General Dynamics Crescita futura
Criteri Future verificati 1/6
General Dynamics prevede che gli utili e i ricavi cresceranno rispettivamente di 7% e 4% all'anno. Si prevede che l'EPS crescerà di 7.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 17.3% in 3 anni.
Informazioni chiave
7.0%
Tasso di crescita degli utili
7.14%
Tasso di crescita dell'EPS
| Aerospace & Defense crescita degli utili | 18.2% |
| Tasso di crescita dei ricavi | 4.0% |
| Rendimento futuro del capitale proprio | 17.32% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 07 May 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Seeking Alpha • May 05
General Dynamics: A Huge Backlog Of Work And Contract Wins Keep Things Moving
Summary General Dynamics remains a buy, supported by a robust contract backlog, improving margins, and a low leverage risk profile. GD's diverse portfolio across aerospace, marine, and technology segments underpins both proven historical growth and forward revenue potential. Operating margin improvements, strong cash flow growth, and a proven dividend record reinforce the investment case, despite modest valuation and 6% forecasted upside. Technical analysis signals a bullish recovery after a recent dip, aligning with positive Wall Street consensus and supporting both income and capital growth theses. Read the full article on Seeking Alpha
Nuova analisi • Apr 27
General Dynamics (GD): The Industrial Sentinel Prepares for a Multi-Domain Surge
General Dynamics (GD) , the global vanguard of nuclear-powered submarines, land combat vehicles, and ultra-luxury business aviation, enters the weekend of Sunday, April 26, 2026 , in a state of high-stakes transition. The company is set to release its Q1 2026 earnings report on Wednesday, April 29, 2026, before the market opens.
Aggiornamento dell'analisi • Apr 23
GD: Defense Demand And 2026 Budget Tailwinds Will Support Returns
Analysts have trimmed their consolidated price target for General Dynamics by about $1 to roughly $393, reflecting slightly higher discount rate assumptions and marginal adjustments to long term revenue growth, profit margin, and future P/E expectations, following a mix of recent downgrades and target cuts alongside one bullish initiation. Analyst Commentary Recent research on General Dynamics reflects a split view, with one bullish initiation contrasted against several downgrades and price target trims.Aggiornamento dell'analisi • Apr 09
GD: Sector Momentum And 2026 Defense Budget Outlook Will Drive Returns
Analysts have trimmed the General Dynamics price target by about $1 to $393.93. This reflects slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E after a mix of recent target cuts and downgrades alongside earlier target increases and a bullish initiation.Aggiornamento dell'analisi • Mar 25
GD: Future Defense Budgets And Buyback Limits Will Shape Returns
Analysts have increased their price targets on General Dynamics by amounts ranging from $5 to $68, citing updated sector assumptions, refined P/E and discount rate inputs, and revised perspectives on potential impacts from evolving U.S. defense budget and capital return policies. Analyst Commentary Recent research on General Dynamics centers on two big swing factors for valuation, updated sector assumptions for aerospace and defense, and how potential changes to U.S. defense spending and capital return rules might reshape cash flow and P/E support.Aggiornamento dell'analisi • Mar 08
GD: Future Defense Budgets And Capital Return Limits Will Shape Returns
Narrative Update on General Dynamics The updated analyst price target for General Dynamics has moved higher by a blended low double digit dollar amount. Analysts point to a group of recent target increases from firms across the Street, along with refreshed modeling around sector momentum, valuation multiples and potential budget scenarios, as key drivers of the change.Aggiornamento dell'analisi • Feb 21
GD: Higher Defense Budget Scenarios Will Shape Future Returns
Analysts have lifted their average price targets for General Dynamics by a range of about $5 to $68 in recent weeks, reflecting updated views on sector momentum, evolving budget scenarios, and revised P/E assumptions, even as fair value and growth inputs in our framework remain broadly unchanged. Analyst Commentary Recent research updates around General Dynamics cluster around higher price targets, with analysts revisiting their assumptions on sector momentum, policy risk, and capital allocation while generally leaving core fair value drivers intact.Aggiornamento dell'analisi • Feb 07
GD: Higher Defense Budget Hopes And Buyback Limits Will Shape Future Returns
Analysts have nudged their price targets for General Dynamics higher, supporting a fair value update to about $394.81 as they factor in modestly stronger revenue growth expectations, a slightly lower discount rate and refined P/E assumptions, even as they temper profit margin forecasts. Analyst Commentary Recent research updates on General Dynamics cluster around higher price targets and refreshed assumptions, giving you a sense of where analysts see risk and opportunity lining up for the next couple of years.Articolo di analisi • Feb 03
General Dynamics Corporation (NYSE:GD) Just Reported Annual Earnings: Have Analysts Changed Their Mind On The Stock?
