Is General Dynamics Stock a 2026 Buy After Its 2025 Earnings Beat?

General Dynamics beat on the top and bottom lines last week, but its stock sold off anyway. Single-digit earnings growth doesn't deserve a mid-teens P/E ratio.

The Motley Fool • Feb 6, 2026

Investors in defense stocks wary as Trump places new limits on CEO pay and dividends

Investors in defense contractors worry that a White House order restricting CEO pay, dividends and stock buybacks could reduce returns for shareholders and impede the companies' ability to attract the best executives.

Reuters • Feb 6, 2026

US defense firms boost spending after Trump calls for expedited arms deliveries

Major U.S. defense contractors are significantly ramping up capital expenditure this year in response to President Donald Trump's threat to limit dividends and share buybacks in his push to speed up weapons deliveries.

Reuters • Feb 2, 2026

Defense Behemoths: Winners and Loser During Q4 Earnings Cycle

A plethora of defense giants just reported their Q4 2025 earnings. The cycle saw some standout performances, as well as others that left investors wanting more.

MarketBeat • Feb 2, 2026

General Dynamics Looks Undervalued As Submarines And Business Jets Ramp

General Dynamics delivered double-digit sales and earnings growth last year, with a $118 billion backlog supporting multi-year revenue visibility. GD's 2026 guidance is realistic but not strong, projecting 3.7% sales growth and 6% higher operating profits amid rising capital expenditures. The stock trades at a discount to peers despite improving segment dynamics and is valued at $410.75, implying 17% upside.

Seeking Alpha • Jan 30, 2026

General Dynamics Can Still Shoot Higher From Here

General Dynamics delivered Q4 and FY2025 results above analyst expectations, with strong revenue growth and expanding backlog. GD's Marine Systems segment saw robust gains, driven by submarine programs and productivity improvements from scale and prior investments. Despite a premium absolute valuation, GD trades at a discount to peers, justifying a soft "Buy" rating based on relative value and stable cash flows.

Seeking Alpha • Jan 29, 2026

General Dynamics fourth-quarter revenue rises on strong defense business

General Dynamics posted a rise in fourth-quarter revenue on Wednesday, driven by growth in its combat and marine systems segments.

Reuters • Jan 28, 2026

General Dynamics Corporation (GD) Q4 2025 Earnings Call Transcript

General Dynamics Corporation (GD) Q4 2025 Earnings Call Transcript

Seeking Alpha • Jan 28, 2026

General Dynamics Reports Fourth-Quarter and Full-Year 2025 Financial Results

Fourth-quarter net earnings of $1.1 billion, diluted EPS of $4.17, on $14.4 billion in revenue Full-year net earnings of $4.2 billion, diluted EPS of $15.45, on $52.6 billion in revenue $1.6 billion cash provided by operating activities in the quarter, 137% of net earnings $1.2 billion in capital expenditures for the year, up 27% from 2024 Book-to-bill of 1.6x in the quarter and 1.5x for the full year, ending the year with $118 billion in backlog RESTON, Va., Jan. 28, 2026 /PRNewswire/ -- General Dynamics (NYSE: GD) today reported quarterly net earnings of $1.1 billion on revenue of $14.4 billion.

PRNewsWire • Jan 28, 2026

General Dynamics (GD) Q4 Earnings and Revenues Top Estimates

General Dynamics (GD) came out with quarterly earnings of $4.17 per share, beating the Zacks Consensus Estimate of $4.11 per share. This compares to earnings of $4.15 per share a year ago.

Zacks Investment Research • Jan 28, 2026