GDAerospace & Defence

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 (0)

No recent signals for this contractor.

◆ GEOPOLITICAL HEADWINDS (1)

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.

◆ 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

LMT NOC HII RTX LDOS

◆ 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