GD GENERAL DYNAMICS CORP
BULLISH
Impact: 7/10
8-K
8-K Item 2.02: Earnings release
Price Chart
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Executive Summary
GD reported Q1 2026 EPS of $4.10 (11% above consensus) and revenue of $13.5B (6% above consensus), with 10.3% YoY revenue growth across all segments. Operating cash flow surged to $2.2B (192% of net earnings) and backlog reached a record $188.4B, signaling strong demand.
Key Financial Metrics
Free Cash Flow
$2.0B
Actionable Insight
The strong beat and cash generation support the stock's premium valuation; listen to the earnings call for guidance on 2026 margins and potential capital deployment updates.
Key Facts
- Q1 2026 diluted EPS $4.10 vs consensus $3.69 (beat by 11%)
- Revenue $13.48B vs consensus $12.71B (beat by 6%)
- Revenue growth 10.3% YoY, with growth in all four segments
- Operating cash flow $2.16B, 192% of net earnings
- Free cash flow $1.95B vs -$290M in year-ago quarter
- Total estimated contract value $188.4B, up from $178.9B at Q4 2025
- Book-to-bill 2.0x overall, 2.2x for defense segments
- Operating margin 10.5%, up from 10.4% in Q1 2025
Financial Impact
EPS beat consensus by $0.41 (11%), revenue beat by $770M (6%)
epsrevenueoperating cash flowbacklog
Risk Factors
- Defense spending uncertainty due to potential budget cuts
- Supply chain disruptions affecting Gulfstream deliveries
- Inflation pressure on fixed-price contracts
Market Snapshot
Exchange
NYSE
Sector
Ship & Boat Building & Repairing
Analyst Consensus
67% bullish (33 analysts)
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000040533-26-000010 |
| Document: gd-20260429.htm | 0000040533-26-000010 |
| Document: 0000040533-26-000010-index-headers.html | 0000040533-26-000010 |
| Document: 0000040533-26-000010-index.html | 0000040533-26-000010 |
| Document: 0000040533-26-000010.txt | 0000040533-26-000010 |
| 8-K Data (Synthetic) | 0000040533-26-000010 |
4 reports for GD
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
|
Apr 29, 2026
22d ago
|
8-K
| — | awaiting T+20 | — | — |
|
Mar 27, 2026
7w ago
|
DEFA14A
| $339.26 $313.19 | ▼ −7.68% | ▼ −20.28% | $339.35 (+0.03%) |
|
Mar 11, 2026
10w ago
|
Insider Cluster
| $352.93 $342.31 | ▼ −3.01% | ▼ −3.53% | $339.35 (−3.85%) |
|
Mar 11, 2026
10w ago
|
Insider Cluster
| $352.93 $343.68 | ▼ −2.62% | ▼ −3.14% | $339.35 (−3.85%) |
Showing 4 of 4
US Market Status
Market Open — Closes in 3h 52m
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