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
General Dynamics10-Q: Capacity constraint
GD's defense backlog hits $108.6B with a 2.2-to-1 book-to-bill ratio, signaling capacity pressure.
What happened
A massive $15.4B award for the Columbia-class submarine program is driving a surge in orders, which could strain manufacturing capacity and supply chain resources.
Source
Other signals in this filing (8)
- Legacy modernizationGD boosts Q1 capital expenditures by 43% to $203M, with spending to remain elevated.Legacy modernization
- Capex increaseCapital expenditures increased 43% YoY to $203M and are expected to remain elevated in 2026.Capex increase
- Backlog growthDefense backlog grew to $108.6B, driven by a $15.4B Columbia-class submarine award.Backlog growth
- Major contract winGD's Marine Systems segment wins $15.4B Columbia-class submarine contractMajor contract win
- Major contract winDefense segments achieve 2.2-to-1 book-to-bill ratio, growing backlog to $108.6BMajor contract win
- Debt refinancingEvaluating refinancing for $1B in fixed-rate notes maturing in June and August 2026.Debt refinancing
- Cost reductionCompany emphasizes operating discipline focused on cost control and working capital management.Cost reduction
- Margin pressureContract estimate adjustments impacted operating earnings by $54M in Q1 2026.Margin pressure
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
- 04/05
- Filed
- Apr 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
- $109B (Total defense segments backlog)
Details
- CIK
- 40533
- Accession number
- 0000040533-26-000012
- 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
- May 5, 2026
- signal_type
sec-10q- signal_subtype
capacityConstraint
Use this data
Get every 10-Q signal for General Dynamics and the companies you sell to, in the tools you already use.
Ask Claude about it
Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at General Dynamics this week?”
Send it to your own tools
The Signal API returns 10-Q signals for any list of companies as JSON, for your CRM, warehouse or app.
Try it free
Sign up and spend your free credits on the companies you sell to.
Start Free1,000 free credits
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 APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the API
Signal
signal_nameValue in the APIassociationValue in the API
Start Free1,000 free creditsUse it in Claude via MCP
Show the full JSONHide the full JSONThe record on this page and the API request
GET /v1/signals/cbb22a2b-b7e1-47a7-8775-3914c8b03128 returns this record as JSON. POST /v1/companies/enrich returns every signal for gd.com.
{
"signal_id": "cbb22a2b-b7e1-47a7-8775-3914c8b03128",
"signal_type": "sec-10q",
"signal_subtype": "capacityConstraint",
"detected_at": "2026-05-05T08:48:22.858+00:00",
"company": {
"name": "General Dynamics",
"domain": "gd.com"
},
"data": {
"detail": "A massive $15.4B award for the Columbia-class submarine program is driving a surge in orders, which could strain manufacturing capacity and supply chain resources. This creates an urgent need for solutions that improve operational efficiency, automation, and production throughput.",
"metrics": {
"timeframe": "current_quarter",
"dollar_context": "Total defense segments backlog",
"dollar_millions": 108600
},
"summary": "GD's defense backlog hits $108.6B with a 2.2-to-1 book-to-bill ratio, signaling capacity pressure.",
"excerpts": "Total backlog in our defense segments was $108.6 billion on April 5, 2026.",
"relevance": 0.8,
"sentiment": "neutral",
"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": "Scaling solutions needed",
"signal_category": "operations"
}
}
curl https://signals.autobound.ai/v1/signals/cbb22a2b-b7e1-47a7-8775-3914c8b03128 \
-H "X-API-KEY: $AUTOBOUND_API_KEY"curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"gd.com","limit":20}'Long text fields are shortened on this page.
Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.