General Dynamics reported 2025 revenue of $52.55 billion and Q1 2026 revenue of $13.48 billion. The thesis turns on whether defense demand, Gulfstream deliveries and shipbuilding backlog can convert into margins and cash flow despite labor, supply-chain and program-execution pressure.
General Dynamics: defense backlog has to convert without shipyard bottlenecks
NYSEGDCoverage BootstrapGeneral Dynamics Corporation
Thesis summary
General Dynamics reported 2025 revenue of $52.55 billion and Q1 2026 revenue of $13.48 billion. The thesis turns on whether defense demand, Gulfstream deliveries and shipbuilding backlog can convert into margins and cash flow despite labor, supply-chain and program-execution pressure.
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