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GOVT-CONTRACT ·Filed Sep 24, 2026

GD

GENERAL DYNAMICS CORP
NEUTRAL
Impact 2/10
Horizonmonths Processed1mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

The award is too small to materially affect GD's financials. Monitor for larger task orders under the same IDIQ or follow-on awards that could signal deeper penetration into federal health IT.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+20d ⚠ clustered
GD ▲ +3.75% at T+20d
NEUTRAL call +3.75% · α vs SPY +5.23% · entry $336.72 → $349.36
Next anchor: T+60d in 8w
Entry = T+0 close
Sep 25, 2026
via day close
T+1d
-0.76%
call -0.76% · α -0.02%
$334.16
settled 29d ago
T+5d
-1.97%
call -1.97% · α -1.75%
$330.09
settled 25d ago
T+20d
+3.75%
call +3.75% · α +5.23%
$349.36
settled 4d ago
T+60d
Pending
in 8w

Price Chart

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Executive Summary

General Dynamics Information Technology, Inc. received a $37.1 million task order under an IDIQ contract from the Department of the Interior for Indian Health Service electronic health records modernization. The award is small relative to GD's annualized revenue of $56.4 billion, representing about 0.07%.

Key Financial Metrics

Award Amount
$37.1M
Agency
Department of the Interior
Contract Type
task_order
Rev Impact
+0.1%

Key Facts

  • Award amount: $37,141,096.6
  • Awarding agency: Department of the Interior
  • Contract type: task order under an IDIQ for IHS EHR modernization
  • Period of performance start: 2026-09-24
  • Award represents approximately 0.07% of GD's annualized revenue

Financial Impact

$37.1 million task order, ~0.07% of annualized revenue

revenue

Risk Factors

  • Funding subject to federal appropriations and continuing resolutions
  • Execution risk on EHR modernization timeline and scope

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-140D0426F0672
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
$357.50awaiting T+5—$357.04 (−0.13%)
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

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Report published Sep 24, 2026