General Dynamics Q2 Earnings Crush Estimates, Stock Defies Defense Slump
GD sits 29% above its 52-week low of $306.027.
Summary
General Dynamics delivered a strong Q2 beat with EPS of $4.24 on $14.1B in revenue, well above consensus of $3.96 and $13.5B. Operating margin expanded to 10.4%, and orders outpaced sales, signaling continued momentum. All four segments grew, led by a 15% jump in business jets. Shares rose 1% premarket, bucking a broader defense selloff tied to Iran conflict fears—GD is up 10% since fighting began, while peers Lockheed and Northrop are down double digits. This follows a $136.5B backlog reported earlier today, reinforcing the company's robust demand pipeline. The commercial aerospace strength is a key differentiator insulating GD from defense budget anxiety.
At the time of this announcement, GD was trading at $395.45 on NYSE in the Industrial Applications And Services sector, with a market capitalization of approximately $106.3B. The 52-week trading range was $306.03 to $395.43. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: Dow Jones Newswires.