First Research US Industry Profile

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Search, Detection, Navigation & Guidance System Manufacturing
SIC Codes: 3812
NAICS Codes: 334511
Last Quarterly Update: 10/7/2024
Companies in this industry make products such as aircraft instruments, flight recorders, navigational instruments, and radar and sonar systems. Major companies include FLIR and divisions of defense contractors such as Boeing, General Dynamics, Northrop Grumman, and RTX Corporation (all based in the US), as well as Airbus Group (the Netherlands), BAE Systems (the UK), Bharat Electronics (India), Furuno Electric (Japan), and Thales (France).
In 2023, India surpassed China, leading in world's commercial aircraft purchases as the country's air travel increased and airports continued to expand. Global aerospace and defense revenue, a key demand driver for search, detection, navigation, and guidance systems, had a revenue of about $830 billion in 2023, according to PricewaterhouseCoopers (PwC). According to Deloitte, although travel demand is slow, the global aerospace and defense industry is expected to recover as countries have not significantly reduced their defense budgets.
The US search, detection, and navigation equipment manufacturing industry includes about 550 companies with combined annual revenue of about $50 billion. Production of GPS equipment is covered in the Wireless Telecommunications Equipment Manufacturing industry profile.
Competitive Landscape
Demand depends on discretionary consumer income, general economic conditions, and federal budgets for defense and homeland security. Large companies have advantages in purchasing power, manufacturing volume, and distribution efficiencies. Small companies compete by offering specialized products and providing subcontracting services to larger system integrators. The US industry is highly concentrated: the largest 50 firms account for about 96%.
In 2022, the US exported about $2.6 billion in navigation equipment, according to The Observatory of Economic Complexity (OEC). The main destinations include Canada, Mexico, Japan, Germany, and the UK. Meanwhile, the US imported navigation equipment products from China, Mexico, and Germany.
Products, Operations & Technology
Major products include search, detection, navigation, and guidance systems, which account for about 75% of the industry revenue. Other products include: ... plus:
Sales & Marketing
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Finance & Regulation
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Regional & International Issues
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Human Resources
Also includes the following chapters:
Quarterly Industry Update
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Industry Indicators
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Business Challenges
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Trends and Opportunities
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Call Preparation Questions
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Financial Information
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Industry Forecast
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Industry Websites
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Glossary of Acronyms

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