CluenexGeneral Dynamics GD
General Dynamics scores average on business quality (5.9 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What General Dynamics does
General Dynamics builds defense systems, combat vehicles, and business jets, collecting revenue from governments and corporate fleet operators.
- What it does best
General Dynamics dominates armored combat vehicle manufacturing, anchoring its volume with ongoing Stryker demand. Its gross margin sits at 15.4%, trailing peer HWM at 36.0% but beating BA at 4.7%.
- The main risk
Stryker demand remains the primary catalyst, but any supply chain disruption in combat systems directly threatens volume and margin expansion.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin stands at 10.3% with an ROE of 17.4%, showing stable performance that scales moderately with revenue.
Its moat relies on deep defense contracting relationships, though its gross margin sits in the bottom quartile at the 7th sector percentile, limiting pricing power.
Revenue growth reached 10.1% recently, placing it in the top quartile of its sector at the 75th percentile, accelerating from prior years.
Total debt sits at $8.4B against $2.3B in cash, while free cash flow reached $6.4B, showing robust cash generation getting stronger.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
5 sold $41.8M outside pre-planned sales.
Our sealed record on GD
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
General Dynamics scores average on the Cluenex quality check (5.9 of 10), measured against its own industry. Profitability is weak, moat fair, growth steady and financial health strong.
In the last 90 days of SEC Form 4 filings: 5 sold $41.8M outside pre-planned sales.
Oct 22, 2026, before the open.
See GD today
- Today's verdict on GD, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “General Dynamics (GD)”, https://cluenex.com/stocks/gd/, data as of Oct 10, 2026.