Army Awards $150 Million Contract to General Dynamics for Abrams R&D
The Army has awarded General Dynamics Land Systems Inc. a $150 million contract for the Abrams Engineering Program, with work scheduled to be completed by June 30, 2027. This article details numerous contracts awarded by the U.S. Department of Defense across the Army, Navy, Air Force, and Defense Logistics Agency. The contracts cover a wide range of services and equipment, including research and development, IT infrastructure, engineering services, high-performance computing, precision guidance kits, power generation, dredging, construction, various military systems, and natural gas supply.
Alberta Investment Management Corp Takes $3.14 Million Position in General Dynamics Corporation $GD
Alberta Investment Management Corp initiated a new position in General Dynamics (NYSE:GD) by purchasing 9,212 shares valued at approximately $3.14 million. This move comes as other institutional investors have also adjusted their holdings, while company VPs have sold significant portions of their shares. General Dynamics recently reported strong quarterly earnings, beating EPS estimates, and has set positive FY 2026 guidance, alongside offering a $1.50 quarterly dividend.
Argus Research Adjusts General Dynamics Price Target to $395 From $380, Maintains Buy Rating
Argus Research has increased its price target for General Dynamics (GD) to $395 from $380, while reiterating a Buy rating on the stock. This adjustment reflects a positive outlook on the company's financial prospects and market position. The report highlights General Dynamics' diversified business segments, including information systems, business aircraft, defense systems, and naval operations.
L3Harris to deliver communications systems for US Navy submarines
L3Harris Technologies secured a full-rate production contract from General Dynamics Electric Boat to supply 26 communications shipsets for Virginia- and Columbia-class submarines. This marks L3Harris's largest order of its kind, with the systems designed to enhance situational awareness and secure communication for submarine crews. The agreement extends to 2033 and includes support for future Columbia-class submarines and allied navies.
What's Going On With L3Harris Stock Today?
L3Harris Technologies (NYSE:LHX) shares rose after securing a significant submarine communications production award from General Dynamics Electric Boat. This contract, covering multiple submarine shipsets through the next decade, strengthens L3Harris's role in naval systems and provides long-term revenue visibility. The company's stock was trading higher by 1.82% to $352.87 on Wednesday following the announcement.
New Boeing 777-9 pilot simulators cleared for lifelike training
Boeing has received initial qualification certificates from the U.S. Federal Aviation Administration (FAA) and the European Union Aviation Safety Agency (EASA) for its 777-9 training devices. Located at the Boeing Training Campus in Gatwick and developed in collaboration with CAE, these simulators will replicate the aircraft's advanced systems to provide realistic training and prepare pilots for the operational readiness of the new 777-9. These qualifications are a crucial step towards validating training courseware before customer pilot training can commence.
L3Harris to provide communications systems for Virginia and Columbia-class subs
L3Harris Technologies has secured its largest full-rate production contract from General Dynamics Electric Boat to supply 26 shipsets of communications systems for Virginia- and Columbia-class submarines. This follow-on award ensures production through 2033, with potential support for future Columbia-class platforms and allied navies. The agreement extends L3Harris's long-standing support for U.S. Navy submarine programs, emphasizing the critical role of undetectable communications systems for strategic advantage.
News | Fast-tracking the fighter jet engine of the future
Pratt & Whitney, an RTX business, is using digital tools to rapidly develop the XA103 adaptive fighter jet engine for the U.S. Air Force, aiming for air dominance. This fully digital design approach, including a collaborative environment and model-based systems, reduces errors, shortens development times, and enhances communication with suppliers and the Air Force. The company expects these innovations to deliver next-generation capabilities faster, building on past successes like the F119 engine.
Is Trending Stock The Boeing Company (BA) a Buy Now?
The Boeing Company (BA) has been a highly searched stock, with shares returning -2% over the past month. The article analyzes Boeing's earnings estimate revisions, revenue growth forecasts, past financial results, and valuation to determine its near-term performance potential. Currently, Boeing holds a Zacks Rank #3 (Hold), suggesting it may perform in line with the broader market.
