Europe's unmanned market is contracting now

Drone and counter-UAS procurement in Europe has moved from experimentation to programmed, multi-year investment. The clearest published case is Belgium, where a counter-UAS capability line of €368,880,600 carries a first commitment year of 2026 and settlements to 2034 [1], and where the framework agreement that implements it was advertised on 11 March 2026 [2].

Dfensio flagged that programme on 18 July 2025, eight months before the framework notice, already carrying the exact value and the classification 'New contract(s)'. The same pattern holds across the unmanned programmes in this briefing: the requirement, the amount and the year are fixed long before a contract is signed, which is the working window for suppliers and subcontractors.

Belgium: from programme line to single-supplier counter-UAS framework

The Belgian counter-UAS programme is the most fully documented chain currently observable in Europe. Every stage is dated.

  • 18 July 2025. Dfensio flags fiche Z 225, C-UAS capability (consolidated development): €368,880,600, first commitment year 2026, settlements 2026-2034, contracting scope 'New contract(s)'. [1]
  • 26 November 2025. Award of €8,944,500 to the Belgian SME e-BO Enterprises for the acquisition, installation and maintenance of an integration platform for the National Airspace Security Centre, by negotiated procedure without prior call for competition. [3]
  • 10 December 2025. Award of €9,219,850 to Saab AB for GIRAFFE 1X Compact Radar Module surveillance radars and related services, explicitly 'within the framework of the Counter Unmanned Aerial Systems (C-UAS) file'. [4]
  • 21 December 2025. The Military Programming Law for 2026-2034 gives the programme table statutory backing. [5]
  • 11 March 2026. Contract notice for 'the development of a framework agreement with a single (1) participant within the C-UAS domain', with no estimated value published. The deadline for requests to participate was 11 May 2026, confirmed by republications on 21 April and 7 May 2026. [2][8]

Two conclusions for suppliers. The radar and integration elements were bought before the framework, by direct award: the competitive opening was the framework itself, not the components. And a single-participant framework in counter-UAS means that the addressable market for everyone else is the winner's supply chain rather than the tender.

Unmanned and counter-UAS programmes flagged by Dfensio

ProgrammeCountryValueStageFlagged by Dfensio (date)Expected contract window
C-UAS capability (consolidated development)Belgium€368,880,600Single-participant framework agreement, requests to participate closed 11 May 20262025-07-18Award and first call-offs 2026-2027
MQ-9B, third MALE system (two air vehicles)Belgium€254,050,000Follow-up acquisition, first commitment year 20272025-07-182027-2030
MQ-9B updates and upgradesBelgium€250,073,705First commitment year 20262025-07-182026-2034
Unmanned systems (consolidated development)Belgium€367,017,567New contract(s), first commitment year 20262025-07-182026-2034
Tactical UAS replacement / ISTAR tactical sensorsBelgium€79,701,293 (domain envelope)New contract(s), first commitment year 20282025-07-182028-2030
C-UAS NASC integration platformBelgium€8,944,500Awarded to e-BO Enterprises2025-07-18Closed; maintenance and extension work open
GIRAFFE 1X Compact Radar ModulesBelgium€9,219,850Awarded to Saab AB2025-07-18Closed; integration and support subcontracts open
Drones de contact, increment 3France€550,000,000 (2026 commitment authorisations)Launch into realisation2025-10-122026-2027

All values are as published by the contracting state. 'Not published' means that no estimated value was disclosed by the authority.

The MQ-9B split and France's contact drones

Belgium's MQ-9B commitment is frequently quoted as a single figure. The official programme splits it in two, and the distinction matters commercially.

Fiche Z 006, 3rd Medium Altitude Long Endurance system, is worth €254,050,000, with first commitment year 2027 and settlements 2027-2030. The official text states that 'a third MQ-9B uncrewed system (one system consisting of two drones) will be acquired', and the contracting scope is classified as a follow-up acquisition: an extension of an existing contractual relationship rather than a new competition. [1]

The second line, MQ-9B updates and upgrades, is worth €250,073,705 with first commitment year 2026. Together they give the €504.12 million figure. For a subcontractor, the second line is the accessible one: mission payloads, ground segment, communications and support work attached to an in-service fleet are where competitive sub-tiers are normally opened.

France's contact-drone programme is the other large increment of the cycle. Created as a named programme in 2024, it funded increment 2, the light tactical drone system, in 2025. For 2026, the state allocates €550.0 million in commitment authorisations to increment 3, stated as corresponding to the launch into realisation of that increment, with industrial and commercial arrangements to be determined at launch. [6] No supplier has yet been selected for that increment.

Where the supply-chain openings sit

Three features shape access to European unmanned programmes.

The programme value, not the notice value, is the reference. The Belgian counter-UAS framework notice carries no estimated value [2]; the programme line behind it is worth €368.9 million [1]. Suppliers sizing the opportunity from the notice alone understate it by two orders of magnitude.

