BAE Systems plc (BA.L)
Farnborough, GB
BAE Systems plc, established in 1970 and headquartered in Farnborough, United Kingdom, is a global leader in providing advanced defense, aerospace, and security solutions. The company's comprehensive operations are divided into five distinct business units. The Electronic Systems division focuses on developing and supplying sophisticated technological components, including electronic warfare systems, precise navigation and electro-optical sensors, digital engine and flight controls for both military and commercial aircraft, precision guidance and seeker solutions, secure military communication systems and data links, persistent surveillance technologies, space-based electronics, and electric drive propulsion systems. The Cyber & Intelligence segment plays a vital role in national security by modernizing, maintaining, and strengthening the cyber defenses of critical assets such as aircraft, radars, and missile systems to identify and counter threats. This segment also provides extensive systems engineering, integration, and sustainment services for essential weapons platforms, C5ISR (Command, Control, Computers, Communications, Intelligence, Surveillance, and Reconnaissance) capabilities, and cybersecurity infrastructure. Furthermore, it delivers bespoke solutions and services to intelligence and federal/civilian agencies, offers data intelligence to combat large-scale national threats, protects networks and data from cyberattacks, supplies security and intelligence services to the UK government and allied international governments, and includes anti-fraud, regulatory compliance, and enterprise-level data and digital services. The Platforms & Services (US) segment is responsible for the production of combat vehicles, various weapons, and munitions, in addition to offering ship repair services and managing government-owned munitions facilities. The Air segment concentrates on the design, manufacturing, upgrading, and ongoing support for both combat and jet trainer aircraft. Finally, the Maritime division undertakes the design, construction, and maintenance of naval vessels, including surface ships and submarines, as well as torpedoes, radar systems, and comprehensive command and combat systems. This segment is also a key supplier of naval gun systems, missile launchers, and precision munitions.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.20% | +26.83% | -0.95% | -4.21% | +22.57% | +18.03% | +6.39% | +114.66% | +282.85% | +318.32% | +373.77% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | 0 |
| Buy | 7 | 0 |
| Hold | 6 | 0 |
| Sell | 2 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Aerospace & Defense: +15.4%+7.7% Q4'25: +22.2% (vs Q4'23)
-
EPS growth Aerospace & Defense: +32.2%+6.3% Q4'25: +24.1% (vs Q4'23)
-
FCF margin FCF growth · Aerospace & Defense: +45.0%+5.8% Q4'25: +17.7% (vs Q4'23)
-
EBIT margin Aerospace & Defense: +9.2%+9.2% Q4'25: +9.2% (vs Q4'23)
-
ROIC Aerospace & Defense: +6.2%+11.8% ★ Q4'25: +23.6% (vs Q4'23)
-
Share dilution Aerospace & Defense: +0.0%-0.7% ★ Q4'25: -1.1% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Aerospace & Defense: 0.16×2.80× Q4'25: 1.36× (vs Q4'23)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 16 Rev. Ana. 15 EPS Ana. |
Dec 2027 16 Rev. Ana. 15 EPS Ana. |
Dec 2028 14 Rev. Ana. 7 EPS Ana. |
Dec 2029 15 Rev. Ana. 10 EPS Ana. |
Dec 2030 15 Rev. Ana. 6 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
16.79B
est: 17.57B (-4.5%)
|
17.79B
est: 18.64B (-4.6%)
|
17.22B
est: 19.53B (-11.8%)
|
16.82B
est: 18.48B (-9.0%)
|
18.31B
est: 19.66B (-6.9%)
|
19.28B
est: 20.35B (-5.3%)
|
19.52B
est: 21.41B (-8.8%)
|
21.26B
est: 22.97B (-7.4%)
|
23.08B
est: 24.82B (-7.0%)
|
26.31B
est: 28.14B (-6.5%)
|
28.34B
est: 30.63B (-7.5%)
|
33.07B
32.68B – 34.92B
+8.0% YoY
|
35.91B
34.57B – 38.00B
+8.6% YoY
|
38.91B
37.93B – 41.13B
+8.3% YoY
|
42.49B
41.42B – 44.91B
+9.2% YoY
|
45.30B
44.17B – 47.89B
+6.6% YoY
|
| EBITDA |
1.92B
est: 2.48B (-22.8%)
|
1.59B
est: 2.63B (-39.8%)
|
1.49B
est: 2.76B (-45.9%)
|
1.61B
est: 2.61B (-38.4%)
|
2.29B
est: 2.78B (-17.6%)
|
2.41B
est: 2.88B (-16.1%)
|
2.91B
est: 3.03B (-3.9%)
|
2.81B
est: 3.25B (-13.4%)
|
3.45B
est: 3.51B (-1.8%)
|
3.97B
est: 4.02B (-1.2%)
|
3.77B
est: 4.38B (-13.9%)
|
4.73B
4.67B – 4.99B
+8.0% YoY
|
5.13B
4.94B – 5.43B
