General Dynamics: Locked-In Revenues, Expanding Margins; Time To Accumulate Shares

  • General Dynamics offers a balanced business model with stable government contracts, strong cash flow, and resilient multi-segment growth, making it attractive for conservative investors. Q1 2025 results exceeded expectations, with double-digit revenue and EPS growth, driven by robust demand in both defense and business aviation segments. My DCF valuation indicates a 13% upside to fair value, with limited downside risk due to manageable debt, consistent buybacks, and a 2.5% dividend yield.