| GD |
Report |
Q2 diluted EPS |
BEAT |
pred ~$4.04 vs. cons $3.95 |
MEDIUM |
| GD |
Report |
Q2 revenue |
BEAT |
pred ~$13.67B vs. cons $13.49B |
MEDIUM |
| GD |
Report |
Q2 Aerospace operating earnings |
BEAT |
pred ~$475M vs. cons $460M |
MEDIUM |
| GD |
Guide |
Full-year diluted EPS |
BETTER |
guide ~$16.75 vs. cons $16.66 (FY2026) |
MEDIUM |
| GD |
Guide |
Full-year revenue |
BETTER |
guide ~$55.35B vs. cons $55.16B (FY2026) |
MEDIUM |
| GD |
Guide |
Aerospace operating margin |
BETTER |
guide ~14.6% vs. cons 14.5% (FY2026) |
LOW |
| GD |
Guide |
Free-cash-flow conversion |
UNCHANGED |
guide ~100% vs. cons 100% (FY2026) |
HIGH |
| GD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.7% |
— |
MEDIUM |
| GD |
Return |
5-day cumulative residual |
+0.8% (FADE) |
The Q2 beat and modest guidance increase should lift estimates, but FY2026 EPS guidance of ~$16.75 versus consensus $16.66 provides limited out-period revision upside after the pre-earnings rally, causing part of the initial reaction to fade. |
MEDIUM |