Leidos Holdings, Inc. (NYSE:LDOS) Q4 2025 Earnings Call Transcript
Leidos Holdings, Inc. (NYSE:LDOS) reported strong Q4 and full-year 2025 results, exceeding earnings expectations with an EPS of $2.76 against an anticipated $2.57. Despite challenges like a government shutdown, the company achieved solid revenue, increased EBITDA margin, and robust free cash flow. Leidos outlined its North Star 2030 strategy, focusing on strategic acquisitions, organic investments in growth pillars like cyber and energy, and organizational realignment to drive future advancements and profitability.
Leonardo DRS joins SHIELD missile defense program
Leonardo DRS has secured multiple contracts under the Missile Defense Agency's $151 billion SHIELD program. These contracts position the company to compete for future task orders aimed at accelerating the delivery of air and missile defense capabilities for U.S. forces. Leonardo DRS will leverage its expertise in designing and manufacturing defense technologies to rapidly develop and integrate advanced solutions for homeland and operational missile defense missions.
NEOS Investment Management LLC Purchases 8,771 Shares of General Dynamics Corporation $GD
NEOS Investment Management LLC increased its stake in General Dynamics Corporation by 50.9% in the third quarter, acquiring 8,771 additional shares and bringing their total holdings to 25,987 shares valued at $8.86 million. Institutional investors now own approximately 86.14% of the company's stock. General Dynamics reported strong quarterly earnings, beating analyst expectations, and offers a quarterly dividend of $1.50, while analysts maintain a "Moderate Buy" consensus rating for the stock.
Rayha Mark, vice president at General Dynamics, sells $1.5m in stock By Investing.com
Rayha Mark, Vice President at General Dynamics, sold 4,370 shares of common stock for approximately $1.5 million and also exercised options to acquire 6,480 shares. This transaction follows General Dynamics' strong fourth-quarter 2025 financial results, which exceeded revenue and EPS forecasts. Despite market considerations like Jefferies reiterating a Hold rating, the company's G700 model showed improved manufacturing margins, and Gulfstream jets are expected to receive approval from Canada's aviation regulator.
Rayha Mark, vice president at General Dynamics, sells $1.5m in stock
Rayha Mark, Vice President at General Dynamics, sold 4,370 shares of common stock for approximately $1.5 million and exercised options to acquire 6,480 shares. Following these transactions, Mark directly owns 7,936 shares and indirectly owns an additional 2,879.62 shares through a 401(k) plan. This news follows General Dynamics' strong Q4 2025 financial results, with EPS and revenue exceeding expectations, and Jefferies reiterating a Hold rating on the stock.
General Dynamics VP Sells Shares Worth Over $1.5 Million
General Dynamics Vice President, Rayha Mark, sold 4,370 shares of Common Stock for over $1.5 million on February 13, 2026. Following this transaction, Mark retains substantial holdings in the company, both directly and indirectly through a 401(k) Plan. The sale was reported in an SEC Form 4 filing.
Raytheon-led push to replace foreign supply of critical AI material
Raytheon, an RTX business, secured an Air Force Research Laboratory contract to develop a domestic supply of thin film lithium niobate (TFLN) wafers, a crucial material for high-speed communications and advanced sensing in defense and commercial AI applications. This initiative, which includes a technology transfer to US-based G&H for production by early 2026, aims to reduce the U.S. reliance on foreign sources for TFLN. The effort seeks to strengthen the domestic supply chain resilience and provide an independent source for this essential material.
Northrop Grumman (NYSE:NOC) - Stock Analysis
This report provides a comprehensive stock analysis of Northrop Grumman (NYSE:NOC), highlighting its strong position in the aerospace and defense sector due to elevated defense spending and leadership in next-generation platforms. The company shows solid performance with earnings forecast to grow, good value compared to peers, and a reliable dividend. However, it notes risks including a high level of debt and significant insider selling, alongside a mixed sector outlook.
