GOVT-CONTRACT ·Filed Sep 21, 2026
Large government contract award ($500M+)
Actionable Insight • Neutral
The award is too small to move GM's stock. Monitor for larger DHS or defense vehicle contracts that could indicate a growing government relationship.
Latest settled — T+20d
GM ▼ -7.62% at T+20d
NEUTRAL call -7.62% · α vs SPY -7.06% · entry $83.45 → $77.09
Latest observation: T+23 -9.41% FF3 residual α
T+1d
+0.38%
call +0.38% · α +1.10%
$83.77
settled 5w ago
T+5d
-3.57%
call -3.57% · α -2.38%
$80.47
settled 28d ago
T+20d
-7.62%
call -7.62% · α -7.06%
$77.09
settled 7d ago
T+60d
Pending
in 7w
Price Chart
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Executive Summary
General Motors LLC received a $30 million contract from the Department of Homeland Security to procure Shield vehicles off an existing IDIQ. The award is very small relative to GM's annualized revenue of ~$192 billion, representing less than 0.02% of revenue.
Key Financial Metrics
Award Amount
$30.1M
Agency
Department of Homeland Security
Contract Type
task_order
Rev Impact
+0.0%
Key Facts
- Award amount: $30,066,079
- Awarding agency: Department of Homeland Security
- Contract type: task order off an existing IDIQ
- Period of performance starts: 2026-09-21
- Award is ~0.016% of GM's annualized revenue of $192.1 billion
Financial Impact
$30 million award, immaterial relative to GM's revenue base
revenue
Risk Factors
- Funding subject to continuing resolutions or appropriations
- Execution risk on vehicle delivery and performance
Investment Themes
Industrials & Manufacturing
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-70US0926F3OTH3117 |
54 reports for GM
0% Hit rate @ T+1 Went positive at some point 1 of 4 best @ T+60▲ +14.57%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 8-K | $77.46 | awaiting T+1 | — | $81.14 (+4.75%) |
Oct 22, 2026 5d ago | Court Ruling | $75.92 $76.31 | ▲ +0.51% | ▼ −0.20% | $81.14 (+6.88%) |
Oct 20, 2026 7d ago | 8-K | $77.09 $76.11 | ▼ −1.27% | ▼ −1.80% | $81.14 (+5.25%) |
Oct 20, 2026 7d ago | Press Release | $77.09 $76.11 | ▼ −1.27% | ▼ −1.80% | $81.14 (+5.25%) |
Oct 16, 2026 11d ago | Court Ruling | $82.75 $77.09 | ▼ −6.84% | ▼ −7.18% | $81.14 (−1.95%) |
Oct 13, 2026 14d ago | Court Ruling | $83.05 $83.66 | ▲ +0.73% | ▲ +0.45% | $81.14 (−2.30%) |
Oct 12, 2026 15d ago | Institutional Cluster | $82.37 $84.00 | ▲ +1.98% | ▲ +1.99% | $81.14 (−1.49%) |
Oct 2, 2026 25d ago | Court Ruling | $80.23 $82.01 | ▲ +2.22% | ▲ +1.67% | $81.14 (+1.13%) |
Sep 25, 2026 4w ago | Court Ruling | $80.64 $80.47 | ▼ −0.21% | ▼ −0.03% | $81.14 (+0.62%) |
Sep 21, 2026 5w ago | GOVT-CONTRACT | $83.45 $83.77 | ▲ +0.38% | ▲ +1.10% | $81.14 (−2.77%) |
Showing 10 of 54
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