The Lockheed Corporation designed the P-38 in response to a February 1937 specification from the United States Army Air Corps (USAAC). Circular Proposal X-608 was a set of aircraft performance goals authored by
First Lieutenants
Benjamin S. Kelsey and
Gordon P. Saville for a twin-engined, high-altitude "interceptor" having "the tactical mission of interception and attack of hostile aircraft at high altitude." Forty years later, Kelsey explained that Saville and he drew up the specification using the word "interceptor" as a way to bypass the inflexible Army Air Corps requirement for pursuit aircraft to carry no more than of armament including ammunition, and to bypass the USAAC restriction of single-seat aircraft to one engine. Kelsey was looking for a minimum of of armament. Kelsey and Saville aimed to get a more capable fighter, better at dog fighting and at high-altitude combat. Specifications called for a maximum airspeed of at least at altitude, and a climb to within six minutes, the toughest set of specifications USAAC had ever presented. The unbuilt
Vultee XP1015 design was offered to fill this requirement, but was not advanced enough to merit further investigation. A similar proposal for a single-engined fighter was issued at the same time, Circular Proposal X-609, in response to which the
Bell P-39 Airacobra was designed. Both proposals required liquid-cooled
Allison V-1710 engines with turbosuperchargers and gave extra points for
tricycle landing gear. Lockheed formed a secretive engineering team to implement the project apart from the main factory; this approach later became known as
Skunk Works. The Lockheed design team, under the direction of
Hall Hibbard and
Clarence "Kelly" Johnson, considered a range of twin-engined configurations, including both engines in a central fuselage with push–pull propellers. The eventual configuration was rare in contemporary production fighter aircraft design, with the Dutch
Fokker G.I heavy fighter, and the later
Northrop P-61 Black Widow night fighter and Swedish
SAAB 21 having a similar
planform. The Lockheed team chose twin booms to accommodate the tail assembly, engines, and turbosuperchargers, with a central nacelle for the pilot and armament. The XP-38 gondola mockup was designed to mount two .50-caliber (12.7 mm)
M2 Browning machine guns with 200 rounds per gun (rpg), two .30-caliber (7.62 mm) Brownings with 500 rpg, and a
United States Army Ordnance Department prototype T1 23 mm (.90 in)
autocannon with a rotary magazine as a substitute for the nonexistent 25 mm
Hotchkiss aircraft autocannon specified by Kelsey and Saville. In the prototype YP-38s, an Army Ordnance Department T9 37 mm (1.46 in) autocannon (later designated as the
M4 in production) with 15 rounds replaced the 23 mm T1. The 15 rounds were in three, five-round clips, an unsatisfactory arrangement according to Kelsey, and the T9/M4 did not perform reliably in flight. Further armament experiments from March to June 1941 resulted in the P-38E combat configuration of four M2 Browning machine guns, and one
Hispano 20 mm (.79 in) autocannon with 150 rounds. Clustering all the armament in the nose was unusual in U.S. aircraft, which typically used wing-mounted guns with trajectories set up to crisscross at one or more points in a
convergence zone. The P-38 cannon used heavier 20 mm rounds, creating a different trajectory, so it was inclined upward slightly more than the four machine guns such that the trajectories of the cannon rounds and .50-caliber bullets came together between 350 and 400 yards/meters. Nose-mounted guns did not suffer as much from having their useful ranges limited by
pattern convergence, meaning that good pilots could shoot much farther. A Lightning could reliably hit targets at any range up to , whereas the wing guns of other fighters were optimized for a specific range. The
rate of fire was about 650 rounds per minute for the 20×110 mm cannon round (130-gram shell) at a muzzle velocity of about , and for the .50-caliber machine guns (43-gram rounds), about 850 rpm at velocity. Combined rate of fire was over 4,000 rpm with roughly every sixth projectile a 20 mm shell. The duration of sustained firing for the 20 mm cannon was about 14 seconds, while the .50-caliber machine guns worked for 35 seconds if each magazine were fully loaded with 500 rounds, or for 21 seconds if 300 rounds were loaded to save weight for long-distance flying. The Lockheed design incorporated tricycle undercarriage and a bubble canopy, and featured two turbosupercharged 12-cylinder Allison V-1710 engines fitted with
counter-rotating propellers to eliminate the effect of engine
torque, with the turbochargers positioned behind the engines, the exhaust side of the units exposed along the dorsal surfaces of the booms. The P-38 was the first American fighter to make extensive use of stainless steel and smooth, flush-riveted, butt-jointed aluminum skin panels. It was also the first military airplane to fly faster than in level flight.
