Junkers Ju 86

Ju 86
Ju 86 K-2 of Royal Hungarian Air Force, showing the Junkers doppelflügel wing control surfaces
Role Bomber, airliner, reconnaissance aircraft
Manufacturer Junkers
Designer Ernst Zindel[1]
First flight 1934
Introduction 1936
Status retired
Primary user Luftwaffe
Number built ~900

The Junkers Ju 86 was a German monoplane bomber and civilian airliner designed in the early 1930s, and employed by various air forces on both sides during World War II. The civilian model Ju 86B could carry ten passengers. Two were delivered to Swissair and five to Deutsche Luft Hansa. In addition a single civilian Ju 86Z was delivered to Sweden's AB Aerotransport.[2]

Design and development

In 1934, a specification for a modern twin-engined aircraft, capable of operating both as a high speed airliner for the German airline Luft Hansa and as a medium bomber for the nascent Luftwaffe, was issued to both Junkers and Heinkel. Five prototypes were ordered from each company; the Junkers Ju 86 and Heinkel He 111.[3] Junkers' design was a low-winged twin engined monoplane, of all-metal stressed skin construction. Unlike most of Junkers' previous designs, it discarded the typical corrugated skinning in favour of smooth metal skinning which helped to reduce drag. The craft was fitted with a narrow track retractable-main gear conventional undercarriage with a fixed tailwheel, and twin fins and rudders. It was intended to be powered by Junkers Jumo 205 diesel engines, which although heavy, gave better fuel consumption than conventional petrol engines.[3][4]

Ju 86 cutaway diagram
The only complete Junkers Ju 86 remaining, (1976)

The distinctive Junkers-utilized doppelflügel control surfaces on the Ju 86's wing, much as the Ju 52 always used, 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. The bomber aircraft had a crew of four; a pilot, navigator, radio operator/bombardier and gunner. Defensive armament consisted of three machine guns, situated at the nose; at a dorsal position; and within a retractable ventral position. Bombs were carried vertically in four fuselage cells behind the cockpit.[5] The airliner version replaced the bomb cells with seating for ten passengers, with fuel tanks being moved from the fuselage to the wings.[6]

The first prototype Ju 86, the Ju 86ab1 in bomber configuration, fitted with Siemens SAM 22 radial engines as airworthy Jumo 205s were unavailable, flew on 4 November 1934,[3] with the second prototype, also a bomber, flying in January 1935. The third Ju 86, the first civil prototype, flew on 4 April 1935.[6] Production of pre-series military and civil aircraft started in late 1935,[6] with full production of the Ju 86A-1 bomber commencing in April 1936. Production quickly switched to the improved Ju 86D with a modified tail cone to improve stability.[7]

Early use of the Jumo-powered Ju 86 bomber in the Spanish Civil War showed that it was inferior to the He 111, with the diesel engines being unsuitable for rough treatment during combat;[8] and production plans were cut back. One Ju 86 had already been converted to use radial engines as a testbed for possible export versions, and this showed much improved reliability. Production switched to a version powered by the BMW 132 engine, the Ju 86E, production continuing until 1938.[9]

Civil variants, introduced in 1936, were designated Ju 86Z of three different models. The Jumo-engined Ju 86Z-1 (corresponding to the former B-0 or C-1) was sold to Swissair (one), Airlines of Australia (one), and LAN-Chile (three); the BMW 132H-powered Ju 86Z-2 was sold to DLH (two) and the para-military Manchukuo Air Transport (five or more). The Pratt & Whitney R-1690 Hornet-engined Z-7, delivered to AB Aerotransport (ABA) of Sweden (one, for use as a mail carrier), Lloyd Aéreo Boliviano (three), and South African Airways - SAA - (17). The ABA aircraft was later transferred to the Swedish Air Force, with which it served, under the designation Tp 9, until 1958. South African Airways' original intention was to have its Ju 86s powered by 745 hp Rolls-Royce Kestrels. Six aircraft for SAA, flown with these engines, were refitted with Hornets before delivery, and the remainder were also Hornet-powered.

The Ju 86K was an export model, also built under license in Sweden by Saab as the B 3 with (905 hp) Bristol Mercury XIX radial engines. Several aircraft remained in service with the Swedish Air Force until 1958.[10] A few were converted to SIGINT platforms.[11]

Operational history

A Ju 86P high-altitude reconnaissance aircraft, with Jumo 207 turbocharged diesel powerplants.

The bomber was field tested in the Spanish Civil War, where it proved inferior to the Heinkel He 111. Four Ju 86D-1s arrived in Spain in early February 1937, but after a few sorties one of them was shot down on 23 February by Republican fighters with the loss of three crewmen killed and one captured. A replacement aircraft was sent from Germany, but in the summer of 1937 another was lost in an accident, and the three remaining aircraft were sold to the Nationalist air forces. Ju 86s were again used in the 1939 invasion of Poland, but retired soon after. In January 1940, the Luftwaffe tested the prototype Ju 86P with a longer wingspan, pressurized cabin, Junkers Jumo 207A-1 turbocharged two-stroke, opposed-piston diesel engines and a two-man crew. The Ju 86P could fly at heights of 12,000 m (39,000 ft) and higher on occasion, where it was felt to be safe from enemy fighters. The British Westland Welkin and Soviet Yakovlev Yak-9PD were developed specifically to counter this threat.[12]

At the outbreak of the Second World War, South Africa's Ju 86Zs were militarised and armed as bombers with defensive guns and external bomb racks. The 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 runner SS Watussi 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.[13] 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.[14]

Satisfied with the trials of the new 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. Those operated successfully for some years over Britain, the Soviet Union and North Africa. In August 1942, a modified Supermarine Spitfire V shot one down over Egypt at an altitude some 14,500 m (49,000 t); when two more were lost, Ju 86Ps were withdrawn from service in 1943.

