Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for General Dynamics (GD) is 8/10.
Revenue grew 10.3% with EPS up 12% as all four segments delivered growth, led by Marine throughput acceleration and Aerospace margin expansion on G800 performance. Free cash flow reached nearly $2 billion with a 174% conversion rate, and backlog continued building on European defense and U.S. submarine demand. Management raised FY2026 EPS guidance to $16.45-$16.55, a 2.2% midpoint increase reflecting the strong Q1 beat.
Scored from General Dynamics’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $13.34B | +14.3% | $4.15 | +14.0% | 10.7% | 8.6% | $1.80B |
| FY2025 Q1 | $12.22B | +13.9% | $3.66 | +27.1% | 10.4% | 8.1% | $-290M |
| FY2025 Q2 | $13.04B | +8.9% | $3.74 | +14.7% | 10.0% |
| 7.8% |
| $1.40B |
| FY2025 Q3 | $12.91B | +10.6% | $3.89 | +16.1% | 10.3% | 8.2% | $1.90B |
| FY2025 Q4 | $14.38B | +7.8% | $4.17 | +0.5% | 10.1% | 7.9% | $952M |
| FY2026 Q1 | $13.48B | +10.3% | $4.10 | +12.0% | 10.5% | 8.3% | $1.95B |
| FY2026 Q2 | $14.09B | +8.1% | $4.25 | +13.6% | 10.4% | 8.2% | $1.65B |