You came from your AI assistant. Add Equibles to it and ask about this data directly, free.
General Dynamics reported revenue of $14.57 billion and diluted EPS of $4.49, raised 2026 EPS guidance to $17.20 to $17.30, and ended the quarter with a record $220 billion backlog.
General Dynamics increased third-quarter revenue 12.9% and operating earnings 14.7%, while backlog grew to $220.3 billion from $136.5 billion; full-year revenue guidance is $56.5 billion to $56.8 billion with operating margin around 10.5%.
General Dynamics reported third-quarter 2026 operating earnings of $1.5 billion and diluted EPS of $4.49 on revenue of $14.6 billion; operating cash flow was $1.7 billion, total debt fell by $500 million, and backlog reached $220.3 billion.
General Dynamics Corporation elected Danny Deep as Chief Executive Officer effective January 1, 2027; Phebe N. Novakovic will transition to Executive Chairman, and Deep will succeed her.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. General Dynamics delivered strong quarterly growth, raised 2026 EPS guidance, generated record orders and backlog, and expects to produce more than 200 Gulfstream aircraft in 2029, while cash generation and the balance sheet remained strong. Risks included Combat and Technologies margin pressure, a one-time boost to Marine margin, elevated capital spending, cautious Middle East orders, a Gulfstream model-transition gap, and Phoebe Novakovic's departure from the earnings calls as she moves to Executive Chair.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| EstimatedPotentialContract Value | $50.33B | Third Quarter 2026 | — |
| Free cash flow non-GAAP | $4.83B | Nine Months 2026 | — |
| Gulfstream Aircraft Deliveries (units): Large-cabin aircraft | 101 | Nine Months 2026 | — |
| Gulfstream Aircraft Deliveries (units): Mid-cabin aircraft | 18 | Nine Months 2026 | — |
| Gulfstream Aircraft Deliveries (units): Total | 119 | Nine Months 2026 | — |
|
|
|||
| Orders received in the Aerospace segment | 5B | Third-Quarter 2026 | — |
| Orders received in the defense segments | 93.8B | Third-Quarter 2026 | — |
| Orders received in the quarter | 98.8B | Third-Quarter 2026 | — |
| Total EstimatedContract Value | $270.67B | Third Quarter 2026 | — |
| TotalBacklog | $220.34B | Third Quarter 2026 | — |
| backlog | 24B | the second quarter of 2026 filing | — |
| Revenue from products and services transferred to customers over time | 75% | the three months ended July 5, 2026 filing | — |
| total backlog | 136.5B | the end of the second quarter of 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
GD
this stock
General Dynamics Corp
|
$98.22B | +8.0% | +10.1% | — | 0.9% |
|
SPCX
Space Exploration Technologies Corp
|
$1.89T | — | — | — | 1.0% |
|
GE
General Electric Co
|
$342.88B | +7.7% | +18.5% | 38.3 | 1.2% |
|
RTX
RTX Corp
|
$267.97B | +8.3% | +17.1% | 32.2 | 1.0% |
|
EADSF
Airbus SE
|
$178.35B | -3.2% | — | — | 0.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
General Dynamics reported third-quarter 2026 operating earnings of $1.5 billion and diluted EPS of $4.49 on revenue of $14.6 billion; operating cash flow was $1.7 billion, total debt fell by $500 million, and backlog reached $220.3 billion.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| GD | +2.7% | +5.6% | +5.5% | -2.5% | +8.0% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +0.1% | +6.8% | +5.0% | -2.3% | -2.7% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
