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: Capacity constraint
Defense segments report 1.8-to-1 book-to-bill ratio, driving $112.5B backlog
What happened
The defense segments are receiving new orders 80% faster than they are being fulfilled, creating a massive $112.5 billion backlog.
Source
Other signals in this filing (6)
- Capex increaseGD boosts capital expenditures 29% to $437M, with further increases planned for H2 2026.Capex increase
- Backlog growthDefense backlog swells to $112.5 billion with a 1.8-to-1 book-to-bill ratio in H1 2026.Backlog growth
- 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
Extracted by Autobound
From the Signal API record- Signal
- 10-Q: Capacity constraint
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
- Scaling solutions needed
- Signal category
- Operations
Extraction
- Confidence
- High
- Relevance
- 80%
- Sentiment
- Neutral
- Detected
- Aug 4, 2026
- signal_type
sec-10q- signal_subtype
capacityConstraint
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{
"signal_id": "5be3c668-3e55-4bd6-afc9-678faf14ef64",
"signal_type": "sec-10q",
"signal_subtype": "capacityConstraint",
"detected_at": "2026-08-04T07:03:52.19+00:00",
"company": {
"name": "General Dynamics",
"domain": "gd.com"
},
"data": {
"detail": "The defense segments are receiving new orders 80% faster than they are being fulfilled, creating a massive $112.5 billion backlog. This pressure to scale production for key programs creates urgent needs for manufacturing efficiency, automation, and supply chain optimization solutions.",
"metrics": {
"timeframe": "current_quarter",
"dollar_context": "Total backlog in defense segments as of July 5, 2026",
"dollar_millions": 112500
},
"summary": "Defense segments report 1.8-to-1 book-to-bill ratio, driving $112.5B backlog",
"excerpts": "Total backlog in our defense segments was $112.5 billion on July 5, 2026.",
"relevance": 0.8,
"sentiment": "neutral",
"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": "Scaling solutions needed",
"signal_category": "operations"
}
}
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