BAE Systems (LON:BA) Announces Quarterly Earnings Results

BAE Systems (LON:BA) announced its quarterly earnings data on Thursday. The company reported GBX 38.90 earnings per share for the quarter, Digital Look Earnings reports. BAE Systems had a return on equity of 17.49% and a net margin of 7.19%.

BAE Systems Trading Up 2.1%

LON:BA opened at GBX 2,094 on Friday. BAE Systems has a 1 year low of GBX 1,012.50 and a 1 year high of GBX 1,415.25. The stock’s fifty day moving average price is GBX 1,912.19 and its two-hundred day moving average price is GBX 2,032.50. The company has a debt-to-equity ratio of 73.96, a current ratio of 1.02 and a quick ratio of 0.91. The company has a market cap of £64.83 billion, a P/E ratio of 35.92, a P/E/G ratio of 3.33 and a beta of 0.01.

Trending Headlines about BAE Systems

Here are the key news stories impacting BAE Systems this week:

• Positive Sentiment: Guidance raised after strong first-half performance: BAE Systems increased its 2026 outlook as first-half profit and earnings growth benefited from robust defense demand and higher orders. The results reported quarterly EPS of GBX 38.90, with a 7.28% net margin and 18.23% return on equity. BAE Systems upgrades full-year guidance as H1 profit rises
• Positive Sentiment: JPMorgan raises target and remains bullish: JPMorgan lifted its price target from GBX 2,400 to GBX 2,450 and assigned an “overweight” rating, indicating confidence in BAE’s earnings prospects and potential upside. Digital Look broker views
• Positive Sentiment: Large submarine contract reinforces backlog visibility: BAE Systems reportedly secured a £5.9 billion contract connected with the UK’s Dreadnought submarine program, supporting long-term revenue visibility and its maritime defense business. BAE Systems secures £5.9bn contract for Dreadnought submarines
• Positive Sentiment: Defense-spending cycle remains favorable: Reports highlight increased government spending and elevated geopolitical tensions as drivers of strong demand for BAE’s aircraft, submarines, weapons and electronic systems. UK’s BAE lifts outlook as global defense demand continues to surge
• Neutral Sentiment: Mixed broker view: Jefferies reaffirmed its “hold” rating while raising its price target to GBX 2,100, suggesting more limited upside than JPMorgan’s target. Digital Look broker views
• Neutral Sentiment: BAE is expanding its industrial presence in India and launching a radio-frequency and wireless-engineering master’s program, initiatives that could strengthen future capabilities but are unlikely to materially affect near-term earnings. BAE Systems expands industrial footprint in India
• Negative Sentiment: BAE’s warning that the window for adding new partners to the Global Combat Air Programme is closing could increase execution and partnership risks, although it may also accelerate program decisions. BAE Boss Sees Window Closing For New GCAP Partners

Insider Buying and Selling at BAE Systems

In related news, insider Brad Greve acquired 2,760 shares of the company’s stock in a transaction that occurred on Friday, June 5th. The shares were acquired at an average price of GBX 1,909 per share, with a total value of £52,688.40. Also, insider Tom Arseneault sold 44,140 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of GBX 2,032, for a total value of £896,924.80. Over the last quarter, insiders bought 2,784 shares of company stock valued at $5,304,824. 0.14% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on BA shares. Jefferies Financial Group reaffirmed a “hold” rating and set a GBX 2,100 price target on shares of BAE Systems in a research report on Friday. JPMorgan Chase & Co. lifted their price objective on BAE Systems from GBX 2,400 to GBX 2,450 and gave the stock an “overweight” rating in a report on Friday. Three investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, BAE Systems presently has a consensus rating of “Moderate Buy” and a consensus price target of GBX 2,267.50.

About BAE Systems

BAE Systems plc provides defense, aerospace, and security solutions worldwide. The company operates through five segments: Electronic Systems, Platforms & Services, Air, Maritime, and Cyber & Intelligence. The Electronic Systems segment offers electronic warfare systems, navigation systems, electro-optical sensors, military and commercial digital engine and flight controls, precision guidance and seeker solutions, military communication systems and data links, persistent surveillance capabilities, space electronics, and electric drive propulsion systems.