| GD |
Report |
Operating EPS |
BEAT |
pred ~$4.03 vs. cons $3.98 |
MEDIUM |
| GD |
Report |
Marine Systems revenue |
IN-LINE |
pred ~$4.40B vs. cons $4.365B |
MEDIUM |
| GD |
Report |
Aerospace revenue |
IN-LINE |
pred ~$3.34B vs. cons $3.311B |
MEDIUM |
| GD |
Guide |
FY26 operating EPS |
LOWER |
guide ~$16.45-$16.55 vs. cons $16.77 |
MEDIUM |
| GD |
Guide |
FY26 FCF conversion |
UNCHANGED |
guide ~100% of net income vs. cons UNVERIFIED |
LOW |
| GD |
Guide |
Gulfstream delivery cadence |
UNCHANGED |
guide ~Q2 similar to Q1; H2 strongest vs. cons UNVERIFIED |
LOW |
| GD |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.5% |
— |
LOW |
| GD |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implied Q4 cut drives revisions |
LOW |