HUNTSVILLE, Alabama, Oct 29 (Reuters) - L3Harris
Technologies' ( LHX ) subsidiary Aerojet Rocketdyne has doubled
its monthly production of motors for GMLRS rockets that are
heavily used in Ukraine, a company executive said on Tuesday, as
global demand surges to supply Kyiv and to rebuild shrinking
U.S. stockpiles.
Demand for rocket motors is soaring worldwide because of
wars in Ukraine and the Middle East. Other militaries are also
realizing that future conflicts will likely require many more
rockets and missiles - as a part of a new warfighting doctrine
dubbed "affordable mass" to describe the sheer volume of
firepower involved.
This is good news for L3Harris ( LHX ). In December 2022 the U.S.
defense contractor offered to purchase Aerojet, which produces
about half of all the rocket motors propelling U.S. military
missiles, rockets and other projectiles. But at that time no one
knew how long the Ukraine war would last and the Pentagon had
signed few contracts to restock its shelves.
Guided Multiple Launch Rocket System rockets, also known
as GMLRS, travel about 45 miles (72 km). Their widespread use
and success in Ukraine has driven demand from new customers.
"GMLRS was a program that we have kind of unbounded demand
for. In the most recent quarter, we've doubled the production
that we averaged per month from 2023," said Ross Niebergall,
president of Aerojet Rocketdyne.
Aerojet did not provide production figures. But Lockheed
Martin ( LMT ), the main contractor for GMLRS, was making about
4,600 per year before ramping up production in 2022. Lockheed's
GMLRS production is scheduled to rise from 10,000 deliveries in
2024 to 14,000 deliveries in 2025.
The GMLRS production line also uses motors from Northrop
Grumman ( NOC ).
The strong demand has spurred new entrants into the U.S.
rocket motor manufacturing business, but they do not have mass
production capabilities.
Aerojet's facilities around Huntsville, Alabama, have been
built out with investments in large carbon-fiber winding devices
to make advanced cases, new more automated presses for nozzles
and fittings, and better quality control technology under
L3Harris' ( LHX ) ownership since the deal closed just over a year ago.
The newly fitted-out building produces the critical casings
for the most in-demand solid fuel rocket motors, like Javelin
antitank weapons and GMLRS rockets as well as much larger rocket
motors.