General Dynamics Corporation (GD)

General Dynamics' stock price increased by 2.67% from July 22, 2024, to $298.98 as of July 18, 2025, with a 7.34% increase over the past 30 days. Recent contract awards, such as the US$1.9 billion contract for Virginia-class Block VI submarines and the US$12.4 billion in contract modifications for the construction of Virginia-class submarines, have impacted the stock. GDIT also received a $580 million task order to enhance the security of U.S. Army bases. The company webcast its second-quarter 2025 financial results conference call on July 7, 2025, with earnings expected on July 23, 2025. General Dynamics' Q1 2025 results exceeded expectations, with revenue increasing by 14% year-over-year and EPS growing by 27%.

General Dynamics' business is generally not seasonal in nature. The primary drivers of its revenue recognition are the timing of contract awards, the availability of funding from customers, the incurrence of contract costs, and unit deliveries. Military expenditures are projected to increase, and commercial aircraft production is expected to rise, but these trends do not indicate a seasonal demand pattern.

General Dynamics Corporation is a global aerospace and defense company operating in the Industrials sector. The company is diversified across four main segments: Aerospace, Marine Systems, Combat Systems, and Technologies. Its Aerospace division manufactures business jets and provides aviation services. The Marine Systems segment designs and builds nuclear submarines and ships, offering shipbuilding and repair services. The Combat Systems division produces land-based combat vehicles, weapon systems, and ammunition. The Technologies segment provides mission-critical information systems and technology solutions.

General Dynamics operates across 45 countries, serving a diverse customer base. The U.S. federal government accounted for 69% of its 2024 revenue, U.S. commercial customers 14%, non-U.S. government customers 10%, and non-U.S. commercial customers 7%.

General Dynamics is committed to strong corporate governance practices, promoting a culture of ethics and integrity. The company emphasizes responsible business practices, quality, and safety in its products and services. They engage with shareholders regularly to discuss company performance, sustainability, corporate governance, and compensation. In 2025, General Dynamics Mission Systems earned the VETS Indexes 5 Star Employer Award.

General Dynamics is primarily owned by institutional shareholders, who hold 86.31% of the company's stock. Insiders own 5.35%, and retail investors hold 8.34%. Major institutional owners include Longview Asset Management, Llc, Vanguard Group Inc, and BlackRock, Inc. Charles H. Goodman is the largest individual shareholder, owning 8.17 million shares, representing 3.04% of the company.