View ValuationGeneral Dynamics 将来の成長Future 基準チェック /06General Dynamics利益と収益がそれぞれ年間7%と4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.3% 7.1%なると予測されています。主要情報7.0%収益成長率7.14%EPS成長率Aerospace & Defense 収益成長0%収益成長率4.0%将来の株主資本利益率17.32%アナリストカバレッジGood最終更新日05 May 2026今後の成長に関する最新情報お知らせ • Jul 27General Dynamics Corporation Updates Earnings Guidance for the Year 2023General Dynamics Corporation updated earnings guidance for the year 2023. For the year, the company expected annual revenue higher than initial guidance. Total revenue to be around $42.45 billion, about $1.2 billion up from previous guidance. Operating earnings should be down modestly from prior guidance, but below-the-line items and lower share count will leave EPS guidance the same.すべての更新を表示Recent updatesReported Earnings • May 01First quarter 2026 earnings released: EPS: US$4.16 (vs US$3.70 in 1Q 2025)First quarter 2026 results: EPS: US$4.16 (up from US$3.70 in 1Q 2025). Revenue: US$13.5b (up 10% from 1Q 2025). Net income: US$1.13b (up 13% from 1Q 2025). Profit margin: 8.3% (up from 8.1% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 12% per year.お知らせ • Mar 30General Dynamics Corporation, Annual General Meeting, May 06, 2026General Dynamics Corporation, Annual General Meeting, May 06, 2026.お知らせ • Mar 10General Dynamics Declares Quarterly Dividend, Payable on May 8, 2026General Dynamics announced that its board of directors has declared a regular quarterly dividend of $1.59 per share on the company's common stock, payable May 8, 2026, to shareholders of record on April 10, 2026.Reported Earnings • Jan 29Full year 2025 earnings released: EPS: US$15.65 (vs US$13.81 in FY 2024)Full year 2025 results: EPS: US$15.65 (up from US$13.81 in FY 2024). Revenue: US$52.6b (up 10% from FY 2024). Net income: US$4.21b (up 11% from FY 2024). Profit margin: 8.0% (up from 7.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 12% per year.Declared Dividend • Dec 31Third quarter dividend of US$1.50 announcedShareholders will receive a dividend of US$1.50. Ex-date: 16th January 2026 Payment date: 6th February 2026 Dividend yield will be 1.4%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Dec 06+ 1 more updateGeneral Dynamics Corporation Announces Executive ChangesOn December 3, 2025, William A. Moss informed General Dynamics Corporation (the “company”) of his intent to retire from his position as vice president and controller of the company, effective March 31, 2026. Dana O. Maisano, currently Staff Vice President, Controller and Financial Planning and Analysis of the company’s General Dynamics Information Technology Inc. (“GDIT”) subsidiary, will succeed Mr. Moss as controller of the company, effective April 1, 2026.お知らせ • Dec 04General Dynamics Declares Quarterly Dividend, Payable on February 6, 2026The board of directors of General Dynamics 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.Reported Earnings • Oct 25Third quarter 2025 earnings released: EPS: US$3.93 (vs US$3.39 in 3Q 2024)Third quarter 2025 results: EPS: US$3.93 (up from US$3.39 in 3Q 2024). Revenue: US$12.9b (up 11% from 3Q 2024). Net income: US$1.06b (up 14% from 3Q 2024). Profit margin: 8.2% (up from 8.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.Declared Dividend • Oct 08Second quarter dividend of US$1.50 announcedShareholders will receive a dividend of US$1.50. Ex-date: 10th October 2025 Payment date: 14th November 2025 Dividend yield will be 1.4%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 9.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Declared Dividend • Aug 11Second quarter dividend of US$1.50 announcedShareholders will receive a dividend of US$1.50. Ex-date: 10th October 2025 Payment date: 14th November 2025 Dividend yield will be 1.5%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 9.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 07General Dynamics Corporation Declares Quarterly Dividend, Payable on Payable November 14, 2025General Dynamics Corporation declared a regular quarterly dividend of $1.50 per share on the company's common stock, payable November 14, 2025, to shareholders of record on October 10, 2025.Reported Earnings • Jul 25Second quarter 2025 earnings released: EPS: US$3.78 (vs US$3.30 in 2Q 2024)Second quarter 2025 results: EPS: US$3.78 (up from US$3.30 in 2Q 2024). Revenue: US$13.0b (up 8.9% from 2Q 2024). Net income: US$1.01b (up 12% from 2Q 2024). Profit margin: 7.8% (up from 7.6% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.お知らせ • Jun 07General Dynamics Corporation Announces Executive ChangesOn June 4, 2025, General Dynamics Corporation announced that Danny Deep, currently executive vice president, Combat Systems, has been promoted to executive vice president, Global Operations. Jason Aiken will take over as executive vice president, Combat Systems, and will retain Mission Systems as part of his portfolio. Amy Gilliland has been promoted to executive vice president and will remain president of General Dynamics Information Technology. Mark Burns has been promoted to executive vice president and will remain president of Gulfstream. Rob Smith, executive vice president, Marine Systems, will continue in his position including the responsibility for all Marine Systems major contracting.お知らせ • Jun 05General Dynamics Corporation Declares Regular Quarterly Dividend, Payable on August 8, 2025The board of directors of General Dynamics declared a regular quarterly dividend of $1.50 per share on the company's common stock, payable August 8, 2025, to shareholders of record on July 3, 2025.お知らせ • Mar 31General Dynamics Corporation, Annual General Meeting, May 07, 2025General Dynamics Corporation, Annual General Meeting, May 07, 2025.Declared Dividend • Mar 11Fourth quarter dividend of US$1.50 announcedShareholders will receive a dividend of US$1.50. Ex-date: 11th April 2025 Payment date: 9th May 2025 Dividend yield will be 1.6%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Recent Insider Transactions • Mar 07Senior VP recently sold Mex$19m worth of stockOn the 5th of March, Gregory Gallopoulos sold around 4k shares on-market at roughly Mex$5,375 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$408m more than they bought in the last 12 months.お知らせ • Mar 06General Dynamics Corporation Declares Regular Quarterly Dividend, Payable on May 9, 2025The board of directors of General Dynamics Corporation declared a regular quarterly dividend of $1.50 per share on the company's common stock, payable May 9, 2025, to shareholders of record on April 11, 2025.Reported Earnings • Jan 30Full year 2024 earnings released: EPS: US$13.81 (vs US$12.14 in FY 2023)Full year 2024 results: EPS: US$13.81 (up from US$12.14 in FY 2023). Revenue: US$47.7b (up 13% from FY 2023). Net income: US$3.78b (up 14% from FY 2023). Profit margin: 7.9% (up from 7.