It was designed during the mid-1930s in response to a specification for a modern twin-engined aircraft suitable for use as both a high-speed airliner and a bomber. Junkers responded with a low-winged twin-engined all-metal monoplane; unusually, it was intended to be powered by Junkers Jumo 205diesel engines instead of petrol engines for greater fuel efficiency. It also had a smooth metal skin instead of the company's traditional corrugated exterior. On bomber-configured aircraft, bombs were carried vertically in four fuselage cells behind the cockpit; these bomb cells were replaced by seating for up to ten passengers on the civil airliner version of the Ju 86. On 4 November 1934, the first prototype, powered by Siemens SAM22radial engines, made its maiden flight; on 4 April 1935, the third prototype, which was the first civil-configured aircraft, flew for the first time.
The civil-oriented Ju 86 models were operated by a range of airlines, including the German flag carrierDeutsche Luft Hansa, Manchukuo National Airways, South African Airways, Iberia Airlines and AB Aerotransport amongst others. Some civilian aircraft would be converted into military aircraft following the outbreak of the Second World War. The type was employed by various air forces on both sides of the conflict, although the first military use of the Ju 86 was during the Spanish Civil War, where it was flown by the Condor Legion with mixed results. The Luftwaffe deployed its Ju 86s during the invasion of Poland, but opted to withdraw its diesel-engined aircraft fairly promptly while the radial-engined Ju 86 models were predominantly assigned to training roles thereafter. During late 1942, Ju 86s, along with all other available transport aircraft, were pulled from training schools to reinforce the Luftwaffe's transport force in its attempt to supply the German 6th Armybesieged at Stalingrad, although this attempt was soon ended due to Soviet advances.
The Ju 86P, which emerged in early 1940, possessed considerable high altitude performance as a result of its longer wingspan, pressurized cabin, Junkers Jumo 207A-1 turbocharged diesel engines; used as both a bomber and reconnaissance aircraft, it was used as a nuisance bomber for a time over England until effective interception by modified Supermarine Spitfires led to its withdrawal. At one point, Junkers was developing the Ju 86R, fitted with even larger wings and new engines, to attain even higher altitudes, but this model never progressed beyond the prototype stage. By the twenty-first century, only a single Ju 86 is known to still exist; it is on permanent static display at the Swedish Air Force Museum outside Linköping.
Design and development
Background
The origins of the Junkers Ju 86 are closely linked to the clandestine build-up of Luftwaffe during the mid-1930s.[2] During 1934, the recently created German Reichsluftfahrtministerium (RLM) and the German flag carrierDeutsche Luft Hansa worked together to produce a specification for a twin use aircraft, capable of operating both as a high-speed airliner for Deutsche Luft Hansa and as a medium bomber for the Luftwaffe. Distinct civil and military variants of the aircraft were sought; however, where the requirements were not fully compatible with one another, it was deemed that military needs took precedence over those of the civil side of the programme.[3][2]
Two German aircraft manufacturers, Junkers and Heinkel, were both approached regarding this specification; each company received an initial order for five prototypes (three military and two civil) of their designs, these being the Ju 86 and Heinkel He 111 respectively.[3][4] Junkers' opted for a low-winged twin-engined monoplane that featured all-metal stressed skin construction. Unlike the majority of Junkers' previous designs, the Ju 86 discarded the typical corrugated skinning in favour of smooth metal skinning, which helped to reduce drag.[5] It was intended to be powered by Junkers Jumo 205diesel engines, which although heavy, gave better fuel efficiency than conventional petrol engines.[3] This decision made the Ju 86 one of the earliest quantity production aircraft to use diesel propulsion.[2]
The wing of the Ju 86, which was tapered, comprised two primary spars and one auxiliary spar.[4] It was outfitted with distinctive Junkers doppelflügel control surfaces on the wing, similar to those on the Junkers Ju 52, that were hinged below the wing's trailing edge, with the outboard section on each side functioning as an aileron, and the inner section functioning as a wing flap.[6][4] The aircraft was fitted with a retractable main-gear conventional undercarriage with a fixed tailwheel, and twin fins and rudders. Unusually, the main undercarriage members were attached to the wing roots and outwardly retracted into recesses within the wings; this arrangement meant that the undercarriage had a particularly narrow track.[4]
The bomber aircraft had a crew of four: a pilot, navigator, radio operator/bombardier and gunner. Defensive armament consisted of three machine guns: at the nose, at a dorsal position, and within a retractable ventral position. Bombs were carried vertically in four fuselage cells behind the cockpit.[6] The airliner version replaced these bomb cells with seating for ten passengers; furthermore, the fuel tanks were relocated from the fuselage to the wings.[7]
