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RTX and General Dynamics stand to gain from rising defense budgets, but growth forecasts, contract wins and valuations reveal key differences in their upside potential.

General Dynamics heads into its Oct. 30 earnings report sitting on a record backlog and six straight beats, yet the stock has barely budged all year. Find out what new CEO Danny Deep needs to say to finally turn that backlog into a breakout.

General Dynamics (NYSE:GD) unit General Dynamics Mission Systems has been selected to produce Next Generation Electronics Attack Units for the U.S. Navy. The award supports the EA-18G Growler Block II modernization program and includes long term sustainment responsibilities. The contract extends production and support activities for General Dynamics Mission Systems through 2032, adding multi year revenue visibility. The Next Generation Electronics Attack Units contract for the EA-18G Growler...

General Dynamics passes ChartMill’s Best Dividend Stocks screen with a 7 dividend rating, sustainable payout, and solid profitability and health.
General Dynamics (NYSE: GD) is scheduled to report earnings on Friday, October 30, 2026. The company has a market value of about $93.1 billion. Over the last twelve months, it generated $54.9 billion in revenue and $5.7 billion in operating profit, with net income of $4.5 billion.

General Dynamics Corporation (NYSE:GD) has demonstrated resilience despite broader weakness in the aerospace sector. While the stock is down about 3%, it is proving to be one of the best aerospace dividend stocks. That is partly because the overall sector has underperformed, as shown by the 9% sell-off in the S&P 500 Aerospace and Defense Index. […]
General Dynamics has delivered a strong 82.3% share price gain over the past five years, which puts fresh focus on whether the current US$344.23 level is properly anchored to the cash it can generate. With a leadership transition set for 2027 and a cash flow based valuation lens in hand, the question now is how firmly the recent price action lines up with the underlying stream of money coming back to shareholders. That 82.3% return over five years means investors today are paying a...

General Dynamics (GD) heads into its October 30 earnings release with two storylines in focus. Investors are weighing expectations for higher quarterly EPS and revenue, and they are also paying close attention to its nuclear submarine work under the AUKUS partnership. Recent trading reflects that mix of excitement and caution. General Dynamics' share price has risen 2.1% over the past day and 3.9% across the last week, even though the 30 day move is down 4.4% and the 90 day share price return...
RBC Capital analyst Ken Herbert maintains General Dynamics (NYSE:GD) with a Sector Perform and lowers the price target from $410 to $360.

A leadership change is taking place at General Dynamics Corp. (GD), the global aerospace and defense company. The company named Danny Deep as its next chief executive officer, effective Jan. 1, 2027, highlights Paul Dykewicz, editor of DividendInvestor.

Over the last six months, General Dynamics’s shares have sunk to $326.50, producing a disappointing 6.7% loss - a stark contrast to the S&P 500’s 15.2% gain. This might have investors contemplating their next move.

GD vs. GE: Which Stock Is the Better Value Option?

General Dynamics has slipped in the short term, yet over the past few years the stock has still produced a solid gain, which raises a clear question for you as an investor: Is the current US$330.09 share price adequately grounded in the cash the business is expected to generate, especially with fresh contract work in the mix? The share price has returned 80.3% over 5 years, which puts a lot of weight on whether that past progress is supported by the cash flows implied in today's valuation. A...

General Dynamics (GD) has drawn fresh attention after recent price moves, with the stock closing at US$332.72. Investors are weighing this level against the company’s current fundamentals and multi segment revenue base. Recent trading has been choppy. The 30 day share price return is down 9.93%, and the 90 day share price return is down 10.93%. However, General Dynamics still shows a 3 year total shareholder return of 61.93% and a 5 year total shareholder return of 82.09%, which points to...
BAESY wins a $230.1 million ACV deal, expanding the production of recovery vehicles for the U.S. Marine Corps.
Defense contractors win contracts that stretch across multiple budget cycles, which means their dividend programs rest on a very different foundation than most industrial companies. Four of the largest primes have raised their payouts every single year, and the reasons behind that consistency run deeper than most investors realize.
In the latest trading session, General Dynamics (GD) closed at $336.29, marking a -2.05% move from the previous day.

