Core Viewpoint - Investors in defense contractors are concerned that a White House order limiting CEO pay, dividends, and stock buybacks may negatively impact shareholder returns and hinder the companies' ability to attract talent [1] Group 1 - The White House order is expected to restrict compensation for CEOs of defense contractors [1] - There are worries that these restrictions could lead to reduced returns for shareholders [1] - The ability of defense contractors to attract and retain top talent may be compromised due to these limitations [1]

加拿大交通部当地时间3日表示，正在与美国联邦航空管理局（FAA）合作，处理湾流宇航公司 (Gulfstream)喷气机部分型号的审批延迟问题。 特朗普的威胁让增长中的公务机市场充满不确定性。 飞机认证近日成为了美加贸易博弈的最新阵地。 此前，美国总统特朗普在社交媒体上指责加拿大"错误、非法且执意拒绝认证"湾流500、600、700、800 这四款机型，并威胁对在美国销售的加拿大飞机征收50%的关税，并取消庞巴迪环球飞机以及加拿大制 造的其他飞机的认证，但白宫官员随后澄清，特朗普并未暗示美国将取消对在役加拿大制造飞机的认 证。 同济大学航空与力学学院教授、飞行器工程研究所所长沈海军对第一财经记者表示，除非加拿大认可美 国FAA的适航证，否则湾流飞机无法交付给加拿大买家，也无法在加拿大领空内执行飞行任务。 FAA局长贝德福德（Bryan Bedford ）也在近日参加新加坡樟宜航空峰会时称"想要一个公平的竞争环 境"，并表示，希望其他机构接受FAA对飞机的认证。"他们通常会做验证程序，这些程序不应该耗费 五、六、七年。"他说。 "这其实体现了美国的技术霸权。"沈海军认为，美方一直希望FAA通过的认证被其他国家无条 ...

General Dynamics Corporation (NYSE:GD) is included among the Dividend Growth Stocks: 25 Aristocrats. UBS Sees Improving Demand Across General Dynamics’ (GD) Core Businesses Photo by Dan Dennis on Unsplash On January 29, UBS lifted its price target on General Dynamics Corporation (NYSE:GD) to $393 from $388 while keeping a Neutral rating on the stock. The firm said demand is improving across most of the company’s businesses, with Gulfstream, Combat Systems, and Marine Systems standing out. That momentum ...

We came across a bullish thesis on General Dynamics Corporation on The Boring Finance Guy’s Substack. In this article, we will summarize the bulls’ thesis on GD. General Dynamics Corporation's share was trading at $349.95 as of January 29th. GD’s trailing and forward P/E were 23.09 and 20.75 respectively according to Yahoo Finance. Photo by NASA on Unsplash General Dynamics Corporation operates as an aerospace and defense company worldwide. GD enters 2026 with exceptional operational momentum, supported ...

Major U.S. defense contractors are significantly ramping up capital expenditure this year in response to President Donald Trump's threat to limit dividends and share buybacks in his push to speed up w... ...

January 30, 2026 11:00 AM GMT Aerospace & Defense | North America Flyby: Record $530bn Defense Backlog Fuels Growth With aggregate Defense Prime backlog at an all-time high of ~ $530bn, we take stock of trends in backlog and revenue growth, which support our Attractive view of the Defense sector. Defense Backlog Predicts Topline Growth What stood out to us in the 4Q25 earnings results so far is that U.S. Defense companies are reporting record backlog levels. Aggregate Defense Prime backlog stands at a recor ...

Jefferies analyst sets a price target of $385 for NYSE:GD, indicating a potential 9.66% increase.General Dynamics reports a strong financial performance in Q4 2025, with an EPS of $4.17 and revenue growth of 7.8% to $14.38 billion.The Marine Systems segment's revenue surged by 21.7%, significantly contributing to the company's overall growth.General Dynamics Corporation, trading as NYSE:GD, is a prominent player in the aerospace and defense industry. The company is known for its diverse range of products an ...

In this article, we will take a look at the 25 best dividend aristocrat stocks.Dividend aristocrats are companies that have raised their dividends every year for at least 25 years. Investors tend to favor them because a long record of dividend growth creates confidence that payouts can keep rising over time.These companies are usually mature businesses with steady earnings. In many cases, management teams place dividends high on the capital structure, treating regular increases as a core responsibility. For ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.General Dynamics Corporation (NYSE: GD ) reported its fourth quarter and full-year results, which included pressure in the aerospace business and variable growth in other segments. The stock price has lost around 1% of its value since my last repor ...

Core Viewpoint - General Dynamics Corporation reported challenges in its aerospace business and variable growth across other segments, with the stock price declining approximately 1% since the last report [2]. Group 1: Company Performance - General Dynamics Corporation's fourth quarter and full-year results highlighted pressure in the aerospace sector [2]. - The company experienced variable growth in its other business segments, indicating mixed performance across its portfolio [2]. Group 2: Analyst Insights - The analysis is provided by an aerospace, defense, and airline analyst with a background in aerospace engineering, focusing on identifying investment opportunities within the industry [2]. - The analyst emphasizes the importance of data-informed analysis to understand the complex industry dynamics and their impact on investment theses [2].