General Dynamics Corporation (NYSE:GD – Free Report) – Equities research analysts at Zacks Research increased their Q2 2026 earnings estimates for General Dynamics in a research report issued to clients and investors on Tuesday, January 6th. Zacks Research analyst Team now expects that the aerospace company will earn $3.93 per share for the quarter, up from their prior forecast of $3.92. The consensus estimate for General Dynamics’ current full-year earnings is $14.83 per share. Zacks Research also issued estimates for General Dynamics’ FY2026 earnings at $17.00 EPS, Q2 2027 earnings at $5.31 EPS, Q4 2027 earnings at $4.49 EPS and FY2027 earnings at $18.53 EPS.
General Dynamics (NYSE:GD – Get Free Report) last posted its quarterly earnings data on Friday, October 24th. The aerospace company reported $3.88 EPS for the quarter, topping analysts’ consensus estimates of $3.69 by $0.19. General Dynamics had a return on equity of 18.27% and a net margin of 8.18%.The business had revenue of $12.91 billion for the quarter, compared to analyst estimates of $12.49 billion. During the same period in the previous year, the company posted $3.35 earnings per share. The firm’s revenue for the quarter was up 10.6% on a year-over-year basis. General Dynamics has set its FY 2025 guidance at 15.300-15.35 EPS.
Get Our Latest Research Report on GD
General Dynamics Stock Performance
Shares of NYSE GD opened at $353.49 on Thursday. General Dynamics has a 12 month low of $239.20 and a 12 month high of $367.65. The company has a market cap of $95.49 billion, a P/E ratio of 22.91, a P/E/G ratio of 1.55 and a beta of 0.41. The business’s 50 day moving average is $342.31 and its two-hundred day moving average is $327.71. The company has a quick ratio of 0.87, a current ratio of 1.40 and a debt-to-equity ratio of 0.29.
Institutional Trading of General Dynamics
A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Somerset Trust Co lifted its holdings in General Dynamics by 0.5% during the 4th quarter. Somerset Trust Co now owns 14,843 shares of the aerospace company’s stock worth $4,997,000 after buying an additional 71 shares in the last quarter. BOS Asset Management LLC grew its position in shares of General Dynamics by 2.3% during the 4th quarter. BOS Asset Management LLC now owns 3,267 shares of the aerospace company’s stock worth $1,100,000 after buying an additional 72 shares during the period. SG Americas Securities LLC grew its position in shares of General Dynamics by 6,680.8% during the 4th quarter. SG Americas Securities LLC now owns 591,488 shares of the aerospace company’s stock worth $199,130,000 after buying an additional 582,765 shares during the period. Diversified Trust Co. raised its stake in shares of General Dynamics by 1.0% during the fourth quarter. Diversified Trust Co. now owns 9,732 shares of the aerospace company’s stock worth $3,276,000 after buying an additional 100 shares during the last quarter. Finally, Aull & Monroe Investment Management Corp raised its position in shares of General Dynamics by 5.6% during the 4th quarter. Aull & Monroe Investment Management Corp now owns 1,607 shares of the aerospace company’s stock valued at $541,000 after acquiring an additional 85 shares during the last quarter. Institutional investors and hedge funds own 86.14% of the company’s stock.
Insider Activity
In related news, VP David Paddock sold 20,360 shares of General Dynamics stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $334.92, for a total transaction of $6,818,971.20. Following the completion of the transaction, the vice president directly owned 36,644 shares of the company’s stock, valued at $12,272,808.48. This trade represents a 35.72% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 1.50% of the stock is owned by company insiders.
General Dynamics Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Friday, February 6th. Stockholders of record on Friday, January 16th will be issued a $1.50 dividend. The ex-dividend date of this dividend is Friday, January 16th. This represents a $6.00 annualized dividend and a dividend yield of 1.7%. General Dynamics’s dividend payout ratio is presently 38.89%.
Key Headlines Impacting General Dynamics
Here are the key news stories impacting General Dynamics this week:
- Positive Sentiment: Zacks highlights General Dynamics’ strong history of earnings surprises and says GD has the setup to beat consensus again, supporting upside to near‑term price and sentiment. Why General Dynamics (GD) Could Beat Earnings Estimates Again
- Positive Sentiment: Zacks Research has nudged up multiple near‑term and FY EPS estimates for GD (Q1/Q2/Q3 and FY revisions), which reduces downside risk from analyst expectations and can support multiple expansion if results track the upgrades.
- Positive Sentiment: Sector momentum from proposed large increases in U.S. military spending is lifting defense names, benefiting GD as a diversified prime contractor and supplier to the Pentagon. Aerospace, defense stocks surge after Trump’s proposed $1.5 trillion military spending budget — but are investors too optimistic?
- Positive Sentiment: GDIT (a General Dynamics business) won a ~$131M USAF task order for network upgrades — a concrete backlog win that supports revenue visibility in the services/IT segment. GDIT wins $131m task order for USAF network upgrades
- Neutral Sentiment: Outlets and analysts continue to profile GD as a dividend stock and large, diversified defense/corporate-jet manufacturer — a reminder of the company’s income profile and defensive characteristics for long-term investors. Dividend Stock Analysis – General Dynamics
- Negative Sentiment: Political risk: President Trump signed an order to block dividends and buybacks for defense firms until production improves, and his public comments earlier this week triggered volatility across the sector — a direct policy risk to GD’s capital-return profile. Trump signs order to block defense companies from buying back stock until arms production improves
- Negative Sentiment: Ongoing headlines and videos show the sector remains sensitive to political rhetoric (calls to cap buybacks/dividends and limit executive pay), which could cap valuation multiples even if revenue and earnings trends remain strong. Trump Takes on Buybacks, Dividends and Executive Pay at U.S. Defense Contractors
General Dynamics Company Profile
General Dynamics is a major American aerospace and defense contractor that designs, manufactures and supports a broad range of products and services for government and commercial customers worldwide. Headquartered in the United States (Reston, Virginia), the company supplies platforms and systems used by armed forces, civil authorities and private operators across multiple domains including air, land, sea and cyber.
Its principal activities span several operating businesses: a business aviation unit that develops and supports Gulfstream business jets; land systems that produce armored combat vehicles and related logistics and sustainment services; marine systems that design and construct submarines and surface ships for navies; and mission systems and information technology operations that provide command-and-control, communications, cybersecurity and systems-integration services.
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