Do Wall Street Analysts Like General Dynamics Stock?
This article fragment does not contain substantive content regarding General Dynamics stock or analyst opinions. It only provides links to financial tools, market data, and disclaimers about delayed quotes. No analysis or specific information about General Dynamics is present.
JPMorgan Chase & Co. Cuts Stock Holdings in General Dynamics Corporation $GD
JPMorgan Chase & Co. reduced its stake in General Dynamics Corporation by 5.8% in Q3, selling over 321,000 shares, though still holding a significant interest valued at $1.77 billion. Despite this reduction, General Dynamics reported strong Q3 earnings, surpassing analyst estimates, and analysts maintain a "Moderate Buy" rating for the stock with an average price target of $375.47. The company also announced a quarterly dividend of $1.50 per share, demonstrating continued financial performance.
Merit Financial Group LLC Increases Position in General Dynamics Corporation $GD
Merit Financial Group LLC has increased its stake in General Dynamics Corporation by 30.3% in the third quarter, bringing its total holdings to 35,944 shares valued at $12.26 million. This move is part of a broader trend of institutional investors adjusting their positions in the aerospace company. The article also provides details on insider activity, recent analyst ratings, stock performance, and the company's latest earnings report and dividend announcement.
Elbit Systems Secures $435 Million in Contracts
Elbit Systems has secured approximately $435 million in contracts from an international customer for advanced defense systems, including land systems and a development program for an innovative defense solution. These contracts, to be executed over six years, are expected to provide a stable revenue stream and enhance the company's market position. Despite strong demand and a substantial order backlog, analysts note persistent concerns regarding Elbit Systems' valuation.
News | Innovating at the speed of need
RTX is accelerating its product development cycles to meet customer demands for advanced capabilities more quickly. The company achieves this by adapting proven platforms, optimizing designs with advanced manufacturing techniques like additive manufacturing, and utilizing digital engineering for faster collaboration and design refinement. These methods allow RTX to move products from concept to testing in significantly reduced timeframes, as exemplified by the 50-day development of a new StormBreaker® variant.
RTX Corporation Stock (RTX) Opinions on Quarterly Earnings Beat
RTX Corporation reported better-than-expected quarterly earnings, leading to investor optimism due to strong defense spending and a solid backlog in aerospace and missiles. Despite some concerns about supply chain disruptions, the overall market sentiment highlighted the company's resilience and strategic advantages in advanced weaponry. Analysts have largely issued "Buy" ratings, with a median price target of $211.5, suggesting shares are attractively priced post-rally.
V2X (VVX) Is Down 5.1% After Google AI Defense Deal And T-6 COMBS Restart – Has The Bull Case Changed?
V2X (VVX) recently announced the resumption of its US$4.30 billion T-6 COMBS contract, secured US$100.00 million in classified awards, and partnered with Google Public Sector for AI and cloud solutions for U.S. defense. These developments reinforce V2X's role as an integrated mission partner, potentially broadening its services beyond traditional support into AI-enabled solutions. While these updates support the company's near-term growth, investors should consider the implications of its dependence on large government contracts and varying analyst projections for its future revenue and earnings.
General Dynamics Corporation $GD Stake Reduced by Shell Asset Management Co.
Shell Asset Management Co. has reduced its stake in General Dynamics Corporation by 46.1% during the third quarter, selling 3,124 shares. Despite this, other institutional investors like State Street Corp., Ameriprise Financial Inc., and Invesco Ltd. increased their holdings. Wall Street analysts maintain a "Moderate Buy" consensus rating for General Dynamics, with an average price target of $375.47.
Fifth Third Bancorp Sells 12,122 Shares of General Dynamics Corporation $GD
Fifth Third Bancorp reduced its stake in General Dynamics Corporation by 5.1% in the third quarter, selling 12,122 shares. Despite this, General Dynamics reported strong quarterly earnings, beating analyst estimates for both EPS and revenue, and provided positive FY2026 guidance. Analysts maintain a "Moderate Buy" rating for the stock, with several firms raising their price targets.
