General Dynamics (GD) 주식 개요
제너럴 다이내믹스 코퍼레이션은 전 세계적으로 항공우주 및 방위 산업을 영위하는 기업입니다. 자세히 보기
강점
위험 분석
우리의 위험 점검에서 GD에 대한 위험이 감지되지 않았습니다.
GD Community Fair Values
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Analyst Price Targets
General Dynamics Corporation 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$358.60 |
| 52주 최고가 | US$400.00 |
| 52주 최저가 | US$306.77 |
| 베타 | 0.32 |
| 1개월 변동 | -9.39% |
| 3개월 변동 | -1.17% |
| 1년 변동 | 9.87% |
| 3년 변동 | 60.92% |
| 5년 변동 | 87.56% |
| IPO 이후 변동 | 21,757.52% |
최근 뉴스 및 업데이트
Recent updates
Seeking Alpha • Aug 22
General Dynamics: Why Q2 Results And Market-Cap Weighted Multiples Trigger An Upgrade (Rating Upgrade)
Summary General Dynamics is upgraded to BUY after outperforming Q2 expectations, driven by strong revenue and operating profit growth. Aerospace segment margin expansion and a robust 1.5-to-1 book-to-bill ratio signal sustained demand and operational efficiency. GD’s $136.5 billion backlog, especially in Marine Systems, underpins long-term cash flow and provides a margin of safety. Relative valuation reveals up to 45.8% upside; current price is attractive versus market-cap weighted peers despite labor and contract risks. Read the full article on Seeking Alpha
내러티브 업데이트 • Jul 30
GD: Submarine Backlog And Aerospace Margins Will Shape Future Returns
Analysts have lifted the General Dynamics fair value estimate by about $21 to $414 per share, citing stronger Q2 results, improving margins in Aerospace and Marine, and increased long term contract visibility across submarines and business jets. Analyst Commentary Recent research commentary on General Dynamics centers on the strength of Q2 execution, the mix of growth across Aerospace and Marine, and how that feeds into higher fair value estimates.내러티브 업데이트 • Jun 22
GD: Marine Backlog And Submarine Demand Will Support Future Returns
General Dynamics' analyst price target edges higher, with a modest fair value move from about $392 to $393, as analysts point to continued strength in the marine segment and its role in supporting margin expansion and near term results. Analyst Commentary Recent Street research on General Dynamics shows mixed views, with some bullish analysts focusing on the marine segment and others more cautious on sector timing and valuation reset.분석 기사 • Jun 18
General Dynamics (GD) Stock Could Be 7.5% Below Fair Value After Artemis II And Earnings Focus
General Dynamics (GD) stock is back in focus after investors responded to optimism around its upcoming earnings and increased attention on its role in the Artemis II mission and national defense contracts. See our latest analysis for General Dynamics. Over the past year, General Dynamics stock has combined a 1-year total shareholder return of 32.66% with steady shorter term share price gains, and recent interest around the Artemis II mission and upcoming earnings reflects investors...내러티브 업데이트 • Jun 07
GD: Record Backlog And Defense Orders Will Support Future Returns
General Dynamics' updated analyst price target has edged lower, with recent cuts such as Citi's move to $364 and reductions from Jefferies and Deutsche Bank reflecting cautious timing expectations for any sector rebound, even as some analysts still point to buying opportunities after recent selloffs. Analyst Commentary Recent research on General Dynamics highlights a split view, with some analysts focusing on potential upside around aerospace exposure and others emphasizing timing risks and valuation sensitivity for defense.내러티브 업데이트 • May 07
GD: Defense Demand And Firmer Margins Will Support Future Returns
General Dynamics' updated analyst price target edges down by about $1 to $392, as analysts balance slightly softer revenue growth assumptions with firmer profit margin expectations and a modestly lower forward P/E outlook. Analyst Commentary Recent Street research on General Dynamics reflects a mix of optimism and caution, with several firms adjusting price targets and ratings in different directions over the past few days.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.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 Alpha주주 수익률
| GD | US Aerospace & Defense | US 시장 | |
|---|---|---|---|
| 7D | 0.6% | -3.7% | -1.6% |
| 1Y | 9.9% | 5.4% | 12.1% |
수익률 대 산업: GD은 지난 1년 동안 5.4%의 수익을 기록한 US Aerospace & Defense 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: GD은 지난 1년 동안 12.1%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| GD volatility | |
|---|---|
| GD Average Weekly Movement | 2.8% |
| Aerospace & Defense Industry Average Movement | 8.6% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
안정적인 주가: GD는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: GD의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1899 | 117,000 | Phebe Novakovic | www.gd.com |
제너럴 다이내믹스 코퍼레이션은 전 세계 항공우주 및 방위 회사로 운영되고 있습니다. 이 회사는 네 가지 부문으로 운영됩니다: 항공우주, 해양 시스템, 전투 시스템 및 기술입니다. 항공우주 부문은 비즈니스 제트기를 생산 및 판매하고 항공기 유지보수 및 수리, 관리, 항공기 지상 지원, 고객 지원 및 맞춤형 완성 서비스, 개조, 업그레이드, 수명주기 유지 지원 서비스를 제공합니다.
General Dynamics Corporation 기초 지표 요약
| GD 기초 통계 | |
|---|---|
| 시가총액 | US$96.39b |
| 순이익 (TTM) | US$4.49b |
| 매출 (TTM) | US$54.86b |
21.6x
주가수익비율(P/E)1.8x
주가매출비율(P/S)GD는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| GD 손익계산서 (TTM) | |
|---|---|
| 매출 | US$54.86b |
| 매출원가 | US$46.43b |
| 총이익 | US$8.44b |
| 기타 비용 | US$3.95b |
| 순이익 | US$4.49b |
최근 보고된 실적
Jul 05, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 16.61 |
| 총이익률 | 15.38% |
| 순이익률 | 8.18% |
| 부채/자본 비율 | 28.0% |
GD의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| General Dynamics 배당 일정 | |
|---|---|
| 배당락일 | Oct 09 2026 |
| 배당 지급일 | Nov 13 2026 |
| 배당락일까지 남은 일수 | 23 days |
| 배당 지급일까지 남은 일수 | 58 days |
GD는 안정적으로 배당을 지급합니까?
GD 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/15 04:14 |
| 종가 | 2026/09/15 00:00 |
| 수익 | 2026/07/05 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
General Dynamics Corporation는 41명의 분석가가 다루고 있습니다. 이 중 23명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| John Eade | Argus Research Company |
| Peter Arment | Baird |
| Joseph Campbell | Barclays |