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General Motors Is Making Patriot Missile Parts—Is Detroit Becoming America’s New Arsenal?

General Motors has spent more than a century building cars and trucks, but one of its newest growth opportunities looks very different. GM Defense has delivered housing components for Lockheed Martin’s PAC-3 Missile Segment Enhancement interceptor, putting one of America’s largest automakers directly into the Patriot missile supply chain. GM is not assembling complete Patriot missiles, but the development is still significant because it comes as the U.S. defense industry faces pressure to replenish inventories and dramatically increase production capacity. Lockheed said GM Defense delivered its first components just 22 days after the companies signed their formal agreement, demonstrating how commercial manufacturing expertise could help overcome defense-industry bottlenecks. More importantly for investors, this is no isolated experiment. GM expects its Defense business to generate almost $700 million of revenue in 2026, become EBIT-positive, and grow revenue at more than 30% annually over the next several years.