General Dynamics

GD

Market cap $96.5B

The U.S. attack on Iran will have implications for defense and energy stocks.

A massive backlog of maintenance and software contracts will ensure recurring revenue.

General Dynamics (GD) reported earnings 30 days ago. What's next for the stock?

The ProShares S&P 500 Dividend Aristocrat ETF (NOBL) is up 9.39% YTD in 2026, decisively outperforming SPY's 1.08%. Dividend Aristocrats are regaining momentum after a weak 2025, with 55 outpacing SPY and 39 posting double-digit gains this year already. Dividend growth is lagging, with 2026's average increase currently at 3.22%, below last year's trend and potentially signaling headwinds.

In the closing of the recent trading day, General Dynamics (GD) stood at $350.72, denoting a +2.21% move from the preceding trading day.

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Transport Canada has certified General Dynamics Gulfstream's G500 and G600 business jets, according to a government document, following a recent spat in which U.S. President Donald Trump criticized the Canadian regulator for taking too long to approve the aircraft.

General Dynamics paid its quarterly dividend of $1.50 per share on February 6, 2026, marking the latest installment in a 27-year consecutive payment streak that has rewarded shareholders through multiple defense cycles.

General Dynamics beat on the top and bottom lines last week, but its stock sold off anyway. Single-digit earnings growth doesn't deserve a mid-teens P/E ratio.

Investors in defense contractors worry that a White House order restricting CEO pay, dividends and stock buybacks could reduce returns for shareholders and impede the companies' ability to attract the best executives.