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GD Industrials Latest YouTube: Q2 2026 Published 2026-07-29

General Dynamics Corporation

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

General Dynamics (GD): Record $136.5B Backlog, a Beat AND a Raise — So Why Did the Stock Fall?

Published 2026-07-29

Library coverage

Episodes tracked
2
Episodes linked
2
Latest video
Q2 2026
2026-07-29
Podcast available
Yes
Current price
$384.29
-1.84 (-0.48%)
Trailing / Forward P/E
23.42x
Forward: 20.72x
Market cap / Volume
Volume:
Revenue / Earnings Growth
8.1%
Earnings: 13.4%
Margins
10.4% op
Gross: 15.4% · Net: 8.2%
Balance sheet
1.44x current
Debt / Equity: 35.3
52-week range / Beta
$306.77 - $400.00
Beta: 0.33
Analyst target
$420.02
Upside: 9.3%
Cash / shareholder return
4.23% FCF yield
Dividend yield: 1.60%

Company context

Industry: Aerospace & Defense
Country: United States
Employees:
Price to book: 3.87x
Return on equity: 17.8%
General Dynamics Corporation operates as an aerospace and defense company worldwide. It operates through four segments: Aerospace, Marine Systems, Combat Systems, and Technologies. The Aerospace segment produces and sells business jets; and offers aircraft maintenance and repair, management, aircraft-on-ground support, customer support and custom completion services, modifications, upgrades, and lifecycle sustainment support services. The Marine Systems segment designs and builds nuclear-powered submarines, surface combatants, and auxiliary ships for the United States Navy and Jones Act ships for commercial customers, as well as provides maintenance, modernization, and lifecycle support services for navy ships; offers and program management, planning, engineering, and design support services for submarine construction programs. The Combat Systems segment manufactures land combat solutions, such as wheeled and tracked combat vehicles, Stryker wheeled combat vehicles, piranha vehicles, weapons systems, energetics and munitions, mobile bridge systems with payloads, tactical vehicles, main battle tanks, and armored vehicles; and offers modernization programs, support and sustainment services, and development programs. The Technologies segment provides information technology solutions and mission support services; mobile communication, computers, and command-and-control mission systems; intelligence, surveillance, and reconnaissance solutions to military, intelligence, and federal civilian customers; cloud services, cybersecurity, network modernization, artificial intelligence; machine learning; application development, high-performance computing, and 5G and advanced communications services; and unmanned undersea vehicle manufacturing and assembly services. The company was founded in 1899 and is headquartered in Reston, Virginia.

Price chart

Market context for GD

Competitive view

GD vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

General Dynamics Corporation latest YouTube video thumbnail YouTube
General Dynamics Corporation
GD
Latest video
Q2 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Honeywell International Inc. latest YouTube video thumbnail YouTube
Honeywell International Inc.
HON
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Lockheed Martin Corporation latest YouTube video thumbnail YouTube
Lockheed Martin Corporation
LMT
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
GD
$103.97B
General Dynamics Corporation
HON
$68.43B
Honeywell International Inc.
LMT
$130.07B
Lockheed Martin Corporation
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
GD
23.4x
General Dynamics Corporation
HON
8.3x
Honeywell International Inc.
LMT
20.8x
Lockheed Martin Corporation
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
GD
20.7x
General Dynamics Corporation
HON
21.6x
Honeywell International Inc.
LMT
17.2x
Lockheed Martin Corporation
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
GD
8.1%
General Dynamics Corporation
HON
4.3%
Honeywell International Inc.
LMT
10.5%
Lockheed Martin Corporation
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
GD
13.4%
General Dynamics Corporation
HON
263.9%
Honeywell International Inc.
LMT
443.8%
Lockheed Martin Corporation
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
GD
10.4%
General Dynamics Corporation
HON
20.2%
Honeywell International Inc.
LMT
12.0%
Lockheed Martin Corporation
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
GD
15.4%
General Dynamics Corporation
HON
36.5%
Honeywell International Inc.
LMT
11.8%
Lockheed Martin Corporation
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
GD
8.2%
General Dynamics Corporation
HON
21.6%
Honeywell International Inc.
LMT
8.2%
Lockheed Martin Corporation
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
GD
17.8%
General Dynamics Corporation
HON
46.6%
Honeywell International Inc.
LMT
89.2%
Lockheed Martin Corporation
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
GD
4.2%
General Dynamics Corporation
HON
3.8%
Honeywell International Inc.
LMT
4.3%
Lockheed Martin Corporation
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
GD
35.34x
General Dynamics Corporation
HON
185.37x
Honeywell International Inc.
LMT
234.24x
Lockheed Martin Corporation
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
GD
1.44x
General Dynamics Corporation
HON
1.21x
Honeywell International Inc.
LMT
1.19x
Lockheed Martin Corporation
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
GD
0.33
General Dynamics Corporation
HON
0.92
Honeywell International Inc.
LMT
0.11
Lockheed Martin Corporation
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
GD
1.6%
General Dynamics Corporation
HON
4.3%
Honeywell International Inc.
LMT
2.4%
Lockheed Martin Corporation
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
GD
9.3%
General Dynamics Corporation
HON
21.8%
Honeywell International Inc.
LMT
12.3%
Lockheed Martin Corporation

Related research

Non-quarter videos featuring GD

Special-topic videos, explainers, and shorts connected to this ticker.

All Research Sections
Shorts and Clips 2026-07-29

GD record $136.5B backlog — and the stock FELL #GD #defensestocks #investing

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

Episode timeline

Episode archive for GD

Each row is one earnings episode with every verified platform link available.

Q2 2026
Episode live
2026-07-29
Published youtube podcast complete
General Dynamics (GD): Record $136.5B Backlog, a Beat AND a Raise — So Why Did the Stock Fall?
Quarterly earnings-analysis entry for General Dynamics Corporation. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
2026-04-29
Published youtube podcast complete
GD Stock: $13.1B Revenue — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for General Dynamics Corporation. Use the links on the right to open the video or podcast episode.