BAE Systems plc (BAESF) Stock Price & Analysis
BAE Systems plc (BAESF) — price $25.86 (+1.14%), as of the Oct 5, 2026 trading session; market cap $75.8B.
Educational signal · not a buy or sell recommendation · How to read this
BAE Systems plc · BAESF · Industrials · Aerospace & Defense
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.
Price as of Oct 5, 2026
Key Statistics
No publishable V2 score is available for this stock yet.
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $25.86 | |
| Change on the day | +1.14% | |
| 52-week range | $21.12 – $32.21 | |
| Market capitalisation | $75.8B | |
| Price / earnings (trailing) | 27.44 | |
| Shares traded on the day | 2.7K | |
| Beta (volatility vs the S&P 500) | -0.07 | |
| Dividends per share (last 12 months) | $0.49 | |
| Dividend yield (last 12 months) | 1.91% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · below the recorded estimate
- · Earnings call · management outlook
- · Earnings results · below the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
We now expect earnings per share to grow by 11% to 13% in 2026 and free cash flow to be greater than GBP 2 billion.
Charles Woodburn · Statement from
Chronological order, not a duration scale. Statement dates identify the earnings call, not a deadline. Management expectations can change.
Source recordsOther perspectives
Council score for BAE Systems (BAESF): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
9-Factor Breakdown
Legends Council
6 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 8, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Apr 30, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Apr 30, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 6, 2026, except a card that shows its own read date.
Watch the BAESF film — every key number, told as a short cinematic story
~2 min · open the film
What is BAE Systems (BAESF), and what does it report?
Short answer · as of
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. BAE Systems plc (BAESF) is classified as Industrials / Aerospace & Defense. SEC filing business address: 6 Carlton Gardens, Stirling Square, London, X0, SW1Y 5AD. It employs 104,000 people and is led by Charles Nicholas Woodburn. In Q2 FY2026 it reported revenue of $19.18B and net income of $1.34B. The market values it at $75.8B.
What do the latest results show for BAE Systems (BAESF)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $19.18B. Against analyst estimates the company has EPS beat 3 of 8 reports.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $19.36B Jul 30, 2026
- Latest report · revenue estimate
- $20.81B Jul 30, 2026
- Latest report · revenue vs estimate
- Below estimate Jul 30, 2026
- Latest report · EPS vs estimate
- Below estimate Jul 30, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 30, 2026 | $19.36B | $20.81B | $0.4536 | $0.4871 |
| Feb 18, 2026 | $21.61B | $21.81B | $0.5450 | $0.5490 |
| Jul 30, 2025 | $18.49B | $19.89B | $0.4361 | $0.4655 |
| Feb 19, 2025 | $17.31B | $18.29B | $0.4132 | $0.4314 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $19.18B | $1.34B | $0.45 (diluted) |
| Q4 FY2025 | $19.51B | $1.44B | $0.48 (diluted) |
| Q2 FY2025 | $17.94B | $1.28B | $0.42 (diluted) |
| Q4 FY2024 | $18.29B | $1.33B | $0.44 (diluted) |
What are the financial strengths and risks for BAE Systems (BAESF)?
Short answer
The distress and quality screens read Altman Z 3.29 · Piotroski F 8. Trailing ratios: ROE 18.2% · ROA 5.5% · current ratio 0.99 · earnings yield 3.5% · free-cash-flow yield 4.1%.
What has been published about BAE Systems (BAESF)?
BAE Systems Industrials Stock: Key Questions Answered
Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
Is BAE Systems mainly a combat aircraft company?
Its scope is much wider: aircraft sit alongside electronic warfare, cyber and intelligence systems, combat vehicles, munitions, ships, submarines, repair and long-term support. Revenue consequently reflects a portfolio of products and services rather than a pure aircraft-delivery cycle.
What is the BAESF stock price today?
The last price recorded on this page for BAE Systems plc (BAESF) is $25.86, as of the Oct 5, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
Does BAESF pay a dividend?