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 8% per year.Declared Dividend • Jan 15Third quarter dividend of US$1.42 announcedShareholders will receive a dividend of US$1.42. Ex-date: 17th January 2025 Payment date: 7th February 2025 Dividend yield will be 1.4%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (42% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Declared Dividend • Dec 10Third quarter dividend of US$1.42 announcedShareholders will receive a dividend of US$1.42. Ex-date: 17th January 2025 Payment date: 7th February 2025 Dividend yield will be 1.4%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (42% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Dec 05General Dynamics Board Declares Quarterly Dividend, Payable on February 7, 2025The board of directors of General Dynamics declared a regular quarterly dividend of $1.42 per share on the company's common stock, payable February 7, 2025, to shareholders of record on January 17, 2025.Buy Or Sell Opportunity • Nov 21Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at Mex$5,736. The fair value is estimated to be Mex$7,449, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 3.5%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: US$3.39 (vs US$3.07 in 3Q 2023)Third quarter 2024 results: EPS: US$3.39 (up from US$3.07 in 3Q 2023). Revenue: US$11.7b (up 10% from 3Q 2023). Net income: US$930.0m (up 11% from 3Q 2023). Profit margin: 8.0% (up from 7.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Oct 04Upcoming dividend of US$1.42 per shareEligible shareholders must have bought the stock before 11 October 2024. Payment date: 15 November 2024. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Mexican dividend payers (6.9%). Higher than average of industry peers (1.3%).Declared Dividend • Aug 12Second quarter dividend of US$1.42 announcedShareholders will receive a dividend of US$1.42. Ex-date: 11th October 2024 Payment date: 15th November 2024 Dividend yield will be 1.3%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (42% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 25Second quarter 2024 earnings released: EPS: US$3.30 (vs US$2.72 in 2Q 2023)Second quarter 2024 results: EPS: US$3.30 (up from US$2.72 in 2Q 2023). Revenue: US$12.0b (up 18% from 2Q 2023). Net income: US$905.0m (up 22% from 2Q 2023). Profit margin: 7.6% (up from 7.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 28Heritage Environmental Services, LLC agreed to acquire EBV Explosives Environmental Company from General Dynamics Corporation (NYSE:GD).Heritage Environmental Services, LLC agreed to acquire EBV Explosives Environmental Company from General Dynamics Corporation (NYSE:GD) on June 27, 2024. The transaction is subject to customary conditions and approvals and expected to close in Q3 2024 Ice Miller LLP acted as legal advisor for Heritage Environmental Services, LLC. Houlihan Lokey, Inc. acted as financial advisor for General Dynamics Corporation.Declared Dividend • Jun 10First quarter dividend of US$1.42 announcedShareholders will receive a dividend of US$1.42. Ex-date: 5th July 2024 Payment date: 9th August 2024 Dividend yield will be 1.4%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (43% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 08General Dynamics Appoints Elizabeth L. Schmid as Senior Vice President for Government Relations and CommunicationsGeneral Dynamics announced that Elizabeth L. Schmid has been appointed as senior vice president for Government Relations and Communications. Schmid joined General Dynamics in 2015 and has served as vice president for Government Relations since 2018. She previously served as vice president for National Security and Acquisition Policy at the Aerospace Industries Association, as a professional staff member and staff director for the Senate Defense Appropriations Subcommittee, and as a Presidential Management Fellow in the Office of the Secretary of Defense.お知らせ • Jun 06General Dynamics Declares Regular Quarterly Dividend on Common Stock, Payable August 9, 2024The board of directors of General Dynamics declared a regular quarterly dividend of $1.42 per share on the company's common stock, payable August 9, 2024, to shareholders of record on July 5, 2024.Recent Insider Transactions • May 24Insider recently sold Mex$60m worth of stockOn the 17th of May, Mark Burns sold around 12k shares on-market at roughly Mex$4,927 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$244m. Insiders have been net sellers, collectively disposing of Mex$596m more than they bought in the last 12 months.お知らせ • Mar 24General Dynamics Corporation, Annual General Meeting, May 01, 2024General Dynamics Corporation, Annual General Meeting, May 01, 2024, at 09:00 US Eastern Standard Time. Agenda: To consider Election of Directors; to consider Advisory Vote on the Selection of Independent Auditors; to consider Advisory Vote to Approve Executive Compensation; to consider Shareholder Proposal – Shareholder Opportunity to Vote on Excessive Golden Parachutes; and to consider other matters.お知らせ • Mar 07General Dynamics Corporation Declares Regular Quarterly Dividend, Payable May 10, 2024The board of directors of General Dynamics declared a regular quarterly dividend of $1.42 per share on the company's common stock, payable May 10, 2024, to shareholders of record on April 12, 2024. This is the 27th consecutive annual dividend increase authorized by the General Dynamics board and represents a 7.6% increase over last year's dividend.Reported Earnings • Feb 11Full year 2023 earnings released: EPS: US$12.14 (vs US$12.31 in FY 2022)Full year 2023 results: EPS: US$12.14 (down from US$12.31 in FY 2022). Revenue: US$42.3b (up 7.3% from FY 2022). Net income: US$3.32b (down 2.2% from FY 2022). Profit margin: 7.8% (down from 8.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jan 11Upcoming dividend of US$1.32 per share at 2.1% yieldEligible shareholders must have bought the stock before 18 January 2024. Payment date: 09 February 2024. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Mexican dividend payers (7.2%). Higher than average of industry peers (1.6%).お知らせ • Jan 07General Dynamics Corporation Announces Chief Financial Officer Changes, Effective February 15, 2024General Dynamics Corporation announced that Jason Aiken, who currently serves as executive vice president of Technologies and chief financial officer, will move from his joint role to focus exclusively on the operating duties of the Technologies group, effective February 15, 2024. Kim Kuryea, currently senior vice president of Human Resources and Administration, will become the company's CFO, also effective February 15, 2024.