GOVT-CONTRACT ·Filed Oct 29, 2026
Large government contract award ($500M+)
Actionable Insight • Neutral
The modification is too small to move GD's stock. Monitor for larger contract awards or changes in HHS IT spending that could affect GD's federal segment.
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Executive Summary
General Dynamics Information Technology received a $38.3M contract modification from the Department of Health and Human Services. The award is small relative to GD's annualized revenue of $58.3B and has no material impact on the company's financial outlook.
Key Financial Metrics
Action
Modification
Obligated
$38.3M
Agency
Department of Health and Human Services
Rev Impact
+0.1%
Key Facts
- GD subsidiary received a $38.3M contract modification from HHS.
- Award represents approximately 0.07% of GD's annualized revenue.
- The modification is for existing contract 75D30126C20710.
- GD reported strong Q3 2026 results with revenue up 12.9% YoY and EPS up 15.7% YoY.
Financial Impact
$38.3M modification, ~0.07% of annualized revenue
revenue
Risk Factors
- Contract modifications are routine and may not indicate new business growth.
- No information on contract duration or follow-on options.
Market Snapshot
Exchange
NYSE
Sector
Ship & Boat Building & Repairing
Analyst Consensus
67% bullish (33 analysts)
Investment Themes
Documents Analyzed
This report is based on 1 federal contract record from official U.S. government contract data.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-75D30126C20710 |
44 reports for GD
100% Hit rate @ T+5 Went positive at some point 4 of 4 best @ T+60▲ +13.10%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 1d ago | 8-K | No price | awaiting T+5 | awaiting T+5 | No price |
Oct 30, 2026 2d ago | Press Release | $360.00 | awaiting T+5 | awaiting T+5 | $372.59 (+3.50%) |
Oct 29, 2026 3d ago | GOVT-CONTRACT | $379.87 | awaiting T+5 | awaiting T+5 | $372.59 (−1.92%) |
Oct 26, 2026 6d ago | GOVT-CONTRACT | $354.89 | awaiting T+5 | awaiting T+5 | $372.59 (+4.99%) |
Oct 23, 2026 8d ago | Press Release | $357.04 | awaiting T+5 | awaiting T+5 | $372.59 (+4.36%) |
Oct 7, 2026 24d ago | 8-K | $328.31 $337.03 | ▲ +2.66% | ▲ +2.93% | $372.59 (+13.49%) |
Oct 6, 2026 25d ago | SC 13D/A | $326.63 $334.66 | ▲ +2.46% | ▲ +3.44% | $372.59 (+14.07%) |
Oct 1, 2026 4w ago | GOVT-CONTRACT | $330.09 $331.27 | ▲ +0.36% | ▼ −0.80% | $372.59 (+12.88%) |
Sep 30, 2026 4w ago | GOVT-CONTRACT | $332.72 $329.90 | ▼ −0.85% | ▼ −2.15% | $372.59 (+11.98%) |
Sep 25, 2026 5w ago | GOVT-CONTRACT | $334.16 $331.72 | ▼ −0.73% | ▼ −1.93% | $372.59 (+11.50%) |
Showing 10 of 44
US Market Status
Market Closed · Opens Mon (27h 12m)
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