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Electronic WarfareLead story
BAE Systems to deliver electronic warfare systems for F-35 stealth fighters
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.
European Security & Defence