BAE Systems plc — News

BAE Systems plc (BAESY) Q2 2026 Earnings Call Transcript

seekingalpha.com - 2026-07-30 17:13:32

BAE Systems PLC (LSE:BA.) upgraded its full-year guidance after higher defence spending helped lift first-half sales and orders, while free cash flow improved sharply.

proactiveinvestors.co.uk - 2026-07-30 03:16:11

The arms maker raised its sales, profitability and cash flow targets for the year as governments keep spending on defense in the face of escalating geopolitical tensions.

wsj.com - 2026-07-30 02:59:00

BAE ​Systems ‌upgraded its 2026 ​outlook ​on Thursday ⁠after ​posting an ​11% rise in ​first-half ​profit, helped by ‌governments ⁠lifting their defence ​budgets ​given ⁠the higher ​global ​threat ⁠level.

reuters.com - 2026-07-30 02:14:38

BAE Systems has been awarded a £5.9 billion ($7.8 billion) contract by the ​British government to advance work on ‌the country's next generation of nuclear-armed submarines, the company said late on Wednesday.

reuters.com - 2026-07-29 17:32:18

Poland's Nitro-Chem, a major supplier of trinitrotoluene (TNT) for NATO countries' armies, ​has signed a letter of intent ‌with defence company BAE Systems to build a production plant in Britain, the Polish Defence ​Ministry said on Monday.

reuters.com - 2026-07-27 11:59:06

Astrotech (NASDAQ: ASTC - Get Free Report) and Bae Systems (OTCMKTS:BAESY - Get Free Report) are both aerospace companies, but which is the better investment? We will compare the two companies based on the strength of their earnings, valuation, dividends, risk, profitability, analyst recommendations and institutional ownership. Institutional and Insider Ownership 24.4% of Astrotech shares are

defenseworld.net - 2026-07-26 01:59:09

Seagate Technology shares continued to advance as demand for high-capacity storage tied to AI data-center buildouts supported further positive earnings revisions. On balance, the Fund's artificial intelligence positioning was a net positive contributor to relative performance during the quarter. We added the Humana position on the view that earnings are at a cyclical trough, with MA margins currently depressed, in some cases negative, as elevated medical cost trends have outpaced premium growth across the industry.

seekingalpha.com - 2026-07-22 12:35:00

BAE Systems revealed a new unmanned fighter jet on Wednesday, boosting Britain's entry into ‌one of the defence industry's hottest and most fiercely contested markets.

reuters.com - 2026-07-22 05:03:54

BAE Systems , Boeing and Saab signed a deal to advance their partnership to offer Britain ​a new fast-jet pilot training aircraft based on ‌Boeing's T-7 system, as it looks for a replacement for the ageing Hawk fleet.

reuters.com - 2026-07-21 08:22:45

BAESY is deepening its radar-market presence through Canada's Arctic program and decades of long-range surveillance expertise.

zacks.com - 2026-07-15 11:21:07

BAESY is expanding its armored vehicle footprint with the AMPV and proven combat platforms as militaries modernize aging fleets.

zacks.com - 2026-07-10 10:26:04

BAESY is strengthening its naval MRO presence as defense spending, fleet modernization and readiness needs drive demand for sustainment services.

zacks.com - 2026-07-08 11:56:09

The next generation of defense winners could increasingly resemble software and AI companies instead of conventional arms manufacturers Recent weakness in European defense stocks reflects both a rotation into AI stocks and more selective investors, according to market watchers.

cnbc.com - 2026-07-06 09:37:33

Top FTSE 100 Index stocks, including BAE Systems, Babcock International, and IAG, are rising today, even as the index remains stuck within a narrow trading range at its highest point since March this year.  IAG shares are rising after the EasyJet buyout and falling jet fuel prices IAG, the parent company of British Airways, LEVEL, and Aer Lingus, is rising after EasyJet agreed to be acquired by Castlelake, an American company.

invezz.com - 2026-07-06 06:22:17

UK's $20B defense overhaul puts defense ETFs in focus as higher military spending could boost key holdings across the industry.

zacks.com - 2026-07-02 15:16:20

BAE Systems PLC (LSE:BA.), Chemring Group (LSE:CHG) and other UK defence stocks rallied after the government confirmed a £15 billion increase in military spending, with drones, ammunition stockpiles and the nuclear deterrent among the priorities.

proactiveinvestors.co.uk - 2026-06-30 11:23:21

Compact, high-performance processor delivers reliable operation in harsh radiation environments MANASSAS, Va., June 25, 2026 /PRNewswire/ -- BAE Systems (LON: BA) has successfully demonstrated the ability of its Endura™ system-on-chip (Soc) space processor to operate resiliently in natural space and the most severe strategic radiation environments.

prnewswire.com - 2026-06-25 10:00:00

MMM's long-term Airbus deal to supply A220 insulation systems aims to boost aircraft efficiency and passenger comfort.