Institutional investors in General Dynamics Corporation (NYSE:GD) lost 3.5% last week but have reaped the benefits of longer-term growth
Institutional investors, holding an 81% stake in General Dynamics Corporation (NYSE:GD), experienced a 3.5% decline in their holdings last week. Despite this recent loss, they have benefited from a 46% return over the past year. The top 13 shareholders collectively own 50% of the company, and while insider ownership is less than 1%, it is noted that insiders have been selling shares.
General Dynamics Corp (GD) Stock Price, Quote, News & History
This article provides a comprehensive overview of General Dynamics Corp (GD) stock, including its current price, market performance, key statistics, financial data, and analyst ratings. It also features recent news relevant to the company and lists several key competitors within the Aerospace & Defense industry.
Leidos Deepens Critical Infrastructure And AI Security Role With New Moves
Leidos is expanding its role in critical infrastructure and AI security through strategic moves. The company acquired ENTRUST Solutions Group to enhance utility engineering services, secured a federal contract for AI-driven and Zero Trust security, and partnered with Trustible and RegScale for AI governance and cybersecurity automation. These initiatives position Leidos as a key player in secure automation for highly regulated defense and critical infrastructure environments.
Howmet Aerospace Inc. (NYSE:HWM) Q4 2025 Earnings Call Transcript
Howmet Aerospace Inc. reported strong Q4 and full-year 2025 results, exceeding earnings expectations with EPS of $1.05 against an anticipated $0.965. The company saw significant growth in revenue and EBITDA, driven by commercial and defense aerospace, and an emerging gas turbine market. Howmet also discussed its capital deployment strategy, including share buybacks, debt reduction, and strategic acquisitions to enhance its market position and product offerings.
General Dynamics Paid Investors $1.50: Here’s What the Dividend Reveals
General Dynamics (GD) recently paid a quarterly dividend of $1.50 per share, extending a 27-year streak of consecutive payments. This dividend reflects a 5.6% increase from the previous year, supported by a strong financial foundation including $4 billion in free cash flow and a record $118 billion backlog. The company maintains a conservative 40.2% payout ratio, signaling sustainability and potential for continued growth despite near-term tariff impacts and increased capital expenditures.
Mtron Receives $4 Million Follow-On Award on Major U.S. Defense Production Contract
Mtron has received a $4 million follow-on order, increasing its major U.S. defense production contract to nearly $24 million. This expanded two-year contract, supporting a key air defense program, includes higher unit volumes and additional RF products. The agreement solidifies Mtron's role as a trusted partner for precision RF components in U.S. and allied defense systems, with work continuing through mid-2028 in Orlando, Florida.
Savvy Advisors Inc. Has $2.14 Million Stock Position in General Dynamics Corporation $GD
Savvy Advisors Inc. significantly increased its stake in General Dynamics (NYSE:GD) by 188.6% in Q3, now holding 6,268 shares valued at approximately $2.14 million. This move comes as General Dynamics reported strong Q3 earnings, beating analyst expectations with $4.17 EPS and $14.38 billion in revenue, and announcing FY 2026 guidance of $16.10-$16.20 EPS. The company also pays a quarterly dividend of $1.50 per share, contributing to a 1.8% yield, while analysts maintain a "Moderate Buy" rating with an average target price of $375.47.
RBC Bearings (RBC) Is Up 5.8% After Raising Q4 Sales Outlook Amid Aerospace Strength - Has The Bull Case Changed?
RBC Bearings (RBC) recently reported strong Q3 fiscal 2026 results with US$461.6 million in sales and US$67.4 million in net income, and raised its Q4 sales outlook to US$495.0 million to US$505.0 million, driven primarily by its aerospace and defense segment. While the shares have seen a significant 5.8% increase over seven days, reflecting optimism, the article suggests investors should consider the valuation risk after a strong year-long run. The investment narrative hinges on continued aerospace and defense execution and stable industrial demand.
