State Department Clears Possible $24.3 Billion Sale of 48 F-35 Jets to Saudi Arabia and Notifies Congress
The proposed Foreign Military Sale, announced September 17, 2026, starts a 30-day congressional review period; no contract has been signed.
The Paperwork Catches Up
On September 17, 2026, the State Department cleared a possible sale of 48 F-35A fighter jets to Saudi Arabia, worth an estimated $24.3 billion, and sent the notice to Congress the same day[1][2]. That started a 30-day clock. But almost none of the drama around this deal is actually about whether it happens. It is about a warning most people have never heard of, and a fight nobody expects to win.
Start with the number itself. The $24.3 billion is not a price tag. It is a ceiling — the maximum value of everything the Trump administration is asking Congress to authorize, covering the jets, 49 Pratt & Whitney engines, secure communications gear, electronic warfare support, simulators, spare parts and training[1]. The real price, if the sale goes through, gets locked in later in a signed contract. Bloomberg reported the figure as $24.5 billion the same day the State Department said $24.3 billion — a small gap, but a useful reminder that this whole announcement is an estimate, not a bill[19].
And "clears" is doing more work than it looks like. Congress does not vote yes on this. Lawmakers get 30 days to pass a joint resolution of disapproval if they want to stop it — and the president can veto that resolution[2][4]. To override a veto takes two-thirds of both the House and the Senate. That threshold is why supporters already treat this as close to done, and why critics know they are not trying to kill the deal so much as trying to attach conditions to it.
A Country Under Fire, and a Warning Leaked From Inside
The case for selling Saudi Arabia the jets starts with a fact nobody disputes: the country is being attacked. The Houthis, who control Yemen's western coast, fired missiles and drones at Saudi Arabia's King Khalid airbase in mid-September, and the exchange of strikes that followed killed at least five people, including three children[11]. Riyadh is short on missile interceptors, and the U.S. has said it will not intervene directly in the fight[14][16]. The administration's argument is straightforward: a partner under active attack should get modern defense equipment, and the alternative is worse — if Washington says no, Saudi Arabia buys elsewhere.
That is not hypothetical. In August 2026, Saudi Arabia signed the Mecca Agreement, a mutual-defense pact with Pakistan and Turkey, and it has also asked France, Egypt and the U.K. for air-defense help[14]. Every one of those moves happens whether or not Congress signs off on the F-35s. The administration's pitch is that locking Saudi Arabia into an F-35 fleet locks it into decades of dependence on U.S. software, spare parts and mission-data updates that no other country can offer — deepening American influence rather than ceding it[1].
But there is a second fact sitting right next to the first one, and it is the one driving the loudest objections: a leaked Defense Intelligence Agency assessment examined Chinese military personnel's access to Saudi bases and Saudi telecom networks that already run on Chinese-made equipment[5]. The assessment reportedly recommended walling off F-35 sites to Saudi and American personnel only, and it raised doubts about whether Saudi Arabia would accept even that limit[5]. Three House Democrats — Reps. Joe Courtney, Raja Krishnamoorthi and Donald Norcross — wrote to the Secretaries of War and State warning about exactly this risk, months before the September notification[6]. Krishnamoorthi summed up the objection in a phrase that has stuck: the sale could hand China access to "the crown jewels of American military technology[7]."
Why "It Won't Change the Balance" Convinces No One Completely
Here is the part that is genuinely an engineering question, not a talking point: the F-35 is not just an aircraft. It flies on stealth coatings, sensor-fusion software and mission-data files that the U.S. government controls and updates remotely. Once that technology sits inside Saudi Arabia, next to Chinese-supplied telecom gear and personnel who reportedly still have base access, the question of whether it can be sealed off is a real one[5]. Nobody in this dispute — not the administration, not its critics — claims otherwise. They disagree about whether it is solvable.
The State Department's own release states that the sale "will not alter the military balance in the region[1]." That line is standard boilerplate in arms-sale notifications, but it also happens to be the crux of two separate disputes at once. Critics reading it through the China lens see an assurance that has not been demonstrated. Israel is reading the same line through a different lens entirely.
The Ally With a Law on Its Side
U.S. law requires that arms sales in the region preserve Israel's "qualitative military edge" — the idea that Israel must be able to beat any credible combination of regional threats while losing less than its opponents would[8]. For decades, that edge has rested partly on being the only regional operator of top-tier American jets. An Arab country flying the F-35 tests that premise directly, even if the exported version is less capable than Israel's.
