Defense DemandStrong demand across the defense segments is encouraging despite General Dynamics' 3Q EPS miss.
Financial PerformanceThe balance sheet remains in a strong position, and there is strong potential for increased capital return as Gulfstream overcomes early G700 delivery headwinds.
Production CapacityAdditional funding aimed at improving the submarine industrial base will eventually help increase production capacity, benefiting General Dynamics in the long term.