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Defense stocks appear to be a volatile play right now.

NOC rides a $95.6B backlog and rising defense demand, but labor shortages and compliance costs threaten near-term performance.

In the first quarter of 2026, General Dynamics reported revenue of US$13.5 billion and diluted EPS of US$4.10, with particularly strong growth in its Marine Systems and Aerospace segments and companywide bookings of US$26.6 billion. The company’s backlog rose to about US$131 billion and management raised full-year EPS guidance to US$16.45–US$16.55, underscoring how recent contract wins and improved shipyard productivity are feeding into longer-term earnings visibility. We’ll now examine how...

L3Harris Technologies (LHX) raised its full-year earnings outlook Thursday after reporting stronger-

General Dynamics (NYSE:GD) opened fiscal 2026 with first-quarter results that President Danny Deep described as “a very powerful quarter in all respects,” highlighted by double-digit growth in revenue and earnings, strong cash generation, and a sharp increase in backlog. Deep, who led the call alon

Shares soared 8% on an earnings beat Wednesday, erasing much of the losses the company has suffered since the start of the war in Iran.

General Dynamics (GD) just posted first quarter 2026 results that came in ahead of Wall Street expectations, with double digit growth in revenue, operating earnings, and net earnings compared with a year earlier. See our latest analysis for General Dynamics. The strong first quarter update appears to have shifted sentiment, with a 1 day share price return of 7.99% reversing recent weakness. The 1 year total shareholder return of 26.77% underlines still solid longer term momentum. If this...

Moby summary of General Dynamics Corporation's Q1 2026 earnings call

General Dynamics (NYSE: GD) reported before the open this morning and the market liked what it saw. Shares are up 10.52% in noon trading after a clean beat on the top and bottom line, paired with raised full-year guidance and a torrent of new orders. I thought the order book was the story, but the ... General Dynamics Is Soaring on a Beat-and-Raise Quarter

Danny Deep: Thank you, Nicole. Earlier today, we reported earnings of $4.10 per diluted share on revenue of $13.5 billion, operating earnings of $1.420 billion and net earnings of $1.125 billion. For example, revenue was up 10.3% and importantly, operating earnings are up 12% and net earnings are up 13.2%.