General Dynamics' upside case isn’t where you’d expect.

Scaling smarter than peers.

I have a few clients that trade very short windows before layoffs happen as I predict them and they do very well. I tend to have intel weeks before it hits the news, like the Microsoft ones for instance. But in general labor it’s a strong for 1-2 quarters out and I adjust accordingly for all my clients. Things change quick these days. Just never look at baseline level workforce data. It lags.

GD’s Workforce Is the Real Bull Case for Margin Expansion

Our thesis was clear weeks ago: no big layoffs, no role dilution, no restructuring noise. Q2 earnings simply confirmed the signal.

General Dynamics $GD delivered 14.7% EPS growth, 8.9% revenue growth, and expanding margins, all without the organizational fragility plaguing its defense peers.

In June, I projected the stock would trade in the $290–$305 range over 3–6 months, with upside to $315–$325 over 12 months if labor-driven margin expansion held.

As of July 24, 2025, GD trades above $308… already exceeding the near-term range and entering the upper band of the 12-month target, just weeks later.

You can see my GD 0.00%↑ thesis on Yahoo Finance:

https://finance.yahoo.com/quote/GD/

I look at the workforce… and the other day I ran models on:

Raytheon. Boeing. Northrop. L3H. General Dynamics.

Where do their engineering teams actually sit right now… internally, not just in job posts or earnings soundbites?

The upside case for General Dynamics isn’t where you’d expect.

If you’re in engineering, or trying to land somewhere stable, what I’m about to show you matters. Because one of these firms is already in compounding mode… and most people have no idea.

Trading GD? You will want to see this… especially what’s happening with their competition.

👇 Unlock to see the real workforce comparison.