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GOVT-CONTRACT ·Filed Jun 30, 2026

GD

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

Monitor for additional task orders or modifications under the HCPT vehicle, as this modification signals continued HHS cloud spending. The award is a modification, not a new contract, so competitive displacement risk is low.

DirectionNeutral
Confidencemedium
Horizonmonths
Final — all horizons settled through T+60d ⚠ clustered
GD ▼ -7.20% at T+60d
NEUTRAL call -7.20% · α vs SPY -10.64% · entry $362.86 → $336.72
Entry = T+0 close
Jul 1, 2026
via day close
T+1d
+2.94%
call +2.94% · α +3.07%
$373.54
settled 4mo ago
T+5d
+3.24%
call +3.24% · α +2.44%
$374.60
settled 4mo ago
T+20d
+5.33%
call +5.33% · α +5.88%
$382.20
settled 3mo ago
T+60d
-7.20%
call -7.20% · α -10.64%
$336.72
settled 5w ago

Price Chart

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Executive Summary

General Dynamics IT received a $179.8M modification to a hybrid cloud infrastructure contract with the Department of Health and Human Services, continuing its work on the HCPT program. The award is a modification to an existing contract, indicating ongoing government business but not a new competitive win.

Key Financial Metrics

Award Amount
$179.8M
Agency
Department of Health and Human Services
Contract Type
modification

Key Facts

  • Modification P00013 to contract 75FCMC25FJ022 awarded to General Dynamics Information Technology, Inc., a subsidiary of General Dynamics Corp.
  • Obligation amount of $179,756,891 from the Department of Health and Human Services.
  • Scope: Hybrid Cloud Products & Tools (HCPT) providing cloud infrastructure, software, hardware, tools, and professional services.
  • Action date: June 30, 2026.

Financial Impact

$179.8 million modification to an existing HHS cloud contract; company annual revenue not provided for percentage calculation.

revenue

Risk Factors

  • Government contract modifications can be subject to funding availability and continuing resolutions.
  • Cloud services contracts may face margin pressure from competitive pricing and evolving technology requirements.

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-75FCMC25FJ022
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 (11h 40m)

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Report published Jun 30, 2026