business
General Dynamics Vs. Lockheed Martin: Buy General Dynamics for Deep Marine Backlogs
Key takeaways
- GD's 192% cash conversion, four straight EPS beats, and $188B submarine-heavy backlog offer stronger downside protection than LMT's fixed-price program exposure.
- LMT's $194B backlog and new Patriot and THAAD framework deals could still reward patient investors if recurring F-16 program charges stabilize.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Lockheed Martin didn't make the cut.
General Dynamics Vs. Lockheed Martin: Buy General Dynamics for Deep Marine Backlogs Alex Sirois Thu, July 2, 2026 at 10:29 PM GMT+7 3 min read LMT GD NVDA Quick Read GD topped Q1 estimates on 21% Marine Systems growth; LMT missed EPS consensus and burned $291M in free cash flow.
GD's 192% cash conversion, four straight EPS beats, and $188B submarine-heavy backlog offer stronger downside protection than LMT's fixed-price program exposure.
LMT's $194B backlog and new Patriot and THAAD framework deals could still reward patient investors if recurring F-16 program charges stabilize.
Article preview — originally published by Yahoo Finance. Full story at the source.
Read full story on Yahoo Finance →
More top stories
Also covered by
Aggregated and edited by the Scoop newsroom. We surface news from Yahoo Finance alongside other reporting so you can compare coverage in one place.
Editorial policy · Corrections · About Scoop