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GOVT-CONTRACT ·Filed Jul 15, 2026

GD

GENERAL DYNAMICS CORP
NEUTRAL
Impact 2/10
Horizonimmediate Processed3mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

Monitor for follow-on orders under this contract vehicle, but this single award is too small to move the stock. No immediate read-through.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d ⚠ clustered
GD ▼ -10.18% at T+60d
NEUTRAL call -10.18% · α vs SPY -13.89% · entry $368.82 → $331.27
Entry = T+0 close
Jul 16, 2026
via day close
T+1d
-0.07%
call -0.07% · α +0.92%
$368.58
settled 3mo ago
T+5d
+3.52%
call +3.52% · α +5.19%
$381.79
settled 3mo ago
T+20d
+6.55%
call +6.55% · α +2.93%
$392.96
settled 3mo ago
T+60d
-10.18%
call -10.18% · α -13.89%
$331.27
settled 19d ago

Price Chart

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Executive Summary

General Dynamics-OTS, Inc., a subsidiary of General Dynamics Corp, received a $26.5 million delivery order from the Department of Defense for countermeasure munitions (B-Kit). The award is a routine contract action for a defense contractor, with no material financial impact relative to the company's overall revenue.

Key Financial Metrics

Award Amount
$26.5M
Agency
Department of Defense
Contract Type
task_order

Key Facts

  • Recipient: GENERAL DYNAMICS-OTS, INC., a subsidiary of GENERAL DYNAMICS CORP
  • Award amount: $26,540,859
  • Awarding agency: Department of Defense
  • Contract type: delivery order for countermeasure munitions (B-Kit)
  • Period of performance starts: 2026-07-15
  • Company annual revenue is not provided, so revenue impact percentage cannot be calculated

Financial Impact

$26.5 million delivery order for munitions; revenue impact relative to General Dynamics Corp is immaterial given the company's multi-billion-dollar revenue base.

revenue

Risk Factors

  • Entity match verified: GENERAL DYNAMICS-OTS, INC. is a legitimate subsidiary of GENERAL DYNAMICS CORP, and the contract fits its defense business.
  • Award is a delivery order, not a new competitive win — no displacement signal.

Investment Themes

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-SPRRA226F0105
41 reports for GD
Performance horizon
100% Hit rate @ T+5 4 of 4 directional calls Went positive at some point 4 of 4 best @ T+60▲ +13.10%Apr 29, 2026
Filters
Rows
Reports for GD — sortable, filterable
TypeNow
Oct 26, 2026
2d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$357.50awaiting T+5—$354.89 (−0.73%)
Oct 23, 2026
4d ago
Press Release
NEUTRAL ★ 2/10
$357.04awaiting T+5—$354.89 (−0.60%)
Oct 7, 2026
20d ago
8-K
NEUTRAL ★ 5/10
$328.31 $337.03▲ +2.66%▲ +2.93%$354.89 (+8.10%)
Oct 6, 2026
21d ago
SC 13D/A
NEUTRAL ★ 4/10
$326.63 $334.66▲ +2.46%▲ +3.44%$354.89 (+8.65%)
Oct 1, 2026
27d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$330.09 $331.27▲ +0.36%▼ −0.80%$354.89 (+7.51%)
Sep 30, 2026
28d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$332.72 $329.90▼ −0.85%▼ −2.15%$354.89 (+6.66%)
Sep 25, 2026
4w ago
GOVT-CONTRACT
NEUTRAL ★ 4/10
$334.16 $331.72▼ −0.73%▼ −1.93%$354.89 (+6.20%)
Sep 24, 2026
4w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$336.72 $330.09▼ −1.97%▼ −1.75%$354.89 (+5.40%)
Sep 24, 2026
4w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$336.72 $330.09▼ −1.97%▼ −1.75%$354.89 (+5.40%)
Sep 17, 2026
5w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$353.05 $336.72▼ −4.63%▼ −5.89%$354.89 (+0.52%)
Showing 10 of 41

US Market Status

Market Closed — Opens Thu (10h 53m)

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Report published Jul 15, 2026