Defense & Military
Anduril and Korean Air Partner on Advanced Unmanned Systems in South Korea
Anduril and Korean Air form a strategic partnership to develop AI-driven unmanned aerial systems supporting South Korea’s Defense Innovation 4.0 and Indo-Pacific security.
The partnership between American defense technology company Anduril Industries and Korean Air marks a pivotal moment for international defense collaboration, especially in the realm of unmanned aerial systems (UAS) and next-generation autonomous technologies. Announced in 2025, this alliance covers joint development of UAS, licensing for Indo-Pacific production, and the exploration of manufacturing infrastructure in South Korea. The collaboration also ventures into civilian applications such as wildfire response systems, showcasing the dual-use nature of modern defense innovations. With Anduril’s valuation reaching $30.5 billion after a recent funding round and Korean Air’s established aerospace manufacturing prowess, both firms are poised to leverage the expanding global drone market, which is projected to reach $22.81 billion by 2030. This partnership aligns with South Korea’s Defense Innovation 4.0 initiative and addresses regional security concerns amid evolving dynamics in Northeast Asia.
Understanding the significance of this partnership requires an examination of the backgrounds of both companies, the details of their collaboration, the broader context of South Korea’s defense modernization, and the economic, technological, and geopolitical implications that follow. This article breaks down these elements, offering a thorough analysis grounded in publicly available sources and expert commentary.
Founded in 2017 by Palmer Luckey and a team of technology and defense veterans, Anduril Industries has rapidly become a disruptor in the U.S. and allied defense sectors. The company’s business model departs from the traditional defense contractor approach by using private capital to develop products before selling them to government clients, rather than relying on taxpayer-funded development cycles. Luckey’s stated mission was to build a “defense product company” capable of agile, iterative innovation, a model inspired by the tech sector.
Symbolically, Anduril draws its name from Tolkien’s “Lord of the Rings,” reflecting a mission to defend Western civilization with advanced technology. The company’s headquarters features a replica of the sword Anduril, reinforcing this cultural ethos. Since its inception, Anduril has grown to over 6,000 employees, securing more than $1 billion in public contracts with U.S. and allied governments. Major deals include a $250 million contract for U.S. border sensor towers, a $100 million agreement with the Australian navy for submarine drones, and a $1 billion, 10-year contract with U.S. Special Operations Command for counter-drone systems.
Anduril’s product suite spans multiple domains. Its Lattice software platform integrates sensors and autonomous systems for unified command and control. Hardware offerings include the Ghost drone for reconnaissance, the Anvil interceptor for disabling enemy drones, and the Barracuda family of autonomous air vehicles designed for mass production in high-demand scenarios. The company’s $1 billion manufacturing facility in Ohio, announced in 2025, underscores its commitment to scaling operations.
“We’re not a defense contractor, we’re a defense product company. We’re building things that work—fast—using private capital.” – Palmer Luckey, Founder of Anduril Industries
Anduril’s focus on artificial intelligence, autonomy, and rapid software updates marks a departure from the multi-year development cycles typical of legacy defense primes. Its ability to bridge commercial technology advances with military requirements has allowed it to compete successfully against industry giants.
Korean Air’s aerospace division began in 1986 with the production of Boeing 747 wing structures, evolving into one of Asia’s most advanced aerospace manufacturers. The company’s 2004 partnership with Boeing on the 787 Dreamliner was transformative, leading to the delivery of components for over 1,200 aircraft. Today, Korean Air produces five major parts for the Dreamliner and expects to manufacture components for 120 aircraft annually as the aviation sector recovers post-pandemic.
Success with Airbus further established Korean Air’s credentials. In 2010, it became the exclusive supplier of Sharklet wingtips for the A320 series, delivering approximately 4,200 units since 2012. The company also supplies components for the A330neo and maintains a strong presence in both commercial and military aerospace supply chains. On the defense side, Korean Air has manufactured 130 UH-60 Black Hawk helicopters since 1991 and recently secured a major contract to upgrade these platforms. Its MRO (maintenance, repair, and operations) capabilities are recognized globally, with facilities in Incheon, Gimpo, and Busan. The company’s selection by Pratt & Whitney as an official MRO partner for the PW1100G-JM engine in 2021, with operations commencing in 2023, highlights its technical and operational excellence.
