Every material Form 8-K General Dynamics has filed with the SEC since July 24, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
General Dynamics reported third-quarter 2026 revenue of $14.6 billion, representing a 12.9% increase compared to the prior-year period. Diluted earnings per share rose 15.7% to $4.49, while total company-wide backlog reached $220.3 billion.
Revenue increased 12.9% to $14.6 billion compared to $12.9 billion in the third quarter of 2025.
Diluted earnings per share grew 15.7% to $4.49 from $3.88 in the year-ago quarter.
Cash provided by operating activities reached $1.7 billion for the quarter ended October 4, 2026.
Total company-wide backlog stood at $220.3 billion at the end of the third quarter.
General Dynamics' board elected Danny Deep, the company's current president, as chief executive effective January 1, 2027. Chairman and CEO Phebe N. Novakovic, who has been CEO since 2013, will become executive chairman at that time, so shareholders face a planned leadership transition rather than an immediate change at the top.
Danny Deep, 56, has served as President since December 2025 and joined the board on August 5, 2026
Deep succeeds Phebe N. Novakovic, who has been CEO since 2013 and will become executive chairman
The CEO change takes effect January 1, 2027; the announcement was made October 7, 2026
Deep has been with the company for 25 years; the company reported $52.6 billion in revenue for 2025
General Dynamics' board elected Danny Deep, the company's president, as a director effective immediately on August 5, 2026. The filing says he receives no extra pay for board service and has no committee assignment, so the change adds an internal executive to the board without new compensation disclosed.
Board elected Danny Deep as a director effective immediately, with the decision dated August 5, 2026
Deep has served as president of General Dynamics since December 2025 and has been with the company more than 20 years
Deep will not receive additional compensation for his board service and has not been appointed to any committee
Press release announcing the election is attached as Exhibit 99.1, dated August 6, 2026
General Dynamics reported second-quarter 2026 results for the quarter ended July 5, 2026, with revenue of $14.1 billion, up 8.1% from a year earlier, and diluted EPS of $4.24, up 13.4%. Operating margin was 10.4%, and backlog ended the quarter at $136.5 billion. Revenue, operating earnings and EPS all rose, and the filing does not include updated guidance.
Revenue of $14.1 billion, up 8.1%; operating earnings of $1.5 billion, up 11.9%.
Diluted EPS of $4.24, compared with $3.74 in the year-ago quarter.
Orders of $20 billion and a company-wide book-to-bill ratio of 1.4-to-1; backlog of $136.5 billion.
Free cash flow of $1.6 billion; $429 million paid in dividends during the quarter.
General Dynamics reported first-quarter 2026 results for the quarter ended April 5, 2026, with revenue of $13.5 billion, up 10.3%, and diluted EPS of $4.10, up 12% from the year-ago quarter. Operating cash flow of $2.2 billion and orders of $26.6 billion, with a 2-to-1 book-to-bill ratio, point to strong demand and cash generation for shareholders.
Revenue of $13.5 billion rose 10.3%, with growth in all four segments; operating earnings of $1.4 billion rose 12.0%.
Diluted EPS was $4.10 versus $3.66 a year earlier; net earnings were $1.125 billion.
Net cash from operating activities was $2.2 billion, or 192% of net earnings; free cash flow was $1.95 billion.
Orders totaled $26.6 billion; backlog was $130.8 billion, and total estimated contract value was $188.4 billion.
General Dynamics reported fourth-quarter 2025 revenue of $14.4 billion, up 7.8%, with diluted EPS of $4.17 versus $4.15 a year earlier, while net earnings of $1.1 billion were down 0.4%. For the full year, net earnings rose 11.3% to $4.2 billion and diluted EPS rose 13.4% to $15.45 on revenue of $52.6 billion, up 10.1%. The filing does not include 2026 guidance, which management presented on its earnings call.
Q4 2025 revenue $14.4 billion, up 7.8%; net earnings $1.1 billion, down 0.4%; diluted EPS $4.17 vs. $4.15
Full-year 2025 net earnings $4.2 billion, up 11.3%; diluted EPS $15.45, up 13.4%
General Dynamics said Danny Deep, previously executive vice president, Global Operations, was promoted to president effective December 3, 2025. The filing sets his base salary at $1,300,000 and a target annual incentive of 150% of base salary, and says his long-term equity pay will follow the approach in the company's 2025 proxy statement.
Danny Deep promoted from executive vice president, Global Operations to president, effective December 3, 2025
Base salary set at $1,300,000
Target annual incentive opportunity at 150% of base salary
Long-term incentive is equity-based and follows the approach in the 2025 proxy statement filed March 28, 2025
General Dynamics said controller William Moss will retire effective March 31, 2026, and Dana O. Maisano, currently controller and financial planning and analysis head at its GDIT subsidiary, will succeed him as controller effective April 1, 2026. The change is an orderly, planned succession in a finance role and does not involve any reported financial results or guidance.
William A. Moss notified the company on December 3, 2025 of his intent to retire as vice president and controller, effective March 31, 2026.
Dana O. Maisano, 44, will become controller effective April 1, 2026.
Maisano has been with the company for more than 20 years and has held her current GDIT role since 2018.
General Dynamics reported third-quarter 2025 results for the quarter ended September 28, 2025, with revenue of $12.9 billion, up 10.6% from the year-ago quarter, and diluted EPS of $3.88, up 15.8%. Operating earnings were $1.3 billion, and total estimated contract value reached $167.7 billion, which the company says reflects strong order activity across all four segments.