Prime Minister Benjamin Netanyahu has taken the calmer position publicly, saying Secretary of State Marco Rubio assured him the edge would hold and that the Saudi jets would be configured without certain advanced capabilities[9]. Part of that calm is strategic: Netanyahu has little to gain from picking a public fight with Trump, especially while also pushing back against a separate F-35 sale to Turkey[17]. But not everyone in Israel is reassured. Israel Hayom, a right-leaning paper aligned with Netanyahu's coalition, ran the deal under a headline warning it "could end Israel's regional air edge[10]" — leading with the risk rather than the assurance, and leaving out that Netanyahu himself said the edge would survive. The Times of Israel, by contrast, paired the same legal standard with the counterargument that Israel's F-35I is a uniquely modified variant with far more combat experience behind it, so the edge likely holds[8].
What the Headlines Left Out, and What Comes Next
None of this is actually new. Trump said in November 2025, during Crown Prince Mohammed bin Salman's White House visit, that he would approve an F-35 sale to Saudi Arabia[13]. September 17 was the paperwork finally catching up to a decision made ten months earlier — a detail that is easy to lose in coverage that treats the notification as breaking news.
The coverage itself splits along familiar lines. Reuters and Breaking Defense stuck close to the mechanics — package contents, contractors, the statutory process — with light treatment of how hard it actually is for Congress to block a sale like this[2][12]. CNBC's headline paired the deal with the Houthi attacks that help justify it, supplying a rationale before the article got around to attributing one[14]. Al Jazeera filed its coverage under a Houthis news tag and framed Saudi Arabia as seeking "Washington's help in its war" — though the same article also runs a full section on the DIA warning and quotes Krishnamoorthi's "crown jewels" line directly, so the slant sits in placement and emphasis rather than in what gets left out[11]. Antiwar.com called the sale "massive" in its headline, an explicitly advocacy framing from a non-interventionist outlet[7].
What happens next is mechanical: the 30-day congressional review runs its course, and unless a two-thirds majority in both chambers materializes against a presidential veto, the sale proceeds toward a signed contract[4]. Even then, F-35 production slots are booked years out, so any jets that Saudi Arabia eventually flies will arrive long after the current fighting with the Houthis has been decided one way or another[14]. The interceptor shortage that Saudi Arabia is asking other countries to help with right now has nothing to do with fighter jets at all — stealth aircraft strike targets, they do not shoot down incoming missiles — which means the deal getting the headlines is not actually the one solving the problem on Saudi Arabia's radar screens this week[14].
Summary
On September 17, 2026, the U.S. State Department said it had approved a possible Foreign Military Sale of 48 F-35A Lightning II fighter jets to Saudi Arabia and had formally notified Congress[1][2]. The estimated value is $24.3 billion[1]. That number is a ceiling for everything in the package, not a signed contract price. The package covers the jets, 49 Pratt & Whitney F135 engines, secure communications and cryptographic gear, electronic warfare support, simulators, spare parts and training[1]. Lockheed Martin builds the aircraft; Pratt & Whitney, a unit of RTX, builds the engines[1]. If the deal is completed, Saudi Arabia would be the first Arab country to fly the F-35[3].
The notification starts a 30-day clock under the Arms Export Control Act[2][4]. Here is what that clock actually does. Congress does not vote to say yes. The sale proceeds unless both chambers pass a joint resolution of disapproval — and the president can veto that, so blocking the sale in practice needs a two-thirds vote in both the House and the Senate[4]. That is why supporters treat the notification as close to final and why critics have to build a very large coalition fast.
The sharpest dispute is not about Saudi Arabia's need for the jets. It is about whether U.S. stealth technology can be kept away from China inside Saudi Arabia. A leaked Defense Intelligence Agency assessment examined Chinese military access to Saudi bases and Saudi reliance on Chinese equipment in its telecom networks, and recommended restricting access to F-35 sites to Saudi and American personnel[5]. Reps. Joe Courtney, Raja Krishnamoorthi and Donald Norcross wrote to Secretary of War Pete Hegseth and Secretary of State Marco Rubio warning of exactly this risk[6]. Krishnamoorthi said the sale should not go ahead while the intelligence community warns it could put "the crown jewels of American military technology" within reach of the Chinese Communist Party[7]. The administration's release says the sale "will not alter the military balance in the region"[1].
