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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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($42.3B)

Data statis (memuat keuangan langsung…)

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

Komposisi segmen dan pelanggan utama

Detail produk

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

Konteks makro dan pasar

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

Katalis mendatang

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

Berita terkini

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Tema Makro Terkait

Lihat Semua Tema

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

Info Perusahaan

Kantor Pusat

Reston, Virginia, USA

Didirikan

1952

Karyawan

112,000+

Situs Web

gd.com

Gambaran umum sektor방산

Berita sektor

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

Tema utama

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

Katalis mendatang

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