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GDGD

General Dynamics Corporation

$GD·$90B·Aerospace & Defense·Industrials
$337.03+0.7%YTD-1.2%1Y+1.5%
Price updated 10h ago·X counts updated 4d ago
GDGD
$GDGeneral Dynamics Corporation
$337.03+0.71%171 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $GD on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

171X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $GD's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-13

General Dynamics sentiment is bullish after the Gulfstream waitlist just doubled. Bulls flag GD as a sub-30 RSI oversold accumulation candidate alongside SYK, SNA, ITW, and PSA, plus the Lockheed staffing behind-the-scenes signals from before Pentagon announcements. Some rotate into GD as a defense-hardware play.

Read what X is saying about $GD

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $GD — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

General Dynamics is coiling into Oct 28 earnings — Gulfstream waitlist just doubled, with Longview holding a 10% stake.

General Dynamics is the US defense prime — Marine Systems (submarines), Combat Systems (tanks/vehicles), Technologies (IT services), and Aerospace (Gulfstream). The stock has pulled back 2% YTD, coiling into Oct 28 earnings with the Gulfstream waitlist as the fresh catalyst.

  • Growth is accelerating: Q2 fiscal 2026 revenue of $13.5B at +10.3% YoY after +7.8% in Q4 — the Marine Systems (Columbia-class submarine ramp) and Aerospace (Gulfstream backlog) segments are the growth engines.
  • EPS beats are consistent: last four prints at +7%, +12%, +1.5%, +4.9% — operating-margin at 10% is intact, with FY26 consensus EPS of $14.70 against the $330 stock giving a reasonable 22x forward multiple.
  • The Gulfstream waitlist just doubled — a specific real-world catalyst, with GD framed as a sub-30 RSI oversold accumulation candidate alongside SYK/SNA/ITW/PSA. Longview Asset Management continuing to hold ~10% of outstanding is the credible long-term anchor.

An Oct 28 Q3 print with Marine Systems revenue above $4B plus Gulfstream backlog commentary tracking consensus extends the setup; a Pentagon-budget delay or a Gulfstream delivery slip and the stock stays coiled.

Agrees with X sentimentX correctly flags the Gulfstream-waitlist doubling as a specific catalyst, GD as a sub-30 RSI oversold accumulation candidate alongside the quality-industrial basket, and Lockheed-staffing-behind-the-scenes signals before Pentagon announcements. All directionally real.

What to watch: Oct 28 Q3 earnings — Marine Systems revenue above $4B, Aerospace segment Gulfstream backlog, operating-margin trend above 10%, and FY26 guide. A Pentagon-budget delay or a Gulfstream delivery slip is the hard downside; a clean beat with raised guide re-rates it.

On the calendar: 2026-10-28 — Q3 2026 earnings

Read the AI verdict on $GD

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes nuclear submarines (Electric Boat), Gulfstream business jets, Abrams tanks, and defense IT services.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $GD.

Aerospace & Defense · Industrials

No material change from last week — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $GD

Partial — Makes nuclear submarines (Electric Boat), Gulfstream business jets, Abrams tanks, and defense IT services.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
-0.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
21.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
10.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
17.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
15.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$4.24$3.96+7.1%
Q1 2026Apr 29, 2026$4.10$3.67+11.7%
Q4 2025Jan 28, 2026$4.17$4.11+1.5%
Q3 2025Oct 24, 2025$3.88$3.70+4.9%
Next earningsFri, Oct 30·consensus EPS $4.12

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$13.5B+10.3%15.9%10.5%$4.16$2.0B
Q4 FY25$14.4B+7.8%14.9%10.1%$4.23$952.0M
Q3 FY25$12.9B+10.6%15.2%10.3%$3.94$1.9B
Q2 FY25$13.0B+8.9%14.9%10.0%$3.78$1.4B