Shareholders might have noticed that General Dynamics Corporation ( NYSE:GD ) filed its annual result this time last...Aggiornamento dell'analisi • Jan 24
GD: Marine Strength And Policy Limits On Buybacks Will Shape Future Returns
Analysts have nudged their price targets on General Dynamics higher, supporting a fair value move from about $383.51 to $393.01 as they factor in refreshed sector views, updated estimates across aerospace and defense, and recent upgrades in the stock's rating and target ranges. Analyst Commentary Recent research on General Dynamics clusters around higher price targets and refreshed views on how policy shifts and sector trends could feed into valuation, balance sheet usage, and long term growth potential.Aggiornamento dell'analisi • Jan 09
GD: Marine Strength And Buyback Constraints Will Shape Multi Year Return Potential
Analysts have nudged their fair value estimate for General Dynamics slightly higher to about US$384 from roughly US$382, reflecting updated price targets in the US$380 to US$400 range and supporting views around solid recent results, balance sheet capacity, and potential defense spending scenarios. Analyst Commentary Bullish Takeaways Bullish analysts highlight a series of higher price targets in the US$380 to US$400 range, which they tie to recent quarterly results and updated modeling assumptions around earnings and cash generation.Aggiornamento dell'analisi • Dec 20
GD: Marine And Defense Demand Will Drive Multi Year Upside Potential
Analysts have nudged their consolidated price target for General Dynamics higher, reflecting a move toward the Street's recently raised range of about $380 to $400 per share. They cite a solid quarter, growing balance sheet capacity, and expanding defense and technology opportunities.Aggiornamento dell'analisi • Dec 06
GD: Marine And Defense Demand Will Drive Multi Year Upside Potential
Analysts have nudged their price target for General Dynamics higher, toward the upper end of the Street’s recent range around $380 to $400. This reflects confidence in marine-driven defense growth, emerging opportunities in combat and technology, and improved balance sheet strength.Aggiornamento dell'analisi • Nov 22
GD: Rising Defense Demand And Marine Strength Will Drive Quarter Momentum
General Dynamics' analyst price target has been raised by analysts from approximately $379 to just under $381. This change reflects confidence in the company’s solid quarterly performance, expanding balance sheet capacity, and continued growth opportunities across its defense and technology segments.Aggiornamento dell'analisi • Nov 05
GD: Defense Demand And Marine Opportunities Will Drive Measured Upside Amid Policy Risks
General Dynamics' analyst price target was raised from approximately $354 to $379. Analysts cited the company's solid quarterly performance and increased growth opportunities in several divisions.Aggiornamento dell'analisi • Oct 22
Analysts Lift General Dynamics Price Target as Strong Orders Offset Portfolio Concerns
Analysts have raised their price target for General Dynamics to approximately $354 from $345, citing solid second quarter results and robust order flow despite ongoing portfolio headwinds. Analyst Commentary Following General Dynamics' recent quarterly results, analysts have provided fresh insights reflecting both optimism and caution regarding the company's outlook and valuation.Aggiornamento dell'analisi • Oct 08
Defense Spending And IT Modernization Will Define Future Markets
The analyst price target for General Dynamics has been raised from $337.94 to $345.41. This reflects optimism after strong Q2 results and improved order flow.Aggiornamento dell'analisi • Sep 11
Defense Spending And IT Modernization Will Define Future Markets
General Dynamics’ analyst price target was modestly raised to $337.94, reflecting strong Q2 results, robust defense order flow, improving Gulfstream G700 deliveries, and sector tailwinds, supporting a slightly higher fair value. Analyst Commentary Solid Q2 results and strong order flow supporting higher price targets.Articolo di analisi • Sep 06
