SecBot SecBot
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

This is a routine option exercise on an existing contract. No material impact expected. Monitor for larger contract awards or competitive displacements in GD's IT services segment.

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

Loading chart...

Executive Summary

General Dynamics Information Technology received a $47.6 million modification to exercise Option Period 4 on an existing Department of Education contract. The award is routine and represents less than 0.1% of GD's annualized revenue, with no material financial impact.

Key Financial Metrics

Award Amount
$47.6M
Agency
Department of Education
Contract Type
modification
Rev Impact
+0.1%

Key Facts

  • Modification P00061 exercises Option Period 4 of contract 91003122C0003
  • Obligation amount: $47,619,637.37
  • Awarding agency: Department of Education
  • Recipient: General Dynamics Information Technology, Inc. (subsidiary of GD)
  • Award is ~0.08% of GD's annualized revenue of $56.4 billion

Financial Impact

$47.6 million modification, ~0.08% of annualized revenue

revenue

Risk Factors

  • Government contract subject to funding availability and continuing resolutions
  • Low margin profile typical of IT services contracts

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-91003122C0003
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

US Market Status

Market Closed — Opens in 1h 12m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers
Report published Sep 24, 2026