Description: As investors weigh the impact of several dramatic policy changes on the global defense industry, there is another emerging industry trend for them to consider: Deconsolidation. In the Trump 2.0 era and his peace through strength mantra, it may be advantageous for contractors to be smaller and more focused, rather than seeking the scale benefits and diversification the industry has pursued in the past. Take L3Harris Technologies.

Description: Huntington Ingalls expands its UK footprint by doubling the size of its Portchester facility, boosting European support for REMUS UUVs.

Description: Key Insights General Dynamics' estimated fair value is US$339 based on 2 Stage Free Cash Flow to Equity Current share...

Description: Hegseth announced several plans meant to speed innovation and slammed what he called “woke” artificial intelligence. The administration has threatened to cut out some big companies if they don’t speed up production and innovation.

Description: General Dynamics (GD) concluded the recent trading session at $360.94, signifying a +1.99% move from its prior day's close.

Description: Jan 12 () - General Dynamics said on ​Monday that ‌its information technology unit ‌has secured a $988 million contract to modernize the U. The contract, awarded in December, has ‍a one-year base period, four one-year options ​and a six-month ‌option.

Description: General Dynamics Information Technology (GDIT), a business unit of General Dynamics (NYSE:GD), announced today that it was awarded the Ship and Air Command, Control, Communications, Computers, Combat, Intelligence, Surveillance, and Reconnaissance (C5ISR) Systems Support (SACSS) contract to continue modernizing the U.S. Navy fleet. The $988 million contract, awarded in December, has a one-year base period, four one-year options and a six-month option.

Description: General Dynamics is gearing to release its fourth-quarter earnings soon, and analysts project a marginal downtick in its profitability.

Description: In early January 2026, President Trump proposed lifting the 2027 U.S. military budget to US$1.50 trillion and issued new rules requiring defense contractors such as General Dynamics to prioritize weapons production over shareholder payouts, while capping executive pay and restricting dividends and buybacks until production and maintenance benchmarks are met. The combination of this very large proposed budget increase and tighter conditions on capital returns reshapes how investors think...

Description: General Dynamics (GD) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Description: Lockheed Martin and Northrop Grumman rally after President Donald Trump says he would hike the defense budget to $1.5 trillion next year.

Description: US equity benchmarks closed mixed Thursday, with the Nasdaq Composite snapping a three-day advance,

Description: AeroVironment tops list of surprise leaders for defense stocks. Kratos, Karman, outpace legacy contractors like Lockheed Martin.

Description: Defense stocks tumbled Wednesday but the prospect of increased U.S. defense spending is helping the sector recover.

Description: Lockheed Martin, General Dynamics to reclaim buy points, defense stocks rally on President Trump's Pentagon budget proposal.

Description: US equity indexes closed mixed Thursday as risk-off sentiment weighed on technology stocks, meanwhil

Description: Is there any point at which defense stocks cost too much to buy? Investors don't seem to think so.

Description: President Donald Trump caused some commotion for investors in U.S. defense contractors this week. First, Trump criticized the companies for taking too long to produce military equipment and also failing to maintain it while at the same time paying out billions in dividends and stock buybacks to investors. Shares of Lockheed Martin, General Dynamics, Northrop Grumman and Raytheon parent RTX fell after the criticism but then roared back at the prospect of more lucrative government contracts down the road.

Description: US benchmark equity indexes were mixed intraday as investors assessed fresh labor market data and Pr

Description: Shares of aerospace and defense company Huntington Ingalls (NYSE:HII) jumped 5.7% in the afternoon session after a proposal to significantly increase the U.S. military budget for 2027 sent defense contractor stocks soaring.

Description: Shares of aerospace and defense company General Dynamics (NYSE:GD) jumped 3.1% in the afternoon session after President Trump called for a substantial increase in the U.S. military budget for 2027.

Description: The Dow Jones Industrial Average was up, the S&P 500 was roughly flat, and the Nasdaq Composite was

Description: Shares rebound as Trump proposes raising U.S. defense spending to $1.5 trillion in 2027, following prior selloff tied to buyback and dividend criticism.

Description: $1.5 trillion for defense, but not once cent for appeasement!

Description: President Donald Trump said that the federal budget for the military should increase by a substantial margin for fiscal 2027, sending shares of a number of defense contractors sharply higher.

Description: President Trump pairs a call for higher military spending with restrictions on buybacks, dividends, and executive pay at defense firms.

Description: President Donald Trump rattled the defense sector yesterday by signing an executive order prohibiting contractors from issuing dividends or repurchasing shares until they prioritize investments in new facilities and machinery to boost production speed and quality. He specifically targeted RTX (NYSE:RTX) as the most egregious violator, accusing it of favoring shareholders over military needs and ... Defense Stocks Tank Then Soar: Here’s Why They’re Gunning Higher Today

Description: President Trump is giving Wall Street investors whiplash with a deluge of new policy proposals, from hiking defense spending to $1.5 trillion to expecting 50 million barrels of Venezuelan oil (CL=F, BZ=F) and plans to ban institutional investors from buying single-family homes. Yahoo Finance Washington correspondent Ben Werschkul comes on the program to explain Trump's vision for the US occupation of Venezuela in relation to the oil industry, while the administration seeks to raise its defense budget in 2027. To watch more expert insights and analysis on the latest market action, check out more Morning Brief.