Korean Air’s foray into unmanned systems is a natural extension of its aerospace expertise. The company is developing stealth UAVs and next-generation unmanned combat aircraft, aligning with South Korea’s broader defense modernization goals and providing a strong foundation for its partnership with Anduril.
The Anduril-Korean Air partnership is structured as a comprehensive technology and manufacturing alliance. Korean Air’s Aerospace Business Division will work with Anduril to co-develop unmanned systems for both defense and civilian applications. The agreement includes provisions for licensing Anduril products for Indo-Pacific production and exploring the establishment of advanced manufacturing facilities in South Korea.
Technologically, the partnership leverages Korean Air’s manufacturing and operational experience with Anduril’s AI-driven autonomy and software-defined systems. Notably, the partnership aims to create an autonomous wildfire response system, combining Korean Air’s drone platforms with Anduril’s Lattice software. This system can detect, assess, and respond to wildfires using a mix of aerial, terrestrial, and orbital sensors, and then deploy both autonomous and piloted aircraft for rapid containment.
The wildfire solution is particularly relevant for South Korea, which experiences 500–900 wildfires annually, mainly in the spring. The partnership demonstrates how military-grade technologies can be adapted for public safety, offering scalable, automated responses that could save lives and property.
“Our partnership with Korean Air is about more than defense; it’s about building the future of autonomous systems for both military and civilian needs in the Indo-Pacific.” – John Kim, Anduril Korea
Beyond technology, the partnership establishes a cooperative regional defense technology framework, facilitating joint development, technology transfer, and coordinated responses to evolving security challenges. This aligns with broader Indo-Pacific security cooperation trends and reflects a shared commitment to rapid capability development.
South Korea’s defense modernization is driven by the Defense Innovation 4.0 initiative, which seeks to integrate artificial intelligence, autonomy, and advanced networked systems into military operations. The Ministry of Defense has prioritized these technologies, recognizing that legacy systems are insufficient for future deterrence and conflict scenarios.
The Defense Innovation 4.0 project, launched in 2023, brings together government, academia, and industry to accelerate AI adoption in defense. The Army AI Development Promotion Strategy and the TIGER 4.0 concept provide roadmaps for integrating AI into ground forces, including the development of the K3 tank and new-generation unmanned systems to support the KF-21 fighter program. South Korea’s urgency is evident in its compressed development timelines. For example, unmanned systems to support the KF-21 are scheduled for deployment by 2030, reflecting the need to address regional threats from North Korea and China. The integration of public and private sector expertise enables South Korea to adapt commercial AI advances for military use while maintaining security and oversight.
The global military drone market was valued at $15.23 billion in 2024 and is projected to reach $22.81 billion by 2030, with a compound annual growth rate (CAGR) of 7.6%. South Korea’s domestic market is growing even faster, with revenues expected to rise from $759 million in 2024 to $1.89 billion by 2030, a CAGR of 16.6%. These projections reflect robust demand for advanced drone systems and AI-enabled defense solutions.
Within South Korea, fixed-wing drones currently dominate market share, but hybrid systems, combining endurance and versatility, are forecast to grow fastest. This aligns with the Anduril-Korean Air focus on developing modular, multi-role platforms. Regionally, South Korea is positioned as a key hub in the Indo-Pacific, with opportunities to serve fast-growing markets in India, Southeast Asia, and beyond.
The economic impact of the partnership includes potential job creation, technology transfer, and industrial development. Anduril’s plans to double its South Korean workforce and possibly establish local manufacturing facilities signal significant investment. Korean Air’s licensing role could enable it to capture value across multiple regional markets, while the dual-use nature of the technology creates additional commercial revenue streams.
“The Indo-Pacific is the fastest-growing defense technology market in the world. Partnerships like this are key to meeting regional demand and ensuring allied technological leadership.” – Defense Industry Analyst
Anduril’s $2.5 billion Series G funding round, which doubled its valuation, underscores investor confidence in the sector. The partnership could help consolidate South Korea’s position as a regional leader in advanced defense manufacturing and innovation.
The partnership’s technological core is Anduril’s Lattice platform, which integrates diverse sensors and autonomous systems into a unified command and control network. This enables rapid adaptation to changing mission requirements and continuous improvement through software updates. Korean Air’s UAV expertise provides the hardware foundation, while Anduril’s AI-driven autonomy ensures operational flexibility and resilience.
The wildfire response system exemplifies this integration. Distributed sensors across air, land, and orbit feed real-time data into Lattice, enabling early detection and rapid response. Autonomous drones can assess and contain fires with minimal human intervention, demonstrating how military-grade systems can address civilian challenges.
The partnership’s modular approach allows for the rapid reconfiguration of systems for different missions, reducing costs and improving adaptability. Advances in sensor fusion, edge computing, and distributed decision-making enhance resilience against cyber and electronic warfare threats, critical for both defense and public safety applications. Stealth and hybrid capabilities are also in focus, with the partnership leveraging Korean Air’s experience in composite manufacturing and Anduril’s expertise in AI and autonomy. The result is a new generation of unmanned systems capable of operating in contested environments and transitioning seamlessly between autonomous and human-directed modes.
This partnership comes amid heightened regional tensions, with North Korea’s ongoing military developments and China’s assertive posture in the Indo-Pacific. The collaboration strengthens U.S.–South Korea defense ties and supports allied efforts to maintain technological superiority and interoperability.
Recent intelligence suggests North Korea is expanding its military capabilities, potentially with Russian support. The Anduril-Korean Air partnership directly addresses the need for advanced autonomous systems to counter such threats. Additionally, Chinese sanctions on Anduril in 2024 highlight the geopolitical stakes of defense technology cooperation in the region.
South Korea’s efforts to link with AUKUS alliance projects and its leadership on AI norms at the United Nations further contextualize the partnership. The alliance not only enhances deterrence but also positions South Korea as a key player in shaping the future of military AI governance and regional security structures.
“The Anduril-Korean Air alliance is a blueprint for allied technology cooperation in a contested Indo-Pacific. It’s about speed, integration, and staying ahead of the curve.” – Regional Security Expert
The defense sector is undergoing rapid transformation, with software-defined systems, AI, and autonomy reshaping procurement and operational concepts. Venture capital is flowing into dual-use technology firms like Anduril, reflecting confidence in their ability to bridge commercial and military innovation cycles. Traditional defense primes are facing new competition from agile technology companies capable of rapid development and deployment.
Global demand for unmanned and autonomous systems is rising, with the Asia-Pacific region leading growth. The shift toward fully autonomous platforms is underway, though reliability, security, and ethical challenges remain. The trend toward domestic manufacturing and supply chain resilience is also evident, with Anduril and Korean Air’s facility plans reflecting a broader move toward “friend-shoring.”
The dual-use nature of many emerging technologies, such as the wildfire response system, creates opportunities for broader societal benefits and public support for defense investments. The partnership’s modular, agile approach positions both companies to respond quickly to evolving threats and market needs.
Looking ahead, the Anduril-Korean Air partnership may serve as a model for future international defense collaborations, emphasizing rapid capability development, interoperability, and the integration of commercial technology advances into military applications. The Anduril Industries and Korean Air partnership exemplifies the convergence of technological innovation, economic opportunity, and strategic necessity in the modern defense landscape. By combining world-class aerospace manufacturing with cutting-edge AI and autonomy, the alliance is set to deliver advanced unmanned systems for both military and civilian use across the Indo-Pacific. The partnership supports South Korea’s Defense Innovation 4.0 agenda and addresses urgent regional security challenges, while also offering scalable solutions for public safety.
With the global drone market on a strong growth trajectory and South Korea’s domestic market expanding rapidly, both companies stand to benefit economically and strategically. The partnership’s emphasis on rapid development, modular design, and dual-use applications positions it at the forefront of industry trends. As allied nations grapple with evolving threats and technological competition, the Anduril-Korean Air collaboration provides a blueprint for future defense technology cooperation grounded in agility, innovation, and shared security objectives.
What is the main focus of the Anduril-Korean Air partnership? How does the partnership benefit South Korea’s defense sector? What are the economic implications of the partnership? How does the partnership address regional security challenges? What role does dual-use technology play in this collaboration?
Anduril Industries and Korean Air Strategic Partnership: Reshaping Defense Technology Cooperation in the Indo-Pacific
Background on Anduril Industries
Korean Air’s Aerospace Capabilities
The Strategic Partnership Details
South Korea’s Defense Modernization Context
Market Opportunities and Economic Impact
Technology Integration and Innovation
Geopolitical and Regional Security Implications
Industry Trends and Future Outlook
Conclusion
FAQ
The partnership centers on developing advanced unmanned aerial systems for both defense and civilian applications, with a strong emphasis on AI-driven autonomy and manufacturing collaboration in South Korea.
It accelerates the integration of AI and autonomous systems into South Korea’s military, supports the Defense Innovation 4.0 initiative, and positions the country as a regional hub for advanced defense technology manufacturing.
The alliance could drive significant investment, job creation, and technology transfer, while enabling both companies to access high-growth markets in the Indo-Pacific and beyond.
By developing next-generation unmanned and autonomous systems, the partnership enhances deterrence and interoperability among allied nations, helping to counter evolving threats from North Korea and China.
Dual-use systems, such as the wildfire response platform, demonstrate how military-grade innovations can address civilian challenges, broadening the partnership’s impact and societal value.
Sources
Photo Credit: Anduril
Defense & Military
Lockheed Martin NetSense Uses 5G to Detect Unauthorized Drones
Lockheed Martin’s NetSense prototype uses commercial 5G networks and AI to detect unauthorized drones in complex environments without new hardware.
This article is based on an official press release from Lockheed Martin Corporation.
Lockheed Martin has unveiled a new prototype system that leverages existing commercial 5G cellular networks to detect unauthorized drones. According to an official press release from the company, the technology, dubbed NetSense™, is designed to identify aerial intrusions in crowded and complex environments without the need for traditional radar or camera systems.
As small uncrewed aerial systems (sUAS) become increasingly common in both civilian and conflict zones, detecting them in dense urban settings or near event venues has proven difficult. Lockheed Martin’s approach turns everyday cellular infrastructure into a real-time drone detection layer, offering a novel solution to a growing security challenge.
The rapid development of the NetSense system highlights a shift in defense contracting toward faster, more agile innovation cycles. Built in a matter of months by the company’s 5G.MIL® team, the project demonstrates how commercial technology can be rapidly adapted for critical safety and situational awareness applications.
Cell networks constantly exchange radio frequency (RF) signals with connected devices, creating an invisible field of waves that stretch, compress, and reflect as they interact with the physical environment. When a new object, such as a consumer drone, enters this RF field, it causes observable changes in the signal patterns.
According to the Lockheed Martin release, NetSense utilizes artificial intelligence to interpret these RF disruptions. The system translates the complex data into immediate, actionable cues, allowing users to determine if an object is in the airspace and track its trajectory. Notably, the system successfully detected a small drone that was not connected to the cellular network during a recent demonstration.
To visualize this data, the NetSense team integrated Lockheed Martin’s newly launched STAR.UI™ software. This interface features built-in AI agents that help operators monitor mission-relevant data in real time, serving as the visualization component of the broader STAR.OS™ modular architecture.
The development of NetSense represents a departure from traditional, multi-year defense procurement timelines. Lockheed Martin noted that its 5G.MIL team operated much like a startup, utilizing small teams, rapid iteration, and tight feedback loops to prove the concept quickly. “As a project concept in a new innovative space, we had more questions than answers as we started the project,” said Amir Stephenson, director of 5G.MIL Programs at Lockheed Martin.
Because the system relies on existing 5G towers and off-the-shelf mobile devices acting as receivers, it eliminates the need for specialized hardware or lengthy installation processes. The company emphasized that the technology is designed to maintain the privacy of commercial 5G users while providing an added layer of security.
The potential applications for this technology span multiple sectors. Lockheed Martin highlighted that stadiums could use the system to monitor restricted airspace during major events, while cities and port authorities could track drones navigating between buildings or shipping lanes. Additionally, schools could leverage the network to alert local law enforcement of unexpected drone activity.
The introduction of NetSense underscores a broader industry trend of dual-use technology, where commercial infrastructure is repurposed for defense and security missions. By utilizing the ubiquitous nature of 5G networks, Lockheed Martin is addressing one of the primary limitations of traditional counter-UAS (C-UAS) systems, the high cost and logistical burden of deploying dedicated sensors across vast urban landscapes.
We observe that this “situational awareness as a service” model could significantly lower the barrier to entry for civilian organizations seeking drone detection capabilities. However, the reliance on commercial cellular networks will likely require ongoing collaboration with telecommunications providers to ensure seamless integration and address any potential regulatory or privacy concerns.
NetSense is a prototype drone detection system that uses existing commercial 5G cellular networks and artificial intelligence to identify unauthorized drones in complex environments.
The system monitors the invisible field of radio frequency (RF) waves created by cell networks. When a drone enters the area, it disrupts these waves. NetSense uses AI to interpret these changes and alert operators, even if the drone is not connected to the network.
No. According to Lockheed Martin, the system uses existing 5G towers and off-the-shelf phones as detection receivers, avoiding the need for new sensors or long installation timelines.
How NetSense Turns 5G into a Sensor Network
Rapid Innovation and Real-World Applications
AirPro News analysis
Frequently Asked Questions
What is Lockheed Martin’s NetSense system?
How does the 5G drone detection work?
Does NetSense require new hardware to be installed?
Sources
Photo Credit: Lockheed Martin
Defense & Military
U.S. Army Receives First Autonomous-Ready H-60Mx Black Hawk
The U.S. Army received its first autonomous-ready H-60Mx Black Hawk helicopter featuring Sikorsky’s MATRIX system and fly-by-wire controls at Fort Eustis.
This article is based on an official press release from the U.S. Department of War.
On March 19, 2026, the U.S. Army officially received its first autonomous-ready H-60Mx Black Hawk helicopters at Fort Eustis, Virginia. According to an official press release from the U.S. Department of War, this delivery marks a pivotal milestone in military aviation, introducing an “Optimally Piloted Vehicle” (OPV) capable of operating with or without a human crew onboard.
The handover represents the culmination of more than a decade of research and development. By integrating advanced digital co-pilot systems into a proven airframe, the military aims to reduce pilot workload, enhance safety in degraded environments, and enable remote operations. We at AirPro News recognize this development as a critical step in the Army’s broader restructuring efforts to integrate unmanned and autonomous systems into its active fleet.
The core of the H-60Mx’s new capabilities is the MATRIX™ autonomy system, developed by Sikorsky, a Lockheed Martin company. According to the Department of War’s release, this system functions as a highly advanced digital co-pilot designed to manage complex flight tasks from takeoff to landing.
To accommodate this technology, the helicopter’s traditional mechanical flight controls have been entirely replaced with a modern fly-by-wire electronic system. Army officials note that this upgrade significantly improves the aircraft’s stability and handling, particularly in low-visibility conditions where human pilots might struggle.
The H-60Mx features three distinct operational modes. It can be flown conventionally by onboard pilots, operated remotely from a secure ground station, or programmed to perform missions completely independently without real-time human input.
“After years of successful demonstrations on both commercial and military aircraft, the technology has matured. It is now a reliable system, ready for formal military evaluation.”
The autonomy technology integrated into the H-60Mx originated from the Defense Advanced Research Projects Agency’s (DARPA) Aircrew Labor In-Cockpit Automation System (ALIAS) program. Initiated over ten years ago, the visionary goal of ALIAS was to create a removable automation “kit” for existing aircraft. This kit was designed to reduce the complexity of flying, allowing human crews to focus on higher-level mission management.
Following years of partnerships between Sikorsky and DARPA, including a landmark 2022 demonstration of an optionally-piloted Black Hawk flying without any crew onboard, the system has transitioned from a developmental concept to a field-ready asset. With the delivery of the H-60Mx, the aircraft now serves as the primary testbed for the Army’s Strategic Autonomy Flight Enabler (SAFE) program. The Department of War states that the ultimate goal of the SAFE program is to develop a universal, scalable autonomy kit. This kit is intended to be retrofitted across the Army’s existing fleet of hundreds of Black Hawk helicopters, as well as integrated into future aircraft designs.
By utilizing a retrofit kit approach rather than relying solely on clean-sheet aircraft designs, the Army expects to significantly reduce the time and cost required to field autonomous capabilities across its broader aviation fleet.
“By proving out this technology, the Army aims to unlock a new era of aviation. The delivery of this first [‘optimally’ piloted vehicle] Black Hawk is more than just a hardware handover; it’s a tangible step toward a future where technology and soldiers work together in new and powerful ways to ensure mission success.”
The H-60Mx is currently entering a rigorous testing phase at Fort Eustis. Army test pilots and engineers will evaluate the aircraft’s performance in complex, real-world mission scenarios, testing both its independent and remote-control capabilities. A primary focus of this evaluation will be assessing the system’s effectiveness in low-visibility environments and its overall impact on soldier safety.
Beyond federal military applications, the technology is also being explored for state-level missions. The state of Texas is collaborating on the ALIAS autonomy technology through a multi-year testbed effort sponsored by the Texas A&M University System’s Bush Combat Development Complex. According to project data, this initiative will utilize modified UH-60L helicopters to evaluate the value of autonomous aircraft for wildland firefighting and other critical state emergency responses.
We observe that the introduction of the H-60Mx aligns closely with the U.S. Army’s ongoing, large-scale aviation restructuring. Recent military strategies have emphasized reducing thousands of traditional aviation positions while simultaneously expanding the role of autonomous and unmanned systems. By advancing optionally piloted flight capabilities, the Army is prioritizing mission flexibility and survivability in highly contested environments. Furthermore, the SAFE program’s “kit” strategy represents a highly pragmatic procurement approach, allowing the military to modernize its legacy fleet of Black Hawks cost-effectively while bridging the gap to next-generation vertical lift platforms.
An Optimally Piloted Vehicle, or optionally piloted vehicle, is an aircraft equipped with advanced autonomous systems that allow it to be flown by a traditional human crew onboard, operated remotely from a ground station, or flown completely independently by onboard computers.
The U.S. Army officially received the H-60Mx Black Hawk on March 19, 2026, at Fort Eustis, Virginia.
The Strategic Autonomy Flight Enabler (SAFE) program is a U.S. Army initiative aimed at developing a universal, scalable autonomy kit that can be retrofitted onto existing helicopters, like the Black Hawk, to provide them with autonomous flight capabilities. Sources:
The Technology Behind the H-60Mx Black Hawk
Sikorsky’s MATRIX and Fly-by-Wire Upgrades
From DARPA’s ALIAS to the Army’s SAFE Program
A Decade of Research Culminates
The Strategic Autonomy Flight Enabler (SAFE)
Testing, Evaluation, and Broader Applications
Real-World Scenarios and State Partnerships
AirPro News analysis
Frequently Asked Questions (FAQ)
What is an Optimally Piloted Vehicle (OPV)?
When and where was the first autonomous-ready Black Hawk delivered?
What is the SAFE program?
Photo Credit: U.S. Army Courtesy photo
Defense & Military
Kongsberg Secures NOK 2 Billion Contract Extension for F-35 Components
Kongsberg Defence & Aerospace extends its contract with Lockheed Martin for NOK 2 billion to produce F-35 components through 2030, supporting Norway’s defense industry.
This article is based on an official press release from Kongsberg Defence & Aerospace, supplemented by industry research.
Norwegian defense contractor Kongsberg Defence & Aerospace has secured a major contract extension with U.S. defense prime Lockheed Martin, ensuring its continued participation in the global F-35 Lightning II Joint Strike Fighter program. According to an official company press release dated March 18, 2026, the agreement is valued at approximately NOK 2 billion (roughly $190 million to $209 million) and will extend Kongsberg’s manufacturing deliveries through the year 2030.
The newly announced contract covers production for F-35 Lots 20, 21, and 22. Under the terms of the agreement, Kongsberg will continue to manufacture critical structural components, including aircraft rudders, vertical leading edges, and main landing gear closeout panels. These components are slated to support all three variants of the fifth-generation stealth fighter, the conventional takeoff and landing F-35A, the short takeoff/vertical landing F-35B, and the carrier-based F-35C.
This manufacturing extension highlights the enduring economic benefits of the F-35 program for Norway’s domestic defense industry. Although the Royal Norwegian Air Force completed its own procurement of 52 F-35A fighters in 2025, Kongsberg’s role in the global supply chain remains robust, securing long-term industrial continuity and high-tech manufacturing jobs in the region.
