영국의 방위 : 시장 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the United Kingdom defense market size reached USD 26.76 billion in 2026 and is forecasted to climb to USD 38.05 billion by 2031, registering a 7.29% CAGR over the period.

This report is Segmented by Armed Forces (Air Force, Army, and Navy), Type (Personnel Training and Protection, C4ISR and Electronic Warfare, Vehicles, Weapons and Ammunition, Unmanned Systems, and More), Domain (Land, Air, Naval, Space, and More), and Procurement Nature (Indigenous Production and Foreign Procurement). The Market Forecasts are Provided in Terms of Value (USD).

United Kingdom Defense Market Trends and Insights

Sustained Budget Growth to 2.6 % GDP Target

Parliament's binding commitment to a 2.6% of GDP defense floor delivers predictable multi-year cash flows that underpin long-lead capital programs. The Spring Budget 2025 injected an additional GBP 5 billion (USD 6.47 billion) for 2025-26 and lifted the Capital Departmental Expenditure Limits (DEL) to GBP 33.2 billion (USD 42.94 billion) by 2029-30, assuring suppliers of steady order books. Nevertheless, earmarking GBP 15 billion (USD 20.26 billion) for the warhead enterprise and GBP 6 billion (USD 8.14 billion) for munitions leaves less than GBP 12 billion (USD 16.29 billion) a year for all remaining capital needs, forcing trade-offs among maritime, land, and air projects. A parallel GBP 11 billion (USD 14.81 billion) "Invest" budget, managed by the National Armaments Director, accelerates urgent purchases but fragments long-range platform planning. Vendors able to toggle between conventional competitions and rapid-capability insertions stand to capture disproportionate share, while primes locked into rigid work-share models face margin pressure when inflation outpaces indexation.

Strategic Mega-Programmes (Dreadnought, GCAP, SSN-AUKUS)

The GBP 31 billion (USD 41.16 billion) Dreadnought program, along with a GBP 10 billion (USD 13.28 billion) contingency, anchors naval spending through the 2030s, reinforcing long-term investment in the UK Defense Industry. SSN-AUKUS involves the addition of up to 12 attack submarines, with Australia contributing GBP 2.4 billion (USD 3.05 billion) that effectively subsidizes the upgrades at the Barrow yard, as per the Australian Department of Defence. GCAP distributes design authority across three nations, reducing the UK's work share but providing access to Japanese radar and propulsion funding that exceeds domestic reach. Combined, these programs absorb more than 40% of the equipment budget, crowding out mid-tier needs such as land-based air defense and tactical transport when overruns occur.

Substantial Equipment Plan Funding Shortfall

The National Audit Office flags an affordability gap across 2023-33, squeezing mid-tier capabilities while flagship programs remain protected. The MoD now sequences major projects, delaying Type 83 design until Type 26 production stabilizes and capping Challenger 3 at 148 tanks. This sequencing reduces concurrency risk but leaves a capability "valley of death" between 2027 and 2030, during which Warrior IFVs and Puma helicopters exceed out-of-service dates with no funded replacements.

Other drivers and restraints analyzed in the detailed report include:

1. Post-Ukraine Munitions Surge and Stockpile Rebuild
2. NATO Integration and Export-Lead Deals
3. Shipyard and Energetics Inflation/Capacity Constraints

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

The Navy accounts for a smaller slice today, yet its 8.50% CAGR through 2031 will narrow the gap with the Army's 39.65% 2025 share, thanks to Dreadnought and SSN-AUKUS boats entering service. This lift places a rising floor under the United Kingdom defense market size for maritime assets. Surface-combatant momentum continues as eight Type 26 and five Type 31 frigates progress in build, while Type 83 destroyer design starts in 2028.

Sustainment reshuffles budgets. The Ajax vehicle program's delays illustrate risk transfer to primes; only 26 units were fielded by early 2025 after vibration fixes, denting confidence in land-platform timelines. Conversely, the on-time delivery of autonomous minehunters demonstrates how modular, off-the-shelf kits can mitigate risk. Naval priorities enjoy cross-party backing, insulating them from cuts to the Equipment Plan, while land programs face recurring affordability reviews. As such, maritime growth underwrites a larger portion of the United Kingdom defense market share in the out-years.

C4ISR and EW retained 29.76% of 2025 spending, anchoring the United Kingdom defense market size for information-dominance systems. Yet, unmanned systems will register the fastest growth rate of 9.38%, propelled by the Protector RG Mk1, autonomous mine-countermeasure (MCM) vessels, and small tactical drones. Lead times for precision munitions are widening as the semiconductor supply tightens, so integrated drone-sensor packages are gaining favor due to their cost-per-effect metrics.

Vehicles lag, constrained by Ajax uncertainty and capped Challenger 3 numbers, while GBP 6 billion (USD 8.09 billion) in munitions cash revives energetics and missile plants. Space and Cyber lines gain momentum around Skynet 6A and the 2025 Cyber Strategy, underscoring a pivot toward multi-domain, integrated fires. Simulation-based training offsets flat personal-protection budgets, reinforcing the MoD's preference for collective over individual capability.

Complete Report Scope:

• By Armed Forces
  • Air Force
  • Army
  • Navy
• By Type
  • Personnel Training and Protection
  • C4ISR and Electronic Warfare (EW)
  • Vehicles
  • Weapons and Ammunition
  • Unmanned Systems
  • Space and Cyber Systems
• By Domain
  • Land
  • Air
  • Naval
  • Space
  • Cyber and Electromagnetic Spectrum
• By Procurement Nature
  • Indigenous Production
  • Foreign Procurement

List of Companies Covered in this Report:

1. BAE Systems plc
2. Babcock International Group PLC
3. Leonardo S.p.A.
4. QinetiQ Limited
5. MBDA
6. Thales Group
7. Airbus SE
8. Lockheed Martin Corporation
9. RTX Corporation
10. Northrop Grumman Corporation
11. The Boeing Company
12. General Dynamics Corporation
13. HENSOLDT AG
14. Saab AB
15. Rheinmetall BAE Systems Land
16. Elbit Systems Ltd.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Sustained budget growth to 2.6 % GDP target
  • 4.2.2 Strategic mega-programs (Dreadnought, GCAP, SSN-AUKUS)
  • 4.2.3 Post-Ukraine munitions surge and stockpile rebuild
  • 4.2.4 NATO integration and export-lead deals
  • 4.2.5 Procurement Act 2023 fast-track contracting
  • 4.2.6 National Wealth Fund co-investment in defense clusters
• 4.3 Market Restraints
  • 4.3.1 Substantial Equipment Plan funding shortfall
  • 4.3.2 Shipyard and energetics inflation/capacity constraints
  • 4.3.3 Net-Zero compliance costs on legacy platforms
  • 4.3.4 Acute digital and nuclear skills shortages
• 4.4 Value Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Bargaining Power of Suppliers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Armed Forces
  • 5.1.1 Air Force
  • 5.1.2 Army
  • 5.1.3 Navy
• 5.2 By Type
  • 5.2.1 Personnel Training and Protection
  • 5.2.2 C4ISR and Electronic Warfare (EW)
  • 5.2.3 Vehicles
  • 5.2.4 Weapons and Ammunition
  • 5.2.5 Unmanned Systems
  • 5.2.6 Space and Cyber Systems
• 5.3 By Domain
  • 5.3.1 Land
  • 5.3.2 Air
  • 5.3.3 Naval
  • 5.3.4 Space
  • 5.3.5 Cyber and Electromagnetic Spectrum
• 5.4 By Procurement Nature
  • 5.4.1 Indigenous Production
  • 5.4.2 Foreign Procurement

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global-level Overview, Market-level Overview, Core Segments, Financials, Strategic Information, Market Rank/Share, Products and Services, and Recent Developments)
  • 6.4.1 BAE Systems plc
  • 6.4.2 Babcock International Group PLC
  • 6.4.3 Leonardo S.p.A.
  • 6.4.4 QinetiQ Limited
  • 6.4.5 MBDA
  • 6.4.6 Thales Group
  • 6.4.7 Airbus SE
  • 6.4.8 Lockheed Martin Corporation
  • 6.4.9 RTX Corporation
  • 6.4.10 Northrop Grumman Corporation
  • 6.4.11 The Boeing Company
  • 6.4.12 General Dynamics Corporation
  • 6.4.13 HENSOLDT AG
  • 6.4.14 Saab AB
  • 6.4.15 Rheinmetall BAE Systems Land
  • 6.4.16 Elbit Systems Ltd.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-Need Assessment