$GD (General Dynamics Corporation) — investor discussion on X

Five-factor rating: Hold (sector percentile 32.2%)

Graded daily on value B+, growth C+, profitability C-, momentum C+, revisions C+. Sector-relative, identical for every user.

Most active credible voices on $GD

@aistocksavvy (Hardik Shah) — 10 mentions · 43.3K followers
@cnbcmorningcall (Morning Call) — 9 mentions · 32.9K followers
@tenet_research (TENET RESEARCH) — 9 mentions · 461.4K followers

Recent headlines featuring $GD

2026-10-30: General Dynamics Q3 revenue rises 12.9% to $14.57bn as backlog hits $220.3bn
2026-09-08: Trump threatens to block Bombardier U.S. sales as Canada tariffs loom
2026-08-31: Pentagon signs 7-year deals with GD, LMT to expand THAAD, Patriot output

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$GDGeneral Dynamics Corporation · Aerospace & Defense · $99.3B

$366.39

-0.3%

Event thread

Key events, in time order

17 items

2026-11-05Insider selling
Insider selling $16.4M (1)
D1 -2.3% · since +3.0%
2026-10-30 → 10-31EarningsBull
GD Q3 Delivers 40 Gulfstreams, Backlog $220.3B
Q3 revenue $14.57B beat; Gulfstream deliveries and 30% order growth underpin results
D1 +0.5% · +5d -5.0%
2 waves of this story
- 2026-10-30 Revenue and EPS beat estimates with double-digit YoY growth; company raises full-year forecast for third time
- 2026-10-31 Q3 revenue $14.57B beat; Gulfstream deliveries and 30% order growth underpin results

15 earlier events

2026-10-30Earnings
Earnings report
Q3 2026 EPS was $4.49, up 15.7% year-over-year, on revenue of $14.57 billion, up 12.9%.
D1 +0.5% · +5d -5.0%
2026-10-308-K filing
8-K: Item 2.02, Item 9.01
D1 +0.5% · +5d -5.0%
2026-10-088-K filing
8-K: Item 5.02, Item 9.01
D1 +1.0% · +5d +2.2%
2026-08-31CompanyBull
Pentagon signs 7-year deal with GD to boost missile component production
Deal covers critical components for THAAD and Patriot interceptors, securing long-term production
D1 -2.1% · +5d -4.0%
2026-08-098-K filing
8-K: Item 5.02, Item 9.01
D1 +1.0% · +5d -1.2%
2026-08-048-K filing
8-K: Item 8.01, Item 9.01
D1 +0.9% · +5d +1.6%
2026-08-03Insider sellingBear
Insider selling $19.7M (1)
D1 -0.3% · +5d +3.5%
2026-08-01CapitalBull
Axiom Investment Management Takes New Position in General Dynamics
13F filing shows new institutional stake in Q1, reflecting fund flows
D1 -0.3% · +5d +3.5%
2026-07-31Insider sellingBear
Insider selling $16.3M (1)
D1 +0.3% · +5d +2.3%
2026-07-31OtherBull
Business Jet Market to Reach $156.99B by 2032
Industry report forecasts growth; GD is a relevant player
D1 +0.3% · +5d +2.3%
2026-07-29Earnings
Earnings report
D1 -3.1% · +5d +0.8%
2026-07-29Earnings
General Dynamics to Report Q2 Earnings Before Open on July 29
EPS $4.24 beat; rev $14.1B +8.1% YoY; backlog $136.5B +32% YoY
D1 -3.1% · +5d +0.8%
2 waves of this story
- 2026-07-29 Multiple sources confirm earnings release timing; market watches if results meet expectations amid strong demand and supply risks
- 2026-07-29 EPS $4.24 beat; rev $14.1B +8.1% YoY; backlog $136.5B +32% YoY
2026-07-29CompanyBull
General Dynamics Q2 Earnings Beat, Backlog $136.5B
Revenue and EPS beat estimates, backlog up 32% YoY, indicating strong defense demand.
D1 -3.1% · +5d +0.8%
2 waves of this story
- 2026-07-29 Multi-year fixed-price deal; contract value undisclosed, indicating sustained defense demand
- 2026-07-29 Revenue and EPS beat estimates, backlog up 32% YoY, indicating strong defense demand.
2026-07-298-K filing
8-K: Item 2.02, Item 9.01
D1 -3.1% · +5d +0.8%
2026-07-25 → 07-29Company
GD to Report Q2 Earnings Before Open on July 29
Multiple sources confirm GD among largest reporting before open, market watches results
D1 +0.6% · +5d -1.7%
5 waves of this story
- 2026-07-25 Mixed signals: earnings expectations, price high, and institutional selling highlight divergent views
- 2026-07-27 Zacks highlights GD as likely beat; X users note report date and breakout, extending prior earnings watch
- 2026-07-28 Multiple X accounts confirm GD hit 52-week high today, in line with defense strength, but no new fundamental facts
- 2026-07-29 Multi-source confirms multiyear fixed-price deal, amount undisclosed, indicating strong defense demand
- 2026-07-29 Multiple sources confirm GD among largest reporting before open, market watches results

