DASHBOARDCONTRACTORSGD
GDDefence Primes

General Dynamics

Diversified defence with strength in combat vehicles (Abrams, Stryker), submarines (Columbia-class), IT services (GDIT), and Gulfstream business jets. Columbia-class SSBN is the nation's top acquisition priority.

$302.44
$1.87 (+0.62%)

◆ KEY PROGRAMS

Columbia-class SSBNVirginia-class SSNAbrams M1A2 SEPv4Stryker ICVVAGDIT Cloud ServicesGulfstream G700/G800

◆ RECENT CONTRACTS

Columbia-class SSBN Block II

US Navy · 2026-03-01
$9.4B

Abrams SEPv4 LRIP

US Army · 2026-01-20
$1.8B

GDIT — DoD Cloud Migration

DISA · 2025-12-05
$620M

◆ RELATED SIGNALS (13)

Lockheed Martin Stock Rises 10.8% in 6 Months: More Upside Ahead?

LMT gains from a $186.4B backlog, F-35 demand and global defense deals, but program delays and high debt may keep new investors cautious.

Nearly 40% of Trump’s China CEO Delegation Have Crypto Ties

Trump heads to Beijing with Musk, Cook, and Fink leading a 17-CEO delegation, where roughly 40% have crypto ties.

Lockheed Martin Stock Rises 10.8% in 6 Months: More Upside Ahead?

LMT gains from a $186.4B backlog, F-35 demand and global defense deals, but program delays and high debt may keep new investors cautious.

Lockheed Martin Stock Rises 10.8% in 6 Months: More Upside Ahead?

LMT gains from a $186.4B backlog, F-35 demand and global defense deals, but program delays and high debt may keep new investors cautious.

Boeing Stock Surges 6.9% in a Month: Time to Hold or Book Profits?

BA gains on strong aircraft orders, defense backlog growth and aviation services demand, though trade tensions and cancellations remain risks.

Boeing Stock Surges 6.9% in a Month: Time to Hold or Book Profits?

BA gains on strong aircraft orders, defense backlog growth and aviation services demand, though trade tensions and cancellations remain risks.

Boeing Stock Surges 6.9% in a Month: Time to Hold or Book Profits?

BA gains on strong aircraft orders, defense backlog growth and aviation services demand, though trade tensions and cancellations remain risks.

Musk, Cook Set to Join Trump for Xi Summit, White House Says

(Bloomberg) -- The White House is inviting Tesla Inc.’s Elon Musk, Apple Inc.’s Tim Cook, Boeing Co.’s Kelly Ortberg and executives from other large companies to accompany President Donald Trump on his trip to China this week, according to an official. Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Modi Asks Indians to Stop Buying Gold,

Top US CEOs including Elon Musk, Tim Cook to join Trump's China trip

FAA approves Boeing protocol for returning MD-11 planes to service in US after fatal crash

The Federal Aviation Administration said on Monday that it had approved Boeing’s protocol for safely returning MD-11 airplanes to service in the United States after barring flights in December...

Lockheed Martin : Proves Seeker Capabilities for U.S. Army Next-Generation Short-Range Interceptor Competition

Lockheed Martin Proves Seeker Capabilities for U.S. Army Next-Generation Short-Range Interceptor Competition Seeker characterization test displays 100% success of a missile seeker...

GE Aerospace Rises 35.7% in a Year: Is the Stock Worth Buying Now?

GE stock surges on strong aerospace demand and major engine deals, but high debt, rising costs and rich valuation may limit upside.

Embraer aims to sell C-390 military plane to Colombia, Chile, CEO says

Brazilian planemakerEmbraer is in talks with Colombia and Chile forpotential orders of its C-390 military transport aircraft, as itsteps up output to meet growing international interest,...

◆ GEOPOLITICAL HEADWINDS (4)

Taiwan Strait: PLA Navy Conducts Largest Exercise Since 2024

SEV 9

Satellite imagery confirms 47-vessel PLA Navy exercise in Taiwan Strait with live-fire components. Japan raises alert level. US 7th Fleet repositions.

EU Expands Russia Sanctions — 14th Package Targets Defence Supply Chains

SEV 7

New EU sanctions package targets Russian microelectronics procurement networks. Secondary sanctions on third-country intermediaries.

Middle East: Houthi Anti-Ship Missile Hits Commercial Vessel

SEV 8

Greek-flagged tanker struck in Red Sea. USN Destroyer USS Laboon intercepts 2 additional missiles. Oil futures spike 2.1%.

DPRK Tests Hypersonic Glide Vehicle — 8th Launch This Year

SEV 7

North Korea launches HGV variant from mobile TEL. Trajectory indicates Mach 10+ terminal speed. Japan activates J-Alert.

◆ FINANCIALS

Revenue$44.4B
Ebitda$5.9B
Backlog$95.3B
P/E Ratio19.8
Div Yield2.08%

◆ RISK FACTORS

Submarine construction delays
Labor shortages at shipyards
Gulfstream demand cyclicality
Fixed-price contract margin pressure

◆ RELATED

◆ MACRO CONTEXT

FOMC Holds Rates at 4.25-4.50% — Unanimous Decision

RATE DECISIONHAWKISH

Powell Press Conference: "Patient Approach Remains Appropriate"

SPEECHHAWKISH

Fed Governor Waller: Data Supports Holding Through Q3

SPEECHHAWKISH
AD SPACE — 300x250Configure ADSENSE_CLIENT_ID to activate
AD SPACE — 728x90Configure ADSENSE_CLIENT_ID to activate