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GOVT-CONTRACT ·Filed Jul 22, 2026

GD

GENERAL DYNAMICS CORP
NEUTRAL
Impact 3/10
Horizondays Processed3mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

Monitor for additional task orders or modifications under this CMS contract vehicle, which could indicate expanding scope. The modification is incremental and routine for a large defense/IT contractor.

DirectionNeutral
Confidencehigh
Horizondays
Final: all horizons settled through T+60d ⚠ clustered
GD ▼ -9.84% at T+60d
NEUTRAL call -9.84% · α vs SPY -13.23% · entry $381.79 → $344.23
Entry = T+0 close
Jul 23, 2026
via day close
T+1d
+1.30%
call +1.30% · α +1.20%
$386.75
settled 3mo ago
T+5d
+0.11%
call +0.11% · α -0.37%
$382.20
settled 3mo ago
T+20d
+1.12%
call +1.12% · α -2.19%
$386.07
settled 2mo ago
T+60d
-9.84%
call -9.84% · α -13.23%
$344.23
settled 12d ago

Price Chart

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Executive Summary

General Dynamics Information Technology received a $57.7 million contract modification from the Department of Health and Human Services (CMS) for software asset management support. The award is a modification to an existing contract, adding incremental funding for a specific support function.

Key Financial Metrics

Award Amount
$57.7M
Agency
Department of Health and Human Services
Contract Type
modification

Key Facts

  • Modification P00002 to contract 75FCMC25FJ076
  • Obligation amount: $57,731,534.9
  • Awarding agency: Department of Health and Human Services (CMS/CCIIO)
  • Scope: Software Asset Management (SAM) support for CMS CCIIO
  • Recipient: General Dynamics Information Technology, Inc. (subsidiary of GD)
  • Company annual revenue not available for percentage calculation

Financial Impact

$57.7 million contract modification for software asset management support

revenue

Risk Factors

  • Funding subject to federal appropriations and continuing resolutions
  • Modification size is small relative to GD's overall revenue; limited standalone impact

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-75FCMC25FJ076
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 and filterable
TypeNow
Oct 26, 2026
2d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$357.50awaiting T+5awaiting T+5$354.89 (−0.73%)
Oct 23, 2026
4d ago
Press Release
NEUTRAL ★ 2/10
$357.04awaiting T+5awaiting 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

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Report published Jul 22, 2026