What sector is GD in?

General Dynamics Corporation is classified under GICS Industrials (Aerospace & Defense).

What is GD's last close price?

GD last closed at $340.74 on 2026-09-24.

GD

NYSENext earnings·Oct 28AnalystsBuy·21+24%

General Dynamics Corporation

Industrials · Aerospace & Defense

$340.74last close

+5.3%~252d

Price

+5.29% over 1Y

4 auto-fib

Thesis

as of 2026-09-23

Bull case

Structural read: GD is the only US yard certified to build nuclear-powered submarines alongside $HII - Electric Boat is on contract for Block V/VI Virginia ($17B+ multi-year) and the Columbia SSBN ballistic-missile replacement program, a multi-decade backlog tied to the AUKUS pact and Navy 30-year shipbuilding plan.

Combat Systems is levered to munitions replenishment (155mm artillery surge post-Ukraine, Abrams M1A2 SEPv3 upgrades) while Gulfstream G700/G800 ramp drives the Aerospace recovery off the 2024 certification trough.

- Submarine backlog visibility through 2040+ (Columbia builds run 2030s)

- Munitions/155mm capacity expansion funded by DoD multi-year procurement

- Gulfstream G700 deliveries ramping, G800 EIS adds mix lift

- Defense budget tailwind: FY26 topline + supplemental Ukraine/Israel/Taiwan

- Total backlog >$90B provides multi-year revenue floor

Bear case

- Electric Boat margins compressed by labor + supplier constraints (sub-7% segment)

- Columbia program is fixed-price-incentive - overrun risk sits with GD

- Gulfstream cyclical, exposed to bizjet demand + used-inventory overhang

- GDIT IT-services segment is low-margin, dilutive to mix

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Analyze GD· interactive tools

Themes· editorial groupings

Top correlated· 252d co-movement

0.61
0.57
0.56
0.54
0.53

Frequently asked questions

What sector is GD in?: General Dynamics Corporation is classified under GICS Industrials (Aerospace & Defense).
What is GD's last close price?: GD last closed at $340.74 on 2026-09-24.

•2024-11: Electric Boat awarded $12.4B modification on Block V Virginia-class contract (US Navy)
•2024-09: Columbia-class SSBN lead boat (USS District of Columbia) on schedule for 2027 delivery
•2024-07: $1.2B Abrams M1A2 SEPv3 upgrade contract (US Army)
•2024-05: GDIT wins $922M DEOS follow-on (DoD enterprise cloud)
•2024-03: Gulfstream G700 enters service after FAA + EASA certification
•2023-12: $1.5B 155mm artillery shell capacity expansion (US Army, multi-year)
•2023-10: AUKUS pact formalizes Australian Virginia-class purchases (3-5 boats, 2030s)
•Ongoing: Stryker Double-V hull production, MMW munitions replenishment

Key levels

$342.38
0.618 retr of 306.77->400.00 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
-0.5%
$353.38
0.5 retr of 306.77->400.00 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
-3.6%
$326.72
0.786 retr of 306.77->400.00 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
+4.3%
$364.39
0.382 retr of 306.77->400.00 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
-6.5%

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Facts

Exchange: NYSE
Currency: USD
Market cap: $92.89B
Last update: 2026-09-24

Revenue (TTM)$54.9B

P/E20.9×

P/S1.7×

Net margin8.2%