BAE Systems plc (BAESF)
Farnborough, GB
BAE Systems plc is a global defense, aerospace, and security company. Its operations are organized into five primary segments: Electronic Systems, Cyber & Intelligence, Platforms & Services (US), Air, and Maritime. The Electronic Systems division focuses on advanced electronic technologies, including electronic warfare systems, navigation tools, electro-optical sensors, and digital controls for both military and commercial aircraft engines and flight systems. It also develops precision guidance and seeker solutions, military communication networks, persistent surveillance capabilities, space electronics, and electric drive propulsion systems. The Cyber & Intelligence segment delivers solutions aimed at strengthening national security. This encompasses modernizing, maintaining, and testing cyber-hardened aircraft, radars, missile systems, and mission applications designed to detect and deter threats. It provides comprehensive systems engineering, integration, and sustainment services for critical weapons systems, C5ISR, and cybersecurity. Furthermore, this segment offers data intelligence solutions to protect networks and data from large-scale threats, provides security and intelligence services to the UK government and international allies, and develops anti-fraud and regulatory compliance tools, alongside enterprise data and digital services for intelligence and federal/civilian agencies. The Platforms & Services (US) segment manufactures combat vehicles, weapons, and munitions. It also provides ship repair services and manages government-owned munitions production facilities within the United States. The Air segment specializes in the development, manufacturing, upgrading, and support of combat aircraft and jet trainers. Finally, the Maritime segment designs, constructs, and maintains surface ships, submarines, torpedoes, naval radars, and command and combat systems. It also supplies naval gun systems, missile launchers, and precision munitions. The company was founded in 1970 and maintains its headquarters in Farnborough, United Kingdom.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.80% | +4.56% | -4.38% | -4.18% | +25.28% | +17.56% | +4.92% | +133.42% | +266.09% | +290.14% | +1,147.03% |
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.
-
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%+5.2% Q4'25: +17.7% (vs Q4'23)
-
EBIT margin Aerospace & Defense: +9.2%+8.8% Q4'25: +9.2% (vs Q4'23)
-
ROIC Aerospace & Defense: +6.2%+11.1% ★ 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: 0.16×2.88× 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. 1 EPS Ana. |
Dec 2027 16 Rev. Ana. 1 EPS Ana. |
Dec 2028 14 Rev. Ana. 1 EPS Ana. |
Dec 2029 15 Rev. Ana. 1 EPS Ana. |
Dec 2030 15 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
16.79B
est: 17.53B (-4.2%)
|
17.79B
est: 18.76B (-5.2%)
|
18.32B
est: 19.91B (-8.0%)
|
16.82B
est: 17.52B (-4.0%)
|
18.31B
est: 20.28B (-9.8%)
|
19.28B
est: 20.44B (-5.7%)
|
19.52B
est: 21.45B (-9.0%)
|
21.26B
est: 22.64B (-6.1%)
|
23.08B
est: 25.01B (-7.7%)
|
26.31B
est: 28.13B (-6.5%)
|
28.33B
est: 30.63B (-7.5%)
|
32.99B
32.60B – 34.84B
+7.7% YoY
|
35.82B
34.49B – 37.91B
+8.6% YoY
|
38.82B
37.84B – 41.03B
+8.3% YoY
|
42.39B
41.33B – 44.81B
+9.2% YoY
|
45.20B
44.06B – 47.78B
+6.6% YoY
|
| EBITDA |