Description: BA shares have risen 2.6% in three months, beating its industry as strong aircraft demand, major contracts and a solid backlog support growth.

Description: If you are wondering whether General Dynamics at around US$345 a share still offers value, or if the big gains are already behind it, this article walks through the key numbers that matter for you. The stock has returned 2.7% over the last week, 2.9% over the last 30 days, 0.7% year to date and 34.9% over the past year, which has many investors reassessing both its potential and its risk profile. Recent attention on defense and aerospace contractors has kept General Dynamics in focus, with...

Description: Investing.com -- Defense stocks rebounded sharply in after-hours trading following President Donald Trump’s social media post outlining plans for a significantly increased defense budget.

Description: The Dow Jones Industrial Average and the S&P 500 fell from their record highs as traders assessed Pr

Description: Trump said defense contractors are too slow to deliver equipment and too slow to maintain and repair equipment.

Description: Defense stocks including Lockheed Martin, Northrop Grumman and General Dynamics fell Wednesday afternoon after reports that President Trump is set to sign an executive order that will punish defense companies that repurchase stocks, pay dividends and reward executives with high salaries if they have Pentagon contracts that are over budget or behind schedule.

Description: The S&P 500 is eyeing a fresh record after a roaring start to the week, with Venezuela, CES, and jobs data releases all in focus.

Description: Real estate and defense stocks fell after President Donald Trump said he would ban institutional inv

Description: Investing.com -- Lockheed Martin (NYSE:LMT) stock fell 1.7%, Northrop Grumman (NYSE:NOC) dropped 2%, and other defense names were pressured Wednesday afternoon after President Donald Trump threatened to prohibit dividends and stock buybacks for defense companies.

Description: HWM is trading near a 52-week high as aerospace demand surges, but premium valuation and transport weakness raise caution.

Description: Broad-based gains across healthcare and smaller technology stocks sent the Dow industrials and S&P 500 to new records.

Description: McKee in an interview said he’s open to the surtax if it’s paired with tax cuts for businesses, seniors and other groups, a contrast to comments last spring that it wasn’t time for such a step. A spokesperson for McKee said he's open to a wealth tax with an income threshold of $1 million. Rhode Island faces an estimated deficit of at least $101 million in the fiscal year that begins in July, according to the state Office of Management and Budget, with the funding gap expected to swell by as much as an additional $70 million depending on the extent of the knock-on effects from federal cutbacks.

Description: Why General Dynamics is in focus after the latest AWS award General Dynamics (GD) is back on investors’ radar after its General Dynamics Information Technology unit received Amazon Web Services’ 2025 Global Defense Consulting Partner of the Year award for tactical edge AI work supporting national security missions. See our latest analysis for General Dynamics. The award news arrives at a time when momentum in General Dynamics’ shares has been steady rather than dramatic. A 30 day share price...

Description: RTX stock rises 9.8% in a month, driven by new defense contracts, improving earnings expectations and a valuation discount despite trade risks.

Description: Shares of defense contractors were rising following the surprise capture of Venezeulean leader Nicolás Maduro.

Description: European defense companies jumped in early European trading after the U.S. ousted Venezuelan leader Nicolas Maduro, while U.S. peers are expected to also trade higher when the market opens.

Description: General Dynamics Information Technology (GDIT), a business unit of General Dynamics (NYSE: GD) announced today that it is a recipient of a 2025 Geography and Global AWS Partner Award, recognizing leaders around the globe that are playing key roles in helping their customers drive innovation and build solutions on Amazon Web Services (AWS). GDIT was named the winner of Global Defense Consulting Partner of the Year, recognizing the company's collaboration with AWS to develop innovative, tactical e

Description: It was a big year for defense and aerospace stocks, with names like GE Aerospace (GE) and RTX (RTX) up more than 50% in 2025. Gabelli Funds Portfolio Manager Tony Bancroft, who manages the Gabelli Funds Commercial Aerospace and Defense ETF (GCAD), expects the outperformance to continue into 2026. Find out why in the video above. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: Key Insights Institutions' substantial holdings in General Dynamics implies that they have significant influence over...

Description: HII strengthens its role as a top U.S. naval contractor with the delivery of Flight III destroyer Ted Stevens, marking another milestone for Ingalls Shipbuilding.

