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13:00
Jul 29 ◎

GD FY2026 Q2 Watch

General Dynamics Corporation (GD) FY2026 Q2 Earnings Call

CACI SAIC ▾

Danny Deep

GDIT identified a significant shift towards Other Transaction Authority (OTA) agile contracting, with more wins in H1 2026 than all of 2025, indicating a structural change in government IT procurement away from traditional contracts. — This trend favors companies with agility and modern tech stacks over traditional prime contractors, potentially reordering market share in federal IT services.

"GDIT has submitted and won more OTAs in the first half of 2026 than for all of last year."

CACI WATCH SAIC WATCH

MED

13:00
Apr 29 ◎

GD FY2026 Q1 Watch

General Dynamics Corporation (GD) FY2026 Q1 Earnings Call

GD HON ▾

Danny Deep

GD raised its full-year EPS guidance on the back of a strong Q1 beat, improved margins, and increased throughput, signaling confidence in the remainder of the year.

"given our strong start, we thought it would be prudent to revise our EPS guidance to reflect our performance thus far and its implication for the full year."

GD WATCH

Danny Deep

The company's ability to grow deliveries is constrained by the supply chain, not demand, with a clear bottleneck in complex single-source components. — This pinpoints the supply chain as the limiting factor for aerospace growth, which could create pricing power and backlog for GD but also indicates potential for continued industry-wide delays.

"two business jet OEMs have called out supply chain issues. Honeywell more publicly, maybe if you could just talk about you're still growing deliveries 25% year over year in aerospace"

HON WATCH

HIGH

14:00
Jan 28 ◎

GD FY2025 Q4 Watch

General Dynamics Corporation (GD) FY2025 Q4 Earnings Call

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