북미의 군용 항공기 시장 : 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the North America military aircraft market size is expected to grow from USD 18.99 billion in 2025 to USD 19.93 billion in 2026 and is forecasted to reach USD 25.19 billion by 2031 at a 4.80% CAGR over 2026-2031.

This report is Segmented by Aircraft Type (Fixed-Wing Aircraft and Rotorcraft), End-User Service (Air Force, Army Aviation, Naval/Marine Corps Aviation, Joint/Special Operations, and More), Propulsion Type (Turbofan, Turbojet, Turboprop, Turboshaft, and Fully Electric/Hybrid-Electric), and Geography (United States, Canada, and Mexico). The Market Forecasts are Provided in Terms of Value (USD).

North America Military Aircraft Market Trends and Insights

Sustainment-Heavy F-35 Program Drives Aftermarket Demand

F-35 deliveries reached a program record in 2025, and the installed base is now pivoting regional spending toward sustainment, spares, and depot capacity, which is altering the revenue mix for primes and Tier 2 or 3 suppliers. The US Navy awarded a logistics support modification in late 2025 that covers global supply chains and fleet readiness through the early 2030s, a marker of the platform's aftermarket intensity in the North America military aircraft market. Canada's 88 F-35A acquisition embeds industrial participation in domestic sustainment work, extending to training devices and component overhaul, strengthening a cross-border MRO footprint. US Air Force mission-capable rates lagged service goals in FY2024, which heightened attention on technical data access, parts availability, and maintainer throughput to reduce aircraft-on-ground time and improve sortie generation. The scale of sustainment contracts and stockpiled spares initiatives underscores that aftermarket growth is now a central driver of the North America military aircraft market, even as production ramps continue.

The US National Defense Strategy Boosts Next-Gen Bomber and Tanker Budgets

Strategic deterrence priorities keep the KC-46 tanker and B-21 bomber at the forefront of US aircraft procurement, with the tanker program recording its 100th delivery in 2025 and securing additional lots despite earlier loss charges. The US Air Force signed a USD 4.5 billion agreement in early 2026 to expand B-21 production capacity, compressing schedules toward 2027 operational fielding and providing long-term visibility for suppliers in coatings, composites, and mission systems. Continued investment in adaptive propulsion and fuel-efficiency improvements for future platforms also supports lifecycle cost control while enabling range and payload advantages for next-generation missions. Taken together, these commitments underpin the demand outlook for the North America military aircraft market across long-cycle bomber and tanker fleets while reinforcing allied interoperability benefits for Canada.

Supply-Chain Titanium and Composite Shortages Constrain Ramp-Ups

Titanium and advanced composite supply disruptions that peaked during 2025 lengthened lead times and raised costs, affecting production stability for transport, fighter, and rotorcraft lines. The KC-46 tanker incurred an additional loss charge in early 2026, which management linked to supply chain pressures, highlighting the margin sensitivity of fixed-price development and production contracts under material stress. Program managers increased reliance on digital manufacturing and additive strategies to reduce part counts and diversify materials, including 3D-printed fuel nozzles that use cobalt-chrome alloys in place of harder-to-source metals. While large primes can deploy vertical integration to mitigate risk, smaller suppliers face liquidity and working capital strains that can delay deliveries and stall ramp rates. These pressures temper top-line momentum in the North America military aircraft market and focus attention on supplier development and multi-year agreements to stabilize input costs.

Other drivers and restraints analyzed in the detailed report include:

1. Canada's Future Fighter Capability Project Procurement
2. Shift Toward Optionally-Manned Combat Aircraft Loyal Wingmen
3. Congressional CRs Delay Long-Lead Funding Releases

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

Segment Analysis

Fixed-wing platforms accounted for 88.21% of the North America military aircraft market share in 2025 and are expected to grow at a CAGR of 5.67% through 2031, with year-end F-35 deliveries setting a record and low-rate B-21 production advancing, reinforcing the leadership of stealth and multi-role fleets. The market is further supported by life-extension programs for legacy jets that reduce recapitalization risk while adding connectivity and survivability upgrades. Service Life Modification programs extend fleet lives and sustain depot workload, and a large transport fleet centered on the C-130J secures intra-theater mobility demand across active and reserve components. Training aircraft procurement supports throughput for new pilots and instructor cadres, adding a steady tranche of orders that help maintain production continuity at key facilities.

Rotorcraft investment grows from a smaller base and is oriented toward heavy-lift, attack, and special-mission variants that backfill aircraft with high flight-hour intensity. Apache and Chinook orders in 2025 and 2026 sustained lines and funded block improvements, while Army future vertical-lift efforts position tiltrotors to shape long-term force design choices. Modernization paths that add range, payload, and network integration underpin program justification and support lifecycle upgrades that cascade into the sustainment ecosystem of the North America military aircraft market. Missionized derivatives for special operations, medical evacuation, and combat search and rescue retain premium configurations and reinforce rotorcraft's role in distributed operations doctrines.

