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General Dynamics Secures Contract for Submarine Tethered Buoy Systems

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Key Takeaways

  • General Dynamics secured a $91.2M contract for submarine tethered buoy systems with the U.S. Navy.
  • The contract, awarded by Naval Sea Systems Command, is set for completion by August 2030.
  • Work will be executed in Manassas, VA, supporting new and in-service submarines.

General Dynamics Corporation’s (GD - Free Report) business unit, Mission Systems, recently clinched a contract for engineering, technical support and production of submarine tethered expendable buoy systems. These buoy systems will be deployed on new construction and in-service submarines. The award has been offered by the Naval Sea Systems Command, Washington, D.C.

Valued at $91.2 million, the contract is expected to be completed by August 2030. The work related to this deal will be executed in Manassas, VA.

GD’s Growth Prospects

Rising military tensions, terrorism and border disputes are pushing nations to prioritize national security and invest in strengthening their naval fleet, of which submarine constitutes a major part. This growth is supported by higher demand for advanced technologies such as stealth features, underwater monitoring and long-range strike capabilities, along with the increasing sophistication of modern naval operations.

This is likely to have prompted the Mordor Intelligence firm to forecast a compound annual growth rate of 4.2% for the global submarine market during the 2025-2030 time period.

Such market growth prospects should benefit General Dynamics, a prominent contractor in the submarine market. Its Mission Systems builds state-of-the-art weapon systems, combat control systems, sonar systems and cybersecurity systems for Virginia-class, Ohio-class and Columbia-class submarines.

Opportunities for Other Defense Stocks

Other defense companies that are likely to enjoy the perks of the expanding global submarine market have been discussed below:

Huntington Ingalls Industries (HII - Free Report) : Through its Newport News Shipbuilding division, HII is involved in producing the Columbia-class and Virginia-class submarines, two key assets of the U.S. Navy. The company provides fleet services to its submarines around the world, offering modernization, repair and installation services.

Huntington has a long-term (three to five years) earnings growth rate of 11.8%. The Zacks Consensus Estimate for HII’s 2025 sales indicates year-over-year growth of 3.7%.

BAE Systems (BAESY - Free Report) : It plays a vital role in the production of advanced submarines, particularly for the United Kingdom’s defense sector. BAE Systems is the primary manufacturer of the Astute-class nuclear submarines, which are integral to the Royal Navy's fleet.

BAE Systems has a long-term earnings growth rate of 14.4%. The Zacks Consensus Estimate for BAESY’s 2025 sales indicates year-over-year growth of 63.4%.

Northrop Grumman Corporation (NOC - Free Report) : It is a renowned provider of missile launch systems for naval submarines. The company manufactures Launcher Subsystem hardware to support the Columbia and Dreadnought common missile compartment program.

Northrop has a long-term earnings growth rate of 3.9%. The Zacks Consensus Estimate for NOC’s 2025 sales indicates year-over-year growth of 2.7%.

GD Stock Price Movement

Shares of General Dynamics have gained 2.5% in the past month compared with the industry’s 1.9% growth.

Zacks Investment Research
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GD’s Zacks Rank

GD currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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