| GD |
Report |
Diluted EPS |
BEAT |
pred ~$4.04 vs. cons $3.95 |
MEDIUM |
| GD |
Report |
Aerospace operating margin |
BEAT |
pred ~14.6% vs. cons 14.3% |
MEDIUM |
| GD |
Report |
Marine Systems revenue |
BEAT |
pred ~$4.70B vs. cons $4.61B |
MEDIUM |
| GD |
Guide |
Diluted EPS guidance |
BETTER |
guide ~$16.80 vs. cons $16.70 (FY2026) |
MEDIUM |
| GD |
Guide |
Free-cash-flow conversion guidance |
LOWER |
guide ~100% vs. cons 101% (FY2026) |
MEDIUM |
| GD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| GD |
Return |
5-day cumulative residual |
+4.5% (FOLLOW-THROUGH) |
A ~$16.80 FY2026 EPS guide versus $16.70 consensus implies ~$0.10 of out-period upside, while ~14.6% Aerospace margin versus 14.3% consensus and ~$4.70B Marine revenue versus $4.61B support upward FY2026-FY2027 estimate revisions despite cash-conversion guidance of ~100% versus 101% consensus. |
MEDIUM |