Description: Earlier this week, President Trump unveiled plans for a new “Trump-class” of battleships under the U.S. Navy’s “Golden Fleet” initiative, a program expected to expand naval construction activity across the defense sector, including for major shipbuilders such as General Dynamics. This policy push toward a larger, more modern fleet highlights how government priorities can directly influence order pipelines, contract visibility, and long-term workload for defense contractors involved in...

Description: General Dynamics Corporation (NYSE:GD) is among the 7 Best Defense Dividend Stocks to Buy, with a dividend yield of 1.74% as of December 22. On December 19, JP Morgan lifted its price target on the stock to $385 from $380, while maintaining an Overweight rating on the shares. The revision came as part of the […]

Description: President Donald Trump announced a new class of Naval fighting ship late Monday. Huntington Ingalls scores a breakout.

Description: The latest trading day saw General Dynamics (GD) settling at $345.19, representing a +1.72% change from its previous close.

Description: President Donald Trump will announce a new class of navy destroyer, the Wall Street Journal reports. Shipbuilding stocks rose on the news.

Description: Huntington Ingalls (HII) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.

Description: The fact that multiple General Dynamics Corporation ( NYSE:GD ) insiders offloaded a considerable amount of shares over...

Description: GD lands a $285 million deal, deploying AI-powered zero trust, 24/7 cyber monitoring and post-quantum security to protect state systems.

Description: If you have been wondering whether General Dynamics is still worth buying after its big run, you are not alone. This is exactly the kind of stock where valuation really matters. Even after a slight pullback of 1.7% over the past week and 1.6% over the last month, the stock is still up 28.9% year to date and 30.9% over the last year, compounding to 154.0% over five years. That strength has been underpinned by ongoing defense spending tailwinds and a robust order pipeline across its aerospace,...

Description: General Dynamics (GD) has been on investors radar after tightening up its Aerospace operations and leaning into fresh demand for its G700 and G800 jets, while also landing sizable new defense work. See our latest analysis for General Dynamics. All of this has underpinned a solid run in the stock, with the latest share price at $336.41 and a strong year to date share price return of 28.89 percent. The five year total shareholder return of 153.95 percent suggests momentum is still very much...

Description: President Trump is mulling an executive order to pressure defense firms to restrict buybacks and dividends. Lockheed and Northrop fell.

Description: GreensKeeper Asset Management, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Value Fund has ended the quarter with a +4.0% gain, taking the YTD return to +0.2% net of fees and expenses. The US dollar continued to pose a challenge, negatively impacting performance […]

Description: The Trump administration is planning an executive order that could restrict dividends, buybacks and

Description: GDIT will deliver a comprehensive suite of cybersecurity services to the Virginia Information Technologies Agency.

Description: President Trump is mulling an executive order to pressure defense firms to restrict buybacks and dividends. Lockheed and Northrop fell.

Description: Coming into Tuesday trading, shares of the defense contractor were up for 10 straight trading sessions.

Description: General Dynamics Corporation (NYSE:GD) is included among the 15 Best Blue-Chip Stocks with Growing Dividends. On December 12, Citi initiated coverage of General Dynamics Corporation (NYSE:GD) with a Neutral rating and a $371 price target. The firm rolled out coverage on 24 names across the aerospace and defense space, pointing to a “number of megatrends” […]

Description: General Dynamics Information Technology (GDIT), a business unit of General Dynamics (NYSE: GD), announced today it was awarded a $285 million contract by the Commonwealth of Virginia to strengthen its cybersecurity infrastructure. Awarded in October, the contract has a one-year transition period, five-year base period and three one-year option periods.

Description: Lockheed Martin (LMT) is lagging behind its competitors such as General Dynamics (GD) L3Harris Techn

Description: Investing.com -- Morgan Stanley sees U.S. defense stocks as attractive going into 2026, arguing that valuations fail to reflect continued growth in the U.S. defense budget despite political uncertainty.

Description: BAESY lands a $117.7M Navy contract to modernize the USS Forrest Sherman, supporting maintenance and upgrades through fiscal 2026 work.

Description: Roku upgraded, Lockheed downgraded: Wall Street's top analyst calls

Description: The aerospace and defense industry is likely in for a massive shift in 2026 as SpaceX prepares for a public offering that could fundamentally redefine the sector's hierarchy. SpaceX's projected valuation has reached a staggering $800 billion, a figure ...

Description: General Dynamics' (NYSE:GD) stock up by 3.2% over the past three months. As most would know, long-term fundamentals...

Description: General Dynamics (GD) concluded the recent trading session at $337.49, signifying a -1.17% move from its prior day's close.

Description: Palantir Technologies Inc. (NASDAQ:PLTR) is one of the AI Stocks Analysts Are Watching Closely. On December 10, William Blair analyst Louie DiPalma reiterated a Market Perform rating on the stock. The rating affirmation follows Palantir’s $448 million contract with the U.S. Navy to manage the supply chain of its nuclear submarine fleet. “Yesterday, the U.S. Navy awarded […]

Description: Roblox downgraded, Lululemon upgraded: Wall Street's top analyst calls

Description: Palantir is a mega-cap AI stock that continues to gain traction, driven by enterprise partnerships, even as it trades at an elevated multiple.

