General Dynamics is expected to report Q3 2026 revenue of $13.73 billion and earnings of $4.14 per share, while the stock currently trades at $357.04 against an average analyst target of $406.78. Investors are primarily focused on the company's ability to convert its record $136.5 billion backlog into revenue, with specific attention on Gulfstream jet deliveries.
This quarter marks a critical leadership transition as CEO-elect Danny Deep prepares to take the helm following Phebe Novakovic's move to executive chairman. Analysts are closely monitoring the production ramp of the G700 and G800 models as supply chain constraints and labor availability continue to influence aerospace margins.