General Dynamics (NYSE:GD) and Lockheed Martin (NYSE:LMT) reported Q1 2026 results pulling the two defense giants in opposite directions. General Dynamics beat on submarines and Gulfstream jets.

Although aerospace was the segment that saw the most revenue growth, generating $3.03 billion or 45.2 percent higher than $2.08 billion from Q1 of 2024, General Dynamics Marine Systems posted the ...

General Dynamics is rated a long-term buy due to robust defense spending, but I recommend waiting for a price drop before entering. GD's 2025 backlog surged 30% to $118B, supporting strong near-term ...

General Dynamics receives a hold rating, as its current price closely matches the DCF-derived fair value of $334.85. GD's marine segment offers long-term, low-risk cash flow but faces margin pressures ...