General Dynamics (NYSE:GD) Has More To Do To Multiply In Value Going Forward
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...Articolo di analisi • Jun 16
Is General Dynamics Corporation (NYSE:GD) Trading At A 29% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, General Dynamics fair value estimate is US$399 Current share...Seeking Alpha • Apr 25
General Dynamics: The Aerospace Jewel Shines Bright In Earnings
Summary General Dynamics reported strong Q1 results with 14% revenue growth, driven by a 45% increase in aerospace sales and significant margin expansion. Despite the initial stock decline, General Dynamics outperformed the S&P 500 with a 5.7% increase since my last update. The company maintained its revenue outlook and is fairly valued, with a price target of $309.33 for FY2026, indicating a 14% upside. I maintain a buy rating for General Dynamics, citing robust growth in aerospace and marine systems segments, despite tariff uncertainties. Read the full article on Seeking AlphaSeeking Alpha • Feb 25
Defense Spending Cut Fears Open A Window Of Opportunity: General Dynamics In Focus
Summary The article discusses reasons for the abysmal performance of defense stocks since the election of Donald Trump, while explaining why a window of opportunity is opening for long-term oriented investors. I take a brief look at L3Harris Technologies, RTX Corp., Lockheed Martin, Northrop Grumman, and Huntington Ingalls Industries and share where I plan to allocate more capital. I'll take an in-depth look at the fundamentals of General Dynamics, a surprisingly well-diversified and financially sound hybrid commercial aviation and defense company. In addition to discussing growth prospects, balance sheet quality, and profitability, I'll give my opinion on the current valuation of GD stock and explain why I opened a starter position. Read the full article on Seeking AlphaSeeking Alpha • Jan 31
General Dynamics Q4 Results: Magnificent Buy-The-Drop Opportunity
Summary General Dynamics Corporation's recent share price weakness presents a compelling entry point, with strong operational performance and a robust $90.6 billion backlog. The company demonstrated solid revenue and net earnings growth, driven by strong demand in Aerospace and robust order growth in Combat Systems. Management guides for 2025 revenue growth of 5.5%, margin expansion, and EPS growth, supported by disciplined capital returns and a strong balance sheet. Trading at a forward P/E of 17.3 and near its 52-week low, GD stock offers long-term value and growth potential for investors. Read the full article on Seeking AlphaSeeking Alpha • Dec 13
General Dynamics: DOGE Risk, But Upside Remains For 2025 And I Am Buying
Summary General Dynamics faces downward revisions in EBITDA and free cash flow estimates, with significant challenges in the aerospace and submarine sectors impacting growth projections. Despite a strong dividend consistency, the yield and yield on cost are unimpressive, and share repurchases have not significantly reduced outstanding shares. Opportunities include potential growth from G700 deliveries and defense contracts, but risks like supply chain issues and potential contract losses loom large. My price target remains largely unchanged at $318, suggesting a 21% upside, as historical underperformance may offer a springboard for future gains. Read the full article on Seeking AlphaSeeking Alpha • Dec 03
Despite G700 Delivery Delays, General Dynamics Appears On Track
Summary I reiterate a ‘Strong Buy’ rating for General Dynamics with a fair value of $315 per share, despite G700 delivery delays. Strong aerospace growth, with 23% new aircraft revenue and 20% aircraft services growth, highlights the company's robust performance. General Dynamics anticipates 5% organic revenue growth and 10bps margin expansion, driven by new aircraft deliveries and aftermarket services. Key risks include debt repayment affecting stock repurchases, but the company is addressing internal and external issues effectively. Read the full article on Seeking AlphaSeeking Alpha • Nov 12
