Military Vehicles, Ordnance, Munitions, Ammunition & Small Arms

RESTON, VA -- General Dynamics recorded consolidated third-quarter 2026 revenue of $14.6 billion, representing a 12.9 percent increase compared to the $12.9 billion reported in the third quarter of 2025. Net earnings for the period totaled $1.23 billion, reflecting a 16.1 percent gain over the $1.069 billion generated in the prior-year quarter.

Net order bookings totaled $98.8 billion across the corporation. This order intake was principally driven by major multi-year U.S. Navy procurement awards for Virginia-class attack submarines and Columbia-class ballistic missile submarines.

Total company backlog closed the period at a record $220.3 billion, including $111.8 billion in funded backlog and $108.5 billion in unfunded allocations, compared to $136.5 billion at the close of the prior quarter.

INDUSTRY SEGMENTS

Aerospace

Aerospace revenue rose 9.3 percent year-over-year to $3.54 billion, compared to $3.23 billion in the third quarter of 2025. Gulfstream aircraft deliveries totaled 40 units, comprising 35 large-cabin business jets and five mid-cabin aircraft, compared to 39 deliveries in the prior-year period.

Operating earnings for the segment increased 19.3 percent to $513 million, up from $430 million in the third quarter of 2025. Operating margin expanded 120 basis points to 14.5 percent from 13.3 percent. Margin improvement was driven by manufacturing efficiency gains on active production models and a product delivery mix weighted toward higher-margin large-cabin platforms, with no material fixed-price contract adjustments disclosed.

Marine Systems

Marine Systems generated revenue of $4.96 billion, up 21.1 percent from $4.10 billion in the prior-year period. Revenue growth was led by higher construction volume across all principal shipyards, with accelerated activity on the Columbia-class ballistic missile submarine and Virginia-class attack submarine lines at Electric Boat, along with ongoing surface combatant and auxiliary vessel programs at Bath Iron Works and NASSCO.

Segment operating earnings rose 34.4 percent to $391 million, compared to $291 million in the third quarter of 2025. Operating margin increased by 80 basis points to 7.9 percent from 7.1 percent. Performance benefited from increased shipyard throughput, program maturity gains on ongoing construction sequences, and consistent execution across major cost-plus and fixed-price naval build cycles.

Combat Systems

Combat Systems revenue increased 6.0 percent year-over-year to $2.39 billion, compared to $2.25 billion in the third quarter of 2025. Revenue gains were supported by continued volume in tracked and wheeled armored combat vehicles, tactical weapon systems, and high-rate munitions production to support U.S. Army modernization and international replenishment demands. Backlog for the segment expanded 53 percent year-over-year.

Operating earnings decreased 1.5 percent to $330 million, compared to $335 million in the prior-year period, resulting in an operating margin contraction of 110 basis points to 13.8 percent from 14.9 percent. The margin decline reflected contract mix variations, schedule timing across international vehicle deliveries, and initial ramp-up costs on expanded production and modernization lines.

Technologies

Technologies revenue advanced 10.8 percent to $3.68 billion, up from $3.33 billion in the third quarter of 2025. Segment growth was driven by broad customer demand for defense cloud computing, tactical communications networks, command-and-control infrastructure, and mission IT modernization programs across federal defense and intelligence agencies.

Operating earnings rose 5.8 percent to $346 million, compared to $327 million in the year-ago period. Operating margin compressed 40 basis points to 9.4 percent from 9.8 percent. Profitability trends reflected contract mix variations tilted toward large-scale IT service deployments and ongoing investments in advanced technical offerings.

Source: Forecast International
Associated URL: https://www.gd.com/

WASHINGTON - The U.S. Army has issued a market survey asking whether industry can deliver and support up to 20,787 Infantry Squad Vehicles. That total includes 9,003 nine-passenger ISV-9s and 11,784 ISV-Utility variants, which carry five passengers and a cargo bed. The requirement depends on available funding and on needs from the Army, other services, and potential Foreign Military Sales customers. The Army said it will use the results to judge whether several procurement pathways are feasible.

The survey lays out a timeline that starts with 106 vehicles in FY28 and runs through FY36, with the Army receiving about 2,000 to 2,100 vehicles per year. It asks contractors for cost estimates at annual production volumes from 100 to more than 1,500 units. Both variants will have a maximum curb weight of 5,200 pounds and a gross vehicle weight rating of up to 10,200 pounds.

The current ISV is built by GM Defense on General Motors’ commercial Colorado and Silverado pickups. Last month, GM Defense received a $697.7 million contract modification for ISV-U engineering changes, bringing the contract’s cumulative value to $915.6 million. GM Defense announced Oct. 12 that the Army had expanded ISV orders from an initial 649 to nearly 12,000.

Source: Military Times
Associated URL: https://www.militarytimes.com/industry/2026/10/27/us-army-queries-industrys-ability-to-build-21000-infantry-squad-vehicles/

AUBURN HILLS, Mich. - Michigan auto parts supplier JVIS has launched JVIS Defense & Aerospace, a standalone company that will develop and produce technology for the U.S. military. The company held a grand opening Oct. 27 at a new Tech Center in Auburn Hills. JVIS said the expansion is expected to add more than 1,000 jobs in engineering, manufacturing, support and assembly. It did not give a hiring timeline or say where future production will take place.

The unit’s first announced effort is a "Silent Watch" auxiliary power unit developed with the Army’s Ground Vehicle Systems Center in Warren, Mich. The unit lets parked vehicles power their electronics with the main engine off. A company spokesperson said the first contract for the unit is worth $13.2 million. In its report on the FY27 defense bill, the House Armed Services Committee directs the Army to brief lawmakers by Dec. 1, 2026, on who will own vehicle-mounted auxiliary power and how it will move to production. JVIS president Jason Murar called the Tech Center the first phase of the company’s expansion and said more manufacturing announcements will follow over the next year.

Utilizing auto manufacturers to make parts for military vehicles is one of the ways the Pentagon hopes to expand the defense industrial base to support increased production rates.

Source: Manufacturers Lists
Associated URL: https://manufacturerslists.com/jvis-defense-aerospace-auburn-hills/