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Why Is General Dynamics (GD) Down 7.1% Since Last Earnings Report?
ZACKS· 2024-11-23 01:37
It has been about a month since the last earnings report for General Dynamics (GD) . Shares have lost about 7.1% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is General Dynamics due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. General Dynamics' Q3 Earnings Lag Es ...
U.S. Air Force Again Selects Gulfstream for Fleet Support
Prnewswire· 2024-11-23 01:15
Gulfstream Special Missions Awarded Significant Contract to Service U.S. Military AircraftSAVANNAH, Ga., Nov. 22, 2024 /PRNewswire/ -- Gulfstream Aerospace Corp., a business unit of General Dynamics (NYSE: GD), has been awarded a contractor logistics support services (CLS) contract from the U.S. Air Force Life Cycle Management Center for C-20 and C-37 fleets. This contract extends over a seven-year period and provides services to the U.S. Air Force, U.S. Navy, U.S. Marine Corps, U.S. Army and U.S. Coast Gua ...
Defense Stocks Under Fire: Why I'm Buying The Dip
Seeking Alpha· 2024-11-16 21:30
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General Dynamics(GD) - 2024 Q3 - Earnings Call Transcript
2024-10-24 00:15
财务数据和关键指标变化 - 公司第三季度每股收益为3.35美元,收入超过116.7亿美元,运营收益为11.8亿美元,净收入为9.3亿美元 [4] - 公司整体收入同比增长11.1亿美元,增幅为10.4%,运营收益同比增长1.24亿美元,增幅为11.7% [4][5] - 年初至今,公司收入为344亿美元,同比增长3.77亿美元,增幅为12.3% [5] 各条业务线数据和关键指标变化 - 航空航天部门第三季度收入为24.8亿美元,运营收益为3.05亿美元,增幅分别为22%和13.8% [6][7] - 战斗系统部门第三季度收入为22亿美元,持平于去年同期,运营收益为3.25亿美元,增幅为8.3% [14] - 海洋系统部门第三季度收入为36亿美元,同比增长20%,运营收益为2.58亿美元,增幅为22% [16][17] - 技术部门第三季度收入为34亿美元,同比增长2%,运营收益为3.26亿美元,增幅为3.5% [19] 各个市场数据和关键指标变化 - 航空航天市场需求在第四季度有所改善,尤其是在欧洲和中东地区,但东南亚和中国的活动有所放缓 [12] - 战斗系统的订单活动强劲,第三季度获得超过33亿美元的订单,订单与发货比为1.5:1 [15] - 海洋系统的供应链问题影响了潜艇的交付进度,导致生产节奏受到影响 [32] 公司战略和发展方向和行业竞争 - 公司预计2024年航空航天部门的销售额约为123亿美元,利润率为13.2% [26] - 战斗系统和技术部门的增长前景良好,预计将继续受益于强劲的市场需求和订单积压 [22][42] - 公司在海洋系统方面面临供应链挑战,计划调整生产节奏以应对这些问题 [32][33] 管理层对经营环境和未来前景的评论 - 管理层对航空航天部门的未来持乐观态度,预计将实现良好的利润率增长 [28] - 战斗系统的增长潜力被认为是稳健的,尽管短期内可能面临一些波动 [29] - 海洋系统的供应链问题被认为是短期挑战,管理层正在积极应对 [32] 其他重要信息 - 公司在第三季度的自由现金流为12亿美元,占净收入的131% [23] - 公司在资本支出方面的支出为2.01亿美元,占销售额的1.7% [24] - 公司在季度末的现金余额超过21亿美元,净债务为72亿美元 [24] 问答环节所有提问和回答 问题: 关于G700的交付延迟 - 管理层表示,G700的交付延迟主要由于供应链问题和定制内饰的复杂性,预计未来将改善 [28] 问题: 战斗系统的增长前景 - 管理层认为,战斗系统的订单积压和市场需求将支持未来的增长,预计将继续保持良好的表现 [29] 问题: 海洋系统的供应链问题 - 管理层指出,海洋系统的供应链问题已经影响了潜艇的交付进度,正在与客户合作以解决这些问题 [32][33]
General Dynamics (GD) Reports Q3 Earnings: What Key Metrics Have to Say
ZACKS· 2024-10-23 22:35
For the quarter ended September 2024, General Dynamics (GD) reported revenue of $11.67 billion, up 10.4% over the same period last year. EPS came in at $3.35, compared to $3.04 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $11.72 billion, representing a surprise of -0.38%. The company delivered an EPS surprise of -5.37%, with the consensus EPS estimate being $3.54.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall ...