Description: Huntington Ingalls expands its partnership with Babcock to boost Virginia-class submarine production and strengthen supply-chain resilience across U.S. and U.K. operations.

Description: BA's diversified mix across commercial, defense and services supports stability as earnings estimates rise and shares outpace industry gains.

Description: To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...

Description: Former military commanders, politicians, and one of Warren Buffett’s top stock pickers are also joining the advisory group.

Description: NOC secures a $200M contract to produce XM1211 proximity-fuzed rounds aimed at boosting short-range air defense against small UAS.

Description: BAESY lands a $198.4M deal for 240 Armored Multi-Purpose Vehicles, highlighting rising demand for the next-gen platform.

Description: Berkshire Hathaway's big shake-up across its corporate structure will see its top stock picker depart for JPMorgan.

Description: JPMorgan Chase named tech billionaires Jeff Bezos and Michael Dell, plus an all-star cast of retired generals and politicians, to advise on its “Security and Resiliency Initiative.” The initiative aims to provide $1.

Description: General Dynamics' stock narrative is shifting as analysts anchor updated price targets around an unchanged fair value near $381 per share, even as the discount rate nudges higher to about 7.75% on modestly higher perceived risk. With revenue growth expectations holding near 3.76%, the market debate now centers on whether stronger defense demand and marine backlog visibility are enough to justify the richer target range. Read on to see what is driving this evolving story and how you can stay...

Description: Joby Aviation, Inc. (JOBY) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Description: EDGEWOOD, N.Y., Dec. 05, 2025 (GLOBE NEWSWIRE) -- CPI Aerostructures, Inc. (“CPI Aero®” or the “Company”) (NYSE American: CVU) announced today that Dorith Hakim has been appointed to the Aerospace Industry Association’s Executive Committee. AIA is the primary trade association and advocacy group for the U.S. aerospace and defense industry, representing a wide range of member companies. Its main purpose is to advocate for the industry's interests on legislative, policy, and technological issues,

Description: NATO members' expected $5B weapon purchases by 2025-end should fuel momentum in defense ETFs like SHLD and ITA.

Description: HII secures a nearly $91.9M Navy contract for Nimitz and Ford-class carriers, with options lifting its value to about $472M.

Description: General Dynamics NASSCO, a business unit of General Dynamics (NYSE:GD), and its long-term partner, DSEC Co., Ltd., together with Samsung Heavy Industries Co., Ltd. (SHI) of South Korea announced today the signing of a tri-party Memorandum of Agreement – joining forces to collaborate on their industry leading ship design and manufacturing automation and technology in the U.S. market.

Description: Wondering if General Dynamics is still worth buying after its big run, or if most of the upside is already priced in? Here is a walkthrough of what the market might be missing in the current share price. Despite a slight pullback over the last week and month, with returns of -0.6% and -1.1% respectively, the stock is still up 29.5% year to date and 24.3% over the last year, building on a 46.3% gain over 3 years and 145.3% over 5 years. Recent momentum has been shaped by ongoing defense...

Description: The board of directors of General Dynamics (NYSE: GD) today declared a regular quarterly dividend of $1.50 per share on the company's common stock, payable February 6, 2026, to shareholders of record on January 16, 2026.

Description: Airbus' reduction of its 2025 delivery target raises fresh questions for aerospace ETFs, as A320 quality issues shake investor confidence.

Description: BAESY lands a $184.4M deal for 30 Amphibious Combat Vehicles, boosting its role in supporting the USMC with advanced ship-to-shore capabilities.

Description: In recent months, General Dynamics has reported three consecutive quarters of double-digit earnings growth, secured a US$1.70 billion U.S. Navy fleet replenishment oiler contract, expanded its AI-focused GDIT partnership with Google Public Sector, and attracted fresh analyst coverage from BNP Paribas Exane. At the same time, a new federal class-action lawsuit alleging wage-fixing among naval shipbuilders introduces a potential legal and reputational overhang for General Dynamics just as its...

Description: General Dynamics (GD) just strung together several quarters of double digit earnings growth, backed by a record backlog and fresh U.S. Navy contracts, putting the stock squarely in focus for defense oriented investors. See our latest analysis for General Dynamics. All of this has helped keep momentum broadly positive, with the share price at about $335.80 and a strong year to date share price return of 28.7 percent alongside a solid multi year total shareholder return profile. If General...

Description: BAESY wins a $390 million deal to deliver Bradley A4 vehicles by 2026, strengthening its position in a rising armored-vehicle market.

Description: Cirrus Logic lands Bull of the Day as earnings beats and rising estimates contrast with pressure on peers like F5.

