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General Dynamics10-Q: Backlog growth

Defense backlog grew to $108.6B, driven by a $15.4B Columbia-class submarine award.

What happened

A massive influx of new orders, highlighted by the 2.2-to-1 book-to-bill ratio in defense, signals a significant ramp-up in production and program execution. This will require investment in supply chain management, manufacturing technology, and program management systems to meet contractual obligations.

Source

SEC EDGARApr 29, 2026

Quarterly report (Form 10-Q)

General Dynamics 10-Q

Filing excerpt

Total backlog in our defense segments was $108.6 billion on April 5, 2026.

sec.gov/Archives/edgar/data/40533/000004053326000012/gd-20260405.htmRead the full source

Other signals in this filing (8)

Extracted by Autobound

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

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

Fiscal year end
04/05
Filed
Apr 29, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$15.4B (Award for Columbia-class submarines program)

Details

CIK
40533
Accession number
0000040533-26-000012
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Capacity/fulfillment needs
Signal category
Revenue

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
May 5, 2026
signal_type
sec-10q
signal_subtype
backlogGrowth

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The API returns more than this page shows

This page shows a preview. The full sec-10q 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/14ef352e-71ac-4f99-a071-abaab5e2b622 returns this record as JSON. POST /v1/companies/enrich returns every signal for gd.com.

{
  "signal_id": "14ef352e-71ac-4f99-a071-abaab5e2b622",
  "signal_type": "sec-10q",
  "signal_subtype": "backlogGrowth",
  "detected_at": "2026-05-05T08:48:21.923+00:00",
  "company": {
    "name": "General Dynamics",
    "domain": "gd.com"
  },
  "data": {
    "detail": "A massive influx of new orders, highlighted by the 2.2-to-1 book-to-bill ratio in defense, signals a significant ramp-up in production and program execution. This will require investment in supply chain management, manufacturing technology, and program management systems to meet contractual obligations.",
    "metrics": {
      "timeframe": "current_quarter",
      "dollar_context": "Award for Columbia-class submarines program",
      "dollar_millions": 15400
    },
    "summary": "Defense backlog grew to $108.6B, driven by a $15.4B Columbia-class submarine award.",
    "excerpts": "Total backlog in our defense segments was $108.6 billion on April 5, 2026.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/40533/000004053326000012/gd-20260405.htm",
    "filing_date": "2026-04-29",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "04/05",
    "sales_relevance": "Capacity/fulfillment needs",
    "signal_category": "revenue"
  }
}

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