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General Dynamics

Diversified defence with strength in combat vehicles (Abrams, Stryker), submarines (Columbia-class), IT services (GDIT), and Gulfstream business jets. Columbia-class SSBN is the nation's top acquisition priority.

$302.44
$1.87 (+0.62%)

◆ KEY PROGRAMS

Columbia-class SSBNVirginia-class SSNAbrams M1A2 SEPv4Stryker ICVVAGDIT Cloud ServicesGulfstream G700/G800

◆ RECENT CONTRACTS

Columbia-class SSBN Block II

US Navy · 2026-03-01
$9.4B

Abrams SEPv4 LRIP

US Army · 2026-01-20
$1.8B

GDIT — DoD Cloud Migration

DISA · 2025-12-05
$620M

◆ RELATED SIGNALS (15)

Trump warns Iran '48 hours before all Hell will reign down,' while search for missing crew member intensifies

The U.S. military continued to search for a missing American airman on Saturday after an F-15E fighter jet was shot down over southwestern Iran.

Why Firefly Aerospace (FLY) Is Up 38.9% After Rapid VICTUS DIEM Launch Simulation Success

In March 2026, Firefly Aerospace supported Lockheed Martin and the U.S. Space Force’s VICTUS DIEM mission, helping complete a rapid payload processing exercise in under 12 hours and a full responsive launch simulation within 36 hours, alongside partners Space Safari and Space Launch Delta 30. This rapid-turnaround work reinforces Firefly’s role in tactically responsive space and defense missions, complementing its growing backlog and high-margin software contracts such as the US$372 million...

Jim Cramer on Boeing: “This Thing Is Going Up Much Higher, It’s Refreshed and Ready”

The Boeing Company (NYSE:BA) is among the stocks in focus, as Jim Cramer analyzed the broader market impact of the recent AI data center rally. During the lightning round, a caller asked if they should add to their position in the stock, and Cramer replied: Yes, I think Boeing is going to be… one of […]

Pentagon Taps Boeing, Lockheed To Triple Critical Missile Output

Lockheed Martin Corp. shares moved higher on Wednesday after announcing a major defense production framework with the U.S. Defense Department. The Pentagon has outlined a long-term plan to ramp up Patriot Advanced Capability-3 (PAC-3) missile supply-chain capacity. The multi-year framework highlights increasing demand for defense technologies amid evolving geopolitical risks. Details The Department said it reached a "landmark framework agreement" with Boeing Company and Lockheed Martin to triple

Pentagon Taps Boeing, Lockheed To Triple Critical Missile Output

Lockheed Martin Corp. shares moved higher on Wednesday after announcing a major defense production framework with the U.S. Defense Department. The Pentagon has outlined a long-term plan to ramp up Patriot Advanced Capability-3 (PAC-3) missile supply-chain capacity. The multi-year framework highlights increasing demand for defense technologies amid evolving geopolitical risks. Details The Department said it reached a "landmark framework agreement" with Boeing Company and Lockheed Martin to triple

Boeing faces new threat as Iran war raises pressure

For Boeing, the current timing is painful. The plane maker is finally starting to put together something that is missing for a while now, momentum. Korean Air said on March 26 that it plans to buy 103 Boeing aircraft through 2039 in a deal valued at about $36.2 billion based on Boeing’s 2025 list ...

Assessing Northrop Grumman (NOC) Valuation After Artemis II Role And New Autonomous Systems Progress

Recent operational milestones at Northrop Grumman (NOC), from solid rocket booster support on NASA’s Artemis II mission to new autonomous aircraft trials and expanded weapons contracts, have pushed the stock further into focus for defense oriented investors. See our latest analysis for Northrop Grumman. Those Artemis II and autonomous systems headlines arrive at a time when Northrop Grumman’s share price has climbed to $702.50, with a 90 day share price return of 19.95% and a 1 year total...

RTX Expands F-35 Engine Role While Advancing Open Source Cyber Defense

RTX subsidiary BBN Technologies released Maude-HCS, an open-source toolkit for modeling and validating covert communication networks to support cyber defense efforts. Pratt & Whitney, another RTX unit, received a multibillion-dollar contract for F135 engine production tied to the F-35 Joint Strike Fighter program. For investors looking at NYSE:RTX, these updates add fresh context to a stock that last closed at $196.21 and has returned 69.9% over the past year and 180.3% over the past five...