Description: General Dynamics Corporation (NYSE:GD) is one of the best industrial stocks to buy. On November 18, BNP Paribas Exane began coverage of General Dynamics, assigning the stock an Outperform rating and a $410 price target, as per a report from the Fly. In a different update on November 13, the company revealed that one of […]

Description: Geopolitics fuels a spending surge that's lifting RTX, GD and NOC as missile, shipbuilding and space demand drive standout 2025 gains.

Description: The world's biggest weapons-producing companies saw a 5.9% increase in revenue from sales of arms and military services last year as demand was fed by the wars in Ukraine and Gaza as well as countries' rising military spending, according to a report released Monday. The Stockholm International Peace Research Institute, or SIPRI, said the revenues of the 100 largest arms makers grew to $679 billion in 2024, the highest figure it has recorded. The bulk of the increase was down to companies based in Europe and the United States, but there were increases around the world — except in Asia and Oceania, where problems in the Chinese arms industry led to a slight fall.

Description: The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on the bright side, if...

Description: The North America Ammunition Market is projected to grow from US$ 10.37 billion in 2024 to US$ 13.55 billion by 2033, at a CAGR of 3.02%. This growth is driven by civilian firearm demand, defense modernization, and advanced ammo technologies. The market's expansion is supported by military and civilian uses like defense, law enforcement, and sports shooting. Major trends include eco-friendly rounds and precision-guided munitions. Challenges include stringent regulations and supply chain issues.

Description: Boeing and General Dynamics gain as major U.S. defense contractors that develop and supply advanced technologies globally.

Description: For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...

Description: While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

Description: HII supplies the Virginia-class submarine Massachusetts to the U.S. Navy, underscoring its role as a key builder of advanced nuclear-powered vessels.

Description: CW lifts its buyback authorization to $550 million, setting up record 2025 repurchases as strong cash flow fuels its shareholder-return strategy.

Description: While General Dynamics has surged past the Nasdaq Composite in 2025, it has slightly lagged behind the index recently. Analysts are cautiously optimistic about the stock’s growth potential.

Description: BAESY lands a $450 million deal to deliver 44 more CV90MkIIIC vehicles to Denmark, expanding the army's fleet and advancing its modernization push.

Description: General Dynamics' stock has attracted fresh attention as the consensus analyst price target has inched up slightly, rising from approximately $379.17 to $380.80. This positive adjustment reflects renewed confidence in the company’s performance and its positioning within the defense sector. Read on to discover the drivers behind these shifts and find out how you can stay informed about evolving analyst sentiment going forward. Stay updated as the Fair Value for General Dynamics shifts by...

Description: A day after the White House proclaimed that Saudi Arabia boosted its spring pledge to invest $600 billion in the US to a tidy $1 trillion during Crown Prince Mohammed bin Salman’s visit to Washington, DC, President Donald Trump said companies from both nations inked $270 billion in deals at a US-Saudi business forum. No timeline was given for Saudi Arabia’s $1 trillion in investments and, while the US-Saudi Investment Forum on Wednesday drew corporate royalty from Chevron, Tesla, Nvidia, Qualcomm, Cisco, General Dynamics, Pfizer and more, it wasn’t immediately clear which companies inked deals. Trump did say GE Aerospace will “deliver dozens of new engines” while a handful of other pacts, while short on financial details, highlighted some international bargaining.

Description: Trump's F-35 deal with Saudi Arabia spotlights LMT's gains, but broader defense ETFs like SHLD can capture rising sector-wide demand better.

Description: Saudi Crown Prince Mohammed bin Salman’s overtures to U.S. political and business leaders will continue Wednesday, but on somewhat friendlier terms. Bin Salman, the de facto ruler of Saudi Arabia, took questions from the press alongside President Donald Trump Tuesday. The event turned combative after Trump bristled at a reporter’s probing questions.

Description: WASHINGTON (Reuters) -Tesla CEO Elon Musk and Nvidia CEO Jensen Huang will take part in a discussion on ​advances in artificial intelligence and technology at a U.S.-Saudi ‌Arabia investment forum in Washington on Wednesday, according to a document seen by Reuters. "This conversation ‌will explore the emerging forces shaping the next wave of technological progress, highlighting the architectures, models, and investments powering a more intelligent and interconnected future," the document said. The event is planned for the day after Saudi Crown Prince ⁠Mohammed bin Salman, widely ‌known by his initials MBS, met with President Donald Trump at the White House.

Description: Although General Dynamics has outperformed the broader market over the past year, Wall Street analysts maintain a cautiously optimistic outlook on the stock’s prospects.

Description: General Dynamics Land Systems (GDLS) and BAE Systems announced today that they have signed a teaming agreement to offer the BvS10 Beowulf platform for the Canadian Army's Domestic Arctic Mobility Enhancement (DAME) project.

