General Dynamics Corporation (GD) reported fourth-quarter 2025 results with revenue of $14.38 billion, up 7.8% year-over-year and slightly above the consensus revenue estimate of $14.22 billion.
Revenue growth outpaced the rise in gross profit, as cost of sales increased to $12.93 billion (up 8.49% year-over-year), leaving only a modest improvement in margins despite higher top-line sales.
In summary, General Dynamics (GD) posted stronger-than-expected revenue with modest profit improvement, a slight EPS miss versus estimates, a notable decline in operating cash flow, and increased investment spending alongside a healthier cash position and lower liabilities.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
General Dynamics Corporation Insider Trading Activity
General Dynamics Corporation insiders have traded $GD stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $GD stock by insiders over the last 6 months:
- PHEBE N NOVAKOVIC (Chairman and CEO) has made 0 purchases and 2 sales selling 129,090 shares for an estimated $40,479,258.
- MARGUERITE AMY GILLILAND (Executive Vice President) sold 33,740 shares for an estimated $10,634,881
- DAVID PADDOCK (Vice President) has made 0 purchases and 3 sales selling 26,530 shares for an estimated $8,745,565.
- WILLIAM A MOSS (Vice President and Controller) has made 0 purchases and 2 sales selling 17,700 shares for an estimated $5,600,304.
- CHRISTOPHER J BRADY (Vice President) sold 8,150 shares for an estimated $2,617,576
- MARK MALCOLM has made 0 purchases and 2 sales selling 4,430 shares for an estimated $1,446,867.
- MARK RAYHA (Vice President) sold 100 shares for an estimated $33,990
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
General Dynamics Corporation Hedge Fund Activity
We have seen 1,000 institutional investors add shares of General Dynamics Corporation stock to their portfolio, and 784 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP removed 1,413,072 shares (-51.4%) from their portfolio in Q3 2025, for an estimated $481,857,552
- MORGAN STANLEY removed 1,309,500 shares (-18.9%) from their portfolio in Q3 2025, for an estimated $446,539,500
- WELLS FARGO & COMPANY/MN removed 1,267,512 shares (-21.6%) from their portfolio in Q3 2025, for an estimated $432,221,592
- AQR CAPITAL MANAGEMENT LLC added 901,679 shares (+118.3%) to their portfolio in Q3 2025, for an estimated $307,472,539
- NORTHERN TRUST CORP added 863,392 shares (+35.0%) to their portfolio in Q3 2025, for an estimated $294,416,672
- BLACKROCK, INC. added 850,484 shares (+5.1%) to their portfolio in Q3 2025, for an estimated $290,015,044
- PACER ADVISORS, INC. added 845,482 shares (+3306.5%) to their portfolio in Q3 2025, for an estimated $288,309,362
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
General Dynamics Corporation Government Contracts
We have seen $4,091,214,525 of award payments to $GD over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- THE CLOUD PRODUCTS AND TOOLS (CPT) CONTRACT IS USED TO PROVIDE CLOUD-BASED INFRASTRUCTURE FROM COMMERCIAL C...: $251,598,270
- GLOBAL SECURITY ENGINEERING&SUPPLY CHAIN SERVICES.: $217,533,380
- AWARD OF TASK ORDER 47QFCA210051-NAWCAD WOLF SHIP AND AIR C5ISR SYSTEMS SUPPORT: $172,749,605
- ISSUANCE OF LOT YEAR III TASK ORDER IN SUPPORT OF FLIGHT SCHOOL TRAINING SUPPORT SERVICES.: $136,871,336
- THE PURPOSE OF THIS IS TO INCREMENTALLY FUND AND AWARD THE CITS TASK ORDER.: $124,924,630
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
General Dynamics Corporation Congressional Stock Trading
Members of Congress have traded $GD stock 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $GD stock by members of Congress over the last 6 months:
- REPRESENTATIVE JULIE JOHNSON has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 12/18, 11/13, 08/14.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
General Dynamics Corporation Analyst Ratings
Wall Street analysts have issued reports on $GD in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 01/30/2026
- JP Morgan issued a "Overweight" rating on 12/19/2025
- Susquehanna issued a "Positive" rating on 10/27/2025
- Seaport Global issued a "Buy" rating on 09/29/2025
To track analyst ratings and price targets for General Dynamics Corporation, check out Quiver Quantitative's $GD forecast page.
General Dynamics Corporation Price Targets
Multiple analysts have issued price targets for $GD recently. We have seen 8 analysts offer price targets for $GD in the last 6 months, with a median target of $388.5.
Here are some recent targets:
- Ronald Epstein from B of A Securities set a target price of $400.0 on 01/30/2026
- Gavin Parsons from UBS set a target price of $388.0 on 01/15/2026
- John Godyn from Citigroup set a target price of $389.0 on 01/13/2026
- Seth Seifman from JP Morgan set a target price of $385.0 on 12/19/2025
- Kristine Liwag from Morgan Stanley set a target price of $408.0 on 12/16/2025
- Douglas Harned from Bernstein set a target price of $388.0 on 10/28/2025
- Charles Minervino from Susquehanna set a target price of $405.0 on 10/27/2025