お知らせ • Jan 06General Dynamics Corporation Announces Executive ChangesGeneral Dynamics announced that Mark Roualet, who currently serves as executive vice president of Combat Systems, has informed the company that he will retire on April 30, 2024. He will be succeeded by Danny Deep, who currently serves as president of General Dynamics Land Systems, effective April 15, 2024. Deep will be succeeded by David Paddock, who currently serves as president of Jet Aviation, effective April 1. Paddock will be replaced as president of Jet Aviation by Jeremie Caillet, who currently serves as senior vice president of operations in Basel, Switzerland. General Dynamics also announced that Jason Aiken, who currently serves as executive vice president of Technologies, will move from his joint role to focus exclusively on the operating duties of the Technologies group, effective February 15, 2024. Kimberly A. Kuryea, currently Senior Vice President, Human Resources and Administration, will transition to Senior Vice President and Chief Financial Officer, effective February 15, 2024. Kuryea will be replaced by Shane Berg, who currently serves as senior vice president of Planning and Development.お知らせ • Dec 07General Dynamics Corporation Announces Quarterly Dividend, Payable on February 9, 2024General Dynamics Corporation declared a regular quarterly dividend of $1.32 per share on the company's common stock, payable February 9, 2024, to shareholders of record on January 19, 2024.Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: US$3.07 (vs US$3.29 in 3Q 2022)Third quarter 2023 results: EPS: US$3.07 (down from US$3.29 in 3Q 2022). Revenue: US$10.6b (up 6.0% from 3Q 2022). Net income: US$836.0m (down 7.3% from 3Q 2022). Profit margin: 7.9% (down from 9.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Aug 16Chairperson & CEO recently sold Mex$129m worth of stockOn the 11th of August, Phebe Novakovic sold around 33k shares on-market at roughly Mex$3,879 per share. This transaction amounted to 3.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Phebe's only on-market trade for the last 12 months.Recent Insider Transactions • Aug 08Senior Vice President recently sold Mex$53m worth of stockOn the 3rd of August, Marguerite Gilliland sold around 14k shares on-market at roughly Mex$3,905 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$35m more than they bought in the last 12 months.お知らせ • Jul 27General Dynamics Corporation Updates Earnings Guidance for the Year 2023General Dynamics Corporation updated earnings guidance for the year 2023. For the year, the company expected annual revenue higher than initial guidance. Total revenue to be around $42.45 billion, about $1.2 billion up from previous guidance. Operating earnings should be down modestly from prior guidance, but below-the-line items and lower share count will leave EPS guidance the same.お知らせ • Jun 09General Dynamics Corporation Elects Charles W. Hooper as a Member of the BoardOn June 7, 2023, the board of directors of General Dynamics Corporation elected Charles W. “Hoop” Hooper as a member of the Board, effective June 7, 2023. Hooper, age 65, is a retired U.S. Army Lieutenant General who previously served as Director of the Defense Security Cooperation Agency, where he oversaw the execution of U.S. policy on sales of defense articles and services to foreign governments. His prior military assignments include U.S. Defense Attaché to Egypt, U.S. Defense Attaché to China, Director of Strategy, Plans and Programs at U.S. Africa Command, Deputy Director of Strategic Planning and Policy at U.S. Indo-Pacific Command, and Senior Director for China, Taiwan and Mongolia Policy in the Office of the Secretary of Defense. He retired from the Army in 2020 after 41 years of service. Hooper serves as a Senior Counselor for the Cohen Group and is affiliated with the National Bureau of Asian Research, the Atlantic Council and the Council on Foreign Relations. He is also a Senior Fellow at the Belfer Center for Science and International Affairs at Harvard University’s John F. Kennedy School of Government and serves on the board of directors for UL Solutions as well as the board of trustees for the National WWII Museum in New Orleans. Hooper is a graduate of the U.S. Military Academy at West Point and holds master’s degrees from the Army War College and Harvard University’s John F. Kennedy School of Government.お知らせ • Jun 08General Dynamics Corporation Declares Regular Quarterly Dividend, Payable on August 11, 2023The board of directors of General Dynamics declared a regular quarterly dividend of $1.32 per share on the company's common stock, payable August 11, 2023, to shareholders of record on July 7, 2023.Recent Insider Transactions • May 05Independent Director recently bought Mex$18m worth of stockOn the 2nd of May, Mark Malcolm bought around 5k shares on-market at roughly Mex$3,872 per share. This transaction amounted to 53% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$33m more in shares than they bought in the last 12 months.Reported Earnings • Apr 28First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: US$9.88b (up 5.2% from 1Q 2022). Net income: US$730.0m (flat on 1Q 2022). Profit margin: 7.4% (down from 7.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.お知らせ • Feb 04General Dynamics Elects Richard Clarke to Board of DirectorsGeneral Dynamics Corporation announced that its board of directors has elected Richard Clarke to be a director of the corporation. Clarke, 60, is a retired U.S. Army general who served nearly four decades leading Infantry, Ranger, and Special Operations Forces at all levels in the U.S., Europe, Iraq and Afghanistan. He retired from the military in August 2022 after serving as the commander of the United States Special Operations Command, where he led a joint force of over 75,000 military members consisting of Army Rangers, Special Forces, Navy SEALs, Air Force Commandos and Marine Raiders, with an annual operating budget over $25 billion. Clarke is a graduate of the United States Military Academy at West Point and earned a Master of Business Administration degree from Benedictine College. He is a distinguished graduate of the National War College. General Dynamics is a global aerospace and defense company that offers a broad portfolio of products and services in business aviation; ship construction and repair; land combat vehicles, weapons systems and munitions; and technology products and services. General Dynamics employs more than 100,000 people worldwide and generated $39.4 billion in revenue in 2022.Reported Earnings • Jan 27Full year 2022 earnings released: EPS: US$12.31 (vs US$11.61 in FY 2021)Full year 2022 results: EPS: US$12.31 (up from US$11.61 in FY 2021). Revenue: US$39.4b (up 2.4% from FY 2021). Net income: US$3.39b (up 4.1% from FY 2021). Profit margin: 8.6% (in line with FY 2021). