Verified peer comparison

GD vs BA

General Dynamics Corporation compared with The Boeing Company. This page compares both source-verified company profiles and does not introduce an unverified price target.

General Dynamics Corporation

$189.43

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The Boeing Company

$189.43

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Company-specific comparison

Business exposure

GD: Aerospace and Defense

BA: Aerospace and Defense

Upside lens

GD: U.S. naval modernization can support long-duration Columbia- and Virginia-class production. New aircraft models and a large installed fleet can support deliveries and recurring services. Demand for armored vehicles, secure communications and mission systems can broaden backlog conversion.

BA: Higher 737 and 787 production stability and deliveries can improve revenue absorption and customer advances. A large commercial and defense backlog provides long-duration demand visibility if certification and production milestones are met. Improved execution and higher volume in Defense, Space & Security can reduce losses from troubled fixed-price programs.

Risk lens

GD: Cost growth and schedule slippage on complex fixed-price programs can reduce margins. Appropriation delays, shutdowns or changing priorities can interrupt awards and cash collection. Shipyard labor shortages and supplier bottlenecks can constrain production despite funded demand.

BA: Manufacturing defects or control failures could trigger delivery pauses, regulatory restrictions and further remediation costs. Delays in 737 MAX variants, 777X or other programs can defer deliveries and increase customer concessions and program costs. Negative free cash flow, working-capital needs and substantial debt reduce flexibility while production recovery remains incomplete.

Verified sources

General Dynamics Reports First-Quarter 2026 Financial ResultsGeneral Dynamics Corporation · earningsVerified