General Dynamics Corp (GD) (Q3 2026) Earnings Call Highlights: Record $220 Billion Backlog and ...

What happened: General Dynamics reported Q3 2026 results with revenue of $14.57 billion and EPS of $4.49, and disclosed a record $220 billion backlog after nearly $99 billion in new orders. Key numbers: Revenue $14.57 billion, up 12.9% year over year. EPS $4.49, up 15.7% and beating consensus by $0.37. Net earnings $1.229 billion, up 16.1%. Operating margin 10.5%. Why it matters: The raised EPS guidance and doubled backlog reflect stronger orders, while Combat Systems earnings fell 5% on a 110-basis-point margin contraction and Technologies margin slipped 40 basis points on mix. Market: +0.2% today ($373.46), +9.7% YTD, 1.3x vol — as of 00:45 UTC Coverage: 4 outlets in 24h

General Dynamics reported Q3 2026 results with revenue of $14.57 billion and EPS of $4.49, and disclosed a record $220 billion backlog after nearly $99 billion in new orders.

The raised EPS guidance and doubled backlog reflect stronger orders, while Combat Systems earnings fell 5% on a 110-basis-point margin contraction and Technologies margin slipped 40 basis points on mix. Market: +0.2% today ($373.46), +9.7% YTD, 1.3x vol — as of 00:45 UTC