General Dynamics (GD) Q2 2025 Earnings Transcript
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General Dynamics (NYSE:GD) management raised company-wide revenue and earnings guidance for FY2025, citing strong order flow and record backlog. G700 delivery cadence improved in Q2 2025, and all retrofit and pre-engine aircraft have been delivered, reducing costs and boosting operational predictability. The Marine segment saw a substantial backlog increase of $14.6 billion, or 38%, in Q2 2025, largely from Virginia class submarine contracts, with specific investment in shipyard productivity and workforce. Management confirmed initial G800 deliveries imminent, with anticipated margin improvements by lot as the program matures. Guidance embedded margin headwinds in Aerospace and Technologies businesses, driven by mix effects and slower contract awards, but specified stable margins in Combat and ongoing improvement expectations for Marine. Segment leaders discussed operational discipline and targeted investments to address program learning curves, emphasizing company-wide focus on cash generation, operating leverage, and delivery performance as growth continues.
Source Fool.com
