GOVT-CONTRACT ·Filed Aug 28, 2026
Large government contract award ($500M+)
Actionable Insight • Neutral
This is a routine contract modification with minimal financial impact. Monitor future DoS task orders under this IDIQ for cumulative revenue visibility.
Latest settled — T+20d
GD ▼ -10.50% at T+20d
NEUTRAL call -10.50% · α vs SPY -10.13% · entry $371.35 → $332.34
Latest observation: T+38 -12.70% FF3 residual α
T+1d
-0.52%
call -0.52% · α +0.16%
$369.41
settled 8w ago
T+5d
-3.98%
call -3.98% · α -3.84%
$356.58
settled 7w ago
T+20d
-10.50%
call -10.50% · α -10.13%
$332.34
settled 28d ago
T+60d
Pending
in 28d
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Executive Summary
General Dynamics received a $146.1M modification to an existing Department of State contract for global security engineering and supply chain services. The award represents approximately 0.26% of the company's annualized revenue and is a routine addition to a long-standing program.
Key Financial Metrics
Award Amount
$146.1M
Agency
Department of State
Contract Type
modification
Rev Impact
+0.3%
Key Facts
- Modification P00115 to contract 19AQMM18C0185 valued at $146,142,541.94
- Awarded by the Department of State
- Scope: Global Security Engineering & Supply Chain Services
- Recipient: GENERAL DYNAMICS INFORMATION TECHNOLOGY, INC., a subsidiary of General Dynamics Corp
- Award amount equals ~0.26% of GD's annualized revenue of $56.4B
Financial Impact
$146.1M modification, ~0.26% of annualized revenue
revenue
Risk Factors
- Government contract modifications are subject to funding availability and continuing resolutions
- No margin information disclosed; government services work typically carries lower margins than GD's Aerospace segment
Investment Themes
Documents Analyzed
This report is based on 1 federal contract record from official U.S. government contract data.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-19AQMM18C0185 |
41 reports for GD
100% Hit rate @ T+5 Went positive at some point 4 of 4 best @ T+60▲ +13.10%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | GOVT-CONTRACT | — | awaiting T+5 | — | — |
Oct 23, 2026 3d ago | Press Release | $349.30 | awaiting T+5 | — | $357.04 (+2.22%) |
Oct 7, 2026 19d ago | 8-K | $328.31 $337.03 | ▲ +2.66% | ▲ +2.93% | $357.04 (+8.75%) |
Oct 6, 2026 20d ago | SC 13D/A | $326.63 $334.66 | ▲ +2.46% | ▲ +3.44% | $357.04 (+9.31%) |
Oct 1, 2026 26d ago | GOVT-CONTRACT | $330.09 $331.27 | ▲ +0.36% | ▼ −0.80% | $357.04 (+8.16%) |
Sep 30, 2026 27d ago | GOVT-CONTRACT | $332.72 $329.90 | ▼ −0.85% | ▼ −2.15% | $357.04 (+7.31%) |
Sep 25, 2026 4w ago | GOVT-CONTRACT | $334.16 $331.72 | ▼ −0.73% | ▼ −1.93% | $357.04 (+6.85%) |
Sep 24, 2026 4w ago | GOVT-CONTRACT | $336.72 $330.09 | ▼ −1.97% | ▼ −1.75% | $357.04 (+6.03%) |
Sep 24, 2026 4w ago | GOVT-CONTRACT | $336.72 $330.09 | ▼ −1.97% | ▼ −1.75% | $357.04 (+6.03%) |
Sep 17, 2026 5w ago | GOVT-CONTRACT | $353.05 $336.72 | ▼ −4.63% | ▼ −5.89% | $357.04 (+1.13%) |
Showing 10 of 41
US Market Status
Market Closed — Opens Wed (10h 15m)
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