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GOVT-CONTRACT ·Filed Sep 25, 2026

GD

GENERAL DYNAMICS CORP
NEUTRAL
Impact 4/10
Horizonmonths Processed1mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

Monitor GD's next quarterly filing for updated backlog and revenue recognition from this contract modification. The award signals continued demand for GDIT's cybersecurity services within the federal government.

DirectionNeutral
Confidencemedium
Horizonmonths
Latest settled — T+20d
GD ▲ +6.85% at T+20d
NEUTRAL call +6.85% · α vs SPY +6.88% · entry $334.16 → $357.04
Next anchor: T+60d in 8w
Entry = T+0 close
Sep 28, 2026
via day close
T+1d
-0.54%
call -0.54% · α -0.36%
$332.34
settled 28d ago
T+5d
-0.73%
call -0.73% · α -1.93%
$331.72
settled 22d ago
T+20d
+6.85%
call +6.85% · α +6.88%
$357.04
settled 17h ago
T+60d
Pending
in 8w

Price Chart

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Executive Summary

General Dynamics Information Technology received a $52.2M contract modification from the GSA for enterprise network operations and cybersecurity support (ENOCS). This is a material but not transformative award for a large defense IT contractor.

Key Financial Metrics

Award Amount
$52.2M
Agency
General Services Administration
Contract Type
modification

Key Facts

  • Contract modification P00002 under vehicle 47QFCA26F0024
  • Obligation amount: $52,177,798.59
  • Awarding agency: General Services Administration
  • Scope: Enterprise Network Operations and Cybersecurity Support (ENOCS)
  • Recipient: General Dynamics Information Technology, Inc. (subsidiary of GD)

Financial Impact

$52.2M contract modification; annual revenue impact not calculable as GD's total revenue is not stated in the filing

revenuebacklog

Risk Factors

  • Government contract funding subject to continuing resolutions and appropriations
  • Execution risk on scope and timeline of ENOCS support
  • Potential for protest or recompete

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-47QFCA26F0024
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 25, 2026