GD GOVT-CONTRACT SEC Filing Analysis

Latest settled — T+5d

GD ▼ -1.62% at T+5d

NEUTRAL call ✗ call lost -1.62% · α vs SPY -2.12% · entry $342.60 → $337.04

Next anchor: T+20d in 11d

Currently $360.22 · +5.14% from $342.60 entry

Entry anchored
May 26, 03:59 PM ET
via Databento tick

T+1d

+1.84%

call +1.84% · α +1.29%

$348.91

settled 17d ago

T+5d

-1.62%

call -1.62% · α -2.12%

$337.04

settled 11d ago

T+20d

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call — · α —

—

in 11d

T+60d

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call — · α —

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in 2mo

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Executive Summary

General Dynamics One Source LLC, a subsidiary of General Dynamics Corp, was awarded a $71.4 million contract by the Department of Homeland Security for consolidated towers and surveillance equipment. The award is material relative to GD's scale but represents a small fraction of annual revenue, supporting the company's defense backlog without altering the fundamental outlook.

Actionable Insight

The contract is a routine award for GD's defense segment and does not materially change revenue or earnings expectations. Monitor for follow-on task orders or expansions under this contract vehicle, but no immediate trading action is warranted.

Key Facts

Award amount: $71,419,226
Awarding agency: Department of Homeland Security
Contract start date: 2026-05-27
Scope: Consolidated towers and surveillance equipment
Recipient: GENERAL DYNAMICS ONE SOURCE LLC, a subsidiary of General Dynamics Corp

Financial Impact

$71.4 million contract award, representing less than 0.1% of GD's annual revenue (approximately $47.7B in 2025).

revenuebacklog

Risk Factors

Funding risk from potential government shutdowns or continuing resolutions
Execution risk on delivery timelines for surveillance equipment
Competitive displacement risk if future awards go to rivals

Market Snapshot

Exchange

NYSE

Sector

Ship & Boat Building & Repairing

Analyst Consensus

64% bullish (33 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

Document	Accession Number
GOVT-CONTRACT Data (Synthetic)	contract-70B02C26F00000257

5 reports for GD

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for GD — sortable, filterable
	Type				Now
May 27, 2026 17d ago	GOVT-CONTRACT NEUTRAL ★ 4/10	$342.60 $337.04	▼ −1.62%	▼ −2.12%	$360.22 (+5.14%)
Apr 29, 2026 6w ago	8-K BULLISH ★ 7/10	$337.58 $346.40	▲ +2.61%	▼ −0.50%	$360.22 (+6.71%)
Mar 27, 2026 11w ago	DEFA14A NEUTRAL ★ 2/10	$339.26 $348.16	▲ +2.62%	▼ −1.68%	$360.22 (+6.18%)
Mar 11, 2026 13w ago	Insider Cluster NEUTRAL ★ 2/10	$352.93 $353.55	▲ +0.18%	▲ +2.36%	$360.22 (+2.06%)
Mar 11, 2026 13w ago	Insider Cluster NEUTRAL ★ 4/10	$352.93 $353.55	▲ +0.18%	▲ +2.36%	$360.22 (+2.06%)

US Market Status

Market Closed — Opens Mon (53h 16m)

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