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Lockheed Martin Fast-Tracks PAC-3® MSE Components in Less Than One Month in Partnership with GM Defense

Lockheed Martin highlights a 22-day PAC-3 MSE component delivery and multibillion-dollar munitions capacity expansion with GM Defense and other partners.

(Neutral)
(Very Positive)
Tags
partnership

Lockheed Martin (LMT) reported first delivery of PAC-3 MSE interceptor missile housing components from GM Defense just 22 days after signing a formal contract on August 6.

The rapid turnaround replaces a process that can traditionally take months to years and is presented as evidence of combining commercial manufacturing speed with defense-grade quality. Lockheed Martin is investing $8–9 billion to scale munitions production, including new buildings, site expansions and thousands of jobs across more than 20 U.S. locations. Production and warehousing space dedicated to munitions is expected to increase by almost 50% after planned expansions.

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Positive

  • 22-day first delivery of PAC-3 MSE housing components after August 6 contract
  • Planned munitions production and warehousing space to grow by almost 50%
  • Lockheed Martin investing $8–9 billion to scale munitions production, facilities and jobs

Negative

  • None.

Market Context

On Sep 15, DCO rose 0.77% after a follow-on PAC-3 MSE supplier award; that adjacent program exposure...
Analysis

On Sep 15, DCO rose 0.77% after a follow-on PAC-3 MSE supplier award; that adjacent program exposure provided a comparable supply-chain datapoint as LMT announced GM Defense component delivery.

Key Figures

Component delivery turnaround: 22 days Munitions production investment: $8-9B Production and warehousing expansion: Almost 50% +2 more
Component delivery turnaround
22 days
From formal contract signing to first PAC-3 MSE component delivery
Munitions production investment
$8-9B
Planned investment to scale munitions production
Production and warehousing expansion
Almost 50%
Planned increase in munitions production space
Contract date
Aug. 6
Formal Lockheed Martin–GM Defense contract agreement
First delivery date
Aug. 28
Initial PAC-3 MSE housing components delivered

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Partnership underscores American manufacturing expertise 

DALLAS, Sept. 17, 2026 /PRNewswire/ -- Lockheed Martin (NYSE: LMT) today announced the first delivery of mission-critical components produced by GM Defense for the PAC-3 Missile Segment Enhancement (MSE) interceptor missile less than one month after a formal contract between the two companies was signed.

Lockheed Martin fast-tracks PAC-3 MSE components in less than one month in partnership with GM Defense.

The rapid delivery from GM Defense to Lockheed Martin of components that can traditionally take months to years to produce underscores the effectiveness of defense and commercial partnerships — demonstrating how they can be leveraged to accelerate production, strengthen America's defense industrial base and build the Arsenal of Freedom.

EXPERT PERSPECTIVE  
"This extraordinary 22‑day turnaround underscores Lockheed Martin's relentless focus on execution – delivering for our troops faster, with greater capacity," said Tim Cahill, president, Lockheed Martin Missiles and Fire Control. "Our partnership with GM Defense is a concrete example of how we're merging world-class commercial manufacturing with defense supply chain and production practices and rapidly translating that into battlefield readiness for the United States."

"We're proud to support production of this country's critical defense capabilities. Our partnership with Lockheed Martin leverages GM's precision-fabrication expertise and ability to manufacture with quality at scale. We look forward to putting these strengths to work in support of our nation's security and the people who protect it," Stephen duMont, President and CEO, GM Defense.

WHY IT MATTERS
Lockheed Martin is moving with wartime urgency to deliver the Arsenal of Freedom, partnering with Department of War leadership to leverage commercial-style contracts for PAC-3 MSE, THAAD and PrSM. The company is investing $8-9B to scale munitions production, with new buildings, expansions and thousands of jobs at more than 20 sites across America. In fact, production and warehousing space for munitions production will increase almost 50% after planned expansions. 

ADDITIONAL CONTEXT  

  • 22-Day Cycle: Lockheed Martin and GM Defense signed a formal contract agreement Aug. 6, and the first batch of initial PAC-3 MSE housing components was delivered Aug. 28. 
  • Commercial-Grade Precision: GM Defense leveraged its advanced casting and machining capabilities to meet exacting defense specifications.
  • Long-Term Partnership: Both companies plan to build on this foundation, applying commercial practices across munitions programs and expanding capabilities for future defense systems to protect America and its allies.

About Lockheed Martin
Lockheed Martin is a global defense technology company driving innovation and advancing scientific discovery. Our all-domain mission solutions and 21st Century Security® vision accelerate the delivery of transformative technologies to ensure those we serve always stay ahead of ready. More information at Lockheedmartin.com.   

Lockheed Martin Logo.

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/lockheed-martin-fast-tracks-pac-3-mse-components-in-less-than-one-month-in-partnership-with-gm-defense-302882126.html

SOURCE Lockheed Martin

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What specific components did GM Defense deliver to Lockheed Martin and when?

The first batch consisted of initial PAC-3 MSE housing components. A formal contract was signed on August 6, and the components were delivered on August 28, creating a 22-day production and delivery cycle.

How is GM Defense contributing technically to the PAC-3 MSE program?

GM Defense is using its advanced casting and machining capabilities to produce PAC-3 MSE components that meet exacting defense specifications, applying commercial precision-fabrication and quality-at-scale manufacturing practices.

Beyond PAC-3 MSE, how does Lockheed Martin plan to use commercial-style partnerships?

Lockheed Martin plans to build a long-term partnership with GM Defense, applying commercial practices across munitions programs and expanding capabilities for future defense systems intended to protect the United States and its allies.

What broader programs are tied to Lockheed Martin's wartime-urgency approach?

Lockheed Martin states that it is partnering with Department of War leadership to leverage commercial-style contracts not only for PAC-3 MSE but also for THAAD and PrSM, as part of its effort to deliver what it calls the Arsenal of Freedom.

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