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GOVT-CONTRACT ·Filed Jun 29, 2026

GD

GENERAL DYNAMICS CORP
NEUTRAL
Impact 3/10
Horizonmonths Processed4mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

Monitor future modifications or task orders under this contract vehicle for additional funding. The modification signals continued demand for GD's defense IT services, but the absolute size is modest relative to GD's overall revenue.

DirectionNeutral
Confidencemedium
Horizonmonths
Final — all horizons settled through T+60d ⚠ clustered
GD ▼ -5.07% at T+60d
NEUTRAL call -5.07% · α vs SPY -7.80% · entry $354.24 → $336.29
Entry = T+0 close
Jun 30, 2026
via day close
T+1d
+2.43%
call +2.43% · α +2.57%
$362.86
settled 4mo ago
T+5d
+5.67%
call +5.67% · α +5.85%
$374.31
settled 4mo ago
T+20d
+7.54%
call +7.54% · α +9.86%
$380.96
settled 3mo ago
T+60d
-5.07%
call -5.07% · α -7.80%
$336.29
settled 5w ago

Price Chart

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Executive Summary

General Dynamics' IT subsidiary received a $62.8 million contract modification from the Department of Defense for C5ISR systems support. The award is a modification to an existing contract, indicating continued work on a key defense program.

Key Financial Metrics

Award Amount
$62.8M
Agency
Department of Defense
Contract Type
modification

Key Facts

  • Recipient is GENERAL DYNAMICS INFORMATION TECHNOLOGY, INC., a subsidiary of GENERAL DYNAMICS CORP
  • Contract modification (P00002) under N0042126F3000
  • Obligation amount: $62,809,776.24
  • Awarding agency: Department of Defense
  • Scope: Ship and Air C5ISR Systems Support (SACSS)

Financial Impact

$62.8 million modification to an existing DoD contract for C5ISR support services

revenue

Risk Factors

  • Company annual revenue not provided — cannot assess materiality as percentage of revenue
  • Modification, not new contract — no competitive displacement signal
  • Government funding subject to appropriations and continuing resolutions

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-N0042126F3000
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
1d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
—awaiting T+5——
Oct 23, 2026
3d ago
Press Release
NEUTRAL ★ 2/10
$349.30awaiting T+5—$357.04 (+2.22%)
Oct 7, 2026
19d ago
8-K
NEUTRAL ★ 5/10
$328.31 $337.03▲ +2.66%▲ +2.93%$357.04 (+8.75%)
Oct 6, 2026
20d ago
SC 13D/A
NEUTRAL ★ 4/10
$326.63 $334.66▲ +2.46%▲ +3.44%$357.04 (+9.31%)
Oct 1, 2026
26d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$330.09 $331.27▲ +0.36%▼ −0.80%$357.04 (+8.16%)
Sep 30, 2026
27d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$332.72 $329.90▼ −0.85%▼ −2.15%$357.04 (+7.31%)
Sep 25, 2026
4w ago
GOVT-CONTRACT
NEUTRAL ★ 4/10
$334.16 $331.72▼ −0.73%▼ −1.93%$357.04 (+6.85%)
Sep 24, 2026
4w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$336.72 $330.09▼ −1.97%▼ −1.75%$357.04 (+6.03%)
Sep 24, 2026
4w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$336.72 $330.09▼ −1.97%▼ −1.75%$357.04 (+6.03%)
Sep 17, 2026
5w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$353.05 $336.72▼ −4.63%▼ −5.89%$357.04 (+1.13%)
Showing 10 of 41

US Market Status

Market Closed — Opens Wed (10h 13m)

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Report published Jun 29, 2026