BAE Systems

9 days ago · seekingalpha.com

BAE Systems plc is upgraded to Strong Buy after a pullback, with the market undervaluing its long-term growth despite near-term budget uncertainties. Recent share weakness reflects concerns over UK defense budget timing, but rising geopolitical tensions and ongoing contract wins support robust demand and backlog. BAESY offers a 33% upside to a $35.60 FY28 price target, with valuation now anchored to near-term earnings and none of the multi-year growth priced in.

11 days ago · reuters.com

Airbus to hold talks with BAE over role in GCAP jet programme, FT reports

1 month ago · reuters.com

BAE Systems is among the potential bidders that are in the early stages of exploring an offer for Robin Radar Systems, three people familiar with the matter told ​Reuters.

1 month ago · proactiveinvestors.com

British defence stocks BAE Systems PLC (LSE:BA.) and Babcock International PLC (LSE:BAB) would still merit a 'buy' rating even if European defence spending falls short of the level the market is banking on, according to Citi.

2 months ago · prnewswire.com

Cost-effective, low-SWaP electronics enable small airborne platforms to conduct missions in contested environments NASHUA, N.H., Sept. 15, 2026 /PRNewswire/ -- BAE Systems (LON: BA) has launched its Shadow EW™ family of compact electronic warfare (EW) solutions designed for a diverse and growing range of small airborne platforms.

2 months ago · forbes.com

The Pentagon today announced the signing of two framework agreements aimed to increase production of interceptor missile components.

3 months ago · businesswire.com

FALLS CHURCH, Va.--(BUSINESS WIRE)--BAE Systems, Inc. has named Michael Loeffler as its vice president of supply chain, effective Aug. 24, 2026. Reporting to BAE Systems, Inc. President and CEO Tom Arseneault, Loeffler will serve as the supply chain leader across the organization. He will also serve as a member of the BAE Systems, Inc. senior leadership team. Loeffler will lead the company's supply chain organization, driving strategy, execution and program delivery in support of all Inc. busin.

3 months ago · seekingalpha.com

BAE Systems remains a Buy, supported by robust H1 2026 results, upgraded guidance, and multi-domain growth engines across Europe and the US. Order backlog hit a record £84 billion, with European and MBDA demand driving a multi-year growth runway and strong visibility toward £45 billion in revenues. Raised 2026 guidance: sales growth 8–10%, EBIT 10–12%, EPS 11–13%, and free cash flow above £2.0 billion, though some cash flow upside is timing-related.

3 months ago · seekingalpha.com

BAE Systems remains a high-quality defense contractor but trades at an excessive 26-29x P/E, well above historical norms. Despite strong H1-26 results, rising backlog, and 8-12% operating profit growth guidance, FCF and OCF are declining while CapEx and intangibles rise. Cash conversion is weakening; earnings quality is questioned as EPS grows but FCF drops 17% and OCF falls 9% since 2023.

3 months ago · wsj.com

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