General Dynamics Corporation (GD)

In the past six months, General Dynamics' stock has experienced positive momentum. The stock reached a 52-week high of $360.50 on October 24, 2025. The company reported strong third-quarter 2025 earnings, beating analyst estimates with an EPS of $3.88 and revenue of $12.91 billion. Following this announcement, the stock surged, climbing 5.6% and reaching a record high. In August 2025, EVP Marguerite Amy Gilliland sold 33,740 shares of the company's stock.

Demand for General Dynamics' products and services is influenced by government defense budgets, geopolitical events, and commercial aerospace market cycles rather than strict seasonality. Military expenditures are projected to increase, and there is an expected rise in commercial aircraft production. Demand can be robust in certain periods, often driven by new product introductions, modernization efforts, and evolving global security needs. The company's substantial backlog provides multi-year revenue visibility and suggests consistent demand for its offerings.

General Dynamics operates through four main business segments. The Aerospace segment produces Gulfstream business jets and provides aircraft services. The Marine Systems division designs and builds nuclear submarines, surface combatants, auxiliary ships, Jones Act ships, and offers lifecycle support. The Combat Systems segment focuses on land and amphibious combat vehicles, weapons systems, and munitions. The Technologies segment provides IT solutions and mission support services, including cybersecurity, AI, cloud services, and ISR solutions.

General Dynamics has a global presence, operating in over 45 countries and employing more than 100,000 people worldwide. A significant portion of its revenue comes from the U.S. federal government, followed by U.S. commercial customers, non-U.S. government customers, and non-U.S. commercial customers. The company has been expanding its international presence, particularly in the Asia-Pacific region, Europe, and the Middle East. Its headquarters are in Reston, Virginia, with major U.S. locations for its Mission Systems division in states like Alabama, Arizona, Massachusetts, and Pennsylvania.

General Dynamics has maintained a strong brand reputation, reflected in its consistent recognition on various Forbes lists for 2025. The company has demonstrated a commitment to sustainability by pledging to achieve net-zero greenhouse gas emissions by 2050 and investing in renewable energy. Recent positive events contributing to its reputation include the certification of its flagship Gulfstream G700 business jet, securing new contracts for cloud computing and cybersecurity services, and expanding its global defense contracts.

General Dynamics Corporation is heavily dominated by institutional owners, who hold approximately 81% to 84.89% of the company's shares. Major institutional shareholders include Longview Asset Management, Llc, Vanguard Group Inc, BlackRock, Inc., Newport Trust Co, State Street Corp, Bank Of America Corp /de/, Morgan Stanley, and Capital Research Global Investors. Charles H. Goodman is identified as the largest individual shareholder, owning 8.17 million shares, representing 3.03% of the company.