Into flight
Ju 86 cutaway diagramThe only complete Junkers Ju 86 remaining (1976)
As the Jumo 205 was unavailable when the first prototype airframe was completed, the bomber-configured Ju86ab1 was fitted with Siemens SAM22radial engines instead when it performed its maiden flight on 4November 1934.[3][4] Early flight trials were reportedly demonstrated the prototype to possess unsatisfactory control and stability; modifications were made.[4] The second prototype, which was also a bomber, flew during January 1935. The third Ju86, the first civil prototype, flew on 4April 1935.[7][4] The fourth and fifth prototypes, which were more representative of production aircraft, were furnished with a new wing design with an increased chord, and thereby wing area, towards the tips.[8]
During late 1935, production of both pre-series military and civil aircraft commenced.[7] In April 1936, full-rate production of the Ju86A-1 bomber was achieved. Many of the early modifications made were centred around increasing the aircraft's stability, such as the addition of a spine-like dorsal fin on the tail end of the fuselage on the Ju 86C.[9] Production was quickly transitioned to the improved Ju 86D, the chief differences of which being a modified tail cone that improved stability and an almost 50 per cent increase in fuel capacity over that of the Ju 86A.[10][11] Durign the late 1930s, demand for the type was such that rival firm Henschel became involved in the production program.[12]
Early use of the Jumo-powered Ju 86 bomber in the Spanish Civil War showed that it was inferior to the He111, with the diesel engines being unsuitable for rough treatment during combat and thus difficult to keep operational.[13][12] Accordingly, production plans of the type were promptly cut back. One Ju86 had already been converted to use radial engines as a testbed for possible export versions, and this showed improved reliability. Production switched to a version powered by the BMW 132 engine, the Ju86E, the production of which continued though to 1938.[14][12] The sudden end to production without advance warning meant that there were still enough component parts to construct a further 1,000 aircraft.[15]
While the Ju 86 was deemphasised as a bomber as time went on, Junker opted to continue development of the aircraft as a high altitude platform for both reconnaissance and bombing missions.[12] The Ju 86P, which possessed a longer wingspan, pressurized cabin, Junkers Jumo 207A-1 turbocharged two-stroke, opposed-piston diesel engines and a two-man crew, could fly higher than 12,000m (39,000ft), where it was felt to be safe from enemy fighters. Furthermore, it could be produced by remanufacturing existing Ju 86D airframes.[16]
During early 1942, Junkers was working on the Ju 86R, which used even larger wings and new engines that were reportedly capable of even higher altitudes - up to 16,000m (52,500ft) - in order to continue evading increasingly advanced interceptors.[17] While a few aircraft were built and delivered to the Luftwaffe during 1943, production was limited to a small quantity of aircraft. Further advanced models, such as the Ju 86 R-3 and the Ju 186, but these never left the drawing board.[18]
Export variants
Hungarian Ju-86K-2s, 1941
Civil variants, introduced in 1936, were designated Ju 86Z in three different models differing in their engines.[19] The Jumo-engined Ju86Z-1 (corresponding to the former B-0 or C-1) was sold to Swissair (one), Airlines of Australia (one), and LAN-Chile (three).[20] The BMW132H-powered Ju86Z-2 was sold to DLH (two) and the para-military Manchukuo Air Transport (five or more). The Pratt & Whitney R-1690 Hornet-engined Ju86Z-7 was delivered to AB Aerotransport (ABA) of Sweden (one, for use as a mail carrier), Lloyd Aéreo Boliviano (three), and South African Airways (SAA) (seventeen). The ABA aircraft was later transferred to the Swedish Air Force, with which it served, under the designation Tp9, until 1958. South African Airways' original intention was to have its Ju86s powered by 745hp Rolls-Royce Kestrels. Six aircraft for SAA, flown with these engines, were refitted with Hornets before delivery, and the remainder were also Hornet-powered.[citation needed]
The bomber was field-tested in the Spanish Civil War by the Condor Legion. Four Ju 86D-1s arrived in Spain in early February 1937, but after a few sorties one of them was shot down in late February–early March 1937 by Republican fighters. A replacement aircraft was sent from Germany, but after two more were damaged in landing accidents, the remaining two aircraft were sold to the Nationalist air force, where they remained in service until at least the end of the Civil War. The Ju 86 had proved to be generally inferior to the Heinkel He 111 evaluated at the same time.[23]
