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Electronic Warfare

BAE Systems to deliver electronic warfare systems for F-35 stealth fighters

European Security & Defence · · 4 min read

This contract reinforces BAE Systems' position as the incumbent electronic warfare backbone for the F-35, a program that will consume EW budgets for decades. For suppliers, it signals that fifth-generation EW modernization is now a sustainment market, not just a development one. The award also matters for Lockheed Martin's ability to keep the F-35 competitive against emerging threats. We expect follow-on blocks and international fleet upgrades to drive demand for EW components, software-defined architectures, and test infrastructure, with pricing tied to spiral upgrades rather than initial production.

The F-35's electronic warfare suite has always been one of the program's least visible but most consequential subsystems. BAE Systems' new contract from Lockheed Martin to deliver high-performance electronic warfare systems for the stealth fighter is not a headline-grabbing milestone like a first flight or a new international order. It is, however, a reminder that the F-35's survivability depends as much on its ability to sense, deceive, and disrupt the electromagnetic spectrum as on its radar-evading shape. The award, announced from BAE's Nashua, New Hampshire facility, places the company at the center of a sustainment and modernization pipeline that will run for the life of the fleet.

The mechanics of modern airborne electronic warfare are often misunderstood. The F-35 does not carry a single jammer pod or a discrete black box. Its electronic warfare system is distributed: antennas embedded in the airframe, receivers that listen across wide frequency bands, and processors that classify and respond to threats in milliseconds. BAE Systems has been the incumbent on this subsystem since the program's early days, and the new contract suggests that Lockheed Martin is continuing to rely on that relationship rather than opening the work to a new entrant. The excerpt does not specify the contract value, the number of systems, or the exact block configuration, but the phrasing—deliver high-performance electronic warfare systems—points to production and spares rather than pure research. That distinction matters. Development contracts are about proving a concept; delivery contracts are about scaling a supply chain.

On the demand side, the F-35 fleet is growing. More than a dozen nations operate or have ordered the aircraft, and each new operator brings its own electronic order of battle, its own threat libraries, and its own certification requirements. That creates a recurring revenue stream for EW suppliers: software updates, threat-library refreshes, hardware modifications, and depot-level repair. BAE Systems is not the only company in this space—Northrop Grumman, Raytheon, and a handful of European primes are all competing for pieces of the airborne EW market—but incumbency on the F-35 is a powerful advantage. Switching costs are high, and the certification burden for a new EW subsystem on a stealth platform is substantial. For subcontractors further down the chain—companies that make gallium nitride components, high-speed processors, or specialized antennas—the F-35 program remains a anchor customer.

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From the original reporting
NASHUA, NH – Oct. 6, 2026 – BAE Systems has received a contract from Lockheed Martin to deliver high-performance electronic … mehr... The post BAE Systems to deliver electronic warfare systems for
SourceEuropean Security & Defence
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