Trump Claims Canada Refuses to Certify Gulfstream Jets
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 30 2026
0mins
Should l Buy GD?
Source: stocktwits
- Certification Dispute: Trump claims Canada has illegally refused to certify General Dynamics' Gulfstream 500, 600, 700, and 800 jets, resulting in the U.S. decertification of Bombardier Global Express jets, which could strain trade relations in the aerospace sector between the two countries.
- Tariff Threats: Trump warned that if Canada does not certify Gulfstream aircraft, he would impose a 50% tariff on all aircraft made in Canada, a move that could escalate trade tensions between the U.S. and Canada.
- Market Sentiment: According to Stocktwits data, retail sentiment for General Dynamics has shifted from 'neutral' to 'bearish', while Bombardier's sentiment has moved from 'bearish' to 'bullish', indicating differing market perceptions of the two companies' prospects.
- Stock Performance: Over the past 12 months, shares of General Dynamics have surged more than 36%, while U.S.-listed shares of Bombardier have more than tripled, reflecting contrasting investor expectations for the future performance of both companies.
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Analyst Views on GD
Wall Street analysts forecast GD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GD is 386.85 USD with a low forecast of 360.00 USD and a high forecast of 410.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
7 Buy
8 Hold
0 Sell
Moderate Buy
Current: 352.050
Low
360.00
Averages
386.85
High
410.00
Current: 352.050
Low
360.00
Averages
386.85
High
410.00
About GD
General Dynamics Corporation is a global aerospace and defense company. It offers a portfolio of products and services in business aviation; ship construction and repair; land combat vehicles, weapons systems and munitions, and technology products and services. Its segments include Aerospace, Marine Systems, Combat Systems and Technologies. The Aerospace segment produces business jets and is the standard bearer in new technology aircraft, aircraft repair, customer support and custom completion services. The Marine Systems segment designs and builds nuclear-powered submarines and is engaged in surface combatant and auxiliary ship design and construction for the U.S. Navy. The Combat Systems segment manufactures land combat solutions worldwide, including wheeled and tracked combat vehicles, weapons systems and munitions. The Technologies segment provides a full spectrum of services, technologies and products to a range of military, intelligence, federal civilian and state customers.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Earnings Beat: General Dynamics reported Q4 2025 earnings of $4.17 per share, exceeding Wall Street's expectation of $4.11, with sales reaching $14.4 billion, $600 million above forecasts; however, the stock fell nearly 3% on earnings day.
- Margin Weakness: Despite an 8% increase in sales, operating earnings rose only 2%, net earnings declined by 0.4%, and earnings per share increased by just 0.5%, indicating weakening profit margins, particularly in the aerospace and technologies divisions.
- Marine Systems Surge: The marine systems division saw a 22% revenue increase and over 72% growth in operating profit, with a 210 basis point improvement in operating margin, yet it remains the least profitable division with a margin of only 7.2%.
- Cautious 2026 Outlook: General Dynamics expects to earn about $16.15 per share on sales of approximately $54.5 billion in 2026, projecting mid-single-digit growth; however, the stock appears expensive, prompting analysts to recommend a sell despite the earnings beat.
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Collaboration with FAA: Canada is working with the Federal Aviation Administration (FAA) to address outstanding certification issues.
Involvement of Key Companies: The collaboration involves Bombardier and General Dynamics, indicating a focus on resolving certification matters in the aviation sector.
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Canadian Industry Minister's Support: The Canadian Industry Minister has expressed support for Bombardier, indicating a commitment to assist the firm.
Communication with CEO: The Minister has communicated directly with Bombardier's CEO regarding the company's needs and future plans.
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- Significant Contract Value: General Dynamics has secured a $255 million Navy contract with options totaling $485 million, which not only enhances the company's financial stability but also lays the groundwork for future revenue growth.
- International Collaboration Opportunity: The contract includes a Foreign Military Sale to the UK, indicating General Dynamics' potential for expansion in international markets and the ability to enhance its market share through global partnerships.
- Support for Multiple Naval Programs: This contract supports fiscal years 2026-2027 efforts for U.S. and UK SSBN and SSGN fleets, highlighting the company's critical role in defense and its contribution to national security.
- Long-Term Project Planning: The project is expected to be completed by June 1, 2033, primarily conducted in Pittsfield, Massachusetts, with work across several states and the UK, demonstrating the company's capability in managing complex projects and coordinating across regions.
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