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GOVT-CONTRACT ·Filed Jul 8, 2026

GD

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

Monitor for additional task orders or modifications under the IBD-SS contract vehicle, which could indicate expanding scope. The modification is routine and does not signal a material change in General Dynamics' defense segment outlook.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d ⚠ clustered
GD ▼ -11.88% at T+60d
NEUTRAL call -11.88% · α vs SPY -14.27% · entry $374.60 → $330.09
Entry = T+0 close
Jul 9, 2026
via day close
T+1d
+0.12%
call +0.12% · α -0.31%
$375.06
settled 4mo ago
T+5d
-1.54%
call -1.54% · α -1.41%
$368.82
settled 3mo ago
T+20d
+3.29%
call +3.29% · α +1.05%
$386.92
settled 3mo ago
T+60d
-11.88%
call -11.88% · α -14.27%
$330.09
settled 24d ago

Price Chart

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Executive Summary

General Dynamics received a $26.8M contract modification from the Department of Defense for Integrated Base Defense - Sustainment Support services, providing training, logistics, and sustainment support. The award is a routine modification to an existing contract and represents a modest incremental obligation.

Key Financial Metrics

Award Amount
$26.8M
Agency
Department of Defense
Contract Type
modification

Key Facts

  • Contract modification P00029 to W909MY25F0055 awarded to GENERAL DYNAMICS GLOBAL FORCE, LLC, a subsidiary of General Dynamics Corp.
  • Obligation amount of $26,783,051.12 from the Department of Defense.
  • Scope: Integrated Base Defense - Sustainment Support (IBD-SS) including training, contractor logistics, operator, and sustainment support services.
  • Action date July 8, 2026.

Financial Impact

$26.8 million incremental obligation under an existing DoD contract; revenue impact as a percentage of total company revenue cannot be determined as annual revenue is not provided.

revenue

Risk Factors

  • Funding subject to annual appropriations and potential continuing resolutions.
  • Execution risk on sustainment support contracts is generally low for established defense primes.

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-W909MY25F0055
40 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 23, 2026
2d ago
Press Release
NEUTRAL ★ 2/10
$349.30awaiting T+5—$354.75 (+1.56%)
Oct 7, 2026
18d ago
8-K
NEUTRAL ★ 5/10
$328.31 $337.03▲ +2.66%▲ +2.93%$354.75 (+8.05%)
Oct 6, 2026
19d ago
SC 13D/A
NEUTRAL ★ 4/10
$326.63 $334.66▲ +2.46%▲ +3.44%$354.75 (+8.61%)
Oct 1, 2026
25d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$330.09 $331.27▲ +0.36%▼ −0.80%$354.75 (+7.47%)
Sep 30, 2026
26d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$332.72 $329.90▼ −0.85%▼ −2.15%$354.75 (+6.62%)
Sep 25, 2026
4w ago
GOVT-CONTRACT
NEUTRAL ★ 4/10
$334.16 $331.72▼ −0.73%▼ −1.93%$354.75 (+6.16%)
Sep 24, 2026
4w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$336.72 $330.09▼ −1.97%▼ −1.75%$354.75 (+5.35%)
Sep 24, 2026
4w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$336.72 $330.09▼ −1.97%▼ −1.75%$354.75 (+5.35%)
Sep 17, 2026
5w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$353.05 $336.72▼ −4.63%▼ −5.89%$354.75 (+0.48%)
Aug 28, 2026
8w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$371.35 $356.58▼ −3.98%▼ −3.84%$354.75 (−4.47%)
Showing 10 of 40

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Report published Jul 8, 2026