10-QPeriod: Q3 FY2010

GENERAL DYNAMICS CORP Quarterly Report for Q3 Ended Jul 4, 2010

Filed August 3, 2010For Securities:GD

Summary

General Dynamics Corporation (GD) reported steady revenues for the second quarter of 2010 compared to the prior year, with consolidated revenues at $8.1 billion. However, for the first six months of the year, revenues saw a slight decline of 3.1% to $15.85 billion. Operating earnings showed strength, increasing by 4.2% to $985 million for the quarter and by 2.9% to $1.9 billion for the six-month period, demonstrating improved operating margins. The company also highlighted robust order activity in its defense segments, particularly Information Systems and Technology and Combat Systems, with a book-to-bill ratio of approximately one-to-one. Backlog remains substantial at $62.5 billion, with an estimated potential contract value of $21.7 billion, reflecting significant future revenue potential. Financially, the company managed its cash effectively, generating $687 million from operating activities in the first six months, though free cash flow saw a slight decrease to $564 million from $593 million in the prior year period. GD continues to return capital to shareholders through dividend increases and share repurchases, while also managing its debt levels, which resulted in a lower debt-to-equity ratio.

Financial Statements
Beta
Revenue$8.10B
Cost of Revenue$6.64B
Gross Profit$1.46B
Operating Expenses$7.12B
Operating Income$985.00M
Interest Expense$45.00M
Net Income$648.00M
EPS (Basic)$1.69
EPS (Diluted)$1.67
Shares Outstanding (Basic)384.30M
Shares Outstanding (Diluted)388.53M

Key Highlights

  • 1Revenues were flat year-over-year for the quarter ($8.1 billion) but down 3.1% year-over-year for the six-month period ($15.85 billion).
  • 2Operating earnings increased both for the quarter (up 4.2% to $985 million) and the six-month period (up 2.9% to $1.9 billion), with improved operating margins.
  • 3The company reported a strong backlog of $62.5 billion and an increasing estimated potential contract value of $21.7 billion.
  • 4Information Systems and Technology segment showed strong revenue growth (12.0% for the quarter), driven by tactical/strategic mission systems and IT services.
  • 5Aerospace segment's operating earnings improved significantly despite lower revenues, driven by increased aircraft services and improved pre-owned aircraft sales.
  • 6Combat Systems segment saw a revenue decline (-12.2% for the quarter) due to timing of program activity, but operating margins improved.
  • 7Net cash provided by operating activities was $687 million for the first six months, while free cash flow from operations was $564 million.
  • 8The company increased its quarterly dividend to $0.42 per share and continued share repurchases.

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