Description: General Dynamics (GD) recently drew attention after its NASSCO division secured a $1.7 billion contract from the U.S. Navy for two John Lewis-class replenishment oilers. This contract also positions the company for further shipbuilding opportunities as part of a broader agreement. See our latest analysis for General Dynamics. General Dynamics has gained attention not only with this new Navy contract, but also through a strong run in its share price, which is up 31.8% since the start of the...

Description: General Dynamics Information Technology (GDIT), a business unit of General Dynamics (NYSE: GD), announced today that it has expanded its collaboration with Google Public Sector to accelerate innovation for the U.S. government. This collaboration will focus on bringing secure artificial intelligence (AI) and cloud solutions to the tactical edge for defense and intelligence agencies, and modernizing citizen services for civilian agencies.

Description: Lockheed Martin's stock gains 4.6% in three months, lifted by strong results and new tech partnerships despite rising operational risks.

Description: Notable trends include the focus on precision-guided weapons and robust R&D investments. The market's regional focus highlights significant growth opportunities, especially in North America, Europe, and Asia-Pacific. Ammunition Market Ammunition Market Dublin, Nov. 12, 2025 (GLOBE NEWSWIRE) -- The "Ammunition Market - Industry Forecast 2025-2033" has been added to ResearchAndMarkets.com's offering.The Ammunition Market is expected to reach US$ 38.2 billion by 2033 from US$ 27.4 billion in 2024,

Description: General Dynamics NASSCO recently announced it has been awarded a US$1.7 billion contract to construct the T-AO 215 and T-AO 216 John Lewis-class fleet replenishment oilers for the U.S. Navy as part of a larger multi-ship agreement. This substantial contract not only secures more work for NASSCO but also highlights the continuing demand for advanced maritime logistics capabilities in U.S. naval operations. Next, we'll explore how the strengthened Marine order backlog from this Navy contract...

Description: RTX's 15.1% surge outpaces the aerospace industry, backed by strong Q3 results, new contracts and upbeat earnings estimates.

Description: Europe's space companies will cease competing with each other and combine to take on SpaceX instead. What are their chances of winning?

Description: General Dynamics NASSCO, a business unit of General Dynamics (NYSE:GD), announced today that it has been awarded $1.7 billion for the construction of T-AO 215 and T-AO 216. The ships are part of NASSCO's current multi-ship contract from the U.S. Navy for the construction of up to eight additional John Lewis-class fleet replenishment oilers (T-AO 214 through 221).

Description: BA's stock lags peers as supply-chain woes, trade tensions, and weak returns cloud its recovery despite rising aircraft orders.

Description: General Dynamics' fair value estimate has recently been raised from $354.24 to $379.17. This reflects a notable increase in analyst confidence. Backed by strong performance across key divisions and positive shifts in analyst sentiment, the company's valuation and future prospects have seen renewed optimism. Stay tuned to discover how investors can stay up to date with the evolving story surrounding General Dynamics. Stay updated as the Fair Value for General Dynamics shifts by adding it to...

Description: (Reuters) -Financial software maker OneStream is exploring strategic options including a possible sale, less than 18 months after its ​stock market debut, according to three people familiar with the matter. OneStream has been working with investment ‌bankers at JPMorgan Chase on its options, the sources said, noting that deliberations are at an early stage and there is no ‌guarantee of any transaction involving the company. Private equity firms including Blackstone and Hg are among the names that the sources said have been studying possible bids for OneStream in recent weeks.

Description: Defense ETFs like XAR and ITA slipped in November, but long-term prospects remain strong amid surging global defense spending.

Description: General Dynamics Corporation (NYSE:GD) is among the top 8 defense stocks based on ChatGPT’s advice. On October 28, BofA analyst Ronald Epstein lifted the price target for the stock to $400 from $370 and reaffirmed a Buy rating on its shares. In a post-earnings note to investors, the analyst noted that while the Marine Systems […]

Description: Gabelli Funds Portfolio Manager Tony Bancroft — who oversees the Gabelli Commercial Aerospace and Defense ETF (GCAD) — discusses the broader defense sector and names one of his top defense stocks. Also hear Tony Bancroft's latest analysis on Boeing's (BA) third quarter revenue print, free cash flow figures, and wider-than-expected loss. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Description: General Dynamics delivered a third quarter that exceeded Wall Street’s expectations, driven by strong order momentum and substantial revenue growth in its Aerospace and Marine Systems segments. Management attributed the quarter’s outperformance to higher aircraft deliveries and resilient demand for new business jets, particularly the G700 and G800 models. CEO Phebe Novakovic emphasized that the company’s ability to improve operating margins and cash flow sequentially demonstrated progress in ope

Description: President Donald Trump wants the Department of Defense to start testing nuclear weapons again, something America hasn’t done since 1992. For now, investors want to know what it could mean for defense stocks. The short answer is not much—though they might want to brush up on America’s nuclear capabilities.

Description: Zacks highlights GE Aerospace, General Dynamics, and L3Harris as top defense names navigating strong demand and ongoing supply-chain pressures.