A single Gruppe of Ju 86 bombers (III KG 1 "Hindenburg") remained in operational service at the start of the Second World War and were used in the invasion of Poland, but replaced soon after. The diesel-engined Ju 86A and Ds were quickly retired while the radial-engined Ju 86E and Gs were transferred to bomber training schools.[24] Soon after the conflict started, the Luftflotte (Air Fleet) commanders raided their training schools for Ju52s as transport aircraft, together with their experienced aircrew instructors.[25] This depletion continued with the formation of special bomber crews for the invasions of Norway, the Low Countries, and Crete.[26] This was to a severe blow to the pilot training programme, and Oberstleutnant Lt-Colonel Paul Deichmann, Chief of Staff to the Luftwaffe's Chief of Training Helmuth Wilberg suggested that Ju 86s with dual controls and instruments could be easily produced to replace the appropriated Ju52s. However, his contention that "the need for air transport services would soon reach tremendous proportions" was simply brushed aside by the commander-in-chief of the Luftwaffe, Hermann Göring.[15]
In late 1942, all available aircraft, including Ju 86s, were pulled out of the training schools to reinforce the Luftwaffe's transport force in its attempt to supply the German 6th Army, besieged at Stalingrad. The Ju 86s formed two transport Gruppen, equipped with 58 aircraft, operating out of Tatsinskaya Airfield. They were unsuited to the transport role, and suffered heavy losses (42 Ju 86s were lost by the end of January 1943) before being forced out of the airlift when the Soviets captured Tatsinskaya, not having the range to reach Stalingrad from the replacement airfields.[24][27] More than 40 Ju 86s were lost in this endeavour while the survivors were reallocated to training bomber crews.[24][28]
Ju 86s operated by the Allies in the Second World War included 17[29][lower-alpha 1] early-model units that had been in use by South African Airways. When the conflict broke out, these aircraft were militarised and armed as bombers with defensive guns and external bomb racks. These aircraft were initially used for coastal patrols along with the sole Ju 86K-1, playing an important role in the interception of the German blockade runnerSS Watussi[de] in December 1939. In May 1940, they were used to re-equip No. 12 Squadron SAAF, which was deployed in the East African Campaign from June 1940. It flew its first bombing missions on 14 June 1940.[31] As more modern aircraft became available, the South African Ju 86s were passed from squadron to squadron, seeing their last use with No. 22 Squadron SAAF, which used it along with the Avro Anson in the coastal reconnaissance role, finally retiring its Ju 86s in September 1942.[32]
During March 1939, Hungary used its Ju 86s to bomb Slovakian airfields and defensive positions during the Slovak–Hungarian War. From June 1941, Hungary's Ju 86s began to be replaced by Italian Caproni Ca.135 bombers. An independent bomber squadron, equipped with a mix of Ju 86s and Ca 135s was deployed in support of the Hungarian Gyorshadtest (or Fast Corps) during the German-led invasion of the Soviet Union. However, the Ju 86 was withdrawn from front line service by Hungary during 1942.[33]
In January 1940, the Luftwaffe evaluated the prototype Ju 86P, which could fly higher than 12,000m (39,000ft), where it was felt to be safe from enemy fighters.[34] The British Westland Welkin and Soviet Yakovlev Yak-9PD were developed specifically to counter this threat.[35] Satisfied with the trials of the Ju 86P prototype, the Luftwaffe ordered that some 40 older-model bombers be converted to Ju 86P-1 high-altitude bombers and Ju 86P-2 photo-reconnaissance aircraft, with pressurized fuselage, no armament, and a crew of two.[29][36]
The Ju 86P operated successfully for some years over Britain, the Soviet Union and North Africa.[17] During early 1941, the reconnaissance version flew sorties over Britain, but these stopped when Hitler invaded Russia (Operation Barbarossa). By mid-1942, the pressurized bomber version was available, and flew about a dozen nuisance raids over southern England.[lower-alpha 2] In response, the RAF mounted a special interception squadron equipped with modified Supermarine Spitfire Mk IXs, leading to one bomber attempting a raid on Portsmouth being intercepted on 12 September 1942; after this, no further flights over England were attempted.[29] In August 1942, a modified Spitfire Mk V shot a Ju 86P down over Egypt at an altitude of some 14,500m (49,000ft); following the loss of two more aircraft, the Ju 86P was withdrawn from service in 1943.[17]
A single unit operated the Ju 86R, which was capable of even greater altitudes than the Ju 86P, between 1943 and mid 1944.[17]
Surviving aircraft
The only remaining complete Junkers Ju 86, displayed at the Swedish Air Force Museum
Only one Junkers Ju 86 is known to exist today. The aircraft was built in Germany and sold to Sweden in 1938. Before it was retired from Swedish service in 1958, the aircraft was used in the 1955 movie Des Teufels General. It is on permanent static display at the Swedish Air Force Museum near Linköping.[37]
Variants
Ju 86abl
First bomber prototype.
Ju 86bal
Second transport prototype.
Ju 86cb
Third bomber prototype.
Ju 86V4
Prototype for the Ju 86B commercial transport aircraft.
Ju 86V5
Prototype for the Ju 86A bomber aircraft.
Ju 86A-0
13 pre-production bomber aircraft.
Ju 86A-1
Initial bomber version.
Ju 86B-0
Seven pre-production transport aircraft.