XP-38 and YP-38 prototypes Lockheed won the competition on 23 June 1937 with its
Model 22, and was contracted to build a prototype
XP-38 for US$163,000, though Lockheed's own costs on the prototype would add up to $761,000. Construction began in July 1938 in an old bourbon distillery purchased by Lockheed to house expanding operations. This secure and remote site was later identified by Johnson as the first of five Lockheed Skunk Works locations. The XP-38 first flew on 27 January 1939 at the hands of Ben Kelsey. Kelsey then proposed a speed dash to
Wright Field on 11 February 1939 to relocate the aircraft for further testing.
General Henry "Hap" Arnold, commander of the USAAC, approved of the record attempt and recommended a cross-country flight to New York. The flight set a speed record by flying from California to New York in seven hours and two minutes, not counting two refueling stops. Kelsey flew conservatively for most of the way, working the engines gently, even throttling back during descent to remove the associated speed advantage. Bundled up against the cold, Arnold congratulated Kelsey at Wright Field during his final refueling stop, and said, "don't spare the horses" on the next leg. After climbing out of Wright Field and reaching altitude, Kelsey pushed the XP-38 to . Nearing his destination, Kelsey was ordered by
Mitchel Field tower (
Hempstead, New York) into a slow landing pattern behind other aircraft. Carburetor icing caused it to be brought down short of the Mitchel runway, and it was wrecked. On the basis of the record flight, though, the USAAC ordered 13 YP-38s on 27 April 1939 for US$134,284 (~$ in ) each. (The "Y" in "YP" was the USAAC's designation for service test, i.e. small numbers of early production aircraft, while the "X" in "XP" was for
experimental.) Lockheed's chief
test pilot,
Tony LeVier, angrily characterized the accident as an unnecessary publicity stunt, but according to Kelsey, the loss of the prototype, rather than hampering the program, sped the process by cutting short the initial test series. The success of the aircraft design contributed to Kelsey's promotion to captain in May 1939. Manufacture of YP-38s fell behind schedule, at least partly because of changes to meet the need for mass production, making them substantially different in construction from the prototype. Another factor was the sudden required expansion of Lockheed's facility in
Burbank, taking it from a specialized civilian firm dealing with small orders to a large government defense contractor making
Venturas,
Harpoons,
Lodestars, and
Hudsons, and designing the
Constellation for
TWA. The first YP-38 was not completed until September 1940, with its maiden flight on 17 September. The 13th and final YP-38 was delivered to the USAAC in June 1941; 12 aircraft were retained for flight testing and one for destructive stress testing. The YPs were substantially redesigned and differed greatly in detail from the hand-built XP-38. They were lighter and included changes in engine fit. The propeller rotation was reversed, with the blades spinning outward (away from the
cockpit) at the top of their arc, rather than inward as before. This improved the aircraft's stability as a gunnery platform.
High-speed compressibility problems Test flights revealed problems initially believed to be tail
flutter. During high-speed flight approaching Mach 0.68, especially during dives, the aircraft's tail would begin to shake violently, and the nose would tuck under (see
Mach tuck), steepening the dive. Once caught in this dive, the fighter would enter a high-speed compressibility stall and the controls would lock up, leaving the pilot no option but to bail out (if possible) or remain with the aircraft until it got down to denser air, where he might have a chance to pull out. During a test flight in May 1941, USAAC Major Signa Gilkey managed to stay with a YP-38 in a compressibility lockup, riding it out until he recovered gradually using
elevator trim. The P-38's dive problem was revealed to be the
center of pressure moving back toward the tail when in high-speed flight. The solution was to change the geometry of the wing's lower surface when diving to keep the lift within bounds on the top of the wing. In February 1943, quick-acting dive flaps were tried and proven by Lockheed test pilots. The dive flaps were installed outboard of the engine nacelles, and in action, they extended downward 35° in 1.5 seconds. The flaps did not act as a speed brake; they affected the pressure distribution in a way that retained the wing's lift. Late in 1943, a few hundred dive flap field-modification kits were assembled to give North African, European, and Pacific P-38s a chance to withstand compressibility and expand their combat tactics. The kits did not always reach their destination. In March 1944, 200 dive flap kits intended for the
European Theater of Operations (ETO) P-38Js were destroyed in a mistaken
identification incident in which an RAF fighter shot down the
Douglas C-54 Skymaster (mistaken for a German
Focke-Wulf Fw 200) taking the shipment to England. Back in Burbank, P-38Js coming off the assembly line in spring 1944 were towed out to the ramp and modified in the open air. The flaps were finally incorporated into the production line in June 1944 on the last 210 P-38Js. Despite testing having proved the dive flaps effective in improving tactical maneuvers, a 14-month delay in production limited their implementation, with only the final half of all Lightnings built having the dive flaps installed as an assembly-line sequence. Johnson later recalled:
Buffeting was another early aerodynamic problem. Distinguishing it from compressibility was difficult, as both were reported by test pilots as "tail shake". Buffeting came about from airflow disturbances ahead of the tail; the airplane would shake at high speed. Leading-edge wing slots were tried, as were combinations of
filleting between the wing, cockpit, and engine nacelles. Air-tunnel test number 15 solved the buffeting completely and its fillet solution was fitted to every subsequent P-38 airframe. Fillet kits were sent out to every squadron flying Lightnings. The problem was traced to a 40% increase in air speed at the wing-fuselage junction where the thickness/chord ratio was highest. An airspeed of at could push airflow at the wing-fuselage junction close to the speed of sound. Filleting solved the buffeting problem for the P-38E and later models. Another issue with the P-38 arose from its unique design feature of outwardly rotating (at the "tops" of the propeller arcs) counter-rotating propellers. Losing one of two engines in any twin-engined, non-
centerline thrust aircraft on takeoff creates sudden drag, yawing the nose toward the dead engine and rolling the wingtip down on the side of the dead engine. Normal training in flying twin-engined aircraft when losing an engine on takeoff is to push the remaining engine to full throttle to maintain airspeed; if a pilot did that in the P-38, regardless of which engine had failed, the resulting engine torque and
p-factor force produced a sudden, uncontrollable yawing roll, and the aircraft would flip over and crash. Eventually, procedures were taught to allow a pilot to deal with the situation by reducing power on the running engine, feathering the prop on the failed engine, and then increasing power gradually until the aircraft was in stable flight. Single-engined takeoffs were possible, though not with a full fuel and ammunition load. The engines were unusually quiet because the exhausts were
muffled by the
General Electric turbosuperchargers on the twin Allison V-12s. Early problems with cockpit temperature regulation occurred; pilots were often too hot in the tropical sun, as the canopy could not be fully opened without severe buffeting, and were often too cold in Northern Europe and at high altitude, as the distance of the engines from the cockpit prevented easy heat transfer. Later variants received modifications (such as electrically heated flight suits) to solve these problems. On 20 September 1939, before the YP-38s had been built and flight tested, the USAAC ordered 66 initial-production P-38 Lightnings, 30 of which were delivered to the (renamed) USAAF in mid-1941, but not all these aircraft were armed. The unarmed aircraft were subsequently fitted with four .50 in (12.7 mm) machine guns (instead of the two .50 in/12.7 mm and two .30 in/7.62 mm of their predecessors) and a 37 mm (1.46 in) cannon. They also had armored glass, cockpit armor, and
fluorescent instrument lighting. One was completed with a pressurized cabin on an experimental basis and designated
XP-38A. Due to reports the USAAF was receiving from Europe, the remaining 36 in the batch were upgraded with small improvements such as
self-sealing fuel tanks and enhanced armor protection to make them combat-capable. The USAAF specified that these 36 aircraft were to be designated
P-38D. As a result, no P-38Bs or P-38Cs were designated. The P-38D's main role was to work out bugs and give the USAAF experience with handling the type. In March 1940, the French and British, through the
Anglo-French Purchasing Committee, ordered 667 P-38s for US$100M, designated
Model 322F for the French and
Model 322B for the British. The aircraft was a variant of the P-38E. The overseas Allies wished for complete commonality of Allison engines with the large numbers of
Curtiss P-40 Tomahawks both nations had on order, so they ordered the aircraft fitted with two right-handed engines (not counter-rotating) without turbosuperchargers. Performance was supposed to be at . After the
fall of France in June 1940, the British took over the entire order and gave the aircraft the
service name "Lightning". By June 1941, the War Ministry had cause to reconsider their earlier aircraft specifications based on experience gathered in the
Battle of Britain and
the Blitz. British displeasure with the Lockheed order came to the fore in July, and on 5 August 1941, they modified the contract such that 143 aircraft would be delivered as previously ordered, to be known as "Lightning (Mark) I", and 524 would be upgraded to US-standard P-38E specifications with a top speed of at guaranteed, to be called "Lightning II", for British service. Later that summer, an RAF test pilot reported back from Burbank with a poor assessment of the "tail flutter" situation, and the British cancelled all but three of the 143 Lightning Is. As a loss around US$15M was involved, Lockheed reviewed their contracts and decided to hold the British to the original order. Negotiations grew bitter and stalled. Everything changed after Japanese
attack on Pearl Harbor on 7 December 1941, after which the United States government seized some 40 of the Model 322s for