Defense Stocks Surged 100% Since Trump's Tariff Shock: Is The Rally Over?
Defense stocks, tracked by the State Street SPDR S&P Aerospace & Defense ETF (XAR), have nearly doubled since April 2025 lows, prompting questions about the sustainability of the rally. Analysts attribute this surge to a "new modern age" of warfare, rapidly increasing global defense budgets, depleted missile stockpiles, and the growing importance of AI and automation in military applications. Despite valuation concerns, the rally appears to be grounded in strong fundamentals, leading some to believe it's the early phase of a structural upcycle.
Wedbush Securities Inc. Increases Stake in General Dynamics Corporation $GD
Wedbush Securities Inc. significantly increased its stake in General Dynamics Corporation during the third quarter, acquiring an additional 3,291 shares, bringing its total holdings to $7.23 million. This comes amidst other institutional investor activity and a recent insider stock sale by a company VP. General Dynamics reported strong Q4 earnings, surpassing analyst expectations for both EPS and revenue, and provided optimistic FY2026 guidance.
Westover Capital Advisors LLC Boosts Stake in General Dynamics Corporation $GD
Westover Capital Advisors LLC increased its holdings in General Dynamics Corporation by 65.6% during the third quarter, bringing their total ownership to 12,895 shares valued at $4,397,000. Other institutional investors like State Street Corp and Ameriprise Financial Inc. also significantly boosted their stakes. General Dynamics recently reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend of $1.50 per share.
Krilogy Financial LLC Buys New Shares in General Dynamics Corporation $GD
Krilogy Financial LLC has acquired a new stake of 4,682 shares, valued at approximately $1.605 million, in General Dynamics Corporation during the third quarter. General Dynamics recently exceeded quarterly expectations with $4.17 EPS and $14.38 billion in revenue, and has provided FY 2026 EPS guidance of $16.10 to $16.20. Analysts have a "Moderate Buy" rating with an average target price of $375.47 for the stock.
Rhumbline Advisers Sells 3,778 Shares of General Dynamics Corporation $GD
Rhumbline Advisers has reduced its stake in General Dynamics Corporation by 0.8%, selling 3,778 shares, though it still holds 485,173 shares valued at $165.44 million. Concurrently, Vice President David Paddock sold 20,360 shares for approximately $6.82 million, decreasing his position by 35.72%. General Dynamics recently surpassed Q4 earnings estimates with an EPS of $4.17 and revenue of $14.38 billion, while also announcing a quarterly dividend of $1.50 per share.
NOC Stock Price, Forecast & Analysis | NORTHROP GRUMMAN CORP (NYSE:NOC)
This article provides a detailed analysis of Northrop Grumman Corp. (NYSE:NOC) stock, covering its price performance, technical and fundamental ratings, financial highlights, and analyst forecasts. The stock closed at $702.57, with a recent increase of 7.33% in the past month and 60.08% in the past year. ChartMill assigned NOC a technical rating of 10/10 and a fundamental rating of 5/10, highlighting its strong performance compared to peers in the "Aerospace & Defense" sector.
Boeing Says Goodbye To It's Last 787-8 Dreamliner Test Airplane After More Than 16 Years In Service
Boeing has retired its last 787-8 Dreamliner test aircraft, ZA004, after over 16 years of service and more than 670 test flights. The aircraft, which played a crucial role in establishing performance and safety standards for the Dreamliner, will be stripped for spare parts at Pinal Airpark in Marana, Arizona, as further maintenance is no longer cost-effective. Its legacy will live on through every 787 Dreamliner currently flying and those yet to be delivered.
Is It Too Late To Consider L3Harris Technologies (LHX) After A 73% One Year Surge?
L3Harris Technologies (LHX) has seen a 73% surge over the past year, leading investors to question its current valuation. A Discounted Cash Flow (DCF) analysis suggests the stock might be undervalued by 10.4% at around $340 per share, estimating an intrinsic value of $379.60. However, its P/E ratio of 39.63x is above Simply Wall St's Fair Ratio of 33.43x, indicating it could be overvalued by this metric.
