General Dynamics (GD) reported $12.91 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 10.6%. EPS of $3.88 for the same period compares to $3.35 a year ago.
The reported revenue represents a surprise of +2.32% over the Zacks Consensus Estimate of $12.61 billion. With the consensus EPS estimate being $3.73, the EPS surprise was +4.02%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how General Dynamics performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenue- Technologies: $3.33 billion compared to the $3.38 billion average estimate based on five analysts. The reported number represents a change of -1.6% year over year.
- Revenue- Marine Systems: $4.1 billion compared to the $3.86 billion average estimate based on five analysts. The reported number represents a change of +13.8% year over year.
- Revenue- Combat Systems: $2.25 billion compared to the $2.27 billion average estimate based on five analysts. The reported number represents a change of +1.8% year over year.
- Revenue- Aerospace: $3.23 billion versus the five-analyst average estimate of $3.07 billion. The reported number represents a year-over-year change of +30.3%.
- Operating earnings- Aerospace: $430 million versus the four-analyst average estimate of $408.89 million.
- Operating earnings- Combat Systems: $335 million versus the four-analyst average estimate of $337.84 million.
- Operating earnings- Technologies: $327 million versus the four-analyst average estimate of $308.34 million.
- Operating earnings- Marine Systems: $291 million compared to the $270.63 million average estimate based on four analysts.
- Operating earnings- Corporate: $-52 million versus $-36.33 million estimated by three analysts on average.
View all Key Company Metrics for General Dynamics here>>>
Shares of General Dynamics have returned +5.3% over the past month versus the Zacks S&P 500 composite's +1.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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General Dynamics Corporation (GD): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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