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jan 12Upcoming dividend of US$1.26 per shareEligible shareholders must have bought the stock before 19 January 2023. Payment date: 10 February 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Mexican dividend payers (6.0%). Higher than average of industry peers (1.6%).Buying Opportunity • Nov 16Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 3.5%. The fair value is estimated to be Mex$5,878, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings is also forecast to grow by 9.5% per annum over the same time period.Reported Earnings • Oct 26Third quarter 2022 earnings released: EPS: US$3.29 (vs US$3.09 in 3Q 2021)Third quarter 2022 results: EPS: US$3.29 (up from US$3.09 in 3Q 2021). Revenue: US$9.98b (up 4.3% from 3Q 2021). Net income: US$902.0m (up 4.9% from 3Q 2021). Profit margin: 9.0% (in line with 3Q 2021). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 29Upcoming dividend of US$1.26 per shareEligible shareholders must have bought the stock before 06 October 2022. Payment date: 10 November 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Mexican dividend payers (6.6%). Higher than average of industry peers (1.8%).Recent Insider Transactions • Aug 08Senior VP recently sold Mex$51m worth of stockOn the 1st of August, Gregory Gallopoulos sold around 11k shares on-market at roughly Mex$4,612 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$103m more than they bought in the last 12 months.Upcoming Dividend • Jun 23Upcoming dividend of US$1.26 per shareEligible shareholders must have bought the stock before 30 June 2022. Payment date: 05 August 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Mexican dividend payers (5.8%). Higher than average of industry peers (1.8%).Recent Insider Transactions • May 04Senior VP recently sold Mex$52m worth of stockOn the 29th of April, Gregory Gallopoulos sold around 11k shares on-market at roughly Mex$4,849 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: US$2.64 (vs US$2.49 in 1Q 2021)First quarter 2022 results: EPS: US$2.64 (up from US$2.49 in 1Q 2021). Revenue: US$9.39b (flat on 1Q 2021). Net income: US$730.0m (up 3.1% from 1Q 2021). Profit margin: 7.8% (up from 7.5% in 1Q 2021). Over the next year, revenue is forecast to grow 4.6%, compared to a 13% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 31Upcoming dividend of US$1.26 per shareEligible shareholders must have bought the stock before 07 April 2022. Payment date: 06 May 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Mexican dividend payers (5.3%). Higher than average of industry peers (1.6%).Reported Earnings • Jan 28Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: US$11.62 (up from US$11.04 in FY 2020). Revenue: US$38.5b (up 1.4% from FY 2020). Net income: US$3.26b (up 2.8% from FY 2020). Profit margin: 8.5% (up from 8.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 4.6%, compared to a 12% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Upcoming Dividend • Jan 06Upcoming dividend of US$1.19 per shareEligible shareholders must have bought the stock before 13 January 2022. Payment date: 04 February 2022. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Mexican dividend payers (5.0%). Higher than average of industry peers (1.7%).Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS US$3.09 (vs US$2.91 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$9.57b (up 1.5% from 3Q 2020). Net income: US$860.0m (up 3.1% from 3Q 2020). Profit margin: 9.0% (up from 8.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 5% per year.Upcoming Dividend • Sep 30Upcoming dividend of US$1.19 per shareEligible shareholders must have bought the stock before 07 October 2021. Payment date: 12 November 2021. Trailing yield: 2.4%. Lower than top quartile of Mexican dividend payers (5.1%). Higher than average of industry peers (1.7%).Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS US$2.63 (vs US$2.18 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: US$9.22b (flat on 2Q 2020). Net income: US$737.0m (up 18% from 2Q 2020). Profit margin: 8.0% (up from 6.7% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 3% per year.Upcoming Dividend • Jun 24Upcoming dividend of US$1.19 per shareEligible shareholders must have bought the stock before 01 July 2021. Payment date: 06 August 2021. Trailing yield: 2.5%. Lower than top quartile of Mexican dividend payers (5.2%). Higher than average of industry peers (1.7%).Executive Departure • May 12Independent Director has left the companyOn the 5th of May, William Osborn's tenure as Independent Director ended after 11.4 years in the role. As of December 2020, William personally held 35.87k shares (Mex$104m worth at the time). William is the only executive to leave the company over the last 12 months.Reported Earnings • Feb 11Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: US$37.9b (down 3.6% from FY 2019). Net income: US$3.17b (down 9.1% from FY 2019). Profit margin: 8.4% (down from 8.9% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Feb 11Revenue misses expectationsRevenue missed analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 2.2%, compared to a 29% growth forecast for the Aerospace & Defense industry in Mexico.Reported Earnings • Jan 28Full year 2020 earnings released: EPS US$11.04 (vs US$12.09 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: US$37.9b (down 3.6% from FY 2019). Net income: US$3.17b (down 9.1% from FY 2019). Profit margin: 8.4% (down from 8.9% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Jan 28Revenue misses expectationsRevenue missed analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 2.0%, compared to a 30% growth forecast for the Aerospace & Defense industry in Mexico.Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of US$3.19b, down 5.6% from the prior year. Total revenue was US$38.2b over the last 12 months, down 1.9% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 29Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 2.2% at US$9.43b. Revenue is forecast to grow 2.4% over the next year, compared to a 10% growth forecast for the Aerospace & Defense industry in Mexico.