Israel is the other center of gravity. U.S. law requires the government to preserve Israel's "qualitative military edge"[8]. Prime Minister Benjamin Netanyahu said Rubio assured him that edge would hold, and that the Saudi jets would lack certain advanced capabilities[9]. Israeli outlets are split on whether that assurance is enough[8][10]. The timing matters too: the notification landed as Saudi Arabia and Yemen's Houthis traded strikes that killed at least five people, including three children[11].
The Event
On September 17, 2026, the U.S. State Department's Bureau of Political-Military Affairs announced approval of a possible Foreign Military Sale to the Kingdom of Saudi Arabia of 48 F-35A Lightning II aircraft and 49 F135-PW-100 engines, with an estimated cost of $24.3 billion[1]. The Defense Security Cooperation Agency delivered the required certification to Congress the same day, opening a 30-day review window[1][2]. The package also includes cryptographic and secure communications equipment, precision navigation gear, electronic warfare database support, munitions and aircraft support equipment, spares, simulators, software, documentation and logistics support[1]. Lockheed Martin Aeronautics of Fort Worth, Texas, and Pratt & Whitney Military Engines of East Hartford, Connecticut, are named as principal contractors, and the release states the U.S. government is not aware of any proposed offset agreement[1][12].
Undisputed Facts
- The State Department announced the approval of a possible sale on September 17, 2026, and notified Congress the same day[1][2].
- The package is 48 F-35A conventional-takeoff-and-landing jets and 49 F135-PW-100 engines, 48 installed plus one spare, at an estimated $24.3 billion[1].
- The State Department release states that the proposed sale "will not alter the military balance in the region"[1].
- Congress has 30 days to act under the Arms Export Control Act; the sale can proceed unless lawmakers pass a joint resolution of disapproval[2][4].
- Lockheed Martin is the airframe contractor and Pratt & Whitney, part of RTX, supplies the engine[1][12].
- No Arab state currently operates the F-35; if completed, Saudi Arabia would be the first[3].
- President Trump said in November 2025, during Crown Prince Mohammed bin Salman's White House visit, that he would approve an F-35 sale to Saudi Arabia[13].
- Reps. Joe Courtney, Raja Krishnamoorthi and Donald Norcross sent a letter to Secretary of War Pete Hegseth and Secretary of State Marco Rubio warning that the sale could expose U.S. technology to China[6].
- Netanyahu said Secretary of State Marco Rubio assured him Israel's qualitative military edge would remain intact and that the Saudi jets would lack certain advanced capabilities[9].
- Saudi Arabia and the Houthis exchanged strikes in mid-September 2026 that killed at least five people, including three children, after the Houthis said they fired missiles and drones at King Khalid airbase in Khamis Mushait[11].
The Pressure
Strip away the moralizing and blame. What structural realities persist regardless of which narrative wins?
- The sale is mostly a subscription, not a purchase
- An F-35 fleet depends on U.S.-controlled mission-data files, software updates, stealth-coating materials and a global spares pipeline. The buyer cannot operate the jet if Washington stops supporting it. That dependency is the real product for the U.S. government and the real cost for Riyadh, and it explains why both sides value the deal beyond the $24.3 billion headline[1].
- Congressional review is weaker than it sounds
- The 30-day window does not require a vote of approval. It only allows a joint resolution of disapproval, which a president can veto — so opponents need two-thirds of both chambers. The practical effect is that notification usually means the sale happens, and critics bargain for conditions instead[4].
- Riyadh has already diversified
- Saudi Arabia signed the Mecca Agreement mutual-defense pact with Pakistan and Turkey in August 2026 and has asked France, Pakistan, Egypt and the UK for air-defense help[14]. Whatever Congress decides, the kingdom is building options that do not run through Washington — which is simultaneously the administration's best argument for the sale and the critics' best argument against it.
- The notified value is a ceiling, not a price
- Foreign Military Sale notifications state the maximum value of everything Congress is being asked to authorize. Final quantities and cost are set later in a signed Letter of Offer and Acceptance. Bloomberg reported the figure as $24.5 billion while the State Department release says $24.3 billion — a reminder that these numbers are estimates, not contracts[1][19].
