Award NoticePosted Mar 20, 2026

COLUMBIA-Class Ballistic Missile Submarine Design, Class Lead Yard Support and Sustainment, Integrated Enterprise Plan Initiatives for the Class, and Submarine Industrial Base Supplier Development Efforts

NAVSEA, naval shipyards and surface/undersea warfare centers · NAVSEA HQ

Stage
Awarded
NAICS
336611
Value
$17.7B
Solicitation
N00024-23-R-2126
Set-aside
None stated
PSC
1905
Place
Groton, CT, USA
Contact
Susan Scutt (susan.b.scutt.civ@us.navy.mil)

Materiality: 41.8% of $GD revenue (High) SEC

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Where this opportunity stands

Every notice posted under solicitation N00024-23-R-2126 in this department, oldest first.

Early notice
None posted
Solicitation
None posted
Award
  • Mar 20, 2026 · this notice
    Award Notice
    ELECTRIC BOAT CORPORATION · $17.7B
  • Jul 30, 2026
    Award Notice
    ELECTRIC BOAT CORPORATION · $29.8B
    Open

Next steps for this stage

Standard steps for the notice type; not advice about this buyer.

  • Note the winner and the end of the period of performance for the recompete.
  • Follow the agency to see the next notice for this work.

What the notice says

The contract action was not awarded competitively and was not fixed price, in accordance with FAR 6.302-1(a)(2)(iii) - only one responsible source and no other supplies or services will satisfy agency requirements. Due to the federal government shutdown in October-November 2025 and pursuant to DFARS 252.232-7998 Obligations in Advance of Fiscal Year 2026 Funding (DEVIATION 2026-O0001), an initial cost-only modification was awarded in the amount of $2,283,291,317 in November 2025. Once FY26 funding became available in March 2026, a larger modification was awarded manifesting the $2,283,291,317 … (show all)

along with an additional $15,383,494,792 for a combined total of $17,666,786,109. General Dynamics Electric Boat Corp., Groton, Connecticut, was awarded a $2,283,291,317 cost-only modification to previously awarded contract N00024-17-C-2117 for additional Advance Procurement / Advance Construction for SSBN 828 through SSBN 832 and to support additional COLUMBIA Ballistic Missile Submarines (SSBNs) program execution in accordance with DFARS 252.232-7998 Obligations in Advance of Fiscal Year 2026 Funding (DEVIATION 2026-O0001). Work will be performed in Groton, Connecticut (70%); Newport News, Virginia (15%); and Quonset Point, Rhode Island (15%), and is expected to be completed by December 2031. No funding was obligated at the time of award. Pursuant to DFARS 252.232-7998 Obligations in Advance of Fiscal Year 2026 Funding (DEVIATION 2026-O0001), Fiscal 2026 National Sea-Based Deterrence Fund funds in the amount of $2,229,067,000 (98%) and Fiscal 2026 other procurement (Navy) funds in the amount of $54,224,317 (2%) to be obligated at the time made available and will not expire at the end of the current fiscal year. General Dynamics Electric Boat Corp., Groton, Connecticut, was awarded a $15,383,494,792 cost-plus-incentive-fee and cost-plus-fixed-fee modification to a previously awarded contract (N00024-17-C-2117) for additional Columbia-class ballistic missile submarines design, class lead yard support and sustainment, integrated enterprise plan initiatives for the class, and submarine industrial base supplier development enhancement efforts to support Columbia-class ballistic missile submarine program execution. The industrial base development work is for the furtherance of the Navy�s plan of serial production of Columbia- and Virginia-class attack submarines. Funding is pursuant to the Consolidated Appropriations Act 2026 (Public Law 119-75). Work will be performed in Groton, Connecticut (21%); Newport News, Virginia (6%); Sunnyvale, California (5%); Menomonee, Wisconsin (4%); Quonset Point, Rhode Island (4%); Fitchburg, Massachusetts (3%); Philadelphia, Pennsylvania (3%); Mobile, Alabama (2%); Bethlehem, Pennsylvania (1%); and other locations less than 1% (51%), and is expected to be completed by June 2035. Fiscal 2026 national sea-based deterrence fund funds in the amount of $3,068,073,260 (95%); fiscal 2025 maritime industrial base funds in the amount of $74,000,000 (2%); fiscal 2025 research, development, test and evaluation (Navy) funds in the amount of $73,214,000 (2%); and fiscal 2026 research, development, test and evaluation (Navy) funds in the amount of $2,837,000 (<1%), will be obligated at the time of award, of which $3,144,910,260 will not expire at the end of the current fiscal year. Naval Sea Systems Command, Washington, D.C., is the contracting activity. NAVSEA contract with General Dynamics Electric Boat Corp. for $15,383,494,792 NAVSEA POC: NAVSEA Office of Corporate Communications, (202) 781-4123 General Dynamics Electric Boat Corp. POC: Myra Lee, Director Communications (860) 433-2086