Forward consensus

5-year forecast · up to 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$56.0B$55.7B – $56.4B$17.01$16.81 – $17.2217
FY27$58.8B$58.1B – $59.6B$18.63$17.61 – $19.3717
FY28$61.3B$59.4B – $62.7B$20.12$19.34 – $21.0218
FY29$63.0B$62.0B – $63.9B$21.50$21.06 – $21.8910
FY30$65.1B$64.0B – $66.0B$22.06$21.61 – $22.469

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.32%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-5.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 254.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.335-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 23Robert K SteelDirector7.4K sh$2.6MSellAug 10Peter A WallDirector2.0K sh$789KSellAug 5Christopher J BradyPresident6.3K sh$2.4MSellAug 3Phebe N NovakovicCEO51.6K sh$19.7MSellJul 31Gilliland Marguerite AmyPresident43.2K sh$16.3MSellJun 17Mark MalcolmDirector3.2K sh$1.2MSellMay 12Burns Mark LagrandPresident36.5K sh$12.6MSellMay 11Burns Mark LagrandPresident36.2K sh$12.4M
+ 37 other (16 awards · 13 exempts · 6 inkinds · 2 gifts) in window

See when $GD insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeOct 88-K — Item 5.02: Officer or director change
SC 13D/AActivist amendmentOct 6SC 13D/A
SC 13D/AActivist amendmentAug 28SC 13D/A
AI summary

Longview Asset Management filed its 30th amendment to a Schedule 13D reporting continued beneficial ownership of 27,096,788 shares of General Dynamics (GD), representing approximately 10.0% of the company's outstanding common stock. Longview holds this stake through sole voting and sole dispositive power with no shared control. The amendment date is August 28, 2026, and likely reflects a routine update following a change in share count or ownership mechanics rather than a material new acquisition. At 10.0%, Longview remains one of General Dynamics' largest concentrated holders.

8-KOfficer or director changeAug 78-K — Item 5.02: Officer or director change
AI summary

GD (GD) disclosed an officer or director change (Item 5.02) on 2026-08-07. Details: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Executive transitions are administrative disclosures; materiality depends on the seniority of the affected position. No financial terms were disclosed in this filing.

424B5Prospectus supplement (offering)Aug 4424B5
AI summary

GD (GD) filed a prospectus supplement (Form 424B5) on 2026-08-04 for an immediate offering of 1,010,925 Shares at disclosed pricing, raising approximately $1.00 . Use of proceeds: general corporate purposes. This is dilutive capital activity happening now — new shares will be issued. Investors should assess pricing relative to market and stated use of proceeds to evaluate dilution impact.

S-3ASRAuto-shelf registrationJul 30S-3ASR
AI summary

GD (GD) filed a shelf registration statement (Form S-3ASR) on 2026-07-30 covering an unspecified amount in securities. The registration covers new primary shelf offering (potential future dilution). A shelf registration does not represent immediate capital raising but authorizes future offerings at the company's discretion. Investors should watch for subsequent 424B prospectus supplements, which indicate actual capital deployment from the shelf.

8-KShareholder voteMay 118-K — Item 5.07: Shareholder vote
AI summary

GD held its Annual Meeting of stockholders around 2026-05-11 (8-K Item 5.07). Stockholders elected 12 directors to the board. A non-binding say-on-pay vote on executive compensation was conducted. Routine governance event — monitor for unusually high withhold votes as an activist signal.

3New insider — initial holdingsMay 53
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for GD on 2026-05-05, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

+ 13 other (4 11-Ks · 2 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

General Dynamics Corporation $GD Shares Bought by NorthCrest Asset Manangement LLCdefenseworld.net·3d agoGeneral Dynamics to Webcast 2026 Third-Quarter Financial Results Conference Callgurufocus.com·7d agoGeneral Dynamics to Webcast 2026 Third-Quarter Financial Results Conference Callprnewswire.com·7d agoGD or GE: Which Is the Better Value Stock Right Now?zacks.com·8d agoGeneral Dynamics' New CEO Won't Fix Defense Stocks' Problems. This Is What Can.barrons.com·8d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & DronesNuclear Renaissance

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Voices on X · top 3 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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