Hypersonic Missile Defence Systems Market

2 February 2026.

Visiongain has published a new report entitled Hypersonic Missile Defence Systems Market Report 2026-2036 (Including Impact of U.S. Trade Tariffs): Forecasts by Deployment Mode (Fixed Emplaced Defence Architectures, Mobile/Regional Defence Batteries), by Threat Type (Hypersonic Cruise Missiles (HCMs), Manoeuvring Re-Entry Vehicles (MaRVs), Hypersonic Glide Vehicles (HGVs), by End-user (Strategic Forces, Tactical Theatre Forces, Homeland/Civil Defence Agencies, Other), by Defensive Function (Sensing & Early Warning, Tracking, Fire Control & C2, Interceptors/Kill Mechanisms, Counter-trajectory & Boost-phase Defeat, Other), by Technology (Kinetic Kill Vehicles, Directed Energy Systems, Electronic Warfare & Cyber-Defeat Systems, Multi-Sensor Fusion & AI-Enabled Tracking/Decisioning, Hypersonic-Specific Seekers, Other) AND Regional and Leading National Market Analysis PLUS Analysis of Leading Companies.

The global hypersonic missile defence systems market is estimated at US$1,754.3 million in 2026 and is projected to grow at a CAGR of 10.0% during the forecast period 2026-2036.

Impact of US Trade Tariffs on the Global Hypersonic Missile Defence Systems Market

U.S. tariffs on critical materials, advanced electronics, and defence-related components have the potential to influence the global hypersonic missile defence systems market by increasing procurement costs and disrupting supply chains. Hypersonic defence programmes rely heavily on specialised semiconductors, rare earth materials, advanced alloys, and high-performance sensors, many of which are sourced through complex global supply networks. Tariff measures can raise input costs for defence contractors, extend production timelines, and encourage shifts toward domestic sourcing or allied supply chains. While national security exemptions may partially mitigate direct impacts, indirect effects such as supplier price increases and logistical adjustments remain relevant to market dynamics.

Emergence of Proliferated, Low-Orbit Infrared Tracking Layers That Enable Fire-Control Quality Tracks

A structural driver for the market is the transition from reliance on a few geostationary OPIR assets to proliferated low-Earth-orbit (LEO) infrared constellations designed explicitly for missile warning and hypersonic tracking. These space layers convert otherwise short detection windows into sustained, continuous tracking opportunities and allow downstream intercept solutions to be computed. Governments are procuring dedicated missile-tracking space vehicles and contracting primes to deliver large numbers of infrared satellites as an explicit enabler for glide-phase and midcourse engagement concepts; primes that provide both space sensors and integration into terrestrial and naval fire-control networks therefore capture outsized market value. Recent multi-billion-dollar satellite awards and tranche contracts demonstrate how LEO tracking layers are being funded to serve as the backbone of next-generation hypersonic defence architectures.

How will this Report Benefit you?

Visiongain’s 449-page report provides 128 tables and 209 charts/graphs. Our new study is suitable for anyone requiring commercial, in-depth analyses for the hypersonic missile defence systems market, along with detailed segment analysis in the market. Our new study will help you evaluate the overall global and regional market for hypersonic missile defence systems. Get financial analysis of the overall market and different segments including deployment mode, threat type, end-user, defensive function, and technology, and capture higher market share. We believe that there are strong opportunities in this fast-growing hypersonic missile defence systems market. See how to use the existing and upcoming opportunities in this market to gain revenue benefits in the near future. Moreover, the report will help you to improve your strategic decision-making, allowing you to frame growth strategies, reinforce the analysis of other market players, and maximise the productivity of the company.

What are the Current Market Drivers?

Multinational Cooperative Procurement and Alliance Co-Development Programmes Are Shaping Procurement Pathways

A third driver is the political-strategic choice by allied nations to co-develop hypersonic defence capabilities—sharing technical risk, industrial workshare, and costs while also aligning operational doctrine. These cooperative arrangements reduce technical risk for individual procurement agencies, speed interoperability testing (e.g., common launcher interfaces or shared sensor data formats), and open multiple national budgets to a single programme, increasing total available spending and industrial scale. Programmes structured this way (bilateral or multilateral co-development) also channel investment toward system architectures designed for allied warfighting rather than single-nation bespoke solutions, creating durable export and sustainment markets for primes that win the design authority. The recent US–Japan GPI arrangement and European HYDIS study exemplify how alliance frameworks mobilise resources and industrial commitment to field viable interceptor families at scale.

