Company Dossier · Industrials
General Dynamics
- S&P 500
- S&P 100
- Russell 1000
What General Dynamics is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to April 5, 2026: $53.8 billion, up 9.3% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to April 5, 2026: $6.20 billion, up 86% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to April 5, 2026: $1.22 billion, up 36% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.64 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $0.75 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 29, 2026): sentiment 0.70 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.80 of 1.Palanor Discourse
- Latest annual report (filed January 30, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $41.8 million on the open market.SEC Form 4
- 2,220 institutional managers reported a position at June 30, 2026 (−5 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 58 (25 a year earlier).U.S. Department of Labor (OFLC)
Risk events (12 months): 1 — latest OSHA inspection, Apr 1, 2026 →
Company Posture
How Company Posture is measured →What General Dynamics is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding · Confident
Expanding ↔ Retrenching
Expanding
- Capital spending89th pct
- Debt raised—
- Buybacks vs capex88th pct
- Hiring filings25th pct
- Deals and private raises48th pct
- Patent publications90th pct
Confident ↔ Hedging
Confident
- Call sentiment73rd pct
- Call confidence61st pct
- Guidance changes—
- Risk factors added61st pct
- Insider open-market trades44th pct
- + Call sentiment
- + Call confidence
- + Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver66th pct
- Stress filings50th pct
Credit
How these are built →General Dynamics's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$8.0B
- Due within a year $1.8B
- Longer term $6.3B
- Default point $4.9B (short + ½ long)
Finance leases included · Apr 5, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Apr 28, 2025 | $750M | 4.950% | 2035 (10y) | +78bp | 5.002% |
From the pricing term sheets General Dynamics filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name General Dynamics, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralGeneral Dynamics showcases Wolf XM30, new counter-drone systems at AUSA
Defense News · Oct 13, 2026
- NeutralGeneral Dynamics CEO transition could bring fresh approach, BNP Paribas says (GD:NYSE)
seekingalpha.com · via Marketaux · Oct 8, 2026
- NeutralGeneral Dynamics CEO Phebe Novakovic to step down in 2027
Breaking Defense · Oct 7, 2026
- NeutralGeneral Dynamics taps Primordial to build AI assistant for combat vehicle crews
Breaking Defense · Oct 7, 2026
- NeutralLockheed Martin, General Dynamics get framework deals to surge Patriot, THAAD production
Defense News · Aug 31, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (AVOQ, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (ALIGNMENT GOVERNMENT STRATEGIES)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (INNOVATIVE FEDERAL STRATEGIES, LLC)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (GENERAL DYNAMICS CORP)third_quarter 2026 · $3.3 million
- Oct 20, 2026LobbyingLobbying report (KEAST STRATEGIC SOLUTIONS, LLC)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (MORAN GLOBAL STRATEGIES, INC.)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (ACG ADVOCACY)third_quarter 2026 · $0.1 million
- Oct 19, 2026LobbyingLobbying report (PRASAM)third_quarter 2026 · $0.1 million
- Oct 13, 2026Patent
- Oct 8, 20268-KDirector or officer changeItem 5.02
- Oct 6, 2026Patent
- Oct 1, 2026Federal awardFederal award from Department of Commerce$60.5 million
- Sep 30, 2026Federal awardFederal award from Department of Homeland Security$12.3 million
- Sep 30, 2026Federal awardFederal award from Department of Homeland Security$10.4 million
- Sep 30, 2026Federal award
- Sep 28, 2026Federal awardFederal award from Department of Defense$135 million
- Sep 24, 2026Federal awardFederal award from Department of the Interior$37.1 million
- Sep 23, 2026Federal awardFederal award from Department of Transportation$22.3 million
- Sep 22, 2026Patent
- Sep 22, 2026Patent
- Sep 22, 2026Patent
- Sep 1, 2026Federal award
- Aug 7, 20268-KDirector or officer changeItem 5.02
- May 11, 20268-KShareholder vote resultsItem 5.07
- Apr 1, 2026Risk event
- Jan 30, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Dec 5, 20258-KDirector or officer changeItem 5.02
- Dec 5, 20258-KDirector or officer changeItem 5.02
- Jun 9, 20258-KDirector or officer changeItem 5.02
- May 9, 20258-KShareholder vote resultsItem 5.07
- Mar 13, 2025Risk event
- Feb 7, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Dec 16, 20248-KDirector or officer changeItem 5.02
- Feb 8, 202410-KAnnual report (10-K)0 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Northrop Grumman NOC | $43.6B | $3.8B | Sep 30, 2026 |
| Lockheed Martin LMT | $77.0B | $8.7B | Jun 28, 2026 |
| Boeing Co. BA | $94.0B | −$0.2B | Jun 30, 2026 |
| RTX Corp. RTX | $96.0B | $9.5B | Sep 30, 2026 |
| L3Harris LHX | $21.7B | $2.8B | Jul 3, 2026 |
| Textron TXT | $15.3B | $0.8B | Jul 4, 2026 |
| Huntington Ingalls Industries HII | $13.2B | −$0.1B | Jun 30, 2026 |
| TransDigm Group TDG | $10.0B | $1.9B | Jun 27, 2026 |