Junkers developed the Ju 86R for the Luftwaffe, using larger wings and new engines capable of even higher altitudes - up to 16,000 m (52,500 ft) - but production was limited to prototypes.

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.[15]

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.
Ju 86K-6
Export version for Chile and Portugal.
Ju 86K-7
Export version for Austria with BMW 132 radials.[16]
Ju 86K-13
Swedish-built bomber aircraft, fitted with Swedish or Polish-built Pegasus engines.
Ju 86P-1
High-altitude bomber version, fitted with two Jumo 207 diesel engines and with turbochargers.
Ju 86P-2
High-altitude photo reconnaissance version, still equipped for bombing. Same engines as P-1.
Ju 86R-1
High-altitude photo reconnaissance version. Retained 207 engines.
Ju 86R-2
High-altitude bomber version.
Ju 86R-3
Powered by two Jumo 208 engines.
Ju 86Z series
Civil export models
Ju 186
Proposed four-engined high-altitude bomber aircraft. Not built.
Ju 286
Proposed six-engined high-altitude bomber aircraft. Not built.
K 85
a proposed torpedo bomber version for the Swedish Air Force.

Operators

Military operators

Austria
Bolivia
Chile
Germany
Hungary
Japan
  • Kempeitai used several as transports in secret and paramilitary operations in Manchukuo.
Manchukuo (Manchuria)
Portugal
Romania
South Africa
Spain
Sweden

Civil operators

Australia
  • Southern Airlines and Freighters of Australia
Bolivia
Chile
Germany
Manchukuo (Manchuria)
Junkers Ju 86Z, Manchukuo National Airways. M-223 "Huánglóng"
South Africa
Spanish State
Sweden
Switzerland

Specifications (Ju 86 R-2)

Data from Jane's Fighting Aircraft of World War II[20] and Warbirds Resource Group[21]

General characteristics

Performance

Armament

  • Guns:
  • Bombs: Up to 1,000 kilograms (2,200 lb) of ordnance in four internal ESAC 250 bays rated at 250 kg (550 lb) each
    • 4 × 250 kg (551 lb) (1,000 kg/2,204 lb total)
    • 16 × 50 kg (110 lb) (800 kg/1,764 lb total)
    • 64 × 10 kg (22 lb) (640 kg/1,410 lb total)

See also

Aircraft of comparable role, configuration and era

Related lists

References

Notes
  1. Zoeller, Horst. "Junkers - Who is Who?". The Hugo Junkers Homepage. Archived from the original on October 27, 2009. Retrieved 2016-06-22.
  2. "Tp 9 - Junkers Ju 86Z-7 (1940-1958)." Archived 2007-12-05 at the Wayback Machine. Avrosys.nu. Retrieved: 23 July 2009.
  3. 1 2 3 Green and Swanborough 1982, p. 15.
  4. Smith and Kay 1972, pp. 370–371.
  5. Green and Swanborough 1982, p. 18.
  6. 1 2 3 Green and Swanborough 1982, p. 17.
  7. Green and Swanborough 1982, p. 19.
  8. Dressel and Griel 1994, p.22.
  9. Green and Swanborough 1982, pp. 27–28.
  10. 1 2 "B 3 - Junkers Ju 86K (1936-1958)." Archived 2007-12-13 at the Wayback Machine. Avrosys.nu. Retrieved: 23 July 2009.
  11. Andersson, Lennart and Leif Hellström. Bortom Horisonten: Svensk Flygspaning mot Sovjetunionen 1946-1952. Stockholm: Stenbom, 2002. ISBN 978-91-7243-015-0.
  12. James 1982, p. 115.
  13. Green 1968, p. 41.
  14. Green 1968, p. 42.
  15. Sundgren 2011, p. 23.
  16. Haubner, F. Die Flugzeuge der Österreichischen Luftstreitkräfte vor 1938. Graz, Germany: H Weishaupt Verlag, 1982.
  17. "The Air Force: Aircraft Ju 86 K-3 / Z." saairforce.co. Retrieved: 18 August 2010.
  18. "Emergency bomber". www.ww2incolor.com. Retrieved 5 May 2013.
  19. "T 3 - Junkers Ju 86K." Avrosys.nu. Retrieved: 23 July 2009.
  20. Bridgeman 1946, p. 171.
  21. "Junkers Ju 86." Warbirds Resource Group. Retrieved: 23 July 2009.
Bibliography

  • Bridgeman, Leonard. "The Junkers Ju 86P and Ju 86R." Jane's Fighting Aircraft of World War II. London: Studio, 1946. ISBN 1-85170-493-0.
  • Dressel, Joachim and Manfred Griehl. Bombers of the Luftwaffe. London: Arms and Armour Press, 1994, ISBN 1-85409-140-9.
  • Green, William. War Planes of the Second World War: Volume Ten Bombers and Reconnaissance Aircraft. London: Macdonald, 1968.
  • Green, William and Gordon Swanborough. "Junkers Ju 86 ... The Dimorphus Dessauer". Air Enthusiast, Number Twenty, December 1982-March 1983, pp. 15–30. Bromley, UK: Pilot Press.
  • James, Derek N. Westland: A History. Gloucestershire, UK: Tempus Publishing Ltd., 2002. ISBN 0-7524-2772-5.
  • Smith, J.R. and Antony L. Kay. German Aircraft of the Second World War, London: Putnam, 1972. ISBN 0-85177-836-4.
  • Sundgren, Anita. Flygvapenmuseum: The Swedish Air Force Museum. Linköping, Sweden: Edita Västra Aros AB, 2011. ISBN 978-91-633-8910-8.


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