Complete Report Scope:

• By Aircraft Type
  • Fixed-Wing Aircraft
    • Multi-role Aircraft
    • Training Aircraft
    • Transport Aircraft
    • Other Aircraft
  • Rotorcraft
    • Multi-Mission Helicopter
    • Transport Helicopter
    • Other Helicopter
• By End-User Service
  • Air Force
  • Army Aviation
  • Naval/Marine Corps Aviation
  • Joint/Special Operations
  • Paramilitary and Coast Guard
• By Propulsion Type
  • Turbofan
  • Turbojet
  • Turboprop
  • Turboshaft
  • Fully Electric/Hybrid-Electric
• By Geography
  • United States
  • Canada
  • Mexico

List of Companies Covered in this Report:

1. Lockheed Martin Corporation
2. The Boeing Company
3. Northrop Grumman Corporation
4. Textron Inc.
5. Leonardo S.p.A.
6. Airbus SE
7. Gulfstream Aerospace Corporation (General Dynamics Corporation)
8. Bombardier Inc.
9. Embraer S.A.
10. Korea Aerospace Industries, Ltd.
11. Turkish Aerospace Industries, Inc.
12. Dassault Aviation S.A.
13. Israel Aerospace Industries 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 KEY INDUSTRY TRENDS

• 4.1 Gross Domestic Product
• 4.2 Active Fleet Data
• 4.3 Defense Spending

5 MARKET LANDSCAPE

• 5.1 Market Overview
• 5.2 Market Drivers
  • 5.2.1 Sustainment-heavy F-35 program drives aftermarket demand
  • 5.2.2 The US National Defense Strategy boosts next-gen bomber and tanker budgets
  • 5.2.3 Canada's Future Fighter Capability Project (FFCP) procurement
  • 5.2.4 Shift toward optionally-manned combat aircraft (loyal wingmen)
  • 5.2.5 Additive manufacturing of legacy parts cuts AOG time
  • 5.2.6 Modular open-systems avionics mandate accelerates retrofit cycles
• 5.3 Market Restraints
  • 5.3.1 Supply-chain titanium and composite shortages constrain ramp-ups
  • 5.3.2 Congressional CRs delay long-lead funding releases
  • 5.3.3 Skilled military aviation technician shortage
  • 5.3.4 Noise and emissions caps near bases restrict flight-hour allocations
• 5.4 Value Chain Analysis
• 5.5 Regulatory Outlook
• 5.6 Technological Outlook
• 5.7 Porter's Five Forces Analysis
  • 5.7.1 Bargaining Power of Suppliers
  • 5.7.2 Bargaining Power of Buyers/Consumers
  • 5.7.3 Threat of New Entrants
  • 5.7.4 Threat of Substitute Products
  • 5.7.5 Intensity of Competitive Rivalry

6 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 6.1 By Aircraft Type
  • 6.1.1 Fixed-Wing Aircraft
    • 6.1.1.1 Multi-role Aircraft
    • 6.1.1.2 Training Aircraft
    • 6.1.1.3 Transport Aircraft
    • 6.1.1.4 Other Aircraft
  • 6.1.2 Rotorcraft
    • 6.1.2.1 Multi-Mission Helicopter
    • 6.1.2.2 Transport Helicopter
    • 6.1.2.3 Other Helicopter
• 6.2 By End-User Service
  • 6.2.1 Air Force
  • 6.2.2 Army Aviation
  • 6.2.3 Naval/Marine Corps Aviation
  • 6.2.4 Joint/Special Operations
  • 6.2.5 Paramilitary and Coast Guard
• 6.3 By Propulsion Type
  • 6.3.1 Turbofan
  • 6.3.2 Turbojet
  • 6.3.3 Turboprop
  • 6.3.4 Turboshaft
  • 6.3.5 Fully Electric/Hybrid-Electric
• 6.4 By Geography
  • 6.4.1 United States
  • 6.4.2 Canada
  • 6.4.3 Mexico

7 COMPETITIVE LANDSCAPE

• 7.1 Market Concentration
• 7.2 Strategic Moves
• 7.3 Market Share Analysis
• 7.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
  • 7.4.1 Lockheed Martin Corporation
  • 7.4.2 The Boeing Company
  • 7.4.3 Northrop Grumman Corporation
  • 7.4.4 Textron Inc.
  • 7.4.5 Leonardo S.p.A.
  • 7.4.6 Airbus SE
  • 7.4.7 Gulfstream Aerospace Corporation (General Dynamics Corporation)
  • 7.4.8 Bombardier Inc.
  • 7.4.9 Embraer S.A.
  • 7.4.10 Korea Aerospace Industries, Ltd.
  • 7.4.11 Turkish Aerospace Industries, Inc.
  • 7.4.12 Dassault Aviation S.A.
  • 7.4.13 Israel Aerospace Industries Ltd.

8 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 8.1 White-space and Unmet-Need Assessment