General Dynamics (GD) Q3 Earnings and Revenues Lag Estimates
ZACKS· 2024-10-23 21:11
General Dynamics (GD) came out with quarterly earnings of $3.35 per share, missing the Zacks Consensus Estimate of $3.54 per share. This compares to earnings of $3.04 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -5.37%. A quarter ago, it was expected that this defense contractor would post earnings of $3.30 per share when it actually produced earnings of $3.26, delivering a surprise of -1.21%.Over the last four quarters, th ...
General Dynamics(GD) - 2024 Q3 - Earnings Call Presentation
2024-10-23 20:27
业绩总结 - 第三季度2024年总收入为116.71亿美元,同比增长10.4%[3] - 第三季度2024年运营收益为11.81亿美元,同比增长11.7%[3] - 第三季度2024年净收益为9.3亿美元,同比增长11.2%[3] - 每股收益(EPS)为3.35美元,同比增长10.2%[3] - 运营现金流为14.16亿美元,同比增长7.2%[3] - 自由现金流为12.15亿美元,同比增长11.1%[3] 部门表现 - 航空航天部门第三季度收入为20.32亿美元,同比增长22%[5] - 战斗系统部门第三季度收入为22.24亿美元,订单积压增长至180亿美元[7] - 海洋系统部门第三季度收入为30.02亿美元,同比增长20%[8] - 技术部门第三季度收入为33.13亿美元,订单积压的书到账比为1.3倍[8]
General Dynamics(GD) - 2024 Q3 - Quarterly Results
2024-10-23 20:01
财务表现 - 2021年第四季度收入为1.33亿美元,同比增长35%[1] - 2021年全年收入为4.48亿美元,同比增长41%[1] - 2021年第四季度毛利率为82.5%,同比提高1.5个百分点[1] - 2021年全年毛利率为82.1%,同比提高1.4个百分点[1] 业务发展 - 2021年第四季度新增付费用户数为40.4万,同比增长36%[1] - 2021年全年新增付费用户数为159.1万,同比增长35%[1] - 截至2021年12月31日,总付费用户数达到1,050万[1] - 2021年第四季度付费用户转化率为14.1%,同比提高1.1个百分点[1] 战略规划 - 公司将继续专注于提升产品体验和功能,扩大用户群体[2] - 公司将持续加大研发投入,加快新产品和新功能的推出[2] - 公司将进一步拓展海外市场,提升全球影响力[2] - 公司将探索更多商业化模式,提升整体盈利能力[2] 展望未来 - 预计2022年第一季度收入将达到1.32亿至1.34亿美元[1] - 预计2022年全年收入将达到5.6亿至5.8亿美元[1] - 公司对未来发展充满信心,将继续保持高速增长[1]
General Dynamics (GD) Q3 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
ZACKS· 2024-10-18 22:20
The upcoming report from General Dynamics (GD) is expected to reveal quarterly earnings of $3.54 per share, indicating an increase of 16.5% compared to the year-ago period. Analysts forecast revenues of $11.77 billion, representing an increase of 11.4% year over year. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 0.9% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period. Prior ...
GD Q3 Earnings Coming Up: Will Lower Interest Expenses Aid the Stock?
ZACKS· 2024-10-17 23:16
General Dynamics Corporation (GD) is set to release third-quarter 2024 results on Oct. 23 before market open. See the Zacks Earnings Calendar to stay ahead of market-making news. The company delivered an earnings surprise of 0.95% in the last four quarters, on average. The strong revenue performance across most of its business segments and lower interest expenses are likely to add impetus to its overall third-quarter results. GD's Aerospace Unit to Post Solid Sales Solid revenues earned from the deliveries ...