Material realitySaudi Arabia is in an active shooting war with the Houthis, who hold Yemen's western coast and the approaches to the Bab al-Mandeb strait and have struck Saudi airbases[11][14]. Riyadh is short of missile interceptors — a shortage F-35s do not fix, since stealth fighters are strike aircraft, not air defense[14]. The U.S. has said it will not intervene directly[16]. Meanwhile, F-35 production slots are booked years out, so even a completed deal delivers aircraft long after the current fighting. On the technology side, the facts driving the dispute are physical and verifiable: Chinese-supplied equipment sits in Saudi telecom networks and Chinese personnel have had access to Saudi military sites[5]. Whether that access can be walled off from F-35 infrastructure is an engineering and counterintelligence question, not a rhetorical one — and the answer will be decided by agreements the public will not see.
Narrative as a weaponFour groups are actively shaping how this reads. The administration wants you to see a besieged partner being armed by a reliable ally, and to read the notification as near-final — hence the "will not alter the military balance" line in the release. Congressional critics want you to see an intelligence warning being overridden for a sale, and they lean on the leaked DIA assessment because a leak is the only way that argument reaches the public. Riyadh wants you to see a sovereign country buying what it needs to defend itself, and quietly wants the China question treated as America's problem rather than Saudi Arabia's. Israel's government wants you to see calm, because Netanyahu gains nothing from a public fight with Trump — while parts of the Israeli right want you to see a historic loss of air superiority, because alarm is what generates leverage in Washington. Note also what nearly everyone soft-pedals: this is not a new decision. Trump said in November 2025 he would approve it[13]. September 17 was the paperwork catching up.
How Each Side Sees It
Each major actor’s view — how it frames things, its underlying incentive, and how it’s materially affected. Tap a side to read it.
Frames it asA treaty-less but central security partner is under live missile and drone attack and is running short of interceptors[14]. Giving Riyadh a top-tier deterrent is cheaper and safer than sending American pilots. The administration also argues the alternative is worse: if Washington says no, Saudi Arabia buys Chinese or European aircraft and deepens the Mecca Agreement defense pact it signed with Pakistan and Turkey[14]. That would cost the U.S. both influence and intelligence access. Officials say the jets sold will be configured so the regional balance is unchanged, which is the same approach used for other partners[1][9].
WhyLock Saudi Arabia into a decades-long American logistics, software and training dependency. An F-35 fleet cannot fly without continuous U.S. support, which is leverage no one-off purchase provides. The administration also wants Saudi normalization with Israel and sees the jets as the price of admission[13].
Impact on themA win reinforces the administration's transactional-alliance model and the $142 billion U.S.-Saudi defense framework it has promoted[15]. A congressional block, or a leak-driven scandal about Chinese access, would be a visible foreign-policy defeat during a Middle East war[5].
Frames it asThis is not about whether Saudi Arabia is an ally. It is about whether the most sensitive airframe in the U.S. inventory can be protected inside a country where Chinese personnel and Chinese-built telecom equipment are already present[5]. The Defense Intelligence Agency's own assessment recommended walling off F-35 sites from anyone who is not Saudi or American, and questioned whether Riyadh would accept broader limits on contact with Chinese military and intelligence staff[5]. Critics say that once the stealth coatings, sensor fusion software and mission-data files leave U.S. control, no amount of contract language gets them back. Krishnamoorthi's line is that the intelligence community is warning about the "crown jewels" and Congress should not overrule that warning for a sale[7]. A second strand adds Saudi human-rights conduct and the Yemen war's civilian toll.
WhyReassert congressional authority over arms transfers, which has eroded as administrations of both parties have used emergency authorities and fast notifications. For China-focused members, the goal is a precedent that technology-security findings can stop a sale.
Impact on themTheir leverage is weak by design. Because blocking requires surviving a veto, they need roughly two-thirds of both chambers — a threshold arms-sale disapproval resolutions have not cleared in recent years. Their realistic win is extracting written security conditions rather than killing the deal[4].
