Zacks Research Weighs in on General Dynamics Co.’s Q1 2026 Earnings (NYSE:GD)

General Dynamics Co. (NYSE:GD) – Investment analysts at Zacks Research raised their Q1 2026 earnings estimates for General Dynamics in a research note issued to investors on Tuesday, September 24th. Zacks Research analyst R. Department now expects that the aerospace company will post earnings per share of $4.22 for the quarter, up from their prior estimate of $4.12. The consensus estimate for General Dynamics’ current full-year earnings is $14.52 per share.

Several other analysts also recently issued reports on GD. Robert W. Baird reissued an “outperform” rating and set a $345.00 target price on shares of General Dynamics in a research note on Tuesday, July 2nd. Morgan Stanley upgraded General Dynamics from an “equal weight” rating to an “overweight” rating and increased their price objective for the stock from $293.00 to $345.00 in a report on Friday, August 9th. BTIG Research initiated coverage on General Dynamics in a research report on Wednesday, June 26th. They issued a “buy” rating and a $345.00 target price on the stock. Royal Bank of Canada reissued an “outperform” rating and issued a $320.00 price target on shares of General Dynamics in a research note on Thursday, July 25th. Finally, Deutsche Bank Aktiengesellschaft restated a “hold” rating on shares of General Dynamics in a report on Monday, July 29th. Five analysts have rated the stock with a hold rating and thirteen have assigned a buy rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $318.41.

General Dynamics Stock Performance

Shares of GD opened at $300.13 on Friday. General Dynamics has a one year low of $214.53 and a one year high of $309.97. The company has a 50-day moving average of $296.08 and a two-hundred day moving average of $292.12. The company has a debt-to-equity ratio of 0.33, a current ratio of 1.33 and a quick ratio of 0.80. The stock has a market cap of $82.34 billion, a price-to-earnings ratio of 24.48, a PEG ratio of 1.68 and a beta of 0.61.

General Dynamics (NYSE:GD) last issued its earnings results on Wednesday, July 24th. The aerospace company reported $3.26 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.30 by ($0.04). The company had revenue of $11.98 billion during the quarter, compared to analyst estimates of $11.46 billion. General Dynamics had a return on equity of 16.74% and a net margin of 7.89%. The business’s revenue was up 18.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.70 earnings per share.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. 1832 Asset Management L.P. raised its position in General Dynamics by 3,645.4% in the fourth quarter. 1832 Asset Management L.P. now owns 558,586 shares of the aerospace company’s stock worth $145,048,000 after purchasing an additional 543,672 shares in the last quarter. Public Employees Retirement Association of Colorado grew its holdings in shares of General Dynamics by 879.9% in the 1st quarter. Public Employees Retirement Association of Colorado now owns 340,359 shares of the aerospace company’s stock worth $96,148,000 after purchasing an additional 305,624 shares during the last quarter. Massachusetts Financial Services Co. MA increased its position in shares of General Dynamics by 4.0% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 7,639,758 shares of the aerospace company’s stock worth $2,216,599,000 after purchasing an additional 293,316 shares in the last quarter. Hsbc Holdings PLC lifted its holdings in General Dynamics by 24.2% during the 2nd quarter. Hsbc Holdings PLC now owns 1,347,247 shares of the aerospace company’s stock valued at $391,119,000 after purchasing an additional 262,164 shares during the last quarter. Finally, Westwood Holdings Group Inc. boosted its position in General Dynamics by 174.8% in the second quarter. Westwood Holdings Group Inc. now owns 384,151 shares of the aerospace company’s stock valued at $111,458,000 after buying an additional 244,373 shares in the last quarter. 86.14% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other General Dynamics news, Director Peter A. Wall sold 1,320 shares of the firm’s stock in a transaction on Monday, September 16th. The shares were sold at an average price of $308.05, for a total value of $406,626.00. Following the sale, the director now directly owns 3,592 shares in the company, valued at approximately $1,106,515.60. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 1.52% of the stock is currently owned by company insiders.

General Dynamics Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, November 15th. Shareholders of record on Friday, October 11th will be issued a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 1.89%. The ex-dividend date of this dividend is Friday, October 11th. General Dynamics’s dividend payout ratio (DPR) is 46.33%.

About General Dynamics

General Dynamics Corporation operates as an aerospace and defense company worldwide. It operates through four segments: Aerospace, Marine Systems, Combat Systems, and Technologies. The Aerospace segment produces and sells business jets; and offers aircraft maintenance and repair, management, aircraft-on-ground support and completion, charter, staffing, and fixed-base operator services.