GD Combat Systems is ramping 155mm artillery production 6x to meet Ukraine and stockpile demand. Marine Systems building Columbia-class submarines on a multi-decade program. Gulfstream G700/G800 deliveries normalizing. IT Services consistent FCF generator. Most balanced defense portfolio with both naval and ground exposure.
Thesis reviewed May 29, 2026
General Dynamics Corporation is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States69REDUCEView United States risk detail →🛡Defense100WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| LMT | Lockheed Martin | 90 | +9% | ↓41% | ENTRY |
| SAIC | Science Applications International Corp. | 90 | +11% | ↓41% | ENTRY |
| AXON | Axon Enterprise Inc. | 90 | +10% | ↓41% | ENTRY |
| LDOS | Leidos Holdings, Inc. | 90 | +14% | ↓41% | ENTRY |
| NOC | Northrop Grumman Corporation | 90 | +17% | ↓41% | ENTRY |
| BA | The Boeing Company | 90 | +9% | ↓41% | NEUTRAL |
| HEI | HEICO Corporation | 90 | +12% | ↓41% | ENTRY |
Investors who hold GD may also have indirect exposure through these country funds.
Scranton 155mm shell line officially opens
Columbia-class production funding secured
G800 enters into service with launch customer
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| Dwight EvansPA | Buy | $1k–$15k | Jun 10, 26 | ||
| Jared MoskowitzFL | D | Buy | $1k–$15k | Mar 31, 26 | +0.7% |
| Jared MoskowitzFL | D | Buy | $1k–$15k | Mar 23, 26 | +0.7% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Feb 10, 26 | -3.7% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Jan 9, 26 | +0.2% |
| Julie JohnsonTX | D | Buy | $1k–$15k | Dec 18, 25 | -5.1% |
| John Boozman | Sell | $1k–$15k | Jul 31, 25 | +11.6% | |
| Shelley M Capito | Sell | $1k–$15k | Jul 31, 25 | +12.3% | |
| John Boozman | Sell | $1k–$15k | May 20, 25 | +24.8% | |
| Jonathan JacksonIL | D | Buy | Unknown amount | Sep 24, 24 | +19.2% |
| C. Scott FranklinFL | R | Buy | $1k–$15k | Aug 2, 24 | +21.3% |
| C. Scott FranklinFL | R | Buy | Unknown amount | Aug 7, 24 | +21.3% |