On August 31, the Department of War (DoW) announced the signing of two seven-year framework agreements with General Dynamics Corporation (NYSE:GD)’s Ordnance and Tactical Systems (GD) and Lockheed Martin Corporation (NYSE:LMT) on August 31. The multiyear procurement contracts aim to triple PAC-3 MSE and quadruple THAAD interceptor capacity by scaling manufacturing for subcomponents like motor […]
GD's Stryker contract modification lifts cumulative value to $278.9M, supporting Land Systems demand through December 2028.

Bernstein analyst Douglas Harned maintains General Dynamics (NYSE:GD) with a Market Perform and lowers the price target from $421 to $407.

LMT is positioned to benefit from long-term ballistic missile modernization as Trident II upgrades support sustained strategic defense demand.
A stock with low volatility can be reassuring, but it doesn’t always mean strong long-term performance. Investors who prioritize stability may miss out on higher-reward opportunities elsewhere.
General Lester Lyles, Chair of the Board of Trustees of Universities Space Research Association, has been awarded the 2026 AFA Lifetime Achievement Award by the Air & Space Forces Association in recognition of his distinguished career, exemplifying exceptional leadership, integrity, and an unwavering commitment to our nation's security.
The average brokerage recommendation (ABR) for General Dynamics (GD) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

General Dynamics (GD) concluded the recent trading session at $355.95, signifying a -1.13% move from its prior day's close.

In recent days, General Dynamics was upgraded to a Zacks Rank #2 (Buy) after analysts raised their full-year earnings estimates by 2.3% over the past three months, signaling greater confidence in the company’s earnings outlook. This shift in analyst sentiment comes as General Dynamics’ year-to-date return has outpaced the broader Aerospace group, suggesting its mix of defense and aerospace businesses is being viewed as relatively resilient within the sector. We’ll now examine how this...
General Dynamics (GD) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Here is how General Dynamics (GD) and Rolls-Royce Holdings PLC (RYCEY) have performed compared to their sector so far this year.

GD's $184.3M Navy contract for next-gen electronic attack systems extends through 2032, supporting production and sustainment demand.

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The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.
General Dynamics (GD) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

Toward the end of the lightning round of the September 1 episode of Mad Money, a caller asked for Jim Cramer’s opinion of General Dynamics Corporation (NYSE:GD). Here’s what he had to say in response: You’re not going to go wrong with General Dynamics, buying it here at 20 multiple. I think it’s fine… I […]

Although General Dynamics fell short of its industry peers over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.

UGV opportunities are expanding in defense, logistics, surveillance and hazardous missions, driven by AI navigation, sensor fusion, modular platforms and hybrid-electric mobility Unmanned Ground Vehicles (UGV) Market Unmanned Ground Vehicles (UGV) Market Dublin, Sept. 03, 2026 (GLOBE NEWSWIRE) -- The "Unmanned Ground Vehicles (UGV) Market Global Report 2026" has been added to ResearchAndMarkets.com's offering. The global unmanned ground vehicles (UGV) market is projected to expand strongly as go

NATO members last year pledged to spend 5% of GDP on defense by 2035, or roughly $3 trillion a year, up from the previous 2% target.
General Dynamics (GD) upgraded to Buy after strong Q2 results. Relative valuation reveals up to 45.8% upside. Read here for more details.

The planemaker's delivery recovery is real, and the cash it throws off is still a small fraction of the annual figure management says is well within reach.
The global military communications and COTS market is projected to expand from USD 42.90 billion in 2026 to USD 75.70 billion by 2036, growing at a 5.8% CAGR. This strategic intelligence report delivers a comprehensive 10-year evaluation across core network platforms, communication network types, management operations, COTS component integration, supply chain localization amidst trade tariffs, and competitive positioning across 25 key industry players.Dublin, Aug. 19, 2026 (GLOBE NEWSWIRE) -- Th

Huntington Ingalls is poised to benefit from rising U.S. Navy submarine demand, backed by major Columbia and Virginia-class roles and shipyard investments.
Coming into Tuesday trading, shares of 10 major defense contractors Barron’s looked at—including Lockheed Martin Northrop Grumman Huntington-Ingalls Industries and others—were down an average of 17% since fighting started in Iran. Only RTX and General Dynamics were up. U.S. defense spending is at a record high, European defense spending is growing, and the Iran war is teaching the American military how to build more autonomous weapons systems and smart munitions.
RTX Corporation secured a $22.9 billion Navy Tomahawk contract and topped Q2 2026 earnings estimates, prompting raised full-year guidance and continued dividend growth.