業績と収益の成長予測BMV:GD * - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202860,1655,2765,0096,8681812/31/202757,6884,9384,6916,6872312/31/202655,2034,5684,6616,588234/5/202653,8084,3416,1907,412N/A12/31/202552,5504,2103,9495,110N/A9/28/202551,5094,2154,8015,708N/A6/29/202550,2734,0864,1215,017N/A3/30/202549,2083,9773,3364,235N/A12/31/202447,7163,7823,1904,106N/A9/29/202446,0463,6392,2803,145N/A6/30/202444,9463,5452,1583,049N/A3/31/202443,1223,3842,0642,966N/A12/31/202342,2723,3153,8024,706N/A10/1/202341,4553,3023,0844,178N/A7/2/202340,8593,3683,0204,142N/A4/2/202339,8963,3902,9584,092N/A12/31/202239,4073,3903,4854,599N/A10/2/202238,8483,3504,6045,609N/A7/3/202238,4413,3084,8485,794N/A4/3/202238,4723,2795,3346,228N/A12/31/202138,4693,2573,3644,251N/A10/3/202138,6583,3074,2695,116N/A7/4/202138,5213,2813,8844,751N/A4/4/202138,5653,1693,5544,470N/A12/31/202037,9253,1672,8323,799N/A9/27/202038,2173,1852,6333,636N/A6/28/202038,5473,2642,5803,611N/A3/29/202038,8383,445N/A3,050N/A12/31/201939,3503,484N/A2,930N/A9/29/201938,9553,373N/A2,611N/A6/30/201938,2883,324N/A2,315N/A3/31/201937,9193,304N/A2,826N/A12/31/201836,1933,358N/A3,128N/A9/30/201834,0923,085N/A3,049N/A7/1/201832,5782,985N/A3,128N/A4/1/201831,0672,948N/A2,813N/A12/31/201730,9732,912N/A3,836N/A10/1/201730,3502,856N/A2,670N/A7/2/201730,4272,823N/A2,298N/A4/2/201730,5262,788N/A2,195N/A12/31/201630,5612,679N/A2,109N/A10/2/201630,7162,863N/A1,653N/A7/3/201631,0532,865N/A1,986N/A4/3/201631,1612,903N/A2,301N/A12/31/201531,7813,036N/A2,564N/A10/4/201532,0222,938N/A2,179N/A7/5/201531,7792,899N/A3,863N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: GD *の予測収益成長率 (年間7% ) は 貯蓄率 ( 9% ) を下回っています。収益対市場: GD *の収益 ( 7% ) MX市場 ( 8.4% ) よりも低い成長が予測されています。高成長収益: GD *の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: GD *の収益 ( 4% ) MX市場 ( 6% ) よりも低い成長が予測されています。高い収益成長: GD *の収益 ( 4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: GD *の 自己資本利益率 は、3年後には低くなると予測されています ( 17.3 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 02:13終値2026/05/05 00:00収益2026/04/05年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋General Dynamics Corporation 23 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。42 アナリスト機関John EadeArgus Research CompanyPeter ArmentBairdJoseph CampbellBarclays39 その他のアナリストを表示
お知らせ • Jul 27General Dynamics Corporation Updates Earnings Guidance for the Year 2023General Dynamics Corporation updated earnings guidance for the year 2023. For the year, the company expected annual revenue higher than initial guidance. Total revenue to be around $42.45 billion, about $1.2 billion up from previous guidance. Operating earnings should be down modestly from prior guidance, but below-the-line items and lower share count will leave EPS guidance the same.
Reported Earnings • May 01First quarter 2026 earnings released: EPS: US$4.16 (vs US$3.70 in 1Q 2025)First quarter 2026 results: EPS: US$4.16 (up from US$3.70 in 1Q 2025). Revenue: US$13.5b (up 10% from 1Q 2025). Net income: US$1.13b (up 13% from 1Q 2025). Profit margin: 8.3% (up from 8.1% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 12% per year.
お知らせ • Mar 30General Dynamics Corporation, Annual General Meeting, May 06, 2026General Dynamics Corporation, Annual General Meeting, May 06, 2026.
お知らせ • Mar 10General Dynamics Declares Quarterly Dividend, Payable on May 8, 2026General Dynamics announced that its board of directors has declared a regular quarterly dividend of $1.59 per share on the company's common stock, payable May 8, 2026, to shareholders of record on April 10, 2026.
Reported Earnings • Jan 29Full year 2025 earnings released: EPS: US$15.65 (vs US$13.81 in FY 2024)Full year 2025 results: EPS: US$15.65 (up from US$13.81 in FY 2024). Revenue: US$52.6b (up 10% from FY 2024). Net income: US$4.21b (up 11% from FY 2024). Profit margin: 8.0% (up from 7.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 12% per year.
Declared Dividend • Dec 31Third quarter dividend of US$1.50 announcedShareholders will receive a dividend of US$1.50. Ex-date: 16th January 2026 Payment date: 6th February 2026 Dividend yield will be 1.4%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 06+ 1 more updateGeneral Dynamics Corporation Announces Executive ChangesOn December 3, 2025, William A. Moss informed General Dynamics Corporation (the “company”) of his intent to retire from his position as vice president and controller of the company, effective March 31, 2026. Dana O. Maisano, currently Staff Vice President, Controller and Financial Planning and Analysis of the company’s General Dynamics Information Technology Inc. (“GDIT”) subsidiary, will succeed Mr. Moss as controller of the company, effective April 1, 2026.
お知らせ • Dec 04General Dynamics Declares Quarterly Dividend, Payable on February 6, 2026The board of directors of General Dynamics 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.
Reported Earnings • Oct 25Third quarter 2025 earnings released: EPS: US$3.93 (vs US$3.39 in 3Q 2024)Third quarter 2025 results: EPS: US$3.93 (up from US$3.39 in 3Q 2024). Revenue: US$12.9b (up 11% from 3Q 2024). Net income: US$1.06b (up 14% from 3Q 2024). Profit margin: 8.2% (up from 8.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.
Declared Dividend • Oct 08Second quarter dividend of US$1.50 announcedShareholders will receive a dividend of US$1.50. Ex-date: 10th October 2025 Payment date: 14th November 2025 Dividend yield will be 1.4%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 9.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • Aug 11Second quarter dividend of US$1.50 announcedShareholders will receive a dividend of US$1.50. Ex-date: 10th October 2025 Payment date: 14th November 2025 Dividend yield will be 1.5%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 9.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 07General Dynamics Corporation Declares Quarterly Dividend, Payable on Payable November 14, 2025General Dynamics Corporation declared a regular quarterly dividend of $1.50 per share on the company's common stock, payable November 14, 2025, to shareholders of record on October 10, 2025.
Reported Earnings • Jul 25Second quarter 2025 earnings released: EPS: US$3.78 (vs US$3.30 in 2Q 2024)Second quarter 2025 results: EPS: US$3.78 (up from US$3.30 in 2Q 2024). Revenue: US$13.0b (up 8.9% from 2Q 2024). Net income: US$1.01b (up 12% from 2Q 2024). Profit margin: 7.8% (up from 7.6% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.
お知らせ • Jun 07General Dynamics Corporation Announces Executive ChangesOn June 4, 2025, General Dynamics Corporation announced that Danny Deep, currently executive vice president, Combat Systems, has been promoted to executive vice president, Global Operations. Jason Aiken will take over as executive vice president, Combat Systems, and will retain Mission Systems as part of his portfolio. Amy Gilliland has been promoted to executive vice president and will remain president of General Dynamics Information Technology. Mark Burns has been promoted to executive vice president and will remain president of Gulfstream. Rob Smith, executive vice president, Marine Systems, will continue in his position including the responsibility for all Marine Systems major contracting.
