What's Happening?
Lockheed Martin has successfully cleared the backlog of F-35 fighter jets that accumulated during a year-long delivery freeze imposed by the F-35 Joint Program Office (JPO). The freeze, which lasted until July 2024, was due to delays in the Technology Refresh-3 (TR-3) upgrades. Lockheed Martin delivered a record 191 F-35s in 2025 and plans to deliver 156 aircraft in 2026. The TR-3 hardware upgrade is essential for the Blk. 4 software package, with full completion expected by 2031. The rollout of these capabilities to international customers remains uncertain.
Why It's Important?
The resolution of the F-35 backlog is a significant achievement for Lockheed Martin, ensuring the continuation of one of the most advanced fighter jet programs in the world. The delivery
of these aircraft is crucial for maintaining the operational capabilities of the U.S. and allied air forces. The TR-3 and Blk. 4 upgrades are vital for enhancing the F-35's performance and capabilities, making it a more formidable asset in modern warfare. The successful management of the backlog demonstrates Lockheed Martin's ability to navigate complex production challenges and meet the demands of its customers.
What's Next?
Lockheed Martin will focus on maintaining a steady delivery pace while implementing the TR-3 and Blk. 4 upgrades. The company will work closely with the JPO and international partners to ensure a smooth rollout of new capabilities. As the F-35 program continues to evolve, Lockheed Martin will likely explore opportunities to enhance the aircraft's performance further and expand its customer base. The ongoing development of the F-35 will require continued collaboration with government and military stakeholders to address emerging threats and technological advancements.
