Lockheed Martin (LMT) says General Motors (GM) is supplying parts for its Patriot missiles, WSJ reports

Cross-industry supply arrangements of this kind, where a commercial manufacturer is drawn into a defence prime's production chain, have historically signalled that the bottleneck sits in capacity rather than technology, with governments pressing civilian industrial bases into munitions and missile output during periods of elevated demand. The pattern in comparable episodes is that the prime retains margin and programme control while the second-source supplier absorbs volume work, so the earnings read-through has tended to be modest for the incoming supplier and more relevant for the prime's delivery cadence and backlog conversion. The actors here fit established form: the defence prime manages the programme of record and the automaker contributes high-volume manufacturing, a division of labour seen in prior mobilisation-style efforts. The distinction worth drawing is between a one-off components contract and a structural second-sourcing of the missile supply chain, since only the latter changes production-rate assumptions. The follow-ons are confirmation of scope and duration from either company, any Pentagon statement on production-rate targets, and whether peers in the defence complex announce similar arrangements. As a single-sourced press report, the detail is unconfirmed until the companies comment.