Filing excerpt
Total backlog in our defense segments was $112.5 billion on July 5, 2026.
sec.gov/Archives/edgar/data/40533/000004053326000032/gd-20260705.htmRead the full source
General Dynamics10-Q: Backlog growth
Defense backlog swells to $112.5 billion with a 1.8-to-1 book-to-bill ratio in H1 2026.
What happened
A massive $112.5 billion backlog, driven by new submarine and combat vehicle contracts, indicates immense operational pressure to deliver. This growth necessitates scaling the supply chain, program management, and manufacturing capabilities to meet contractual obligations.
Source
Other signals in this filing (6)
- Capex increaseGD boosts capital expenditures 29% to $437M, with further increases planned for H2 2026.Capex increase
- Major contract winGeneral Dynamics' defense backlog swells to $112.5B on major submarine and vehicle contracts.Major contract win
- Compliance burdenGD to launch rescission offer after discovering unregistered sale of 300,000 shares in 401(k) plans.Compliance burden
- Platform strategyGD boosts CapEx 29% to $437M, signaling major infrastructure and product investment.Platform strategy
- Digital transformationCapEx surged 29% to $437M in H1 2026 with further increases plannedDigital transformation
- Capacity constraintDefense segments report 1.8-to-1 book-to-bill ratio, driving $112.5B backlogCapacity constraint
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
- 07/05
- Filed
- Jul 29, 2026
More from General Dynamics
- New customerPentagon Seeks To Accelerate Missile Production With New AgreementsNew customer
- Website changesChristopher J. Kuryea’s title changed from Senior Vice President, Chief Financial Officer to Senior Vice President, Chief Financial Officer.Website changes
- EarningsGeneral Dynamics Reports Second-Quarter 2026 Financial ResultsEarnings
- 10-QGD boosts capital expenditures 29% to $437M, with further increases planned for H2 2026.10-Q
- LinkedInGeneral Dynamics reports Q4 diluted EPS of $4.24 on $14.1 billion revenue.LinkedIn
- PartnershipGeneral Dynamics Corporation (GD) Partners with Kodiak AI on Autonomous Ground Vehicles for Defense ApplicationsPartnership
More 10-Q signals at other companies
- SEC 10-QMillerKnoll, Inc.Jeffrey M. Stutz appointed Interim Chief Executive Officer.SEC 10-Q
- SEC 10-QCID HoldCo, Inc.Disclosed material weaknesses in financial reporting due to insufficient accounting staff and controls.SEC 10-Q
- SEC 10-QScholastic CorporationCore school channels decline with fewer book fairs and lower club participation.SEC 10-Q
The full record
From the Signal API recordNumbers
- Dollar figure
- $113B (Total backlog in defense segments as of July 5, 2026)
Details
- CIK
- 40533
- Accession number
- 0000040533-26-000032
- 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
- Aug 4, 2026
- signal_type
sec-10q- signal_subtype
backlogGrowth
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{
"signal_id": "38160653-0e1a-4ac9-a3ed-e9d532a7a475",
"signal_type": "sec-10q",
"signal_subtype": "backlogGrowth",
"detected_at": "2026-08-04T07:07:22.865+00:00",
"company": {
"name": "General Dynamics",
"domain": "gd.com"
},
"data": {
"detail": "A massive $112.5 billion backlog, driven by new submarine and combat vehicle contracts, indicates immense operational pressure to deliver. This growth necessitates scaling the supply chain, program management, and manufacturing capabilities to meet contractual obligations.",
"metrics": {
"timeframe": "current_quarter",
"dollar_context": "Total backlog in defense segments as of July 5, 2026",
"dollar_millions": 112500
},
"summary": "Defense backlog swells to $112.5 billion with a 1.8-to-1 book-to-bill ratio in H1 2026.",
"excerpts": "Total backlog in our defense segments was $112.5 billion on July 5, 2026.",
"relevance": 0.9,
"sentiment": "positive",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/40533/000004053326000032/gd-20260705.htm",
"filing_date": "2026-07-29",
"filing_year": 2026,
"fiscal_year": 0,
"fiscal_year_end": "07/05",
"sales_relevance": "Capacity/fulfillment needs",
"signal_category": "revenue"
}
}
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