Rapid Maturation of Directed-Energy, Propulsion and Seeker Technologies Expands Feasible Countermeasure Options

Technological progress in high-energy lasers, advanced seekers (wide dynamic range infrared and dual-mode seekers), and compact high-thrust intercept motors is changing the engineering trade-space for hypersonic defence. Where a few years ago only kinetic hit-to-kill interceptors were considered realistic, increasing power densities for directed energy and improved lethality of proximity and non-kinetic effectors now present alternative engagement strategies, particularly for terminal-phase defeat or damaging guidance/communications on hypersonic boost or glide vehicles. Equally, advances in propulsion and digital engineering reduce interceptor development timelines and increase confidence in high-G seeker performance. These technical trends expand marketable product lines (lasers, seekers, propulsion subsystems) and attract new systems integrators and component suppliers into the ecosystem. Recent investments and facility expansions by prime contractors underline the industry’s pivot to these technologies.

Where are the Market Opportunities?

Commercial and Government LEO OPIR Constellations as a New Backbone for Hypersonic Defence Architectures

The deployment of purpose-built, proliferated LEO infrared satellites opens a substantial market for companies that can supply sensors, bus-hardware, ground stations and the end-to-end data processing chains that convert raw detections into track quality suitable for interceptors. Governments are now procuring tranche contracts for large fleets of missile-tracking satellites, creating multi-year orders and aftermarket service opportunities for primes and commercial space companies. This creates an adjacent commercial market (hosted payloads, data-as-a-service and analytics) and provides a predictable revenue stream for satellite makers and analytics vendors as these layers move from demonstration to operational deployment. Recent tranche awards and prime selections highlight both the scale and immediacy of this opportunity.

Production and Fielding of Glide-Phase Interceptors Integrated On Naval Platforms (Aegis/Mk-41) And Ashore Sites

Integration of purpose-built glide-phase interceptors into existing universal launch cells (for example, Mk-41 VLS on Aegis destroyers and Aegis Ashore emplacements) is a near-term opportunity: it allows rapid force-level scaling by leveraging widespread launcher inventories and existing combat system baselines. Vendors that can deliver conformant interceptors, seamless fire-control software updates and integration services win large follow-on orders for hardware, retrofit, and service packages. The US–Japan Glide Phase Interceptor programme and related naval integration concepts illustrate how naval platforms can serve as immediate, distributed launch platforms for interceptors, creating a path to fielded layered defence without entirely new ground infrastructure.

Competitive Landscape

The major players operating in the hypersonic missile defence systems market are Anduril Industries, Bharat Dynamics Limited (BDL), Embraer S.A., Israel Aerospace Industries Ltd. (IAI), Kratos Defence & Security Solutions, Inc, L3Harris Technologies, Inc, Leonardo S.p.A., Lockheed Martin Corporation, MBDA, Northrop Grumman Corporation, Raytheon Technologies (RTX), Saab AB, Tactical Missiles Corporation (KTRV), Thales SA. These major players operating in this market have adopted various strategies comprising M&A, collaborations, investment in R&D, regional business expansion, partnerships, and new product launch.

Recent Developments

31-Dec-25, China successfully launched the Shijian-29A and Shijian-29B satellites using a Long March-7A carrier rocket from the Wenchang Space Launch Site. The satellites are intended for new technology verification related to space target detection, indicating progress in space-based sensing and tracking capabilities. The mission marked the 623rd flight of the Long March carrier rocket family.

02-Dec-25, Embraer signed five MoUs with PGZ and subsidiaries (WZL-1, WZL-2, WSK PZL-Kalisz, WBCKT) to expand long-term aerospace & defence cooperation. The partnership covers MRO, components manufacturing, supply chain, and C4ISR development.

03-Sep-25, The Javelin Joint Venture (JJV) received a follow-on production contract worth up to $900.5M for missiles and support. Includes Brazil and Tunisia as new Foreign Military Sales (FMS) customers.

04-Aug-25, Lockheed Martin & Rheinmetall’s GMARS launcher completes live fire; launched GMLRS rockets at White Sands; supports interoperability with allied forces; milestone in long-range precision fires program

30-Jul-25, MBDA delivered the first batch of ASTER missiles through OCCAR less than 2.5 years after contract signing. This marks accelerated production for France, Italy, and the UK to strengthen European air defence.

16-Jun-25, MBDA signed a development contract with the Italian Army for the new FULGUR missile system. FULGUR is a man-portable, supersonic, fire-and-forget interceptor targeting drones, helicopters, and jets, compliant with NATO standards. First delivery in 2028.

About Visiongain

Established in 1998, Visiongain is an independent publisher of analyst-led market intelligence, delivering data-driven research, forecasts, and strategic insight across global industries and emerging markets. Visiongain supports evidence-based decision-making for investment, procurement, and long-term strategic planning.