zacks.com - 2026-06-24 12:41:07

Record defense backlogs and rising military spending projections bolster the case for ETFs like IDEF as contractors scale production.

zacks.com - 2026-06-22 11:31:41

Italian defence and aerospace company Leonardo and Abu Dhabi's EDGE group have detailed ​plans for a joint venture targeting ‌over 4 billion euros in orders over five years, the companies said on Wednesday at a ​Paris event.

reuters.com - 2026-06-17 10:23:32

Investors looking for stocks in the Aerospace - Defense Equipment sector might want to consider either Bae Systems PLC (BAESY) or Rolls-Royce Holdings PLC (RYCEY). But which of these two stocks offers value investors a better bang for their buck right now?

zacks.com - 2026-06-11 12:41:34

BAE Systems remains a buy, despite a recent 17.5% pullback and prior over-optimism on multiple expansion. BAESY booked over £4 billion in Q1 orders across air, space, land, and naval domains, supporting robust European and US demand. I now set a conservative price target based on a 13.7x EV/EBITDA multiple, indicating 15–22% upside with 8% annualized growth through 2028.

seekingalpha.com - 2026-06-10 12:58:33

As a proud industry partner, MDA Space is leveraging its commercial innovation to deliver critical payload technologies that will enhance the resilience and capabilities of the U.S. Space Force's missile warning and tracking national security mission. The contract will see MDA Space design and build antennas and control electronics for medium Earth orbit (MEO) national security satellites.

prnewswire.com - 2026-06-02 09:04:00

Once a sleepy sector, industrial stocks are heating up thanks to AI.

fool.com - 2026-05-28 12:30:00

The former four-star general warned that drone warfare had reshaped conflict and exposed defense gaps. Autonomous swarms have emerged as the next challenge for militaries globally.

cnbc.com - 2026-05-27 19:09:33

Soft kill electronic warfare system defends against missiles and unmanned aerial systems in complex battlespaces AUSTIN, Texas, May 27, 2026 /PRNewswire/ -- BAE Systems (LON: BA) has been awarded the Soft Kill Active Protection System (APS) program of record by the U.S. Army, equipping ground vehicles with advanced electronic warfare capabilities. The program leverages BAE Systems' Rapid Optical Observation and Kill (ROOK) system to disrupt and defeat incoming threats, including unmanned aerial systems (UAS) and anti-tank guided missiles, enhancing crew and vehicle survivability and mission effectiveness.

prnewswire.com - 2026-05-27 10:00:00

Investors interested in Aerospace - Defense Equipment stocks are likely familiar with Bae Systems PLC (BAESY) and Rolls-Royce Holdings PLC (RYCEY). But which of these two stocks presents investors with the better value opportunity right now?

zacks.com - 2026-05-26 12:41:14

BAE Systems and Northrop Grumman ride rising defense budgets, with new milestones, facility upgrades and radar deliveries shaping momentum.

zacks.com - 2026-05-26 11:11:15

UK defence stocks could regain momentum once the long-delayed Defence Investment Plan is finally published, according to Jefferies, which said the sector still offers some of the strongest long-term growth prospects in the London market. The US bank's defence and aerospace team said the absence of the government's defence spending roadmap had weighed on sentiment for more than six months, alongside political uncertainty and higher borrowing costs.

proactiveinvestors.co.uk - 2026-05-18 10:48:02

The Iran war gave Qatar reason to worry about drones. The good news is that now there's a solution.

fool.com - 2026-05-17 05:05:00

Iran didn't attack Israel with drones in its most recent war -- but it did in the last war, and might again in the next.

fool.com - 2026-05-15 07:07:00

After Spirit Airlines vanished from the skies, its not-quite-sudden collapse raised questions about why the successful low-cost model, born in the U.S. airline industry, is failing.

forbes.com - 2026-05-13 05:45:09

The FTSE 100 Index remained in a narrow range this week as traders watched the developments in the Middle East, where odds of a deal between the US and Iran rose. It also wavered because of the weak HSBC earnings.

invezz.com - 2026-05-08 04:25:59

BAE Systems PLC (LSE:BA.) said trading in early 2026 was "strong" and kept it on a trajectory to meet full-year forecasts, as rising global defence spending underpins demand.

proactiveinvestors.co.uk - 2026-05-07 02:50:43

The company continues to forecast an increase in sales between 7% and 9%, and a rise in underlying earnings before interest and taxes of 9% to 11%.

wsj.com - 2026-05-07 02:25:00

BAE ​Systems said ‌on Thursday it ​was ​on track to ⁠meet ​forecasts ​for earnings growth of ​9% ​to 11% this ‌year, ⁠as the Iran war ​kept ​orders ⁠flowing into ​Britain's ​biggest ⁠defence contractor.

reuters.com - 2026-05-07 02:07:24

ENDICOTT, N.Y., May 6, 2026 /PRNewswire/ -- BAE Systems (LON: BA) has opened the 150,000-square-foot addition to its Endicott, New York campus.

prnewswire.com - 2026-05-06 11:00:00