General Dynamics: Impressive Results, Challenging Risk/Reward

2026-06-15 10:24:57 ET

Investment Thesis

General Dynamics Corporation ( GD ) is probably one of the largest compounders in defense, something that can be seen in the company's Q1 results . Revenue grew by 10.3% YoY to $13.5 billion, while diluted EPS increased 12% to $4.10, and operating cash flow reached $2.2 billion. Backlog also increased 48% YoY to $131 billion, while total estimated contract value reached $188.4 billion, displaying a type of revenue visibility that other companies could only dream about....

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