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GOVT-CONTRACT ·Filed Jun 30, 2026

GE

GENERAL ELECTRIC CO
NEUTRAL
Impact 3/10
Horizonmonths Processed3mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

Monitor for additional modifications or follow-on awards under the Improved Turbine Engine Program, which could signal sustained demand for GE's military engine support services.

DirectionNeutral
Confidencemedium
Horizonmonths
Final — all horizons settled through T+60d ⚠ clustered
GE ▼ -12.76% at T+60d
NEUTRAL call -12.76% · α vs SPY -16.19% · entry $374.94 → $327.09
Entry = T+0 close
Jul 1, 2026
via day close
T+1d
+0.69%
call +0.69% · α +0.82%
$377.52
settled 4mo ago
T+5d
-4.24%
call -4.24% · α -5.04%
$359.04
settled 4mo ago
T+20d
-5.31%
call -5.31% · α -4.76%
$355.04
settled 3mo ago
T+60d
-12.76%
call -12.76% · α -16.19%
$327.09
settled 5w ago

Price Chart

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Executive Summary

The Department of Defense issued a $77.78 million contract modification to General Electric for support of the Integrated Engine under the Improved Turbine Engine Program. This is a follow-on modification to an existing contract, reinforcing GE's role in military turbine engine development.

Key Financial Metrics

Award Amount
$77.8M
Agency
Department of Defense
Contract Type
modification

Key Facts

  • Contract modification P00109 to W58RGZ19C0003 valued at $77,780,000
  • Awarding agency is the Department of Defense
  • Scope: support of the Integrated Engine for the Improved Turbine Engine Program
  • Company annual revenue is not provided, so revenue impact percentage cannot be calculated

Financial Impact

$77.78 million contract modification; revenue impact relative to GE's total revenue is not calculable from available data

revenue

Risk Factors

  • Funding risk from potential continuing resolutions or budget cuts
  • Execution risk if program milestones or performance targets are not met

Investment Themes

Industrials & Manufacturing

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-W58RGZ19C0003
16 reports for GE
Performance horizon
50% Hit rate @ T+20 3 of 6 directional calls Went positive at some point 5 of 8 best @ T+20▲ +13.43%May 26, 2026
Filters
Rows
Reports for GE — sortable, filterable
TypeNow
Oct 20, 2026
6d ago
Institutional Cluster
BULLISH ★ 4/10
$295.88awaiting T+20—$298.07 (+0.74%)
Oct 20, 2026
7d ago
8-K
BULLISH ★ 7/10
$299.87awaiting T+20—$298.07 (−0.60%)
Oct 12, 2026
15d ago
Institutional Cluster
NEUTRAL ★ 3/10
$308.64awaiting T+20—$298.07 (−3.42%)
Sep 22, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$319.09 $298.75▼ −6.37%▼ −5.81%$298.07 (−6.59%)
Sep 21, 2026
5w ago
Press Release
NEUTRAL ★ 2/10
$319.22 $299.87▼ −6.06%▼ −5.50%$298.07 (−6.63%)
Jul 28, 2026
12w ago
Insider Cluster
NEUTRAL ★ 3/10
$350.63 $354.39▲ +1.07%▼ −3.95%$298.07 (−14.99%)
Jul 24, 2026
13w ago
Press Release
BULLISH ★ 7/10
$353.73 $348.38▼ −1.51%▼ −5.14%$298.07 (−15.74%)
Jul 20, 2026
14w ago
Press Release
BULLISH ★ 6/10
$341.30 $369.43▲ +8.24%▲ +4.12%$298.07 (−12.67%)
Jul 19, 2026
14w ago
Press Release
NEUTRAL ★ 4/10
$341.30 $369.43▲ +8.24%▲ +4.12%$298.07 (−12.67%)
Jul 16, 2026
14w ago
8-K
NEUTRAL ★ 5/10
$345.73 $360.64▲ +4.31%▲ +0.69%$298.07 (−13.79%)
Showing 10 of 16

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Report published Jun 30, 2026