What Makes General Dynamics (GD) a Good Investment Amid Global Geopolitical Tensions

Core Insights - GreensKeeper Asset Management's Value Fund achieved a +4.0% gain in Q3 2025, with a year-to-date return of +0.2% net of fees and expenses, despite a -3.7% negative impact from the US dollar [1] - The market rally this year has been primarily driven by AI, cryptocurrency, and speculative investments [1] Company Performance - General Dynamics Corporation (NYSE:GD) reported a one-month return of -0.57% but has seen a significant 29.66% increase in value over the past 52 weeks, closing at $337.49 per share with a market capitalization of $91.163 billion on December 16, 2025 [2] - In Q3 2025, General Dynamics was the third-best performer for the Value Fund, with a return of +16.9%, benefiting from the resolution of manufacturing challenges in its Aerospace division and a strong backlog driven by demand for new business jets [3] Market Position and Outlook - General Dynamics secured several billion-dollar defense contracts in Q3 2025, reinforcing its government business strength amid elevated global geopolitical tensions [3] - Despite the potential of General Dynamics as an investment, some analysts suggest that certain AI stocks may offer greater upside potential and less downside risk [4]