New Haven schools partner with General Dynamics Electric Boat to 'expand opportunities' for students
New Haven Public Schools has partnered with General Dynamics Electric Boat to provide students with opportunities in advanced manufacturing and maritime engineering. This collaboration aims to prepare students for careers through mentorship, real-world projects, and alignment of curriculum with industry trends. The program also offers graduating seniors internships, apprenticeships, and full-time positions at Electric Boat, supporting the company's significant hiring needs.
New Haven schools partner with General Dynamics Electric Boat to 'expand opportunities' for students
New Haven Public Schools has partnered with General Dynamics Electric Boat to expand educational and career opportunities for students, especially those in technical education and manufacturing pathways. This collaboration will bring Electric Boat employees into classrooms to mentor students and align curriculum with industry trends, preparing them for potential internships, apprenticeships, and full-time positions at the company. The initiative aims to connect education directly to career opportunities and strengthen Connecticut's workforce.
L3Harris Stock Gains Momentum on Strategic Defense Initiatives
L3Harris Technologies is strengthening its position as a leading defense contractor through technological advancements and expanding global partnerships. The company's strategic initiatives, including progress on modular weapons platforms and a significant agreement in the Middle East, are driving market confidence and share performance. These efforts aim to meet the growing demand for adaptable military solutions and strengthen international alliances.
Is It Time To Reassess General Dynamics (GD) After Its Strong Multi Year Share Price Run
General Dynamics (GD) has seen a significant share price run, but Simply Wall St's analysis suggests it's currently fairly valued to undervalued. A Discounted Cash Flow model indicates a slight undervaluation, while a Price-to-Earnings analysis, comparing GD's 23.0x P/E against an industry average of 42.8x and a "Fair Ratio" of 30.1x, points to the stock being undervalued. Investors can use "Narratives" to form their own valuation based on various factors and forecasts.
The Truth About General Dynamics Corp: Why Everyone Is Suddenly Watching This Defense Giant
General Dynamics Corp (GD) is gaining attention in the financial world due to its steady government contracts, diversified business across combat systems, aerospace, marine systems, and technology, and its position as a long-term investment. While not a "meme stock" for quick gains, GD is seen as a stable, dividend-paying opportunity for investors looking for exposure to the defense and aerospace sectors, especially when compared to competitors like Lockheed Martin. The article emphasizes that GD offers a quieter, more predictable investment compared to high-hype stocks, making it a "cop" for serious, long-term portfolio builders.
The Truth About General Dynamics Corp: Why Everyone Is Suddenly Watching This Defense Giant
General Dynamics Corp is gaining attention in the financial world due to its stable government contracts, diversification across defense and aerospace, and appeal to long-term investors. While not a "meme stock" for quick gains, its predictable growth and dividend potential make it an attractive option for those building a defense-heavy portfolio. The article compares GD to Lockheed Martin, highlighting GD's diversified business mix and quieter, fundamental-driven appeal.
Lockheed Martin stock price today: LMT steadies near $630 as Pentagon review keeps payouts in focus
Lockheed Martin's stock hovered near $630 after a slight decline, as the Pentagon initiated a deeper review into defense contractors' performance and capital allocation. The review, which focuses on linking payouts to delivery and spending, has created policy uncertainty for defense stocks. Investors are keen for more specifics when CEO Jim Taiclet and CFO Evan Scott speak at a Citi conference on February 18th.
MQS Management LLC Invests $1.16 Million in General Dynamics Corporation $GD
MQS Management LLC recently acquired 3,391 shares of General Dynamics Corporation, valuing the new stake at approximately $1.16 million and making it the fund's 5th largest holding. General Dynamics beat Q3 earnings expectations with $4.17 EPS and $14.38 billion in revenue, also providing strong FY2026 guidance. The company also pays a $6.00 annual dividend, and institutional investors own a significant portion of its stock.