お知らせ • Jun 05General Dynamics Corporation Declares Regular Quarterly Dividend, Payable on August 8, 2025The board of directors of General Dynamics declared a regular quarterly dividend of $1.50 per share on the company's common stock, payable August 8, 2025, to shareholders of record on July 3, 2025.
お知らせ • Mar 31General Dynamics Corporation, Annual General Meeting, May 07, 2025General Dynamics Corporation, Annual General Meeting, May 07, 2025.
Declared Dividend • Mar 11Fourth quarter dividend of US$1.50 announcedShareholders will receive a dividend of US$1.50. Ex-date: 11th April 2025 Payment date: 9th May 2025 Dividend yield will be 1.6%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Recent Insider Transactions • Mar 07Senior VP recently sold Mex$19m worth of stockOn the 5th of March, Gregory Gallopoulos sold around 4k shares on-market at roughly Mex$5,375 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$408m more than they bought in the last 12 months.
お知らせ • Mar 06General Dynamics Corporation Declares Regular Quarterly Dividend, Payable on May 9, 2025The board of directors of General Dynamics Corporation declared a regular quarterly dividend of $1.50 per share on the company's common stock, payable May 9, 2025, to shareholders of record on April 11, 2025.
Reported Earnings • Jan 30Full year 2024 earnings released: EPS: US$13.81 (vs US$12.14 in FY 2023)Full year 2024 results: EPS: US$13.81 (up from US$12.14 in FY 2023). Revenue: US$47.7b (up 13% from FY 2023). Net income: US$3.78b (up 14% from FY 2023). Profit margin: 7.9% (up from 7.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 8% per year.
Declared Dividend • Jan 15Third quarter dividend of US$1.42 announcedShareholders will receive a dividend of US$1.42. Ex-date: 17th January 2025 Payment date: 7th February 2025 Dividend yield will be 1.4%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (42% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • Dec 10Third quarter dividend of US$1.42 announcedShareholders will receive a dividend of US$1.42. Ex-date: 17th January 2025 Payment date: 7th February 2025 Dividend yield will be 1.4%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (42% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 05General Dynamics Board Declares Quarterly Dividend, Payable on February 7, 2025The board of directors of General Dynamics declared a regular quarterly dividend of $1.42 per share on the company's common stock, payable February 7, 2025, to shareholders of record on January 17, 2025.
Buy Or Sell Opportunity • Nov 21Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at Mex$5,736. The fair value is estimated to be Mex$7,449, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 3.5%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.
Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: US$3.39 (vs US$3.07 in 3Q 2023)Third quarter 2024 results: EPS: US$3.39 (up from US$3.07 in 3Q 2023). Revenue: US$11.7b (up 10% from 3Q 2023). Net income: US$930.0m (up 11% from 3Q 2023). Profit margin: 8.0% (up from 7.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Oct 04Upcoming dividend of US$1.42 per shareEligible shareholders must have bought the stock before 11 October 2024. Payment date: 15 November 2024. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Mexican dividend payers (6.9%). Higher than average of industry peers (1.3%).
Declared Dividend • Aug 12Second quarter dividend of US$1.42 announcedShareholders will receive a dividend of US$1.42. Ex-date: 11th October 2024 Payment date: 15th November 2024 Dividend yield will be 1.3%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (42% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 25Second quarter 2024 earnings released: EPS: US$3.30 (vs US$2.72 in 2Q 2023)Second quarter 2024 results: EPS: US$3.30 (up from US$2.72 in 2Q 2023). Revenue: US$12.0b (up 18% from 2Q 2023). Net income: US$905.0m (up 22% from 2Q 2023). Profit margin: 7.6% (up from 7.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 28Heritage Environmental Services, LLC agreed to acquire EBV Explosives Environmental Company from General Dynamics Corporation (NYSE:GD).Heritage Environmental Services, LLC agreed to acquire EBV Explosives Environmental Company from General Dynamics Corporation (NYSE:GD) on June 27, 2024. The transaction is subject to customary conditions and approvals and expected to close in Q3 2024 Ice Miller LLP acted as legal advisor for Heritage Environmental Services, LLC. Houlihan Lokey, Inc. acted as financial advisor for General Dynamics Corporation.
Declared Dividend • Jun 10First quarter dividend of US$1.42 announcedShareholders will receive a dividend of US$1.42. Ex-date: 5th July 2024 Payment date: 9th August 2024 Dividend yield will be 1.4%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (43% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 08General Dynamics Appoints Elizabeth L. Schmid as Senior Vice President for Government Relations and CommunicationsGeneral Dynamics announced that Elizabeth L. Schmid has been appointed as senior vice president for Government Relations and Communications. Schmid joined General Dynamics in 2015 and has served as vice president for Government Relations since 2018. She previously served as vice president for National Security and Acquisition Policy at the Aerospace Industries Association, as a professional staff member and staff director for the Senate Defense Appropriations Subcommittee, and as a Presidential Management Fellow in the Office of the Secretary of Defense.
お知らせ • Jun 06General Dynamics Declares Regular Quarterly Dividend on Common Stock, Payable August 9, 2024The board of directors of General Dynamics declared a regular quarterly dividend of $1.42 per share on the company's common stock, payable August 9, 2024, to shareholders of record on July 5, 2024.
Recent Insider Transactions • May 24Insider recently sold Mex$60m worth of stockOn the 17th of May, Mark Burns sold around 12k shares on-market at roughly Mex$4,927 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$244m. Insiders have been net sellers, collectively disposing of Mex$596m more than they bought in the last 12 months.
お知らせ • Mar 24General Dynamics Corporation, Annual General Meeting, May 01, 2024General Dynamics Corporation, Annual General Meeting, May 01, 2024, at 09:00 US Eastern Standard Time. Agenda: To consider Election of Directors; to consider Advisory Vote on the Selection of Independent Auditors; to consider Advisory Vote to Approve Executive Compensation; to consider Shareholder Proposal – Shareholder Opportunity to Vote on Excessive Golden Parachutes; and to consider other matters.
お知らせ • Mar 07General Dynamics Corporation Declares Regular Quarterly Dividend, Payable May 10, 2024The board of directors of General Dynamics declared a regular quarterly dividend of $1.42 per share on the company's common stock, payable May 10, 2024, to shareholders of record on April 12, 2024. This is the 27th consecutive annual dividend increase authorized by the General Dynamics board and represents a 7.6% increase over last year's dividend.
