GD General Dynamics Corp.

Rumour: Trump admin is preparing a multibillion-dollar sale of 2,000-pound bombs to Israel in the largest single sale of the controversial munition in recent years The $2.8B package, which would be purchased w/ US taxpayer dollars, includes 40,000 bombs that weigh 2,000 pounds each, including 20,000 MK-84s & 20,000 BLU-117s. The sale also includes 20,000 I-2000 Penetrator warheads Note: The transaction is financed thru a mechanism known as Foreign Military Financing, in which the US provides the money that Israel uses to buy the weapons. Among the most destructive munitions in Western military arsenals, an MK-84 explosion sends metal fragments in every direction for thousands of feet, can rip through metal and thick concrete, and often creates large craters in the earth. The pending transaction has been informally notified to congressional committees but the Trump admini is pressing the leaders of the Senate Foreign Relations Committee & the House Foreign Affairs Committee to approve the sale $GD $LHX - $DFEN $ITA $XAR

$GD $LMT Massive gains over a 3 year bull run for dividend stocks. People rotating out of Industrials and into Growth. Defense budget will be cut once there is a change in presidency regardless if Vance gets in. Gonna fade into 2028 imo.

$GD General Dynamics named its next CEO on Wednesday: president Danny Deep takes over January 1, 2027, with Phebe Novakovic moving to executive chairman after 13 years in the job. Deep is a 25-year company man: president since 2025, previously EVP of global operations and combat systems, and president of Land Systems. This was telegraphed, not sprung. The wrinkle: Novakovic's exit comes five days after the surprise departure of Amy Gilliland, who had run GDIT since 2017. Two senior leadership changes in one week at a company that did 52.6 billion dollars of revenue last year. The tape shrugged: shares closed Wednesday at 326.63, down 1.4 percent. Tracking Deep's first moves for any shift in how capital gets allocated across the four segments.

General Dynamics received two U.S. defense awards totaling about $58.6 million, covering armored vehicles and cybersecurity systems for the U.S. military. General Dynamics Land Systems was awarded a $49.3 million contract modification by the U.S. Department of War for the acquisition of Stryker Double V-Hull A1 vehicles. The modification increases the total value of the contract to $278.9 million. General Dynamics was the sole bidder, while work locations and funding will be determined with each individual order. The U.S. Army Contracting Command at Detroit Arsenal is overseeing the agreement, which is expected to be completed by Dec. 31, 2028. Separately, General Dynamics Mission Systems received a $9.3 million order from the Naval Air Warfare Center Aircraft Division to support the development, testing, acquisition, integration and lifecycle support of cybersecurity solutions for the U.S. Navy’s surface-ship combat systems. $GD

General Dynamics announced Thursday that two of its divisions received U.S. Navy contract modifications totaling $47.6 million. General Dynamics NASSCO–Norfolk received a $26.8 million cost-plus-fixed-fee/incentive-fee modification to a previously awarded delivery order covering FY2026 engineering and manufacturing work for the USS Gerald R. Ford (CVN 78). The work will be performed in Portsmouth, Virginia, at the Norfolk Naval Shipyard, with completion expected in March 2027. The Navy will use FY2024 other procurement funds to fully finance the modification. General Dynamics Mission Systems received a $20.8 million cost-plus-fixed-fee and cost-only modification to expand support for the MK 54 MOD 1 Lightweight Torpedo program. Awarded Sept. 3, the contract covers engineering support, hardware repair and maintenance for the torpedo program. $GD