1.92B
est: 2.49B (-23.1%)
|
1.87B
est: 2.67B (-29.8%)
|
2.17B
est: 2.83B (-23.4%)
|
1.94B
est: 2.49B (-22.0%)
|
2.58B
est: 2.88B (-10.6%)
|
2.58B
est: 2.91B (-11.1%)
|
3.13B
est: 3.05B (+2.4%)
|
3.06B
est: 3.22B (-5.0%)
|
3.45B
est: 3.56B (-3.0%)
|
3.25B
est: 3.97B (-18.2%)
|
3.67B
est: 4.33B (-15.2%)
|
4.66B
4.61B – 4.92B
+7.7% YoY
|
5.06B
4.87B – 5.36B
+8.6% YoY
|
5.48B
5.35B – 5.80B
+8.3% YoY
|
5.99B
5.84B – 6.33B
+9.2% YoY
|
6.39B
6.23B – 6.75B
+6.6% YoY
|
| EBIT |
1.46B
est: 1.90B (-23.1%)
|
1.53B
est: 2.03B (-24.7%)
|
1.44B
est: 2.15B (-33.1%)
|
1.53B
est: 1.89B (-19.2%)
|
1.98B
est: 2.19B (-10.0%)
|
1.91B
est: 2.21B (-13.7%)
|
2.42B
est: 2.32B (+4.5%)
|
2.30B
est: 2.45B (-6.3%)
|
2.67B
est: 2.70B (-1.5%)
|
2.47B
est: 2.98B (-17.0%)
|
2.50B
est: 3.25B (-23.0%)
|
3.50B
3.45B – 3.69B
+7.7% YoY
|
3.80B
3.65B – 4.02B
+8.6% YoY
|
4.11B
4.01B – 4.35B
+8.3% YoY
|
4.49B
4.38B – 4.75B
+9.2% YoY
|
4.79B
4.67B – 5.06B
+6.6% YoY
|
| Net Income |
918.00M
est: 1.69B (-45.6%)
|
913.00M
est: 1.47B (-38.0%)
|
854.00M
est: 1.75B (-51.1%)
|
1.00B
est: 1.63B (-38.8%)
|
1.48B
est: 1.85B (-20.3%)
|
1.30B
est: 1.83B (-29.0%)
|
1.76B
est: 1.92B (-8.5%)
|
1.59B
est: 1.99B (-20.0%)
|
1.86B
est: 2.43B (-23.5%)
|
1.96B
est: 2.53B (-22.8%)
|
2.06B
est: 3.04B (-32.1%)
|
3.36B
3.25B – 3.61B
+10.8% YoY
|
3.85B
3.73B – 4.14B
+14.6% YoY
|
4.33B
4.19B – 4.65B
+12.4% YoY
|
4.94B
4.78B – 5.31B
+14.0% YoY
|
5.55B
5.37B – 5.96B
+12.4% YoY
|
| SGA |
2.02B
est: 2.45B (-17.5%)
|
2.20B
est: 2.62B (-16.1%)
|
3.21B
est: 2.78B (+15.4%)
|
3.05B
est: 2.45B (+24.5%)
|
2.97B
est: 2.83B (+5.0%)
|
68.00M
est: 2.85B (-97.6%)
|
65.00M
est: 3.00B (-97.8%)
|
37.00M
est: 3.16B (-98.8%)
|
7.94B
est: 3.49B (+127.4%)
|
9.09B
est: 3.91B (+132.6%)
|
—
est: 4.25B (-100.0%)
|
4.58B
4.53B – 4.84B
+7.7% YoY
|
4.98B
4.79B – 5.27B
+8.6% YoY
|
5.39B
5.26B – 5.70B
+8.3% YoY
|
5.89B
5.74B – 6.22B
+9.2% YoY
|
6.28B
6.12B – 6.64B
+6.6% YoY
|
| EPS |
0.29
est: 0.55 (-47.6%)
|
0.29
est: 0.48 (-39.8%)
|
0.27
est: 0.57 (-52.8%)
|
0.31
est: 0.54 (-42.1%)
|
0.46
est: 0.61 (-24.1%)
|
0.41
est: 0.60 (-31.6%)
|
0.55
est: 0.63 (-12.6%)
|
0.51
est: 0.65 (-21.7%)
|
0.60
est: 0.79 (-24.5%)
|
0.64
est: 0.84 (-23.4%)
|
0.69
est: 1.00 (-31.1%)
|
1.11
1.07 – 1.19
+10.8% YoY
|
1.27
1.23 – 1.37
+14.6% YoY
|
1.43
1.38 – 1.54
+12.4% YoY
|
1.63
1.58 – 1.75
+14.0% YoY
|
1.83
1.77 – 1.97
+12.4% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 2026-05-04 | 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 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 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 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-16 | 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.
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Franklin Ultra Short Bond ETF FLUD | 0.40% | 2.31M | 0.15% |
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
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Thomas Arseneault | Executive Director | 8M | male |
| Charles Woodburn | Group Chief Executive Officer & Executive Director | 6M | — |
| Bradley Greve | Chief Financial Officer & Executive Director | 3M | male |
| Caitlin Hayden | Group Communications Director | 127.4K | 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 BAESF
Short-term intention
Target Price Distribution
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