As It Turns Out, General Dynamics Is A 'Trump Trade'
Summary General Dynamics benefits from geopolitical tensions, strong order backlogs, and robust financials, making it a strategic long-term defense investment. Despite the high valuation, GD's double-digit EPS growth and dependable dividend growth support a Buy rating. Short-term headwinds like Gulfstream G700 delivery issues and supply chain challenges exist but are manageable. Gradual buying is recommended to improve the risk/reward profile, capitalizing on price dips in a dependable defense-backed market. Read the full article on Seeking AlphaSeeking Alpha • Oct 29
General Dynamics: Prepare For Takeoff
Summary General Dynamics offers strong diversification with robust revenue growth, a high $92.6 billion project backlog, and resilience amidst geopolitical uncertainty, making it a solid investment. Recent Q3 2024 results show strong revenue and EPS growth along with a high backlog of projects. GD maintains a strong balance sheet with an 'A' credit rating, low net debt to EBITDA ratio, and consistent shareholder returns through dividends and buybacks. Read the full article on Seeking AlphaSeeking Alpha • Oct 09
General Dynamics Sees Sharp Contract Decline, But Strong Backlog Secures Future Growth
Summary General Dynamics saw a 58.4% decline in contract value, primarily due to lower value per contract, despite a stable number of contracts. The company has a strong backlog of $91.3 billion, with $71.3 billion in defense, ensuring revenue generation through 2025. Ground vehicles show modest growth, while marine systems dominate the defense backlog, indicating a focused but less diversified defense portfolio. Despite contract value decline, General Dynamics' business jet production and potential new contracts provide positive diversification and a comfortable cushion. Read the full article on Seeking AlphaSeeking Alpha • Sep 24
General Dynamics: U.S. GDP Has Room For Increased Defense Spending
Summary US Defense spending is expected to reach $1trn by 2031, this is forecasted to be an all-time low as a % of GDP. Thus, there is room to expand further. General Dynamics' $91bn backlog stretches deep into the 2030s. Increasing global conflict could mean GD's backlog growth, or remaining stable in 2025. Based on today's valuation, GD's FCF yield is expected to reach 5.6% in FY26. Thus, it can be argued GD's valuation is in line with expectations. Key risks include potential geopolitical de-escalation and the effectiveness of buybacks diminishing as GD's valuation rises. Trump has threatened to force NATO members to increase the minimum defense spending requirement from 2% of GDP to 3%, which would benefit GD's combat systems business. Read the full article on Seeking AlphaSeeking Alpha • Aug 23
General Dynamics Stock Is Worth $317
Summary General Dynamics reports strong second quarter results, with revenue growth and margin expansion across all key metrics. The Aerospace segment sees a significant revenue increase, but margin pressure due to G700 costs, while Combat Systems and Marine Systems also show growth. General Dynamics increases earnings and revenue guidance, with stock expected to have 8% upside according to analyst estimates. Read the full article on Seeking AlphaSeeking Alpha • Aug 11
I'm Convinced General Dynamics Is One Of The Best Dividend Aristocrats On The Market
Summary Rheinmetall's growth highlights Europe's defense modernization needs, benefiting both German and U.S. defense giants like General Dynamics. GD posted strong Q2 results with revenue growth across all segments, driven by increased demand for tanks, jets, and shipbuilding. GD's financial strength, dividend reliability, and long-term growth prospects make it a solid pick for investors seeking exposure to the defense sector. Read the full article on Seeking AlphaSeeking Alpha • Jul 10