Frames it asRiyadh's case is straightforward: it is being hit. The Houthis hold Yemen's western coast and the approaches to the Bab al-Mandeb strait, and have fired on Saudi airbases[11][14]. Saudi officials argue a country defending itself is entitled to the best available aircraft, and that the U.S. sells advanced systems to partners far less exposed. On China, Riyadh's position is that its purchases from Beijing are a consequence of American restrictions, not a cause — it bought elsewhere because Washington would not sell. It also resists treating security cooperation with any one country as a loyalty test.
WhyConvert an ad hoc relationship into a durable one and reduce dependence on a U.S. that has declined to intervene directly in its Houthi war[16]. The jets are also a status good: first Arab F-35 operator is a regional-primacy claim against Iran, Turkey and the UAE.
Impact on themEven in the best case, deliveries are years out; F-35 production slots are backed up. Nearer term, Saudi Arabia still needs interceptors and has asked France, Pakistan, Egypt and the UK for air-defense help[14]. A congressional fight also publicly airs U.S. distrust of Saudi ties to China.
Frames it asIsrael's argument rests on a legal concept, not just anxiety. U.S. law requires that arms sales to the region preserve Israel's "qualitative military edge" — the ability to counter any credible regional threat with less loss than its opponents[8]. Supporters say the F-35's value is that almost nobody else has it, and that an Arab operator erodes that edge even if the exported jets are downgraded. The counterargument from within Israel is that Israel's F-35I is a uniquely modified variant, that Israel has far more combat experience, and that a Saudi Arabia aligned against Iran is a net asset. Netanyahu has taken the second line publicly, saying Rubio assured him the edge holds[9][10].
WhyPreserve both the military edge and the political norm that Israel gets U.S. systems first and best. Netanyahu also has an incentive not to pick a public fight with Trump while pressing on other files, including Turkey's own F-35 bid[17].
Impact on themIsraeli outlets are openly split, with Israel Hayom framing the sale as potentially ending Israel's air edge and Times of Israel reporting that analysts think the edge survives[8][10]. Any Israeli lobbying is likely to target conditions — capability downgrades, basing rules, maintenance access — rather than the sale itself.
Frames it asExport orders are what keep the F-35 unit price down for the U.S. Air Force. Every added customer spreads fixed costs across a bigger production run and keeps suppliers in Fort Worth and East Hartford busy. Contractors also argue that they do not set export policy: the U.S. government decides what gets sold and in what configuration, and the companies build to that decision[1][12].
WhyFill production slots and secure decades of sustainment revenue, which is typically worth more over an aircraft's life than the initial sale.
Impact on themThe notification is a maximum authorized value, not booked revenue, and markets treated it that way — Lockheed Martin shares slipped on the day of the announcement[18]. Actual revenue depends on a signed Letter of Offer and Acceptance and on final quantities.
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The Bias Ledger average rating 3.9
The same story, as framed by outlets across the spectrum, ordered least to most biased. The bias score (1 = straight, 10 = heavily spun) is an AI assessment of that framing — click an outlet to see its track record. The tell is the word choice or omission that reveals the angle.
| Outlet | Vantage | Bias | How they frame it | The tell |
|---|---|---|---|---|
| Reuters | U.S./international wire, center | 2 | "US clears way for $24.3 billion military aircraft sale to Saudi Arabia" — states the action, the number and the congressional step. | Uses "possible" and "clears way," which is accurate to the statutory posture. Light on the veto-override math that determines whether Congress can actually stop it. |
| Breaking Defense | U.S. defense-industry trade press | 2 | "US clears $24B F-35 sale for Saudi Arabia" — procurement-desk treatment with configuration and contractor detail. | Accurate and granular, but written for an industry audience: it notes the no-offset-agreement language and Lockheed's statement while treating the political objections as background rather than the story. |
| CNBC | U.S. center, business | 3 | "Trump administration advances $24.3 billion fighter jet deal to Saudi Arabia as Houthis escalate attacks" — pairs the sale with the threat that justifies it. | The "as Houthis escalate attacks" clause supplies a rationale in the headline before the article attributes one. It also foregrounds China-tie concerns, giving both the case for and against. |