Who won similar work

52 award notices on SAM.gov in the last 24 months. Matched by: Same office (NAVSEA HQ), same product/service code (PSC) 1905 and NAICS 336611.

Single-winner award sizes (52): middle half $94.9M to $1.1B, median $762.4M; range $2.4M to $2.6B.

WinnerAwardsValueLast
ELECTRIC BOAT CORPORATION · $GD · $42.3B11$4.7BSep 30, 2026
HUNTINGTON INGALLS INCORPORATED · $HII · $11.5B5$2.0BSep 9, 2026
METRO MACHINE CORP. · $GD · $42.3B2$1.4BSep 3, 2025
BAE SYSTEMS NORFOLK SHIP REPAIR INC.2$831.1MNov 4, 2025
WALASHEK INDUSTRIAL & MARINE, INC.2$105.1MAug 19, 2026
TOTE SERVICES, LLC1$2.6BJul 13, 2026
DELPHINUS ENGINEERING, INC.1$1.9BSep 3, 2025
EPSILON SYSTEMS SOLUTIONS INC1$1.9BSep 3, 2025
Colonna's Ship Yard, Incorporated1$1.9BSep 3, 2025
EAST COAST REPAIR & FABRICATION, LLC1$1.9BSep 3, 2025

Value counts single-winner awards. "Shared" awards are multiple-award contracts that list every winner with the same total ceiling; that ceiling is not one company's win, so it is not added in. Revenue next to a ticker is the company's last annual revenue from its 10-K.

Investor context
  • $GD reported $42.3B revenue in FY2025. The median single-winner award in these 52 past awards, $762.4M, is 2% of that. 10-K
  • $HII reported $11.5B revenue in FY2025. The median single-winner award in these 52 past awards, $762.4M, is 7% of that. 10-K

One award's total value against one year of revenue; many awards are paid over several years.

Latest awards

Materiality: one award's value as a share of the winner's revenue over the latest 12 months in its SEC filings (or its last fiscal year, as noted when you point at it). Low under 1%, Medium 1 to 5%, High 5% or more. Many awards are paid over several years, so this overstates a single year's share.

Competitive landscape

For the 8 most frequent past winners above. Lobbying is matched by the company's exact name or exact ticker; agencies are as named on the filings.

  • 2 of these past winners lobbied Navy, Dept of or U.S. Marines since 2024 (20 filings)
  • 0 of their lobbyists list a past Navy, Dept of or U.S. Marines job
  • $597K from their corporate PACs since 2024 to members of House Committee on Appropriations, House Committee on Armed Services, Senate Committee on Appropriations, Senate Committee on Armed Services
  • 0 foreign-agent (FARA) registrations
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Policy around it

Bills the past winners named while lobbying this agency's issues, rules from the department, and executive orders that name the agency, last 12 months.

  • 8 bills named on the past winners' lobbying filings
  • 32 rules from the department in the last 12 months
  • 0 executive orders naming the agency in the last 12 months
See who and the source records with Pro

Market

For past winners matched exactly to a listed company. Insider trades are open-market buys and sells (Form 4) in the last 90 days, shown as facts; our own study found insiders do not reliably buy ahead of awards. A sale marked 10b5-1 was made under a trading plan set up in advance.

  • 2 of the past winners are listed companies
  • 0 insider buys and 5 insider sells at them in the last 90 days
See who and the source records with Pro

Sources: SAM.gov notices and award notices; Senate LDA lobbying filings; FEC filings; FARA; Federal Register; congress.gov; SEC Form 4. Every row above links to its record.

Companies are matched to tickers by exact name only. A company we could not match shows no market rows; that is a miss, not a finding.