Reported Earnings • Feb 11Full year 2023 earnings released: EPS: US$12.14 (vs US$12.31 in FY 2022)Full year 2023 results: EPS: US$12.14 (down from US$12.31 in FY 2022). Revenue: US$42.3b (up 7.3% from FY 2022). Net income: US$3.32b (down 2.2% from FY 2022). Profit margin: 7.8% (down from 8.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jan 11Upcoming dividend of US$1.32 per share at 2.1% yieldEligible shareholders must have bought the stock before 18 January 2024. Payment date: 09 February 2024. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Mexican dividend payers (7.2%). Higher than average of industry peers (1.6%).
お知らせ • Jan 07General Dynamics Corporation Announces Chief Financial Officer Changes, Effective February 15, 2024General Dynamics Corporation announced that Jason Aiken, who currently serves as executive vice president of Technologies and chief financial officer, will move from his joint role to focus exclusively on the operating duties of the Technologies group, effective February 15, 2024. Kim Kuryea, currently senior vice president of Human Resources and Administration, will become the company's CFO, also effective February 15, 2024.
お知らせ • Jan 06General Dynamics Corporation Announces Executive ChangesGeneral Dynamics announced that Mark Roualet, who currently serves as executive vice president of Combat Systems, has informed the company that he will retire on April 30, 2024. He will be succeeded by Danny Deep, who currently serves as president of General Dynamics Land Systems, effective April 15, 2024. Deep will be succeeded by David Paddock, who currently serves as president of Jet Aviation, effective April 1. Paddock will be replaced as president of Jet Aviation by Jeremie Caillet, who currently serves as senior vice president of operations in Basel, Switzerland. General Dynamics also announced that Jason Aiken, who currently serves as executive vice president of Technologies, will move from his joint role to focus exclusively on the operating duties of the Technologies group, effective February 15, 2024. Kimberly A. Kuryea, currently Senior Vice President, Human Resources and Administration, will transition to Senior Vice President and Chief Financial Officer, effective February 15, 2024. Kuryea will be replaced by Shane Berg, who currently serves as senior vice president of Planning and Development.
お知らせ • Dec 07General Dynamics Corporation Announces Quarterly Dividend, Payable on February 9, 2024General Dynamics Corporation declared a regular quarterly dividend of $1.32 per share on the company's common stock, payable February 9, 2024, to shareholders of record on January 19, 2024.
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: US$3.07 (vs US$3.29 in 3Q 2022)Third quarter 2023 results: EPS: US$3.07 (down from US$3.29 in 3Q 2022). Revenue: US$10.6b (up 6.0% from 3Q 2022). Net income: US$836.0m (down 7.3% from 3Q 2022). Profit margin: 7.9% (down from 9.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Aug 16Chairperson & CEO recently sold Mex$129m worth of stockOn the 11th of August, Phebe Novakovic sold around 33k shares on-market at roughly Mex$3,879 per share. This transaction amounted to 3.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Phebe's only on-market trade for the last 12 months.
Recent Insider Transactions • Aug 08Senior Vice President recently sold Mex$53m worth of stockOn the 3rd of August, Marguerite Gilliland sold around 14k shares on-market at roughly Mex$3,905 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$35m more than they bought in the last 12 months.
お知らせ • Jul 27General Dynamics Corporation Updates Earnings Guidance for the Year 2023General Dynamics Corporation updated earnings guidance for the year 2023. For the year, the company expected annual revenue higher than initial guidance. Total revenue to be around $42.45 billion, about $1.2 billion up from previous guidance. Operating earnings should be down modestly from prior guidance, but below-the-line items and lower share count will leave EPS guidance the same.
お知らせ • Jun 09General Dynamics Corporation Elects Charles W. Hooper as a Member of the BoardOn June 7, 2023, the board of directors of General Dynamics Corporation elected Charles W. “Hoop” Hooper as a member of the Board, effective June 7, 2023. Hooper, age 65, is a retired U.S. Army Lieutenant General who previously served as Director of the Defense Security Cooperation Agency, where he oversaw the execution of U.S. policy on sales of defense articles and services to foreign governments. His prior military assignments include U.S. Defense Attaché to Egypt, U.S. Defense Attaché to China, Director of Strategy, Plans and Programs at U.S. Africa Command, Deputy Director of Strategic Planning and Policy at U.S. Indo-Pacific Command, and Senior Director for China, Taiwan and Mongolia Policy in the Office of the Secretary of Defense. He retired from the Army in 2020 after 41 years of service. Hooper serves as a Senior Counselor for the Cohen Group and is affiliated with the National Bureau of Asian Research, the Atlantic Council and the Council on Foreign Relations. He is also a Senior Fellow at the Belfer Center for Science and International Affairs at Harvard University’s John F. Kennedy School of Government and serves on the board of directors for UL Solutions as well as the board of trustees for the National WWII Museum in New Orleans. Hooper is a graduate of the U.S. Military Academy at West Point and holds master’s degrees from the Army War College and Harvard University’s John F. Kennedy School of Government.
お知らせ • Jun 08General Dynamics Corporation Declares Regular Quarterly Dividend, Payable on August 11, 2023The board of directors of General Dynamics declared a regular quarterly dividend of $1.32 per share on the company's common stock, payable August 11, 2023, to shareholders of record on July 7, 2023.
Recent Insider Transactions • May 05Independent Director recently bought Mex$18m worth of stockOn the 2nd of May, Mark Malcolm bought around 5k shares on-market at roughly Mex$3,872 per share. This transaction amounted to 53% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$33m more in shares than they bought in the last 12 months.