Revenue of $12.9 billion, up 10.6% from $11.7 billion a year earlier
Diluted EPS of $3.88 versus $3.35 in the third quarter of 2024; net earnings of $1.1 billion
Net cash from operating activities of $2.1 billion; 9-month free cash flow of $3.0 billion
Orders of $19.3 billion in the quarter, a book-to-bill ratio of 1.5-to-1; total estimated contract value of $167.7 billion
General Dynamics reported second-quarter 2025 results for the quarter ended June 29, 2025, with revenue up 8.9% and diluted EPS up 14.7% from the year-ago quarter. Operating cash flow was $1.6 billion, orders totaled $28.3 billion, and backlog ended the quarter at $103.7 billion. The filing does not include updated guidance.
Revenue of $13,041 million, up 8.9% from $11,976 million a year earlier
Diluted EPS of $3.74 versus $3.26 a year earlier, up 14.7%; net earnings of $1,014 million
Operating earnings of $1.3 billion, up 12.9%, with operating margin of 10.0%
Backlog of $103.7 billion at quarter end; consolidated book-to-bill ratio of 2.2-to-1
General Dynamics said Danny Deep, previously executive vice president of Combat Systems, has been promoted to executive vice president of Global Operations, effective with the June 4, 2025 announcement. The filing sets his base salary at $1,200,000 and his target annual incentive at 130% of base salary, with long-term equity pay governed by the approach in the company's 2025 proxy statement.
Danny Deep promoted from executive vice president, Combat Systems, to executive vice president, Global Operations, announced June 4, 2025
Base salary set at $1,200,000
Target annual incentive opportunity set at 130% of base salary
Long-term equity compensation follows the approach in the 2025 proxy statement filed March 28, 2025, beginning on page 52
General Dynamics reported first-quarter 2025 revenue of $12.2 billion, up 13.9% from the year-ago quarter, and diluted earnings per share of $3.66, up 27.1%. Operating earnings rose 22.4% to $1.3 billion, and all four segments increased revenue and operating earnings, led by Aerospace. Cash used by operating activities was $148 million, and free cash flow was negative $290 million for the quarter.
Revenue $12.2 billion, up 13.9%; operating earnings $1.3 billion, up 22.4%; operating margin 10.4%, up 70 basis points
Diluted EPS $3.66 versus $2.88 a year earlier; Aerospace revenue up 45.2% and operating earnings up 69.4%
Net cash used by operating activities $148 million; $600 million spent on share repurchases and $383 million on dividends
Backlog $88.7 billion at quarter end; total estimated contract value $141.3 billion
General Dynamics reported fourth-quarter 2024 net earnings of $1.1 billion and revenue of $13.3 billion, both up about 14% from a year earlier. For the full year, net earnings were $3.8 billion and diluted EPS was $13.63, up 13.4%, with the company citing steady growth across all four segments. The release does not include 2025 guidance; the company said it would add guidance information to its website charts after its earnings call.
Q4 diluted EPS of $4.15, up 14.0% from $3.64 a year earlier
Full-year revenue of $47.7 billion, up 12.9%, and net earnings of $3.8 billion, up 14.1%
Backlog ended 2024 at $90.6 billion; full-year book-to-bill was 1-to-1
Gulfstream delivered 47 aircraft in the fourth quarter and 136 for the year
General Dynamics amended the consulting agreement with Mark C. Roualet, its former Executive Vice President, Combat Systems, extending his advisory services through June 30, 2025, from the original December 31, 2024 end date. The monthly payment of $36,500 and all other terms are unchanged, so the filing shows a longer consulting period at the same pay rate rather than a change to the company's financial results or leadership.
Consulting agreement with Mark C. Roualet amended on December 12, 2024
Services now run through June 30, 2025, up from December 31, 2024
Monthly payment remains $36,500 under the amendment
General Dynamics reported third-quarter 2024 results for the quarter ended September 29, 2024, with revenue of $11.7 billion, up 10.4%, and operating earnings of $1.2 billion, up 11.7%. Diluted EPS rose 10.2% to $3.35, and the operating margin was 10.1%, a 10-basis-point increase, so the headline profit measures improved for shareholders.
Revenue of $11.7 billion, up 10.4% from the year-ago quarter; operating earnings of $1.2 billion, up 11.7%.
Diluted EPS of $3.35, compared with $3.04 a year earlier, up 10.2%.
Company-wide backlog of $92.6 billion; book-to-bill ratio of 1.1-to-1 for the quarter.
Free cash flow of $1,215 million in the quarter, compared with $1,094 million a year earlier.
General Dynamics reported second-quarter 2024 revenue of $12 billion, up 18% from a year earlier, with operating earnings of $1.2 billion and diluted EPS of $3.26, up 20.7%. Growth was led by the Aerospace segment, where revenue rose 50.5% on higher Gulfstream deliveries, and the company's backlog stood at $91.3 billion.
Revenue $12 billion (11,976 million), up 18.0%; operating earnings $1.16 billion, up 20.2%
Diluted EPS $3.26 vs. $2.70 a year earlier; operating margin 9.7%, up 20 basis points
Gulfstream delivered 37 aircraft in the quarter (31 large-cabin) vs. 24 a year earlier
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