Overview

General Motors (NYSE:GM) is currently in negotiations with Lockheed Martin (NYSE:LMT) to produce components for the latter’s weapons systems, according to a Wall Street Journal report citing sources familiar with the matter.

Details of the Proposed Arrangement

  • GM would supply commonly used parts that are intended to increase Lockheed Martin’s munitions output. The exact components under discussion have not been disclosed.
  • No definitive agreement has been reached; the terms remain subject to change.

Context

  • The discussions come as U.S. weapons stockpiles have fallen amid the conflicts in Ukraine and Iran.
  • The Trump administration and the Pentagon have been encouraging defense manufacturers to accelerate production and to bring non‑traditional suppliers, such as automotive firms, into the defense supply chain.

Executive Involvement

  • GM Chief Executive Officer Mary Barra has held talks with officials from the Trump administration to explore expanding GM’s emerging defense business.