General Dynamics' Growth Vs. Uncertainty: Analyst Flags Margin Challenges And Policy Risks
1. RBC lowered GD's price target to $280 amid strong revenue growth. 2. GD's revenue jumped 14.3% to $13.338 billion, exceeding expectations. 3. Management expects 2025 revenue of $50.3 billion and EPS of $14.80. 4. Concerns about defense margins persist due to supply chain constraints. 5. Despite growth, free cash flow and margin expansion remain uncertain.