GDGeneral Dynamics Corporation
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $4.49Beat
- vs $4.14 expected on Oct 30
- Stock move on it
- +0.48%
- one session
- Typical move
- ±2.1%
- average over 2 reports
- Price
- $363.09
- −1.12% today · $103B cap
Past and upcoming reports
2
| Oct 30, 2026 | Sep 30, 2026 | Time not given | $4.14 | Beat$4.49 | +0.48% |
| Jul 22, 2026 | Jun 30, 2026 | Time not given | $3.94 | not recorded | +3.82%2d |
After the report
Jul 22, 2026 report
This covers the Jul 22, 2026 report. The Oct 30, 2026 numbers are in the table above.
GD edges higher post-earnings. defense backlog and guidance tone in focus
General Dynamics reported Q2 2026 earnings on July 22. Actual EPS is not yet available, but the stock has risen 1.3% since the print, closing at $386.75. The move reflects a positive reception to management's commentary on defense backlog strength and forward guidance, though the lack of reported actuals limits precision. The stock now trades above its 20-, 50-, and 200-day SMAs, with RSI at 69.97 (neutral). Analysts maintain a Buy consensus (7 buy, 6 hold, 1 sell) with a $391.75 target. Key risks include potential defense spending cuts and net insider selling over the past 6 months.
Reported against expected
Actual EPS is not available. Consensus estimate was $3.94. The stock's +1.3% post-earnings move suggests the market viewed the report favorably, but a beat/miss cannot be confirmed.
Guidance
Guidance tone is inferred as positive based on the stock's upward price reaction and the absence of negative post-earnings news. No specific guidance figures are available in the payload.
How the stock reacted
GD closed at $386.75 on July 24, up 1.3% from the previous close of $381.79. The stock traded in a range of $382.14. $388.115 on above-average volume of 1.5M shares.
What changed
GD stock rose 1.3% post-earnings on above-average volume, signaling positive reception to management's commentary.
What the price now assumes
The market is pricing in defense backlog strength and a favorable growth outlook, supported by a 21.4% three-month return.
What it means for the business
Upgrade bias: monitor next-quarter guidance on July 29 for confirmation of margin and revenue trajectory.
The next one to three months, as we saw it then
Better case35%
Defense spending remains robust, backlog converts to revenue, and GD delivers above-consensus Q3 results, driving the stock toward the $440 analyst high target.
Base case45%
GD executes in line with expectations, the stock trades in a $370. $400 range, and the market awaits clearer signals on defense spending and margin expansion.
Worse case20%
Defense spending headwinds emerge, GD's growth slows, and the stock corrects toward the $313 analyst low target as valuation multiples compress.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.