+8.6% YoY
|
5.56B
5.42B – 5.88B
+8.3% YoY
|
6.07B
5.92B – 6.42B
+9.2% YoY
|
6.47B
6.31B – 6.84B
+6.6% YoY
|
| EBIT |
1.46B
est: 1.84B (-21.0%)
|
1.25B
est: 1.96B (-36.1%)
|
1.15B
est: 2.05B (-43.8%)
|
1.27B
est: 1.94B (-34.8%)
|
1.69B
est: 2.06B (-18.4%)
|
1.74B
est: 2.14B (-18.4%)
|
2.42B
est: 2.25B (+7.8%)
|
2.30B
est: 2.41B (-4.8%)
|
2.67B
est: 2.61B (+2.3%)
|
2.89B
est: 2.96B (-2.6%)
|
2.61B
est: 3.23B (-19.1%)
|
3.48B
3.44B – 3.68B
+8.0% YoY
|
3.78B
3.64B – 4.00B
+8.6% YoY
|
4.10B
4.00B – 4.33B
+8.3% YoY
|
4.48B
4.36B – 4.73B
+9.2% YoY
|
4.77B
4.65B – 5.04B
+6.6% YoY
|
| Net Income |
918.00M
est: 1.15B (-19.9%)
|
913.00M
est: 1.19B (-23.3%)
|
854.00M
est: 1.29B (-33.9%)
|
1.00B
est: 1.28B (-22.1%)
|
1.48B
est: 1.40B (+5.6%)
|
1.30B
est: 1.34B (-2.9%)
|
1.76B
est: 1.42B (+23.6%)
|
1.59B
est: 1.64B (-3.3%)
|
1.86B
est: 1.91B (-2.6%)
|
1.96B
est: 2.02B (-3.4%)
|
2.06B
est: 2.25B (-8.5%)
|
2.50B
2.42B – 2.59B
+11.1% YoY
|
2.87B
2.74B – 3.00B
+14.6% YoY
|
3.22B
3.12B – 3.46B
+12.4% YoY
|
3.67B
3.55B – 3.95B
+14.0% YoY
|
4.13B
3.99B – 4.43B
+12.4% YoY
|
| SGA |
5.20B
est: 3.68B (+41.3%)
|
5.84B
est: 3.90B (+49.5%)
|
6.23B
est: 4.09B (+52.3%)
|
6.20B
est: 3.87B (+60.2%)
|
2.97B
est: 4.12B (-27.8%)
|
3.28B
est: 4.26B (-23.0%)
|
3.14B
est: 4.48B (-29.9%)
|
3.63B
est: 4.81B (-24.5%)
|
12.58B
est: 5.20B (+142.0%)
|
4.23B
est: 6.74B (-37.2%)
|
4.53B
est: 7.34B (-38.2%)
|
7.92B
7.83B – 8.37B
+8.0% YoY
|
8.60B
8.28B – 9.10B
+8.6% YoY
|
9.32B
9.09B – 9.85B
+8.3% YoY
|
10.18B
9.92B – 10.76B
+9.2% YoY
|
10.85B
10.58B – 11.47B
+6.6% YoY
|
| EPS |
0.29
est: 0.38 (-22.7%)
|
0.29
est: 0.39 (-25.7%)
|
0.26
est: 0.42 (-38.5%)
|
0.31
est: 0.42 (-26.3%)
|
0.46
est: 0.46 (+0.5%)
|
0.41
est: 0.44 (-6.4%)
|
0.55
est: 0.47 (+18.1%)
|
0.51
est: 0.54 (-5.3%)
|
0.61
est: 0.62 (-2.3%)
|
0.65
est: 0.67 (-2.7%)
|
0.69
est: 0.74 (-7.2%)
|
0.83
0.80 – 0.86
+11.1% YoY
|
0.95
0.90 – 0.99
+14.6% YoY
|
1.06
1.03 – 1.14
+12.4% YoY
|
1.21
1.17 – 1.30
+14.0% YoY
|
1.36
1.32 – 1.46
+12.4% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-28 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-27 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-26 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-22 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-21 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-20 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-19 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-18 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-15 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-14 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-13 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-12 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-11 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-08 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-07 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-06 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-05 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-01 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-30 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-29 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-27 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-22 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-21 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-20 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-15 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Thomas Arseneault | Executive Director | 6M | male |
| Charles Woodburn | Group Chief Executive Officer & Executive Director | 4M | — |
| Bradley Greve | Chief Financial Officer & Executive Director | 3M | male |
| Caitlin Hayden | Group Communications Director | 95.0K | female |
| Julian Cracknell | Chief Technology & Information Officer | — | male |
| Karin Hoeing | Group ESG, Culture & Business Transformation Director | — | female |
| Ed Gelsthorpe | Group General Counsel | — | male |
| Neils Petersen | Chief of Staff and Executive Vice President of Marketing Operations | — | — |
| Tania Gandamihardja | Group Human Resources Director | — | female |
| Martin Cooper | Investor Relations Director | — | male |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for BA.L
Short-term intention
Target Price Distribution
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