Tier-2 work can be a regulated competition. Under Directive 2009/81/EC a contracting authority may require the successful tenderer to award up to 30% of contract value to third parties by competition, with dedicated rules on how those subcontracts are advertised and awarded. [7] Where the clause is used, the prime's supply chain is opened rather than chosen privately.

New contracts and follow-up acquisitions are different markets. Belgium classifies every line. 'New contract(s)' lines, such as unmanned systems consolidated development at €367.0 million, are competitions; follow-up acquisitions, such as the third MQ-9B system, are extensions where the opening is the incumbent's supply chain. [1]

What Dfensio flagged

  • Belgian C-UAS capability, €368,880,600: flagged 18 July 2025, eight months before the framework agreement notice of 11 March 2026.
  • NASC integration platform, €8,944,500, and GIRAFFE 1X radars, €9,219,850: flagged as part of the same programme four and five months before the direct awards of November and December 2025.
  • Belgian MQ-9B envelope, €504,123,705 across two lines: flagged 18 July 2025, with first commitment years 2026 and 2027.
  • Belgian unmanned systems consolidated development, €367,017,567: flagged 18 July 2025 as a new contract with first commitment year 2026.
  • French Drones de contact, increment 3, €550.0 million: flagged 12 October 2025 at launch into realisation, before any industrial arrangement was fixed.

Next steps for suppliers and subcontractors

If your capability sits in radar, electro-optics, RF sensing, effectors, command and control, ground segment, communications, integration or in-service support, the practical sequence is: identify the programmes whose first commitment year is 2026 or 2027, establish whether the state has classified them as new contracts or follow-up acquisitions, register with the primes most likely to hold the framework, and be visible before the design is frozen rather than after it.

Frequently asked questions

How much is Belgium's counter-UAS programme worth?

The verifiable programme figure is €368,880,600, the 'C-UAS capability consolidated development' line with first commitment year 2026 and settlements to 2034. Higher figures circulate because they aggregate several capability lines. The framework agreement notice of 11 March 2026 published no estimated value, and two related contracts, €8.9 million for the integration platform and €9.2 million for GIRAFFE 1X radars, were placed by direct award before it.

What is the difference between a 'new contract' and a 'follow-up acquisition'?

Belgium classifies every investment line as one or the other. 'New contract(s)' means a competition is expected. 'Follow-up acquisition' means an extension of an existing contractual relationship, as with the third MQ-9B system. For a supplier that is not already on the contract, the first category is an opportunity to bid and the second is an opportunity to sell into the incumbent's supply chain.

Which MQ-9B work in Belgium is accessible to new suppliers?

The updates and upgrades line, worth €250,073,705 with first commitment year 2026. Mission payloads, ground segment, communications and support work attached to an in-service fleet are where competitive sub-tiers are normally opened. The third system itself, at €254,050,000, is classified as a follow-up acquisition.

What does France's contact-drone increment 3 open for industry?

The 2026 allocation of €550.0 million in commitment authorisations corresponds to the launch into realisation of increment 3, with the industrial and commercial arrangements to be determined at launch. No prime has yet been named for that increment, which makes 2026-2027 the window for airframe, payload, datalink and support suppliers to position.

Official sources

  1. Capability Investment Portfolio, Belgian Defence (249 programme fiches). Belgian Defence (mil.be), 2025-07-18
  2. Belgium, electronic warfare systems and counter measures: development of a framework agreement with a single participant in the C-UAS domain (notice 168866-2026). Tenders Electronic Daily (TED), Publications Office of the EU, 2026-03-11
  3. Belgium, acquisition, installation and maintenance of an integration platform for the National Airspace Security Centre (C-UAS), contract award notice 784175-2025. Tenders Electronic Daily (TED), 2025-11-26
  4. Belgium, acquisition of GIRAFFE 1X Compact Radar Module surveillance radars within the C-UAS file, contract award notice 819014-2025. Tenders Electronic Daily (TED), 2025-12-10
  5. Loi du 21 décembre 2025 de programmation militaire, consolidated text (Justel). Service public fédéral Justice, Moniteur belge, 2025-12-31
  6. Documents budgétaires, exercice 2026 (projets annuels de performances, mission Défense). Ministère de l'Économie et des Finances (France), 2025-10-12
  7. Directive 2009/81/EC on the coordination of procedures for the award of certain works, supply and service contracts in the fields of defence and security. EUR-Lex, Publications Office of the EU, 2009-07-13
  8. Belgium, C-UAS framework agreement, republication with extended deadline (notice 312047-2026). Tenders Electronic Daily (TED), 2026-05-07

Dfensio's analysts are available to answer questions on any programme mentioned in this article. Request a confidential briefing at dfensio.com/contact.