General Dynamics (GD)
Builds Gulfstream jets, Navy ships, combat vehicles and government mission technology.
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Builds Gulfstream business jets, Navy submarines and ships, military vehicles, weapons and munitions, while providing government IT and mission systems. Revenue comes from aircraft sales and services plus long-term defense programs, with the U.S. government as the primary customer.
Operates four segments spanning business aviation and defense. Aerospace builds and services Gulfstream business jets through Gulfstream and Jet Aviation. Marine Systems designs, builds and supports nuclear-powered submarines, surface combatants and auxiliary ships through Electric Boat, Bath Iron Works and NASSCO.
Combat Systems supplies wheeled and tracked military vehicles, weapon systems, energetics and munitions to U.S. and allied forces. Technologies combines GDIT's IT and mission-support services with Mission Systems' communications, command-and-control, cyber and intelligence, surveillance and reconnaissance systems.
Pairs complex engineering and manufacturing with lifecycle services for long-lived platforms and government programs. Most revenue comes from the U.S. government; results therefore depend on appropriations, procurement rules, contract performance, skilled labor and suppliers, while business aviation adds global commercial demand.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 8, 2026 | UBS | Reiterate | Rating: —Target: $395 | Target: $408 |
| Aug 10, 2026 | Bernstein | Reiterate | Rating: —Target: $398 | Target: $421 |
| Aug 3, 2026 | UBS | Reiterate | Rating: —Target: $371 | Target: $395 |
| Jul 30, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $435 | Target: $465 |
| Jul 30, 2026 | RBC Capital | Reiterate | Rating: —Target: $330 | Target: $410 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 5, 2026Cash & short-term investments $4.33B · Total debt $9.48B · Total assets $60.16B · Shareholders' equity $26.83B
- Revenue
- $14.09B
- Operating income
- $1.46B
- Net income
- $1.16B
HistoryDividendAnnual yieldUpcoming
| Institutions | 87.39% | 236.28M shares | |
|---|---|---|---|
| 2,279 holders · as of Jun 30, 2026 | |||
| Insiders | 0.58% | 1.57M shares | |
| 26 holders · as of Sep 18, 2026 | |||
| Other | 12.03% | 32.53M shares | |
| remainder | |||
270.39M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Longview Asset Management, LLCInstitution | 10.01% | 27.06M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 7.14% | 19.31M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.17% | 16.67M | as of Jun 30, 2026 |
Newport Trust CoInstitution | 4.96% | 13.40M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.37% | 11.81M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 10, 2026 | Peter A. Wall | director | −1,990 | $396.43 |
| Aug 5, 2026 | Christopher J. Brady | officer: Vice President | −6,320 | $383.32 |
| Jul 31, 2026 | Marguerite Amy Gilliland | officer: Executive Vice President | −43,180 | $378.04 |
| Aug 3, 2026 | Phebe N. Novakovic | director, officer: Chairman and CEO | −51,568 | $382.58 |
| Jun 17, 2026 | Mark Malcolm | director | −3,210 | $365.00 |
- Huntington Ingalls Industries
Sole US carrier builder; shares Virginia- and Columbia-class submarine programs.
- Lockheed Martin
Largest US defense prime; Aegis and C6ISR contest GD Mission Systems and BIW.
- Leidos
Largest US federal IT firm; competes with GDIT on DoD cloud, cyber, and C5ISR.
- Northrop Grumman
C4ISR and radar electronics challenge GD Mission Systems across Navy programs.
- Booz Allen Hamilton
Defense analytics and AI consultancy contesting DoD IT task orders with GDIT.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| General Dynamics | $350.82 | −0.87% | $95.75B | 21.6 | 20.1 | 1.7 | +8.1% |
| Huntington Ingalls Industries | $274.86 | −0.45% | $10.88B | 16.5 | 14.1 | 0.8 | +10.9% |
| Lockheed Martin | $529.74 | −1.06% | $123.57B | 19.7 | 16.8 | 1.6 | +10.5% |
| Leidos | $127.56 | −0.52% | $16.13B | 12.0 | 10.6 | 0.9 | +7.2% |
| Northrop Grumman | $521.07 | −1.06% | $74.82B | 16.7 | 17.8 | 1.7 | +5.1% |
| Booz Allen Hamilton | $76.33 | −1.36% | $9.31B | 12.1 | 12.2 | 0.8 | −4.2% |
| Median | 16.5 | 14.1 | 0.9 | +7.2% |