①

Bull vs bear

by direction · sourced

Bull signals0

None yet

Bear signals0

None yet

Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

17 items

2026-11-05Insider selling
Insider selling $16.4M (1)
D1 -2.3% · since +3.0%
2026-10-30 → 10-31EarningsBull
GD Q3 Delivers 40 Gulfstreams, Backlog $220.3B
Q3 revenue $14.57B beat; Gulfstream deliveries and 30% order growth underpin results
D1 +0.5% · +5d -5.0%
2 waves of this story
- 2026-10-30 Revenue and EPS beat estimates with double-digit YoY growth; company raises full-year forecast for third time
- 2026-10-31 Q3 revenue $14.57B beat; Gulfstream deliveries and 30% order growth underpin results
2026-10-30Earnings
Earnings report
Q3 2026 EPS was $4.49, up 15.7% year-over-year, on revenue of $14.57 billion, up 12.9%.
D1 +0.5% · +5d -5.0%
2026-10-308-K filing
8-K: Item 2.02, Item 9.01
D1 +0.5% · +5d -5.0%
2026-10-088-K filing
8-K: Item 5.02, Item 9.01
D1 +1.0% · +5d +2.2%

12 earlier events

2026-08-31CompanyBull
Pentagon signs 7-year deal with GD to boost missile component production
Deal covers critical components for THAAD and Patriot interceptors, securing long-term production
D1 -2.1% · +5d -4.0%
2026-08-098-K filing
8-K: Item 5.02, Item 9.01
D1 +1.0% · +5d -1.2%
2026-08-048-K filing
8-K: Item 8.01, Item 9.01
D1 +0.9% · +5d +1.6%
2026-08-03Insider sellingBear
Insider selling $19.7M (1)
D1 -0.3% · +5d +3.5%
2026-08-01CapitalBull
Axiom Investment Management Takes New Position in General Dynamics
13F filing shows new institutional stake in Q1, reflecting fund flows
D1 -0.3% · +5d +3.5%
2026-07-31Insider sellingBear
Insider selling $16.3M (1)
D1 +0.3% · +5d +2.3%
2026-07-31OtherBull
Business Jet Market to Reach $156.99B by 2032
Industry report forecasts growth; GD is a relevant player
D1 +0.3% · +5d +2.3%
2026-07-29Earnings
Earnings report
D1 -3.1% · +5d +0.8%
2026-07-29Earnings
General Dynamics to Report Q2 Earnings Before Open on July 29
EPS $4.24 beat; rev $14.1B +8.1% YoY; backlog $136.5B +32% YoY
D1 -3.1% · +5d +0.8%
2 waves of this story
- 2026-07-29 Multiple sources confirm earnings release timing; market watches if results meet expectations amid strong demand and supply risks
- 2026-07-29 EPS $4.24 beat; rev $14.1B +8.1% YoY; backlog $136.5B +32% YoY
2026-07-29CompanyBull
General Dynamics Q2 Earnings Beat, Backlog $136.5B
Revenue and EPS beat estimates, backlog up 32% YoY, indicating strong defense demand.
D1 -3.1% · +5d +0.8%
2 waves of this story
- 2026-07-29 Multi-year fixed-price deal; contract value undisclosed, indicating sustained defense demand
- 2026-07-29 Revenue and EPS beat estimates, backlog up 32% YoY, indicating strong defense demand.
2026-07-298-K filing
8-K: Item 2.02, Item 9.01
D1 -3.1% · +5d +0.8%
2026-07-25 → 07-29Company
GD to Report Q2 Earnings Before Open on July 29
Multiple sources confirm GD among largest reporting before open, market watches results
D1 +0.6% · +5d -1.7%
5 waves of this story
- 2026-07-25 Mixed signals: earnings expectations, price high, and institutional selling highlight divergent views
- 2026-07-27 Zacks highlights GD as likely beat; X users note report date and breakout, extending prior earnings watch
- 2026-07-28 Multiple X accounts confirm GD hit 52-week high today, in line with defense strength, but no new fundamental facts
- 2026-07-29 Multi-source confirms multiyear fixed-price deal, amount undisclosed, indicating strong defense demand
- 2026-07-29 Multiple sources confirm GD among largest reporting before open, market watches results

$GD — what investors on X are saying · SpikePanel

$GD (General Dynamics Corporation) — investor discussion on X

Five-factor rating: Hold (sector percentile 32.2%)

Most active credible voices on $GD

Recent headlines featuring $GD

$GD (General Dynamics Corporation) — investor discussion on X

Five-factor rating: Hold (sector percentile 32.2%)

Most active credible voices on $GD

Recent headlines featuring $GD

Insider selling $16.4M (1)

GD Q3 Delivers 40 Gulfstreams, Backlog $220.3B

Earnings report

8-K: Item 2.02, Item 9.01

8-K: Item 5.02, Item 9.01

Pentagon signs 7-year deal with GD to boost missile component production

8-K: Item 5.02, Item 9.01

8-K: Item 8.01, Item 9.01

Insider selling $19.7M (1)

Axiom Investment Management Takes New Position in General Dynamics

Insider selling $16.3M (1)

Business Jet Market to Reach $156.99B by 2032

Earnings report

General Dynamics to Report Q2 Earnings Before Open on July 29

General Dynamics Q2 Earnings Beat, Backlog $136.5B

8-K: Item 2.02, Item 9.01

GD to Report Q2 Earnings Before Open on July 29

Bull vs bear

Discussion

Insider selling $16.4M (1)

GD Q3 Delivers 40 Gulfstreams, Backlog $220.3B

Earnings report

8-K: Item 2.02, Item 9.01

8-K: Item 5.02, Item 9.01

Pentagon signs 7-year deal with GD to boost missile component production

8-K: Item 5.02, Item 9.01

8-K: Item 8.01, Item 9.01

Insider selling $19.7M (1)

Axiom Investment Management Takes New Position in General Dynamics

Insider selling $16.3M (1)

Business Jet Market to Reach $156.99B by 2032

Earnings report

General Dynamics to Report Q2 Earnings Before Open on July 29

General Dynamics Q2 Earnings Beat, Backlog $136.5B

8-K: Item 2.02, Item 9.01

GD to Report Q2 Earnings Before Open on July 29