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By Kris Osborn - President & Editor-In-Chief, Warrior Maven

With all of the discussion, debate and criticism swirling around the F-35 regarding its long term maintenance challenges, operating and sustainment costs and logistical complexities, many might be inclined to wonder just how much different is an F-35 from an advanced, upgraded 4th Generation fighter like an F/A-18, F-16 or even the massively reworked F-15EX.

Is the F-35 margin of difference and superiority so sufficient to justify any concerns about long-term costs?

Of course as more F-35s get built, costs decrease and the ability of an F-35 to perform missions which require many 4th-gen jets, seem to paint a different financial picture than critics have maintained. 

Cost are clearly something Lockheed and the Pentagon are working on, reportedly with significant success. Combined with the known cost savings of needing fewer jets to perform missions which typically need a large number of 4th-gen fighters, money is now being saved through Lockheed and Air Force efforts to streamline and uptick production to substantially lower the price per plane.

However, what about an examination based purely upon performance? Just how much better is an F-35?

Why not ask those in position to know? I spoke with three F-35 pilots who have years of experience flying both 4th Generation aircraft as well as the F-35. Each of the pilots offered a unique and experienced window into just how different it is to operate an F-35 in a war scenario.

The pilots’ comments aligned along several key themes to include sensing, data fusion, maneuverability and mission intelligence data, among other things.

F-35 Beyond Line-of-Sight

It would be tough not to view the ability to see, attack and destroy at beyond line of sight undetectable ranges as a massive advantage unique to an F-35, something female F-35 pilot Monessa “Siren” Balzhiser, F-35 Production and Training Pilot, Lockheed Martin, told me in the interview.

Monessa (Siren) Balzhiser, F-35A

Monessa “Siren” Balzhiser

“The F-35 has a magnificent radar that allows you to shoot beyond visual range before any enemy would even detect you. So that’s a huge advantage with the fifth-generation fighter,” she said. Balzhiser described this in terms of a “first-shot, first-kill” advantage.

Beyond being able to attack beyond line-of-sight range, when it comes to the possibility that an F-35 has to engage in more of a close-in fight, its sensors offer newer kinds of positioning data.

F-35 Tactical Air Advantage

F-35 test pilot Chris “Worm” Spinelli spent 24 years in the Air Force flying fighter jets such as the F-22 and F-16 before joining Lockheed. He told me that F-35 technology gives pilots an entirely new understanding of where they are in the air in relation to an enemy - something which determines life or death in air-to-air combat.

Chris (Worm) Spinelli in F-35A

Chris “Worm” Spinelli

“In an air-to-air engagement, with a fourth-generation fighter, you're firing and then maneuvering to help survive a follow-up attack from the enemy aircraft and I can tell you personally, from my own experiences of fighting in the Raptor F-22 and in the F-16, it was very frustrating trying to see. Quite honestly, you never even see [the enemy aircraft], or know what's going on,” Spinelli said.

Spinelli said the F-35 generates an entirely different “Tactical Air” picture or “mental model” for pilots needing to know their surroundings in air warfare.

“In a fourth-generation fighter, you have to mentally build that model and then try to make decisions. Of course, that can be challenging depending on how dense the threat environment is regarding both air and ground threats or other threats that may be out there. This is in contrast to an F-35, where you're seeing a much larger picture, informed by offshore sources as well, and you're seeing it from your own platform,” Spinelli said.

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Winning in the air is still, to a large extent, correctly described by the famous former fighter pilot Col. John Boyd’s “OODA Loop” terminology. Through “Observation, Orientation, Decision, Action,” pilots who can complete the decision “loop” cycle faster than an adversary … destroy their enemies in the air. Speeding up, streamlining and exponentially improving the OODA Loop process are arguably the most defining elements of F-35 superiority.

Spinelli’s F-35 piloting experience, which of course draws upon the sensor data processing speed and data fusion of the aircraft, entirely aligns in concept with Boyd’s OODA Loop.

“You are only as good as the knowledge and information you have, so that to me is one of the big differences. The F-35 enables decision-making that allows you to make hopefully the correct or appropriate tactical decision as the situation dictates…. and then be able to execute it in the timeline that allows the best probability for your attack to succeed versus the enemy’s attack,” Spinelli told me.

F-35 Sensor Fusing 

This knowledge, or “Tactical Air” picture, as described by Spinelli, is brought to life through the often discussed technological synergy and information “fusing” in an F-35. 

“Sensor fusion,” as its called, takes otherwise disparate or seemingly separate, unrelated pools of information, performs analyses and organizes it onto a single screen for the pilot. Essentially, pilots don’t have to look at, analyze and compare different sensor systems to get an integrated picture, the aircraft’s computer does that.

“When you look at the radar for the F-35, the electronic warfare (EW) system and then of course the Multifunction Advanced Data Link (MADL) combining it all together, that to me was the biggest difference between the F-35 and the legacy F-16s or F-18s,” Spinelli said.

Interestingly, all of the data fusion reduces noise in the cockpit, something which better enables pilots to focus on the most pressing things in front of them.

Tony “Brick” Wilson, a former U.S. Navy F/A-18 pilot who has also spent a lot of time flying the carrier-launched F-35C, is well positioned to compare 4th to 5th gen aircraft.

Tony "Brick" Wilson with F-35A

Tony “Brick” Wilson

F-35 Cockpit Communications & Sensor Fusion

One of the biggest differences that jumps out is how quiet it is in the cockpit. Depending on what the threats are, a lot of the errors that may be made while airborne are predominantly due to misheard comms, either not hearing a crucial piece of information or missing a crucial piece of information,” Wilson, who now works for Lockheed Martin as the Chief of Fighter Flight Operations (F-35 Test Pilot), told me.

Part of the decrease in noise and distraction, Wilson explained, is due to the extent to which individual systems are gathered, organized, streamlined in a collective or integrated fashion.

“In the F-35, we carry all of our sensor suites all the time. Couple that with sensor fusion and you have the opportunity to listen to some of the engagements, but it's still very quiet because that sensor fusion is presenting the information to the pilot in such a manner that a lot of comms is not needed,” Wilson said.

Overall, while one might not wish to oversimplify, an ability to find, see and destroy enemy targets without being seen or destroyed .. determines life or death in air combat. Given this simple equation, all three pilots seemed to agree that perhaps the greatest advantage of the F-35 is in fact … “sensor fusion.”

“The biggest difference between fourth-generation fighters for me was with the fourth generation, I was always managing all the different systems, from electronic warfare to the weapons to the radar to any kind of targeting pod, any kind of sensor I had. I was 100% focused on making sure they were all integrated within my own cockpit in the fourth generation…..Whereas what I've seen in the F-35 is that it's all done for you,” she told me. 

F-35 Weapons

F-35 Weapons

-- Kris Osborn is the President of Warrior Maven and The Defense Editor of The National Interest --

Kris Osborn is the defense editor for the National Interest. Osborn previously served at the Pentagon as a Highly Qualified Expert with the Office of the Assistant Secretary of the Army—Acquisition, Logistics & Technology. Osborn has also worked as an anchor and on-air military specialist at national TV networks. He has appeared as a guest military expert on Fox News, MSNBC, The Military Channel, and The History Channel. He also has a Master's Degree in Comparative Literature from Columbia University.

Kris Osborn, Warrior Maven President

Kris Osborn, Warrior Maven President