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General Dynamics Corporation

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General Dynamics is a global aerospace and defense company operating across four segments: Aerospace (Gulfstream), Marine Systems, Combat Systems, and Technologies. It builds everything from luxury business jets to nuclear submarines and is a primary contractor for the U.S. Army's next-generation combat vehicles.

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Produits et revenus

Part de revenus par produit

Répartition du chiffre d'affaires ($42.3B)

Données statiques (chargement des finances en temps réel…)

Aerospace (Gulfstream) (26%)
Marine Systems (24%)
Combat Systems (22%)
Technologies (GDIT) (28%)

Composition des segments et principaux clients

Détails du produit

Gulfstream Business Jets30%

G500/G600/G700 ultra-long-range business jets

Combat Vehicles25%

Abrams tanks, Stryker vehicles, and munitions for U.S. and allied militaries

IT Services (GDIT)25%

Cloud, cybersecurity, and AI solutions for U.S. defense and intelligence

Marine Systems20%

Virginia-class and Columbia-class submarines, DDG-51 destroyers

Contexte macro et de marché

NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대

미 국방예산 (FY2026)

$921B

NATO 방위비 GDP 목표

2% → 2.5%

KTOS 수주 잔고

$1.1B (+34%)

드론 시장 규모 (2030E)

$58B

Prochains catalyseurs

NOC/LMT/LHX/RTX Q1 실적 (2026.04)KTOS 국방부 드론 계약 발표NATO 정상회의 방위비 최종 합의 (2026.06)

Actualités récentes

Chargement des nouvelles...

Analyse IA

Cliquez sur « Obtenir l'analyse IA » pour une analyse de la chaîne d'approvisionnement de General Dynamics Corporation par intelligence artificielle.

Thèmes Macro Connexes

Voir Tous les Thèmes

Regulatory Capture

How powerful entities design legislation to entrench their advantage — turning regulators into protectors of incumbents.

Revolving doorRegulatory moatLobbying spend

Military-Industrial Complex

Eisenhower warned of it in 1961. Defense contractors, weapons manufacturers, and geopolitical crisis cycles create structural demand floors regardless of who governs.

Defense budgetSole-source contractsGeopolitical crisis cycle

Informations sur l'entreprise

Siège social

Reston, Virginia, USA

Fondée en

1952

Effectifs

112,000+

Site web

gd.com

Aperçu du secteur방산

Actualités du secteur

NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대

미 국방예산 (FY2026)

$921B

NATO 방위비 GDP 목표

2% → 2.5%

KTOS 수주 잔고

$1.1B (+34%)

드론 시장 규모 (2030E)

$58B

Thèmes clés

  • NATO 32개국 방위비 GDP 2.5% 의무화 → 10년 수요 가시성 확보
  • Loyal Wingman 드론 경쟁 — KTOS Valkyrie 핵심 수혜
  • 우크라이나 재건 + 방공망 현대화 수요

Prochains catalyseurs

  • NOC/LMT/LHX/RTX Q1 실적 (2026.04)
  • KTOS 국방부 드론 계약 발표