General Dynamics Corp.（GD）股票——这是一门好生意吗？

General Dynamics Corp.（GD）股票——这是一门好生意吗？ — InspectStocks

Just reported

Q3 2026 results

From General Dynamics's results release of 2026年10月30日; its quarterly report has since been filed.

Revenue
Actual
US$14.57B
+13% y/y
+3.3% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$1.53B
+15% y/y
+4.6% q/q
Guided
—
No guide given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

The full earnings report →

怎么赚钱

Navy submarines, surface ships and ship services32%
Government technology services and defense electronics26%
Business jets and aircraft services25%
Military vehicles, weapons and ammunition18%

各项收入占比是对year ended 2025-12-31的估算，并非来自已提交报告的数字。

竞争对手

卖什么6

Gulfstream business jets
Long-range business aircraft sold to companies and individuals.
Aircraft maintenance and aviation services
Maintenance, repairs, aircraft management, airport facilities and custom interiors for business and other aircraft.
Navy submarines and ships
Nuclear-powered submarines, destroyers, oilers and other support ships, plus ship repair and modernization.

再显示 3 项

Military vehicles
Tracked and wheeled combat vehicles, including tanks, troop carriers and reconnaissance vehicles.
Weapons, ammunition and missile components
Military guns, ammunition, artillery products, rocket motors and other components used in weapons.
Government technology and defense electronics
Information technology services, secure communications equipment, cybersecurity, intelligence systems and electronics for military platforms.

谁在买5

The U.S. Department of War and other U.S. military agencies, which buy ships, vehicles, weapons, technology and services through government contracts.
U.S. intelligence and civilian government agencies, which contract for technology, secure communications and mission support.
Foreign governments and armed forces, which buy military vehicles, weapons, aircraft services and technology directly or through U.S. government foreign military sales.

再显示 2 项

Companies and individuals, which buy business jets.
Aircraft owners and operators, which pay for maintenance, aircraft management, airport facilities and custom aircraft work.

靠什么支撑，什么会击垮它

业务依赖什么

1The U.S. government accounted for 68% of revenue (2025, high), making government budgets, contract awards and funding schedules important to sales.
2Shipbuilding and other defense programs depend on suppliers for materials and components; some complex parts have only one or a few sources.
3Aircraft production depends on suppliers delivering major components on schedule, including an Israel-based supplier of mid-cabin airframes.
4The business depends on skilled workers to design, build, repair and support aircraft, ships, vehicles and defense technology.

可能出什么问题

1A large share of revenue comes from the U.S. government, and contract funding can be delayed or interrupted; government customers can also terminate contracts.
2Supplier delays or capacity limits, particularly for hard-to-replace components, can disrupt production schedules and raise costs across shipbuilding, aircraft and defense programs.
3Demand for business aircraft can change, affecting new-aircraft orders and deliveries; aircraft production and maintenance also require approvals from aviation regulators.

完整财务报表 →

关于General Dynamics Corp.

General Dynamics builds and repairs Navy ships, makes military vehicles and weapons, and supplies technology and services to government customers. It also builds Gulfstream business jets and provides aircraft maintenance, airport services and custom aircraft interiors. Its government work includes contracts with U.S. military and civilian agencies, as well as foreign governments.

总部: Reston, Virginia
成立于: 1952
员工人数: approximately 117,000 (2025, medium)
上市于: NYSE
财年结束: December 31

基于 General Dynamics Corp. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

Just reported

Q3 2026 results

From General Dynamics's results release of 2026年10月30日; its quarterly report has since been filed.

Revenue
Actual
US$14.57B
+13% y/y
+3.3% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$1.53B
+15% y/y
+4.6% q/q
Guided
—
No guide given

The full earnings report →

Keep exploring

The themes General Dynamics is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The themes it is part of

Highest-graded in Aerospace and Defense

Graded A or B and worth $2B or more: A first, then the largest.

All 73 graded companies in its industry

Grade rose recently in Industrials

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises