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

According to Mordor Intelligence, the United States defense market size stood at USD 354.48 billion in 2026 and is projected to reach USD 423.87 billion by 2031, registering a 3.64% CAGR over the forecast period.

This report is Segmented by Armed Forces (Air Force, Army, Navy, and Space Force), 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 States Defense Market Trends and Insights

Accelerated Replacement and Modernization of Legacy Cold War-Era Platforms

Aging air, sea, and ground fleets averaging three to four decades in service drive escalating sustainment costs that crowd out new procurement across the US Defense Industry. The KC-135 tanker and DDG-51 destroyer classes illustrate how deferred recapitalization strains readiness and budgets. Northrop Grumman's USD 1.381 billion award in February 2025 to expand the Integrated Battle Command System (IBCS) software underscores how allied interoperability accelerates US modernization timelines. Sustained demand for recapitalization underpins steady procurement volumes, even as unit costs rise and production rates lag behind retirement schedules.

Great-Power Competition Re-Prioritizing Multi-Domain Dominance

China's anti-access/area-denial posture across the First Island Chain has rendered short-range legacy platforms increasingly vulnerable, compelling the Department of Defense (DoD) to field penetrating counter-air and stand-in forces. In 2024, the US Secretary of Defense issued a warning that China poses a "present threat," underscoring the urgency of systems capable of withstanding contested electromagnetic environments. The Air Force's F-47 Next Generation Air Dominance (NGAD) fighter, awarded to Boeing in March 2025, exemplifies this pivot with a greater than 1,000-nautical-mile combat radius and enhanced stealth.

Continuing-Resolution Budget Ceilings

Eight of the past ten fiscal years opened under continuing resolutions that freeze funding at prior-year levels and bar new-start programs. The FY2025 operating plan's USD 557.10 million transfer from F-47 development to a distinct collaborative-combat-aircraft line illustrates how legislative uncertainty fragments funding and inflates unit costs. Suppliers face cash-flow squeezes that erode surge capacity, perpetuating a cycle in which instability begets inefficiency and congressional skepticism.

Other drivers and restraints analyzed in the detailed report include:

1. Rapid Fielding Pathways Under FY24 National Defense Authorization Act
2. Digital-Engineering Mandates Compressing Design-to-Deployment Cycle
3. MRO Labor Shortages in Naval and Air Depots

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

Segment Analysis

The Army captured 40.55% of the United States defense market in 2025, reflecting its extensive ground-vehicle, aviation, and soldier-systems portfolios. The Air Force, however, is projected to expand at a 4.98% CAGR through 2031, the fastest among the armed forces, propelled by sixth-generation fighter development, adaptive-cycle propulsion, and integration of loyal-wingman variants. The Navy's Columbia-class submarines and DDG-51 Flight III destroyers sustain maritime share, though shipyard labor shortages temper near-term deliveries.

The Air Force's March 2025 NGAD contract to Boeing for more than 185 F-47 fighters anchors its expansion strategy, while the May 2025 designation of Anduril's YFQ-44A collaborative combat aircraft underscores its commitment to human-machine teaming. By contrast, the Army's modernization priorities, including the Next-Generation Combat Vehicle (NGCV) and Extended Range Cannon Artillery (ERCA), face budget trade-offs between new procurement and the sustainment of legacy fleets, which moderates growth.

C4ISR and EW dominated the market, accounting for a 31.25% revenue share of the United States defense market in 2025, driven by investments in joint all-domain command and control (JADC2) and next-generation radar programs. Space and cyber systems, though smaller, are forecasted to grow at a 6.12% CAGR, reflecting demand for resilient missile-warning architectures and AI-enabled cyber defense. Weapons and ammunition benefit from stockpile-replenishment mandates linked to Ukraine drawdowns and contingency planning in the Indo-Pacific.

BAE Systems' USD 1.20 billion MEO missile-warning award exemplifies momentum in the space segment. Cyber growth is led by US Cyber Command's machine-speed threat-response initiatives. The shift from hardware-centric platforms to software-defined architectures enables over-the-air upgrades that compress lifecycle costs and enhance continuous modernization.

Complete Report Scope:

• By Armed Forces
  • Air Force
  • Army
  • Navy
  • Space Force
• 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. Lockheed Martin Corporation
2. RTX Corporation
3. The Boeing Company
4. General Dynamics Corporation
5. Northrop Grumman Corporation
6. L3Harris Technologies, Inc.
7. BAE Systems plc
8. Huntington Ingalls Industries, Inc.
9. Textron Inc.
10. CACI International Inc
11. Kongsberg Gruppen ASA
12. Airbus SE
13. General Atomics
14. Teledyne Technologies Incorporated
15. AeroVironment Inc.
16. Leidos, Inc.

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 Accelerated replacement and modernization of legacy Cold War-era platforms
  • 4.2.2 Great-power competition re-prioritizing multi-domain dominance
  • 4.2.3 Rapid fielding pathways under FY24 National Defense Authorization Act
  • 4.2.4 Digital-engineering mandates compressing design-to-deployment cycle
  • 4.2.5 Commercial-space cost curves enabling proliferated LEO constellations
  • 4.2.6 Silicon Valley venture funding for dual-use start-ups
• 4.3 Market Restraints
  • 4.3.1 Continuing-resolution budget ceilings
  • 4.3.2 MRO labor shortages in naval and air depots
  • 4.3.3 Inflation pass-through clauses delaying contract awards
  • 4.3.4 ITAR/EAR compliance burdens for emerging tech vendors
• 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
  • 5.1.4 Space Force
• 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 Lockheed Martin Corporation
  • 6.4.2 RTX Corporation
  • 6.4.3 The Boeing Company
  • 6.4.4 General Dynamics Corporation
  • 6.4.5 Northrop Grumman Corporation
  • 6.4.6 L3Harris Technologies, Inc.
  • 6.4.7 BAE Systems plc
  • 6.4.8 Huntington Ingalls Industries, Inc.
  • 6.4.9 Textron Inc.
  • 6.4.10 CACI International Inc
  • 6.4.11 Kongsberg Gruppen ASA
  • 6.4.12 Airbus SE
  • 6.4.13 General Atomics
  • 6.4.14 Teledyne Technologies Incorporated
  • 6.4.15 AeroVironment Inc.
  • 6.4.16 Leidos, Inc.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-Need Assessment