Citable filing context
GD's research view summarizes recent SEC filing context, starting with management_change from Aug 7, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 7, 2026 | management_change | General Dynamics elected Danny Deep, the company's president, to its board of directors. |
| Aug 4, 2026 | other | General Dynamics filed a prospectus supplement for a rescission offer of up to 1,010,925 shares of common stock. |
| Jul 29, 2026 | earnings | General Dynamics reported second-quarter 2026 revenue of $14.1 billion, up 8.1% year-over-year, and EPS of $4.24. |
| Jul 29, 2026 | mda_quarterly | General Dynamics reported strong financial performance for the second quarter and first six months of 2026, with consolidated revenue rising 8.1% and 9.1% respectively, driven by growth across all four operating segments. Total revenue reached $14.1 billion for the quarter, supported by robust demand in the Aerospace and Marine Systems segments. Operating margins improved to 10.4% for both the quarter and the six-month period. The Aerospace segment, anchored by Gulfstream aircraft, saw revenue grow 15.1% in the quarter, bolstered by 41 aircraft deliveries and strong demand for maintenance services. Marine Systems revenue increased 10.4% due to heightened activity in Columbia-class submarine construction and John Lewis-class oilers. Combat Systems experienced mixed results; while artillery and international vehicle demand remained high, U.S. military vehicle revenue declined following the termination of the M10 Booker program. The Technologies segment grew 4.1% behind increased C5ISR solutions volume. The company maintains a substantial total backlog of $136.5 billion. Liquidity remains strong, with $4.3 billion in cash and equivalents and $3.6 billion in free cash flow for the first half of 2026. Management continues to prioritize capital deployment toward infrastructure, dividends, and share repurchases to offset dilution. |
| Apr 29, 2026 | mda_quarterly | General Dynamics reported a strong first quarter 2026, with consolidated revenue increasing 10.3% to $13.481 billion and operating earnings rising 12.0% to $1.420 billion, resulting in a 10.5% operating margin. The Aerospace segment saw an 8.4% revenue increase, driven by higher Gulfstream aircraft deliveries, including the G800, and robust demand for aircraft services, despite supply chain delays from an Israel-based supplier and inflationary pressures. Marine Systems revenue surged 21.0%, primarily due to increased material and labor volume on Columbia-class and Virginia-class submarine construction and John Lewis-class oilers, reflecting significant U.S. Navy demand and ongoing capacity investments. Combat Systems revenue grew 4.9%, boosted by increased weapon systems and munitions (artillery) and international military vehicle sales in Europe, though U.S. military vehicle demand decreased due to U.S. Army recapitalization and the M10 Booker program termination. Technologies revenue rose 4.2% from higher C5ISR solutions, particularly in space and international markets, and IT services. Total backlog expanded to $130.8 billion, up from $118 billion, notably including a $15.4 billion award for Columbia-class submarines. The defense segments achieved a 2.2-to-1 book-to-bill ratio, while Aerospace was 1.2-to-1. The company generated $2.2 billion in cash from operations, ending with $3.7 billion in cash, and continues to prioritize investments in infrastructure, dividends, and share repurchases. A Sherman Act lawsuit regarding naval architects poses a potential material risk. |
| Jan 30, 2026 | business | General Dynamics is a global aerospace and defense company experiencing strong demand, reflected in a 30% increase in total backlog to $118 billion in 2025. The company reported 2025 revenue of $52.6 billion, up 10.1%, with operating earnings of $5.4 billion, up 11.7%. In Marine Systems, robust U.S. Navy shipbuilding demand, particularly for Virginia-class and Columbia-class submarines, drives significant contract awards and capacity investments. Combat Systems sees high demand for munitions due to global conflicts and increased international orders for wheeled and tracked vehicles, though U.S. Army combat vehicle production is slightly down amid funding priority shifts. The Aerospace segment benefits from strong business jet demand, with the new Gulfstream G800 entering service in 2025 and a growing installed base fueling service demand. However, Aerospace margins were impacted by inflationary pressures and supply chain challenges, including disruptions from an Israel-based supplier. The Technologies segment's IT services business faced some impact from federal spending reductions and government shutdowns. Overall performance is significantly influenced by U.S. government spending, geopolitical events, and ongoing supply chain and skilled labor pressures. |
Source: SEC EDGAR filing text and events; period Aug 7, 2026; filed Aug 7, 2026.
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