Analysts See a 32% Upside in Boeing. Here's What Has to Go Right.

After a tough several years, at least all the pieces of the puzzle are on the table. Now the company just needs to put them together.

Ugur Akkus Acquires $75 Million Boeing 737 BBJ, Marking Entry into Elite Global Aviation Circle

NEW YORK CITY, NY / ACCESS Newswire / April 4, 2026 / International businessman Ugur Akkus, Chairman of A&S Investment Holding, has announced the acquisition of a Boeing 737-based Boeing Business Jet (BBJ), valued at approximately $75 million, positioning ...

Is It Too Late To Consider Northrop Grumman (NOC) After Its 47% One Year Rally

Wondering if Northrop Grumman at around US$702.50 a share still offers value, or if most of the opportunity has already been priced in. The stock has returned 3.5% over the past week, while the 30 day return is a 5.1% decline, and the year-to-date return sits at 20.0% with a 47.0% return over 1 year, 57.0% over 3 years, and 124.0% over 5 years. Recent headlines have focused on Northrop Grumman's role as a large defense contractor, with investors paying close attention to contract activity...

Trump warns Iran '48 hours before all Hell will reign down,' while search for missing crew member intensifies

The U.S. military continued to search for a missing American airman on Saturday after an F-15E fighter jet was shot down over southwestern Iran.

Trump warns Iran '48 hours before all Hell will reign down,' while search for missing crew member intensifies

The U.S. military continued to search for a missing American airman on Saturday after an F-15E fighter jet was shot down over southwestern Iran.

Iran’s asymmetric strategy yields tactical wins as U.S. warplane losses mount

Investing.com -- Despite sustaining massive military degradation, Tehran has demonstrated a persistent ability to raise the operational costs of the ongoing conflict for Washington and its allies.

Trump $2.2 Trillion Budget Pairs Defense Boost, Agency Cuts

(Bloomberg) -- President Donald Trump asked Congress to enact a $2.2 trillion budget for discretionary programs, seeking a massive increase in defense spending, while also renewing his push for steep cuts to domestic agencies.The 2027 budget proposal released on Friday requests $1.5 trillion for defense, a significant increase over the $1 trillion sought for fiscal year 2026. The new figure includes $1.1 trillion in base discretionary spending for the Department of Defense and another $350 billi

◆ GEOPOLITICAL HEADWINDS (4)

Taiwan Strait: PLA Navy Conducts Largest Exercise Since 2024

SEV 9

Satellite imagery confirms 47-vessel PLA Navy exercise in Taiwan Strait with live-fire components. Japan raises alert level. US 7th Fleet repositions.

EU Expands Russia Sanctions — 14th Package Targets Defence Supply Chains

SEV 7

New EU sanctions package targets Russian microelectronics procurement networks. Secondary sanctions on third-country intermediaries.

Middle East: Houthi Anti-Ship Missile Hits Commercial Vessel

SEV 8

Greek-flagged tanker struck in Red Sea. USN Destroyer USS Laboon intercepts 2 additional missiles. Oil futures spike 2.1%.

DPRK Tests Hypersonic Glide Vehicle — 8th Launch This Year

SEV 7

North Korea launches HGV variant from mobile TEL. Trajectory indicates Mach 10+ terminal speed. Japan activates J-Alert.

◆ FINANCIALS

Revenue$44.4B
Ebitda$5.9B
Backlog$95.3B
P/E Ratio19.8
Div Yield2.08%

◆ RISK FACTORS

Submarine construction delays
Labor shortages at shipyards
Gulfstream demand cyclicality
Fixed-price contract margin pressure

◆ RELATED

◆ MACRO CONTEXT

FOMC Holds Rates at 4.25-4.50% — Unanimous Decision

RATE DECISIONHAWKISH

Powell Press Conference: "Patient Approach Remains Appropriate"

SPEECHHAWKISH

Fed Governor Waller: Data Supports Holding Through Q3

SPEECHHAWKISH
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