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29.07.26 - 13:36
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General Dynamics Corp. Profit Advances In Q2 (AFX)
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FALLS CHURCH (dpa-AFX) - General Dynamics Corp. (GD) announced earnings for its second quarter that Increased, from the same period last yearThe company's bottom line totaled $1.160 billion, or $4......
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29.04.26 - 13:24
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General Dynamics Corp. Profit Advances In Q1 (AFX)
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FALLS CHURCH (dpa-AFX) - General Dynamics Corp. (GD) announced earnings for its first quarter that Increased, from last yearThe company's earnings totaled $1.125 billion, or $4.10 per share. This ......
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28.01.26 - 13:36
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General Dynamics Corp. Q4 Sales Increase (AFX)
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FALLS CHURCH (dpa-AFX) - General Dynamics Corp. (GD) released a profit for fourth quarter of $1.143 billionThe company's earnings came in at $1.143 billion, or $4.17 per share. This compares with ......
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12.10.25 - 23:15
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Goldman Highlights Top Defense Picks Ahead Of Q3 Earnings (ZeroHedge)
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Goldman Highlights Top Defense Picks Ahead Of Q3 Earnings
Goldman analysts led by Noah Poponak released their 3Q25 Aerospace & Defense (A&D) earnings preview that points to continued strength in commercial aerospace (both OEM and aftermarket) and defense technology, while warning about government IT (due to DOGE-related efforts) and some defense hardware names.
Under the Goldman defense coverage universe, Poponak and his research desk favor TransDigm (TDG), Huntington Ingalls (HII), Woodward (WWD), and AeroVironment (AVAV) into earnings, while stressing "risk" ahead of earnings for Booz Allen (BAH), General Dynamics (GD), and Lockheed Martin (LMT).
Here's the breakdown:
Aerospace OE:
Boeing 737 MAX production has been at 38/month since May, and product quality improvements are holding. We expect the company to request a rate increase to 42/month with the FAA in the near-term, and to increase production to that level by year-end. We recently toured the Renton 737 MAX facility (s...
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