Back to top

Image: Bigstock

General Dynamics to Post Q4 Earnings: Here's What to Expect

Read MoreHide Full Article

Key Takeaways

  • GD's Aerospace unit is expected to see Q4 growth from higher G700 and G800 Gulfstream aircraft deliveries.
  • GD's Marine Systems revenues may rise on Columbia- and Virginia-class submarine construction activity.
  • GD's Q4 backlog is projected at $110.8B, reflecting strong order flow despite supply-chain disruption risks.

General Dynamics Corporation (GD - Free Report) is scheduled to release fourth-quarter 2025 results on Jan. 28, before market open. The company delivered an earnings surprise of 4.02% in the last reported quarter. 

Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.

Key Factors Likely to Influence GD’s Q4 Results

In the fourth quarter of 2025, General Dynamics’ Aerospace unit is expected to have benefited from higher deliveries of Gulfstream aircraft, particularly increased shipments of the G700 and G800 models, which should support strong top-line growth.

The Marine Systems’ quarterly revenues are likely to have been supported by higher construction activity on the Columbia-class and Virginia-class submarine programs, along with steady productivity improvements across major shipyards.

The company’s Combat Systems unit is anticipated to benefit from robust international demand and ongoing strength in munitions, artillery and missile subcomponent programs, particularly in Europe, backed by healthy order flow.

However, profitability in the upcoming quarter could be pressured by ongoing global supply-chain disruptions, which may lead to production delays.

GD’s Q4 Expectations

The Zacks Consensus Estimate for earnings is pegged at $4.11 per share, indicating a year-over-year decline of 1%.

The Zacks Consensus Estimate for revenues is pinned at $13.80 billion, suggesting a year-over-year improvement of 3.5%. 

The Zacks Consensus Estimate for the total backlog stands at $110.80 billion, up 22.3% from the year-ago quarter’s registered figure.

What the Zacks Model Unveils for GD

Our proven model does not conclusively predict an earnings beat for General Dynamics this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as you will see below.

Earnings ESP: The company’s Earnings ESP is -0.61%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Zacks Rank: Currently, the company carries a Zacks Rank #3. You can see the complete list of today's Zacks #1 Rank stocks here.

Stocks to Consider

Below, we have mentioned a few players from the same sector that have the right combination of elements to beat on earnings in the upcoming releases:

Woodward, Inc. (WWD - Free Report) is set to report first-quarter fiscal 2026 earnings on Feb. 2, after market close. It has an Earnings ESP of +4.41% and a Zacks Rank of 1 at present.

The Zacks Consensus Estimate for WWD’s earnings is pegged at $1.63 per share, indicating year-over-year growth of 20.7%. The consensus estimate for its sales stands at $891.3 million, calling for a year-over-year jump of 15.4%.

CAE Inc. (CAE - Free Report) is set to report its third-quarter fiscal 2026 results soon. It has an Earnings ESP of +0.57% and a Zacks Rank of 2 at present.

The Zacks Consensus Estimate for CAE’s earnings is pegged at a loss of 22 cents, calling for a year-over-year rise of 4.8%. The consensus estimate for its sales is pegged at $901.6 million, suggesting year-over-year growth of 3.1%.

Draganfly Inc. (DPRO - Free Report) is expected to report its fourth-quarter 2025 results soon. It has an Earnings ESP of +13.33% and a Zacks Rank of 2 at present.

The Zacks Consensus Estimate for DPRO’s earnings is pegged at a loss of 15 cents, which suggests an increase of 81%. The consensus estimate for its sales is pegged at $1.66 million, indicating year-over-year growth of 44.4%.


See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


General Dynamics Corporation (GD) - free report >>

CAE Inc (CAE) - free report >>

Woodward, Inc. (WWD) - free report >>

Draganfly Inc. (DPRO) - free report >>

Published in