2026mag
GD May 2026 · Hold
General Dynamics is a premium mature compounder with a highly defensive moat underpinned by multi-year U.S. Navy submarine contracts (Marine Systems) and high-end corporate aviation leadership (Gulfstream). Its scale, massive backlog, and steady low-double-digit ROIC generate highly predictable free cash flows.Latest published research · analyzed 2026-05-13 · historical · sources unverified