Reported Earnings • Apr 28First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: US$9.88b (up 5.2% from 1Q 2022). Net income: US$730.0m (flat on 1Q 2022). Profit margin: 7.4% (down from 7.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Feb 04General Dynamics Elects Richard Clarke to Board of DirectorsGeneral Dynamics Corporation announced that its board of directors has elected Richard Clarke to be a director of the corporation. Clarke, 60, is a retired U.S. Army general who served nearly four decades leading Infantry, Ranger, and Special Operations Forces at all levels in the U.S., Europe, Iraq and Afghanistan. He retired from the military in August 2022 after serving as the commander of the United States Special Operations Command, where he led a joint force of over 75,000 military members consisting of Army Rangers, Special Forces, Navy SEALs, Air Force Commandos and Marine Raiders, with an annual operating budget over $25 billion. Clarke is a graduate of the United States Military Academy at West Point and earned a Master of Business Administration degree from Benedictine College. He is a distinguished graduate of the National War College. General Dynamics is a global aerospace and defense company that offers a broad portfolio of products and services in business aviation; ship construction and repair; land combat vehicles, weapons systems and munitions; and technology products and services. General Dynamics employs more than 100,000 people worldwide and generated $39.4 billion in revenue in 2022.
Reported Earnings • Jan 27Full year 2022 earnings released: EPS: US$12.31 (vs US$11.61 in FY 2021)Full year 2022 results: EPS: US$12.31 (up from US$11.61 in FY 2021). Revenue: US$39.4b (up 2.4% from FY 2021). Net income: US$3.39b (up 4.1% from FY 2021). Profit margin: 8.6% (in line with FY 2021). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jan 12Upcoming dividend of US$1.26 per shareEligible shareholders must have bought the stock before 19 January 2023. Payment date: 10 February 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Mexican dividend payers (6.0%). Higher than average of industry peers (1.6%).
Buying Opportunity • Nov 16Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 3.5%. The fair value is estimated to be Mex$5,878, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings is also forecast to grow by 9.5% per annum over the same time period.
Reported Earnings • Oct 26Third quarter 2022 earnings released: EPS: US$3.29 (vs US$3.09 in 3Q 2021)Third quarter 2022 results: EPS: US$3.29 (up from US$3.09 in 3Q 2021). Revenue: US$9.98b (up 4.3% from 3Q 2021). Net income: US$902.0m (up 4.9% from 3Q 2021). Profit margin: 9.0% (in line with 3Q 2021). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 29Upcoming dividend of US$1.26 per shareEligible shareholders must have bought the stock before 06 October 2022. Payment date: 10 November 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Mexican dividend payers (6.6%). Higher than average of industry peers (1.8%).
Recent Insider Transactions • Aug 08Senior VP recently sold Mex$51m worth of stockOn the 1st of August, Gregory Gallopoulos sold around 11k shares on-market at roughly Mex$4,612 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$103m more than they bought in the last 12 months.
Upcoming Dividend • Jun 23Upcoming dividend of US$1.26 per shareEligible shareholders must have bought the stock before 30 June 2022. Payment date: 05 August 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Mexican dividend payers (5.8%). Higher than average of industry peers (1.8%).
Recent Insider Transactions • May 04Senior VP recently sold Mex$52m worth of stockOn the 29th of April, Gregory Gallopoulos sold around 11k shares on-market at roughly Mex$4,849 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: US$2.64 (vs US$2.49 in 1Q 2021)First quarter 2022 results: EPS: US$2.64 (up from US$2.49 in 1Q 2021). Revenue: US$9.39b (flat on 1Q 2021). Net income: US$730.0m (up 3.1% from 1Q 2021). Profit margin: 7.8% (up from 7.5% in 1Q 2021). Over the next year, revenue is forecast to grow 4.6%, compared to a 13% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 31Upcoming dividend of US$1.26 per shareEligible shareholders must have bought the stock before 07 April 2022. Payment date: 06 May 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Mexican dividend payers (5.3%). Higher than average of industry peers (1.6%).
Reported Earnings • Jan 28Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: US$11.62 (up from US$11.04 in FY 2020). Revenue: US$38.5b (up 1.4% from FY 2020). Net income: US$3.26b (up 2.8% from FY 2020). Profit margin: 8.5% (up from 8.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 4.6%, compared to a 12% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jan 06Upcoming dividend of US$1.19 per shareEligible shareholders must have bought the stock before 13 January 2022. Payment date: 04 February 2022. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Mexican dividend payers (5.0%). Higher than average of industry peers (1.7%).
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS US$3.09 (vs US$2.91 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$9.57b (up 1.5% from 3Q 2020). Net income: US$860.0m (up 3.1% from 3Q 2020). Profit margin: 9.0% (up from 8.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 5% per year.
Upcoming Dividend • Sep 30Upcoming dividend of US$1.19 per shareEligible shareholders must have bought the stock before 07 October 2021. Payment date: 12 November 2021. Trailing yield: 2.4%. Lower than top quartile of Mexican dividend payers (5.1%). Higher than average of industry peers (1.7%).
Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS US$2.63 (vs US$2.18 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: US$9.22b (flat on 2Q 2020). Net income: US$737.0m (up 18% from 2Q 2020). Profit margin: 8.0% (up from 6.7% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 3% per year.
Upcoming Dividend • Jun 24Upcoming dividend of US$1.19 per shareEligible shareholders must have bought the stock before 01 July 2021. Payment date: 06 August 2021. Trailing yield: 2.5%. Lower than top quartile of Mexican dividend payers (5.2%). Higher than average of industry peers (1.7%).
Executive Departure • May 12Independent Director has left the companyOn the 5th of May, William Osborn's tenure as Independent Director ended after 11.4 years in the role. As of December 2020, William personally held 35.87k shares (Mex$104m worth at the time). William is the only executive to leave the company over the last 12 months.
Reported Earnings • Feb 11Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: US$37.9b (down 3.6% from FY 2019). Net income: US$3.17b (down 9.1% from FY 2019). Profit margin: 8.4% (down from 8.9% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Feb 11Revenue misses expectationsRevenue missed analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 2.2%, compared to a 29% growth forecast for the Aerospace & Defense industry in Mexico.
Reported Earnings • Jan 28Full year 2020 earnings released: EPS US$11.04 (vs US$12.09 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: US$37.9b (down 3.6% from FY 2019). Net income: US$3.17b (down 9.1% from FY 2019). Profit margin: 8.4% (down from 8.9% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Jan 28Revenue misses expectationsRevenue missed analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 2.0%, compared to a 30% growth forecast for the Aerospace & Defense industry in Mexico.
Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of US$3.19b, down 5.6% from the prior year. Total revenue was US$38.2b over the last 12 months, down 1.9% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 29Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 2.2% at US$9.43b. Revenue is forecast to grow 2.4% over the next year, compared to a 10% growth forecast for the Aerospace & Defense industry in Mexico.