CLAIM #25734 · GD (GD) · 2025Q4 earnings call · Jan 28, 2026 · due Dec 31, 2027
“Some of these are long cycle programs but certainly at European Land Systems, we expect to grow quickly.”
Danny Deep · President
How to check this claim
Look at: European Land Systems revenue growth rate (year-over-year), reported within General Dynamics Combat Systems segment
It came true if: European Land Systems revenue growth rate exceeds the overall Combat Systems segment growth rate for FY2027
Where: Company segment disclosures (10-K / earnings call commentary on European Land Systems performance)
In context
“ir to say that growth on international will probably outpace the broader business in the year. Phebe Novakovic: Are you talking about Combat Systems primarily? Because there is none in Marine group. Gulfstream. So Andre Madrid: Yeah. Yeah. Okay. Yeah. Danny Deep: Yeah. I can answer that. Yeah. So I think as Kim said, we had a book-to-bill in the fourth quarter at specifically at European Land Systems of over four to one. So that was by far the biggest impact. I think as you think about it in the context of Combat, which is where the bulk of our international activity is, European Land Systems will be the fastest grower by far. And so we expect to see really, really positive growth over the plan period and you'll start to see the real acceleration, as Phebe said earlier, in '27 and beyond. Some of these are long cycle programs but certainly at European Land Systems, we expect to grow quickly. Andre Madrid: Got it. And then if I could squeeze one more in. I know back at AUSA in October, you highlighted some of the demand that you're seeing around UGVs. We've seen them being used to extreme effect in Eastern Europe right now. What do you think the market looks like for unmanned ground? I mean, is that something that might be much more tangible in the years to come? Is there, like, kind of a, you know, a benchmark that you guys are setting to for how that business might perform? Phebe Novakovic: We're not setting a particular benchmark, but I would say that the US Army is in a period of transition. But they moved to the most advanced technologically capable systems both in their unmanned systems, mobile protected firepower, communications, and in GPS denied environment. So we're”
Verify independently
SEC filings for GD ↗ · Claim quote is verbatim from the 2025Q4 earnings call.