| Al Jazeera | Qatari state-funded | 3 | "Trump administration approves sale of F-35 jets to Saudi Arabia" — filed under its Houthis news tag, framing the jets as tied to Riyadh's Yemen war. | Says Riyadh "seeks Washington's help in its war with Yemen's Houthis," positioning the sale as war support rather than deterrence, and gives more space than U.S. outlets to Saudi interceptor shortages and civilian deaths. It does, however, run a full dedicated section on the DIA China-access warning and directly quotes Krishnamoorthi's "crown jewels" line, so the technology-security argument is present, not sidelined — the slant is in the framing/placement, not in omitting the counter-argument. |
| The Times of Israel | Israeli center | 3 | "Saudi F-35 sale triggers Israeli concern, though military edge may remain intact" — states the concern and the counterweight in the same line. | Carries the qualitative-military-edge law and the analyst counterargument together. The hedge "may remain intact" leans toward reassurance, and the piece is written from an assumed Israeli-interest vantage. |
| Israel Hayom | Israeli right | 7 | "US clears Saudi F-35 deal that could end Israel's regional air edge" — leads with the threat to Israel, not the sale itself. | "Could end" is a forecast presented in the headline. It omits that Netanyahu himself publicly said the edge would hold, and that the exported jets are expected to be downgraded. |
| Antiwar.com | U.S. libertarian/non-interventionist advocacy site | 7 | "State Department Approves Massive $24 Billion F-35 Sale to Saudi Arabia" — "massive" does the editorial work. | An explicitly advocacy outlet. Emphasizes the Yemen war and U.S. complicity; the word "massive" is a judgment, and the piece treats the approval as settled rather than provisional. |
References
- Kingdom of Saudi Arabia – F-35 Lightning II Joint Strike Fighter Aircraft — U.S. Department of State, Bureau of Political-Military Affairs · U.S. government primary source; the selling party
- US Clears Way for $24.3 Billion Fighter Jet Sale to Saudi Arabia — Reuters · International wire service, centrist editorial posture
- U.S. Approves F-35 Foreign Military Sale to Saudi Arabia — The Aviationist · Independent aviation trade blog, industry-sympathetic
- US approves potential $24 billion sale of F-35 jets to Saudi Arabia — CNN · U.S. cable network, center-left editorial posture
- Leaked DIA warning of Chinese spying imperils Saudi F-35 purchase — Asia Times · Hong Kong-based English outlet, Asia-security focus, privately owned
- Courtney, Krishnamoorthi and Norcross warn Trump administration against F-35 sale to Saudi Arabia — Office of Rep. Joe Courtney · U.S. congressional Democratic office; a party to the dispute
- Congressman Krishnamoorthi Raises Alarm Over Saudi F-35 Deal — hi INDiA · U.S.-based Indian-American community outlet
- Saudi F-35 sale triggers Israeli concern, though military edge may remain intact — The Times of Israel · Israeli English-language outlet, centrist, privately funded
- Netanyahu says Rubio assured him Israel's military edge will remain despite Saudi F-35 deal — The Times of Israel · Israeli English-language outlet, centrist, privately funded
- US clears Saudi F-35 deal that could end Israel's regional air edge — Israel Hayom · Israeli right-leaning daily, historically aligned with Netanyahu
- Five killed as Saudi Arabia and Yemen's Houthis trade attacks — Al Jazeera · Qatari state-funded international broadcaster
- US clears $24B F-35 sale for Saudi Arabia — Breaking Defense · U.S. defense trade publication, advertiser-supported by defense industry
- Trump says he will approve sale of F-35 fighter jets to Saudi Arabia — Al Jazeera · Qatari state-funded international broadcaster
- Trump administration advances $24.3 billion fighter jet deal to Saudi Arabia as Houthis escalate attacks — CNBC · U.S. business news network owned by Comcast/NBCUniversal
- Trump administration clears way for sale of F-35 fighter jets to Saudi Arabia — The National · Abu Dhabi-based, owned by an entity close to the UAE government
- Yemeni forces target Houthis and a Saudi base as US rules out direct role — Al Jazeera · Qatari state-funded international broadcaster
- Netanyahu threatens fierce pushback on US-Türkiye F-35 deal, shrugs off Saudi sale — Türkiye Today · Turkish English-language outlet, aligned with government perspective
- US Department Of State Signs $24.3B Deal With Saudi Arabia To Sell F-35 Fighter Jets, But LMT Stock Slips — Stocktwits · U.S. retail-investor financial media platform
- US Plans $24.5 Billion Sale of F-35 Jets to Saudi Arabia, State Department Says — Bloomberg · U.S. financial news organization, privately owned