West Coast defense; subsequently, all British Lightnings were delivered to the USAAF starting in January 1942. The USAAF lent the RAF three of the aircraft, which were delivered by sea in March 1942 and were test flown no earlier than May at
Cunliffe-Owen Aircraft Swaythling, the
Aeroplane and Armament Experimental Establishment (A&AEE) and the
Royal Aircraft Establishment. The A&AEE example was unarmed, lacked turbochargers, and restricted to , though the undercarriage was praised and flight on one engine described as comfortable. These three were subsequently returned to the USAAF, one in December 1942 and the others in July 1943. Of the remaining 140 Lightning Is, 19 were not modified and were designated by the USAAF as
RP-322-I ('R' for 'Restricted', because noncounter-rotating propellers were considered more dangerous on takeoff), while 121 were converted to counter-rotating V-1710F-2 engines without turbosuperchargers and designated
P-322-II. All 121 were used as
advanced trainers; a few were still serving that role in 1945. A few RP-322s were later used as test-modification platforms such as for smoke-laying canisters. The RP-322 was a fairly fast aircraft below and well-behaved as a trainer. Many of the British order of 524 Lightning IIs were fitted with stronger F-10 Allison engines as they became available, and all were given wing pylons for fuel tanks or bombs. The upgraded aircraft were deployed to the Pacific as USAAC F5A reconnaissance or P-38G fighter models, the latter used with great effect in the
operation that shot down Admiral Yamamoto in April 1943. Robert Petit's G model named
Miss Virginia was on that mission, borrowed by
Rex Barber, who was later credited with the kill. Petit had already used
Miss Virginia to defeat two
Nakajima A6M2-N "Rufe" floatplanes in February and to heavily damage a
Japanese submarine chaser in March, which he mistakenly claimed as a destroyer sunk. Murray "Jim" Shubin used a less-powerful F model he named
Oriole to down five confirmed and possibly six Zeros over Guadalcanal in June 1943 to become ace in a day. The British name was retained over Lockheed's original name
Atalanta, the swift-running Greek goddess, following the company tradition of using mythological and celestial figures.
Range extension The strategic-bombing proponents within the USAAF, nicknamed the
Bomber Mafia by their ideological opponents, had established in the early 1930s a policy against research to create long-range fighters, which they thought would not be practical; this kind of research was not to compete for bomber resources. Aircraft manufacturers understood that they would not be rewarded if they installed subsystems on their fighters to enable them to carry
drop tanks to provide more fuel for extended range. Lieutenant Kelsey, acting against this policy, risked his career in late 1941 when he convinced Lockheed to incorporate such subsystems in the P-38E model, without putting his request in writing. Kelsey possibly was responding to Colonel
George William Goddard's observation that the US sorely needed a high-speed, long-range
photo reconnaissance plane. Along with a
change order specifying some P-38Es be produced with guns replaced by photoreconnaissance cameras, to be designated the F41LO, Lockheed began working out the problems of drop-tank design and incorporation. After the attack on Pearl Harbor, eventually about 100 P-38Es were sent to a modification center near
Dallas, Texas, or to the new Lockheed assembly plant B-6 (today the
Burbank Airport), to be fitted with four K-17
aerial photography cameras. All of these aircraft were also modified to be able to carry drop tanks. P-38Fs were modified, as well. Every Lightning from the P-38G onward was capable of being fitted with drop tanks straight off the assembly line. In March 1942, General Arnold made an off-hand comment that the US could avoid the
German U-boat menace by flying fighters to the UK rather than packing them onto ships.
President Roosevelt pressed the point, emphasizing his interest in the solution. Arnold was likely aware of the flying radius extension work being done on the P-38, which by this time had seen success with small drop tanks in the range of , the difference in capacity being the result of subcontractor production variation. Arnold ordered further tests with larger drop tanks in the range of ; the results were reported by Kelsey as providing the P-38 with a ferrying range. Because of available supply, the smaller drop tanks were used to fly Lightnings to the UK, the plan called
Operation Bolero. Led by two
Boeing B-17 Flying Fortresses, the first seven P-38s, each carrying two small drop tanks, left
Presque Isle Army Air Field in Maine on 23 June 1942 for
RAF Heathfield in Scotland. Their first refueling stop was made in far northeast Canada at
Goose Bay. The second stop was a rough airstrip in Greenland called
Bluie West One, and the third refueling stop was in
Iceland at
Keflavik. Other P-38s followed this route, with some lost in mishaps, usually due to poor weather, low visibility, radio difficulties, and navigational errors. Nearly 200 of the P-38Fs (and a few modified Es) were successfully flown across the Atlantic in July–August 1942, making the P-38 the first USAAF fighter to reach Britain and the first fighter ever to be delivered across the Atlantic under its own power. Kelsey himself piloted one of the Lightnings, landing in Scotland on 25 July. ==Operational history==