General Dynamics Corp. Reports Fourth‑Quarter 2025 Results
General Dynamics Corp. (NYSE: GD) announced its fourth‑quarter 2025 financial results on January 28, 2026. The company reported net income of $1.14 billion and earnings per share (EPS) of $4.17. These figures compare with $1.15 billion of net income and $4.15 EPS in the same quarter a year earlier. EPS expectations from FactSet analysts were $4.15, indicating that the reported earnings surpassed consensus by 0.02 points.
Revenue for the quarter rose 7.8 % to $14.38 billion, up from $13.34 billion in the prior year. The increase was driven by the company’s Marine‑Systems and Combat‑Systems segments. Analysts had projected revenue of $13.80 billion for the period; the actual result exceeded expectations by approximately $580 million.
Key points from the earnings release:
| Metric | 2025 Q4 | 2024 Q4 |
|---|---|---|
| Net income | $1.14 billion | $1.15 billion |
| EPS | $4.17 | $4.15 |
| Revenue | $14.38 billion | $13.34 billion |
| Revenue growth | +7.8 % | — |
The company’s Marine‑Systems segment contributed significantly to the revenue increase, with the shipbuilding portion of the business reporting solid performance. Overall, the company’s fourth‑quarter results were flat in net income but higher in EPS due to a reduced share count, and the company beat consensus estimates on both revenue and earnings.
Market Activity
- Code Waechter LLC purchased 609 shares of General Dynamics Corp. on January 26, 2026.
- San Luis Wealth Advisors LLC sold 628 shares of General Dynamics Corp. on the same day.
- The company’s share price on January 27, 2026 was $356.68, close to its 52‑week high of $369.70 (January 15, 2026) and far above its 52‑week low of $239.20 (April 6, 2025).
- On the day of the earnings release, GD’s stock advanced 0.06 %, reflecting a modest positive reaction to the results.
Company Context
General Dynamics Corp. is a diversified defense company headquartered in Reston, United States. It operates across business aviation, combat vehicles, weapons systems, munitions, shipbuilding design and construction, information systems, and related technologies. The company’s market capitalization is approximately $98.6 billion, and its price‑earnings ratio stands at 23.58 as of the latest reporting date.
Conclusion
General Dynamics Corp. concluded fiscal year 2025 with a fourth‑quarter performance that met or exceeded analyst expectations. Revenue growth, particularly in marine‑systems and combat‑systems, offset the flat net income relative to the prior year. The company’s share activity and market price suggest modest investor confidence in the stability of its earnings and revenue trends.