According to the company’s announcement, all parts under this NOK 2 billion contract will be produced at Kongsberg’s advanced manufacturing facilities in Norway, historically centered at the Arsenalet facility in the town of Kongsberg. The continuation of this production line underscores the stringent quality requirements demanded by the F-35 program. Industry research notes that Kongsberg has maintained a strong track record of on-time deliveries, which has been instrumental in securing subsequent production lots.
“The deal underscores Kongsberg’s entrenched position as a highly reliable, zero-defect supplier for one of the world’s most advanced and expensive defense programs,” according to defense industry research summarizing the agreement.
Kongsberg has served as a strategic industrial partner to Lockheed Martin for over a decade, initially supplying composite and titanium parts starting in 2010. The partnership is rooted in the F-35 program’s unique international industrial participation model. When allied nations like Norway partnered in the development and procurement of the aircraft, they were granted industrial offsets. This framework allowed domestic companies to bid for manufacturing contracts within the global supply chain. Over the years, Kongsberg successfully expanded its portfolio, notably adding main landing gear closeout panels to its production line in 2015.
While the manufacturing of new components remains a significant revenue stream, Kongsberg has also heavily invested in the long-term sustainment of the F-35 fleet. In 2025, Norway received the last of its planned 52 F-35A fighters, which are currently stationed at the Ørland and Evenes air bases to serve as a critical component of NATO’s northern border defense. Following the completion of this fleet, Kongsberg shifted focus toward domestic maintenance.
Industry data indicates that in March 2025, Kongsberg signed a 15-year agreement with the Norwegian Defence Materiel Agency to handle the maintenance, upgrades, and modifications of the Norwegian F-35 fleet. Furthermore, in October 2025, Kongsberg Aviation Maintenance Services opened a new 5,000-square-meter F-35 maintenance facility in Rygge, Norway. This facility operates alongside an existing depot for F-135 engines that opened in 2020, allowing Norway to perform heavy maintenance domestically rather than exporting the work. Beyond structural components and maintenance, Kongsberg’s relationship with the F-35 program is deeply tied to the Joint Strike Missile (JSM). Developed specifically by Kongsberg to fit inside the internal weapons bay of the F-35A without compromising the aircraft’s stealth profile, the JSM is a long-range precision strike missile. The successful integration of this weapon system continues to drive further revenue for Kongsberg and enhances the tactical appeal of the F-35 platform for allied nations.
We view this NOK 2 billion contract extension as a textbook example of how initial defense procurement offsets can translate into decades of sustained industrial revenue. With the global F-35 fleet surpassing 1,300 delivered aircraft as of early 2026, the demand for replacement parts, structural components, and heavy maintenance is virtually guaranteed for the next several decades. Kongsberg Gruppen ASA, which recorded total revenues of NOK 58.6 billion in 2025 across its 15,000-employee global workforce, has successfully insulated itself from the typical “boom and bust” cycles of domestic military procurement. By embedding itself into both the manufacturing of Lots 20-22 and the 15-year sustainment tail of the Norwegian fleet, Kongsberg has secured a highly defensible market position within NATO’s premier Military-Aircraft program.
Under the new contract, Kongsberg will manufacture aircraft rudders, vertical leading edges, and main landing gear closeout panels for all three variants of the F-35 (A, B, and C models).
The contract extension with Lockheed Martin is valued at approximately NOK 2 billion, which translates to roughly $190 million to $209 million.
The agreement covers production for F-35 Lots 20, 21, and 22, ensuring manufacturing deliveries from Kongsberg through the year 2030.
Kongsberg Secures NOK 2 Billion Contract Extension for F-35 Components Through 2030
Manufacturing Continuity and Component Details
Scope of the Agreement
A Decade-Long Partnership
Norway’s Expanding Role in the F-35 Ecosystem
Transitioning from Procurement to Sustainment
The Joint Strike Missile (JSM) Integration
AirPro News analysis
Frequently Asked Questions
What components is Kongsberg manufacturing for the F-35?
How much is the contract worth?
When does the contract run through?
Sources
Photo Credit: Kongsberg Defence & Aerospace
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