Ju 86C-1
Six transport aircraft for Deutsche Luft Hansa, powered by two Junkers Jumo 205C diesel engines.
Ju 86D-1
Bomber version.
Ju 86E-1
Bomber version for the Luftwaffe, powered by two BMW 132F radial engines.
Ju 86E-2
Powered by two BMW 132N radials.
Ju 86G - note the radial engines and rounded glazed nose
Ju 86G-1
Fitted with a round glass nose.
Ju 86E-2
Uprated version of the Ju 86E-1.
Ju 86K-1
Export version for South Africa and Sweden.
Hungarian Ju 86K-2
Ju 86K-2
Export version for Hungary.
Ju 86K-4
Export version for Sweden, similar to the Ju 86K-1, but fitted with two Bristol Pegasus III radials.
Ju 86K-5
Swedish-built bomber aircraft, powered by two Swedish-built Bristol Pegasus XII radials.
The Heinkel He 111 is a German airliner and bomber designed by Siegfried and Walter Günter at Heinkel Flugzeugwerke in 1934. Through development, it was described as a "wolf in sheep's clothing". Due to restrictions placed on Germany after the First World War prohibiting bombers, it was presented solely as a civil airliner, although from conception the design was intended to provide the nascent Luftwaffe with a heavy bomber.
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The Junkers Ju 188 "Rächer" ("Avenger") was a German Luftwaffe high-performance medium bomber built during World War II, the planned follow-up to the Ju 88 with better performance and payload. It was produced only in limited numbers, due both to the presence of improved versions of the Ju 88, as well as the increasingly effective Allied strategic bombing campaign against German industry and the resulting focus on fighter production.
Junkers Flugzeug- und Motorenwerke AG more commonly Junkers, was a major German aircraft and aircraft engine manufacturer. It was founded in Dessau, Germany, in 1895 by Hugo Junkers, initially manufacturing boilers and radiators. During World War I and following the war, the company became famous for its pioneering all-metal aircraft. During World War II the company produced the German air force's planes, as well as piston and jet aircraft engines, albeit in the absence of its founder who had been removed by the Nazis in 1934.
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The Junkers Ju 88 is a twin-engined multirole combat aircraft designed and produced by the German aircraft manufacturer Junkers Aircraft and Motor Works. It was used extensively during the Second World War by the Luftwaffe and became one of the most versatile combat aircraft of the conflict.
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References
Notes
↑ 18 units had been delivered to the airline during the interwar years [30][20]
↑ Each bomber carried a single 250kg bomb, so most drops caused little damage. However, a hit in the middle of Bristol during rush hour killed 48 and caused major damage.
↑ According to a source, the ten aircraft received by Portugal were the K-7 version
Bridgeman, Leonard (1946). The Junkers Ju 86P and Ju 86R: Jane's Fighting Aircraft of World War II. London, UK: Studio. ISBN1-85170-493-0.
Dressel, Joachim; Griehl, Manfred (1994). Bombers of the Luftwaffe. London, UK: Arms and Armour Press. ISBN1-85409-140-9.
Goss, Chris (May 2019). "Zigzag dans le ciel de l'Angleterre: des Ju 86 bombardent à haute altitude en 1942" [Zigzag in British Skies: The Ju 86 High-altitude Bombardment in 1942]. Le Fana de l'Aviation (in French) (594): 68–75. ISSN0757-4169.
Green, William (1968). War Planes of the Second World War: Volume Ten Bombers and Reconnaissance Aircraft. London, UK: Macdonald.
Green, William; Swanborough, Gordon (December 1982 – March 1983). "Junkers Ju 86 ... The Dimorphus Dessauer". Air Enthusiast. Vol.20. Bromley, UK: Pilot Press. pp.15–30.
Haubner, F. (1982). Die Flugzeuge der Österreichischen Luftstreitkräfte vor 1938 (in German). Graz, Germany: H Weishaupt Verlag.
Hooton, E. R. (2016). War Over the Steppes: The Air Campaigns on the Eastern Front 1941–45. Oxford: Osprey Publishing. ISBN978-1-4728-1562-0.
James, Derek N. (2002). Westland: A History. Gloucestershire, UK: Tempus Publishing Ltd. ISBN0-7524-2772-5.
Lawrence, Joseph (1945). The Observer's Book Of Airplanes. London and New York: Frederick Warne & Co.
Smith, J.R.; Kay, Antony L. (1972). German Aircraft of the Second World War. London, UK: Putnam. ISBN0-85177-836-4.
Stroud, John (1966). European Transport Aircraft since 1910. London, UK: Putnam.
1 X as second letter is for experimental aircraft or imported technology demonstrators not intended for service, 2 Hyphenated trailing letter (-J, -K, -L, -N or -S) denotes design modified for secondary role, 3 Possibly incorrect designation, but used in many sources
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