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General Dynamics10-K: Backlog growth

GD reports multi-decade, $125B+ shipbuilding backlog for U.S. Navy programs.

What happened

The company's Marine Systems segment has a massive backlog for its Columbia-class ($125B+ program value) and Virginia-class submarines, with deliveries scheduled through 2042 and 2034 respectively.

Source

SEC EDGARJan 30, 2026

Annual report (Form 10-K)

General Dynamics 10-K

Filing excerpt

The Columbia-class ballistic-missile submarine is a 12-boat program considered one of the nation’s top acquisition priorities.

sec.gov/Archives/edgar/data/40533/000004053326000006/gd-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Backlog growth

What this signalsFilings often name leadership changes, deals and spending plans.

Filed
Jan 30, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$125B (Value of the Navy's Columbia-class submarine program of record)

Details

CIK
40533
Accession number
0000040533-26-000006
Timeframe
Multi year
Filing year
2026
Why it matters
Capacity/fulfillment needs
Signal category
Revenue

Topics and mentions

Vendors

  • DSEC Co.
  • Ltd
  • Samsung Heavy Industries

Vendors named

  • DSEC Co., Ltd
  • Samsung Heavy Industries

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Feb 3, 2026
signal_type
sec-10k
signal_subtype
backlogGrowth

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/2cc96ab7-d8eb-4064-9fec-a69c973382c0 returns this record as JSON. POST /v1/companies/enrich returns every signal for gd.com.

{
  "signal_id": "2cc96ab7-d8eb-4064-9fec-a69c973382c0",
  "signal_type": "sec-10k",
  "signal_subtype": "backlogGrowth",
  "detected_at": "2026-02-03T08:23:53.607+00:00",
  "company": {
    "name": "General Dynamics",
    "domain": "gd.com"
  },
  "data": {
    "detail": "The company's Marine Systems segment has a massive backlog for its Columbia-class ($125B+ program value) and Virginia-class submarines, with deliveries scheduled through 2042 and 2034 respectively. This ensures long-term revenue and creates budget for operational efficiency and supply chain modernization projects.",
    "metrics": {
      "timeframe": "multi_year",
      "dollar_context": "Value of the Navy's Columbia-class submarine program of record",
      "dollar_millions": 125000
    },
    "summary": "GD reports multi-decade, $125B+ shipbuilding backlog for U.S. Navy programs.",
    "excerpts": "The Columbia-class ballistic-missile submarine is a 12-boat program considered one of the nation’s top acquisition priorities.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/40533/000004053326000006/gd-20251231.htm",
    "filing_date": "2026-01-30",
    "filing_year": 2026,
    "sales_relevance": "Capacity/fulfillment needs",
    "signal_category": "revenue",
    "vendors_mentioned": [
      "DSEC Co., Ltd",
      "Samsung Heavy Industries"
    ]
  }
}

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