Description: General Dynamics Corporation (NYSE:GD) is included among the Best Dividend Stocks for the Best Retirement Portfolio. General Dynamics Corporation (NYSE:GD) i⁠s a global aeros⁠pa‍ce and defen‍se co⁠mpany involved in d‍es​igning⁠, devel⁠oping, and producin‍g a broad range of prod‌ucts focused on safety and​ security. On October 27, UBS raise‌d it‌s price tar‌g⁠et for General Dynamics Corporation (NYSE:GD) […]

Description: Aerospace-Defense stocks like GE, GD and LHX gain from rising global air travel and increased defense spending.

Description: Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.

Description: Vertical Research Partners analyst Rob Stallard raised his rating on General Dynamics stock to Buy from Hold. His price target went to $400 from $330 a share.

Description: GE Aerospace is Monday's IBD Stock Of The Day, as the S&P 500 component continues to show signs of strength coming out of earnings last week with several price target hikes Monday. Last week, GE Aerospace beat third-quarter expectations, and the stock hit record highs, as it reported a 44% increase in earnings while revenue jumped 26%. GE Aerospace makes and collaborates on various propulsion technologies that are utilized in missile engines.

Description: Companies In The News Are: INTC, SSNC, F, GD.

Description: General Dynamics Corporation (NYSE:GD) is among the 10 Largest Defense Stocks in 2025. On October 20, the company announced that its Europe unit had received a contract worth approximately $3.5 billion to deliver the next-generation reconnaissance vehicle for the German Army Reconnaissance Corps. The contract was commissioned by Germany’s Federal Office of Bundeswehr Equipment, Information […]

Description: General Dynamics (GD) kicked off investor conversations this week by delivering third-quarter results that surpassed estimates. The company’s strong performance across all divisions, with revenue and net income up, helped push shares to new highs. See our latest analysis for General Dynamics. After a blockbuster quarter and a record $109.9 billion backlog, General Dynamics shares surged to an all-time high, closing at $350.77. The company’s 34% share price return year-to-date and 18% total...

Description: Stocks finished the week on a high note after strong corporate earnings and a bit of encouraging data on the inflation front pushed all three major U.S. indexes to new records. Investors bought an array of companies, expanding beyond the artificial-intelligence giants that have fueled the market this year, bolstering automaker Ford, lithium producer Albemarle and defense contractor General Dynamics. The Nasdaq composite and S&P 500 also advanced, logging their second straight weekly gains.

Description: General Dynamics reports third-quarter earnings per share of $3.88 from sales of $12.9 billion, topping Wall Street estimates.

Description: General Dynamics delivered a broad-based earnings beat this morning that rewarded investors across all four business segments. The stock opened 4.5% higher on the results, though it settled to a more modest gain as the day progressed. The real story here isn’t just that the company cleared expectations. It’s the consistency of execution and the ... General Dynamics (GD) Delivers Across All Segments, Fueled by Record $168B Backlog

Description: General Dynamics Corp (GD) reports a robust 10.6% revenue increase and a record $109.9 billion backlog, despite challenges from a government shutdown and supply chain issues.

Description: CPI Numbers Come in Cooler.

Description: Market Catalysts host Julie Hyman tracks several of the day's top trending stock tickers, including Eli Lilly's (LLY) deal to acquire Adverum Biotechnologies (ADVM), gold miner Newmont's (NEM) cost-cutting initiatives, and General Dynamics (GD) shares moving to an all-time record high following its latest earnings results fueled by jet demand. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: The Dow moved from +87 points immediately ahead of the release to +210 points now, the S&P 500 went from +23 to +41, and the Nasdaq shot up from +125 points to +222 points at this hour.

Description: GD posts strong Q3 results with EPS up 15.8% and revenues climbing 10.6%, fueled by Aerospace and Marine Systems growth.

Description: The headline numbers for General Dynamics (GD) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Description: But don't get smug about it, we're heavily invested in another risky asset class

Description: General Dynamics (GD) delivered earnings and revenue surprises of +4.02% and +2.32%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?

Description: Investing.com -- General Dynamics (NYSE: GD) reported third-quarter earnings that exceeded analyst expectations, with revenue climbing 10.6% YoY to $12.9 billion compared to the consensus estimate of $12.46 billion.

Description: General Dynamics posted higher third-quarter revenue and profit, driven by increased orders for business jets as corporate profits continue to grow and a new tax law offered companies incentives to buy planes.

Description: The benchmark US stock measures were tracking in the green before Friday's open as investors await a

Description: RESTON, Va. AP) — General Dynamics Corp. GD) on Friday reported third-quarter earnings of $1.06 billion.

Description: Aerospace and defense company General Dynamics (NYSE:GD) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 10.6% year on year to $12.91 billion. Its GAAP profit of $3.88 per share was 4.6% above analysts’ consensus estimates.

