Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We're still engaged with the Navy on understanding how that design's gonna unfold. With us, the Navy, and BIW.”
HII is working with General Dynamics Bath Iron Works and the Navy on the new battleship design, a collaboration read-through for GD's shipbuilding unit.
“we're engaged heavily with electric boat and the navy to get it behind us.”
HII is teaming with General Dynamics Electric Boat and the Navy on the next Virginia and Columbia class submarine contracts, a joint-build partnership.
“And we've got a joint venture now with General Dynamics where we will have an ability to have a third supplier to bolster those two in the future.”
Lockheed formed a solid rocket motor joint venture with General Dynamics to add a third SRM supply source.
“Gulfstream recently announced that Honeywell's engines and avionics will power its new super midsized G300 business jet platform, which will offer superior range, efficiency and safety to current comparable aircraft.”
Honeywell won engine and avionics content on Gulfstream's (General Dynamics) new G300 business jet, a positive OEM platform win.
“L3Harris is platform-agnostic, having successfully partnered with multiple OEMs, including Gulfstream, Bombardier and Dassault.”
L3Harris cites General Dynamics' Gulfstream among the business-jet OEMs it partners with to missionize aircraft.
“Right now, we're happy with the teaming arrangement that we have with General Dynamics on the Virginia-class program.”
Asked whether the Navy might split Virginia-class submarine construction away from teaming, HII's CEO reaffirms satisfaction with its existing teaming arrangement with General Dynamics (Electric Boat), while noting a shift would require significant additional capital.
“say, on the Virginia-class U, Electric Boat and the whole infrastructure needs to happen to really get throughput up.”
General Dynamics' Electric Boat is HII's co-prime contractor on the Virginia-class submarine program; an analyst questions whether the industrial base at both companies can absorb new funding to actually raise throughput.
“With Boeing ramping production dramatically, Airbus as well.”
An analyst cited Airbus (alongside Boeing) ramping commercial aircraft production dramatically, probing knock-on demand pressure on shared aerospace suppliers.
“With Boeing ramping production dramatically, Airbus as well.”
An analyst noted Boeing and Airbus ramping commercial aircraft production dramatically, asking about knock-on effects for Gulfstream's business-jet supply chain; management said some suppliers have ramped more successfully than others.
“the Secretary of the Navy commented that it might be preferable to have Huntington Ingalls and Electric Boat each build Virginia-class submarine separately rather than in a teaming arrangement.”
Huntington Ingalls currently co-builds Virginia-class submarines with General Dynamics' Electric Boat in a teaming arrangement; a Navy proposal to split construction separately would change HII's submarine workload and capacity needs.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Myles Walton | Wolfe Research | 11 (0%) |
| Seth Seifman | JPMorgan | 11 (9%) |
| Doug Harned | Bernstein | 10 (0%) |
| Sheila Kahyaoglu | Jefferies | 10 (0%) |
| Rob Stallard | Vertical Research Partners | 8 (0%) |
| Ron Epstein | Bank of America | 8 (0%) |
| Gautam Khanna | TD Cowen | 7 (14%) |
| Dave Strauss | Wells Fargo | 7 (0%) |
| Scott Mikus | Melius Research | 7 (0%) |
| Peter Arment | Robert W. Baird | 5 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wolfe Research | 1 | 11 (0%) |
| JPMorgan | 1 | 11 (9%) |
| Bernstein | 1 | 10 (0%) |
| Jefferies | 1 |
| 10 (0%) |
| Bank of America | 2 | 9 (0%) |
| Vertical Research Partners | 1 | 8 (0%) |
| TD Cowen | 1 | 7 (14%) |
| Citigroup | 2 | 7 (0%) |
General Dynamics closed FY2025 with Q4 revenue up 7.8% and EPS of $4.17, broadly flat year-over-year as Aerospace margin compression offset volume gains. Record backlog exploded to $118 billion, a 30% increase driven by Combat Systems orders at 4.3x book-to-bill, and Marine revenue surged 21.7% with margins breaking through the 210bp improvement threshold. New FY2026 EPS guidance of $16.10-$16.20 was introduced on $54.3-$54.8 billion in revenue.
Demand | Product Launch | Regulation Policy | Margin | Supply Chain | Capex Investment | Geographic Expansion | Trade Tariffs | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 4 | 4 | 3 | 5 | 2 | 2 | 2 |
| 2025Q1 | 10 | 5 | 11 | 4 | 2 | 3 | 4 | 4 |
| 2025Q2 | 4 | 5 | 2 | 8 | 1 | 3 | ||
| 2025Q3 | 4 | 7 | 5 | 3 | 3 | 3 | 3 | |
| 2025Q4 | 9 | 7 | 3 | 7 | 3 | 6 | 3 | 1 |
| 2026Q1 | 5 | 5 | 2 | 2 | 8 | 4 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 2 | 10 | 4 | 4 | 9 | 5 |
| Product Launch | 4 | 5 | 5 | 7 | 7 | 5 |
| Regulation Policy | 4 | 11 | 2 | 5 | 3 | 2 |
| Margin | 3 | 4 | 8 | 3 | 7 | 2 |
| Supply Chain | 5 | 2 | 1 | 3 | 3 | 8 |
| Capex Investment | 2 | 3 | 3 | 3 | 6 | 4 |
| Geographic Expansion | 2 | 4 | 3 | 3 | ||
| Trade Tariffs | 2 | 4 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GD General Dynamics | 8 | +10.3% | |
| AXON Axon Enterprise Inc. | 10 | +33.8% | |
| BA The Boeing Company | 7 | +14.0% | |
| GE GE Aerospace | 7 | +24.7% | |
| HII Huntington Ingalls Industries | 6 | +13.3% | |
| LHX L3Harris | 8 | +11.9% | |
| LMT Lockheed Martin | 4 | +0.3% | |
| NOC Northrop Grumman | 6 | +4.4% | |
| RKLB Rocket Lab USA, Inc. | 8 | +63.5% | |
| RTX RTX Corporation | 9 | +8.7% | |
| TDG TransDigm Group | 10 | +18.3% | |
| TXT Textron | 7 | +11.8% |