$GD

The article says aircraft OEM order books remain strong. It cites Bombardier’s 1.5x book-to-bill and a 24.6% year-on-year backlog rise, and Gulfstream’s 1.5-to-1 ratio with backlog up 20.5% vs June 2025. It also notes Embraer executive jet deliveries and targets to produce 200 jets annually by 2030, plus improving supply-chain cadence at General Dynamics and Textron.

ProPublica reports that General Dynamics opened a Texas artillery-shell factory near Dallas to produce ammunition for Ukraine, but robot and production equipment repeatedly failed. The U.S. Army halted two of three lines in Aug 2025, and the DoD inspector general said no usable shells were produced. The Army said the project cost $533 million, with General Dynamics still in charge.

Sens. Mike Lee and Elizabeth Warren back codifying a Trump executive order limiting stock buybacks and dividends for defense contractors that miss delivery schedules or budgets. They cite an analysis of Lockheed Martin, RTX, Northrop Grumman and General Dynamics, saying Q1 2026 buybacks and dividends fell 36% vs Q1 2025. They urge Defense Secretary Pete Hegseth to support a bill.

A Brennan Center for Justice analysis, using a contract spreadsheet reviewed by Biometric Update, says DHS recorded over $2.9B in obligations since Jan 2021 for technologies used to watch, identify, locate, and profile people in the US. It cites accelerating spending since Trump’s return, with major shares for biometrics ($1.1B), video surveillance ($793M), and analytics ($611M), including Palantir.

Wall Peter A sold 1,990 shares of GENERAL DYNAMICS CORP (GD) at $396.43 ($0.79M total) on 2026-08-10.

Palantir Technologies (PLTR) shares rose after another strong earnings report, but the article says its high P/E (150) and P/S make it less attractive after a large run-up. It instead highlights Lockheed Martin (LMT) and General Dynamics (GD), citing a $35 billion THAAD contract, record $230 billion backlog, guidance above $80B revenue and $7B+ free cash flow, plus GD’s $136.5B backlog and raised $55.7B revenue guidance.

Sen. Elizabeth Warren and Sen. Mike Lee urged Defense Secretary Pete Hegseth to make President Trump’s defense-contractor limits on stock buybacks and executive pay permanent, citing a letter reviewed by Fox News. They cite earnings reviews showing buybacks and dividends fell about $2B in Q1 2026 vs Q1 2025 for top contractors, while capital spending rose $1.2B. Companies named include Lockheed Martin, RTX, Northrop Grumman, General Dynamics, and GE Aerospace.

General Dynamics said it elected Danny Deep, 56, to its board of directors. The company said Deep has been president since December 2025 and has worked there for more than 20 years in roles including Global Operations and Combat Systems. General Dynamics also reported Q2 2026 aerospace segment revenue of $3.5bn, up 15.1% year over year, with operating earnings of $510m.

General Dynamics (NYSE: GD) said its GDIT unit won a multi-year US$1.3 billion contract to provide network operations and cybersecurity support for the U.S. Army National Guard. The company framed the award as part of expanding defense IT and cyber services for a federal client, with implications for its Mission Systems and GDIT divisions.

Pentagon deputy secretary Steve Feinberg asked major U.S. defense firms to accelerate production and deliveries of weapons and sensors, citing concerns about shortages and gaps tied to the Iran conflict. In an Aug. 5 letter seen by Bloomberg, he targeted programs including wide-area surveillance, air-defense sensors and interceptors, and missile-tracking systems, asking for plans by late August.