General Dynamics: Flying High, But Moderately Overvalued
Summary General Dynamics is a global defense company with four segments. Financial metrics show revenue growth, fluctuating earnings per share, and a safe dividend with room for growth. Valuation indicates General Dynamics is moderately overvalued, suggesting a hold rating until a reasonable pullback occurs. Read the full article on Seeking AlphaPrevisioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 12/31/2028 | 60,165 | 5,276 | 5,009 | 6,868 | 18 |
| 12/31/2027 | 57,688 | 4,938 | 4,691 | 6,687 | 23 |
| 12/31/2026 | 55,203 | 4,568 | 4,661 | 6,588 | 23 |
| 4/5/2026 | 53,808 | 4,341 | 6,190 | 7,412 | N/A |
| 12/31/2025 | 52,550 | 4,210 | 3,949 | 5,110 | N/A |
| 9/28/2025 | 51,509 | 4,215 | 4,801 | 5,708 | N/A |
| 6/29/2025 | 50,273 | 4,086 | 4,121 | 5,017 | N/A |
| 3/30/2025 | 49,208 | 3,977 | 3,336 | 4,235 | N/A |
| 12/31/2024 | 47,716 | 3,782 | 3,190 | 4,106 | N/A |
| 9/29/2024 | 46,046 | 3,639 | 2,280 | 3,145 | N/A |
| 6/30/2024 | 44,946 | 3,545 | 2,158 | 3,049 | N/A |
| 3/31/2024 | 43,122 | 3,384 | 2,064 | 2,966 | N/A |
| 12/31/2023 | 42,272 | 3,315 | 3,802 | 4,706 | N/A |
| 10/1/2023 | 41,455 | 3,302 | 3,084 | 4,178 | N/A |
| 7/2/2023 | 40,859 | 3,368 | 3,020 | 4,142 | N/A |
| 4/2/2023 | 39,896 | 3,390 | 2,958 | 4,092 | N/A |
| 12/31/2022 | 39,407 | 3,390 | 3,485 | 4,599 | N/A |
| 10/2/2022 | 38,848 | 3,350 | 4,604 | 5,609 | N/A |
| 7/3/2022 | 38,441 | 3,308 | 4,848 | 5,794 | N/A |
| 4/3/2022 | 38,472 | 3,279 | 5,334 | 6,228 | N/A |
| 12/31/2021 | 38,469 | 3,257 | 3,364 | 4,251 | N/A |
| 10/3/2021 | 38,658 | 3,307 | 4,269 | 5,116 | N/A |
| 7/4/2021 | 38,521 | 3,281 | 3,884 | 4,751 | N/A |
| 4/4/2021 | 38,565 | 3,169 | 3,554 | 4,470 | N/A |
| 12/31/2020 | 37,925 | 3,167 | 2,832 | 3,799 | N/A |
| 9/27/2020 | 38,217 | 3,185 | 2,633 | 3,636 | N/A |
| 6/28/2020 | 38,547 | 3,264 | 2,580 | 3,611 | N/A |
| 3/29/2020 | 38,838 | 3,445 | N/A | 3,050 | N/A |
| 12/31/2019 | 39,350 | 3,484 | N/A | 2,930 | N/A |
| 9/29/2019 | 38,955 | 3,373 | N/A | 2,611 | N/A |
| 6/30/2019 | 38,288 | 3,324 | N/A | 2,315 | N/A |
| 3/31/2019 | 37,919 | 3,304 | N/A | 2,826 | N/A |
| 12/31/2018 | 36,193 | 3,358 | N/A | 3,128 | N/A |
| 9/30/2018 | 34,092 | 3,085 | N/A | 3,049 | N/A |
| 7/1/2018 | 32,578 | 2,985 | N/A | 3,128 | N/A |
| 4/1/2018 | 31,067 | 2,948 | N/A | 2,813 | N/A |
| 12/31/2017 | 30,973 | 2,912 | N/A | 3,836 | N/A |
| 10/1/2017 | 30,350 | 2,856 | N/A | 2,670 | N/A |
| 7/2/2017 | 30,427 | 2,823 | N/A | 2,298 | N/A |
| 4/2/2017 | 30,526 | 2,788 | N/A | 2,195 | N/A |
| 12/31/2016 | 30,561 | 2,679 | N/A | 2,109 | N/A |
| 10/2/2016 | 30,716 | 2,863 | N/A | 1,653 | N/A |
| 7/3/2016 | 31,053 | 2,865 | N/A | 1,986 | N/A |
| 4/3/2016 | 31,161 | 2,903 | N/A | 2,301 | N/A |
| 12/31/2015 | 31,781 | 3,036 | N/A | 2,564 | N/A |
| 10/4/2015 | 32,022 | 2,938 | N/A | 2,179 | N/A |
| 7/5/2015 | 31,779 | 2,899 | N/A | 3,863 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: La crescita prevista degli utili di GD ( 7% all'anno) è superiore al tasso di risparmio ( 3.5% ).
Guadagni vs Mercato: Si prevede che gli utili di GD ( 7% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.4% all'anno).
Guadagni ad alta crescita: Si prevede che gli utili di GD cresceranno, ma non in modo significativo.
Ricavi vs Mercato: Si prevede che il fatturato di GD ( 4% all'anno) crescerà più lentamente rispetto al mercato US ( 11.4% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di GD ( 4% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di GD sarà basso tra 3 anni ( 17.3 %).
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/07 14:35 |
| Prezzo dell'azione a fine giornata | 2026/05/07 00:00 |
| Utili | 2026/04/05 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
General Dynamics Corporation è coperta da 42 analisti. 23 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| John Eade | Argus Research Company |
| Peter Arment | Baird |
| Joseph Campbell | Barclays |