Description: General Dynamics (NYSE: GD) today reported third-quarter 2025 operating earnings of $1.3 billion, or $3.88 per diluted share (EPS), on revenue of $12.9 billion. Compared with the year-ago quarter, revenue increased 10.6%, operating earnings increased 12.7%, and diluted EPS increased 15.8%. Operating margin of 10.3% was a 20-basis-point expansion from the year-ago quarter and a 30-basis-point expansion sequentially.

Description: In recent days, General Dynamics secured a multi-billion euro contract with the German Army to develop advanced reconnaissance vehicles and announced significant defense agreements, including a US$1.25 billion IT services order for the U.S. Army Europe and Africa. This series of operational wins highlights General Dynamics' growing footprint in the European defense sector and ongoing expansion across technology and geographic markets. We'll explore how winning the German Army contract could...

Description: Market Domination Overtime host Josh Lipton previews several of the biggest stories to come tomorrow, Friday, October 24, including the release of September's Consumer Price Index (CPI) report delayed by the ongoing government shutdown, earnings results from companies like Procter & Gamble (PG) and Booz Allen Hamilton (BAH), and October's consumer sentiment reading. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Description: Delray Beach, FL, Oct. 23, 2025 (GLOBE NEWSWIRE) -- The report "C4ISR Market by Platform (Airborne, Land, Naval, Space), Solution (Hardware, Application Software, Services), Application, End User (Defense & Space, Homeland Security, Commercial), Installation and Region - Global Forecast to 2028" The C4ISR market is estimated at USD 113.4 billion in 2022 and is projected to reach USD 154.0 billion by 2028, at a CAGR of 5.2% from 2022 to 2028. Factors such as the emphasis on improving troops situa

Description: TXT's Q3 earnings topped estimates despite a revenue miss, led by strong Aviation and Bell segment growth.

Description: On defense contractors' recent earnings calls, fears about rare earth mineral shortages were largely glossed over.

Description: Aerospace and defense company General Dynamics (NYSE:GD) will be reporting earnings this Friday before market open. Here’s what to look for.

Description: General Dynamics has seen its consensus analyst price target rise modestly, moving from $345.41 to $354.24 following its latest quarterly results. Analysts point to stronger order flow and resilient performance as key reasons for the upward adjustment. However, some caution remains regarding the ability to sustain growth across all segments. Stay tuned to discover how you can keep track of future shifts in the General Dynamics stock narrative as market conditions evolve. What Wall Street Has...

Description: GD is set to post strong Q3 earnings and revenues, fueled by Gulfstream deliveries and strong defense demand.

Description: LMT tops Q3 estimates with higher segment sales and profit, boosting its 2025 earnings outlook amid solid backlog growth.

Description: GE posts strong Q3 with 44% EPS growth and 24% revenue rise, outpacing estimates and boosting its 2025 outlook.

Description: GD's strong backlog, new aircraft launches and favorable valuation make it stand out over HWM in the aerospace and defense race.

Description: NOC's third-quarter earnings beat estimates as segment gains offset a sales miss. The company raises its full-year EPS outlook.

Description: GD vs. NOC: Which Stock Is the Better Value Option?

Description: RTX delivers strong Q3 results, with EPS and sales topping estimates and full-year guidance up on broad segment gains.

Description: General Dynamics Corp. (NYSE:GD) is one of the best defense stocks in Goldman Sachs’ portfolio. The company is a prominent player in the global aerospace and defense space. It provides products and services in business aviation, shipbuilding and repair, land combat vehicles, weapons systems and ordnance, as well as technology products and services. On October 8, […]

Description: In the closing of the recent trading day, General Dynamics (GD) stood at $337.19, denoting a +1.82% move from the preceding trading day.

Description: If you have been tracking defense stocks or holding General Dynamics for a while, you probably know it has sparked fresh debates among investors about what the future holds. With shares closing at $331.15 and that impressive 26.9% rally so far this year, it is only natural to wonder whether there is still room to run or if the price has already baked in all the good news. Short-term traders saw a minor drop of 1.0% this past week, but the bigger picture shows strong 1-year and 5-year gains of...

Description: Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Description: As investors enters shutdown week three, a US-China trade war, credit gesticulation, and an incoming oil glut are weighing on the market.

Description: Market Domination Overtime host Josh Lipton previews several of the biggest stories to come next week, including the US Bureau of Labor Statistics (BLS) preparing to release September's Consumer Price Index (CPI) report, now rescheduled to come out next Friday, October 24, amid the ongoing government shutdown; as well as corporate earnings results from companies like EV maker Tesla (TSLA), Coca-Cola (KO), Ford (F), and Intel (INTC). To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Description: General Dynamics (GD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Description: Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. They are also bound to benefit from a friendlier regulatory environment with the Trump administration, and this excitement has led to a six-month gain of 39.5% for the sector - higher than the S&P 500’s 25.5% return.