18/2011 | EXHIBIT 21 — Period: 2010-12-31 | |
| 8/8/2006 | DDG 1000 DETAIL DESIGN | |
| 6/29/2001 | FORM 11-K — Period: 2000-12-31 | |
| 6/29/2001 | FORM 11-K — Period: 2000-12-31 |