Yes. BAE Systems plc (BAESF) shows a trailing 12-month dividend yield of 1.91%, as of Oct 2, 2026, in the data on this page. Payout ratio and cash-flow coverage decide whether it can last, and past dividends do not guarantee future payments.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (40 figures)
The 40 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Charles Woodburn (Jul 30, 2026): We now expect earnings per share to grow by 11% to 13% in 2026 and free cash flow to be greater than GBP 2 billion. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | 6 Carlton Gardens, Stirling Square, London, X0, SW1Y 5AD | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "6 Carlton Gardens, London, GL, SW1Y 5AD, GB". The FMP company description names Farnborough, United Kingdom as the headquarters; this page uses the address in this row. |
FMP — 30 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $25.86 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T21:44:43.111Z. | |
px.change | Change on the day | +1.14% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $75.8B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-05. FMP quote timestamp: 2026-10-05T19:54:14.000Z. Captured from FMP at 2026-10-05T21:44:42.003Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
id.business_summary | Business description (FMP excerpt) | 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. | FMP | Financial Modeling Prep (FMP) company profile — Deterministic excerpt derived from id.description; source and date describe the input fact, not a new provider observation | |
px.change_abs | Change on the day, in dollars | +$0.292 | FMP | Financial Modeling Prep (FMP) · quote | |
px.pe | Price / earnings (trailing) | 27.44 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 2.7K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | -0.07 | FMP | Financial Modeling Prep (FMP) company profile | |
id.sector | Sector / industry (provider taxonomy) | Industrials / Aerospace & Defense | FMP | Financial Modeling Prep (FMP) company profile | |
id.employees | Employees | 104,000 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Charles Nicholas Woodburn | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
fin.q_revenue | Revenue, Q2 FY2026 | $19.18B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
fin.q_income | Net income, Q2 FY2026 | $1.34B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
earn.history.depth.2026-07-30.revenue_actual | Revenue · reported — report date 2026-07-30 | $19.36B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.revenue_estimated | Revenue · estimate — report date 2026-07-30 | $20.81B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.eps_actual | EPS · reported — report date 2026-07-30 | $0.4536 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.eps_estimated | EPS · estimate — report date 2026-07-30 | $0.4871 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-18.revenue_actual | Revenue · reported — report date 2026-02-18 | $21.61B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-18.revenue_estimated | Revenue · estimate — report date 2026-02-18 | $21.81B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-18.eps_actual | EPS · reported — report date 2026-02-18 | $0.5450 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-18.eps_estimated | EPS · estimate — report date 2026-02-18 | $0.5490 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-07-30.revenue_actual | Revenue · reported — report date 2025-07-30 | $18.49B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-07-30.revenue_estimated | Revenue · estimate — report date 2025-07-30 | $19.89B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-07-30.eps_actual | EPS · reported — report date 2025-07-30 | $0.4361 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-07-30.eps_estimated | EPS · estimate — report date 2025-07-30 | $0.4655 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-02-19.revenue_actual | Revenue · reported — report date 2025-02-19 | $17.31B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-02-19.revenue_estimated | Revenue · estimate — report date 2025-02-19 | $18.29B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-02-19.eps_actual | EPS · reported — report date 2025-02-19 | $0.4132 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-02-19.eps_estimated | EPS · estimate — report date 2025-02-19 | $0.4314 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed |
UNRECORDED — 4 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.range52 | 52-week range | $21.12 – $32.21 | UNRECORDED | Stored company-profile observation — Captured 2026-10-05 | |
earn.history | Reported versus estimated, recent quarters | EPS beat 3 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-08-18 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 3.29 · Piotroski F 8 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-05 | |
fin.ratios | Return and yield ratios (trailing twelve months) | ROE 18.2% · ROA 5.5% · current ratio 0.99 · earnings yield 3.5% · free-cash-flow yield 4.1% | — | UNRECORDED | Stored key metrics — Date unknown |
COMPUTED — 4 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $0.49 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 2 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-05, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 1.91% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-07-30.revenue_actual.comparison | Latest report · revenue vs estimate | Below estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($19.36B) with the recorded estimate ($20.81B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-30.eps_actual.comparison | Latest report · EPS vs estimate | Below estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.4536) with the recorded estimate ($0.4871) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
Fact-family notes
- Earnings-history note. Source series as of 2026-07-30. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-30.revenue_actual,earn.history.depth.2026-07-30.revenue_estimated,earn.history.depth.2026-07-30.revenue_actual.comparison,earn.history.depth.2026-07-30.eps_actual.comparison,earn.history.depth.2026-07-30.eps_actual,earn.history.depth.2026-07-30.eps_estimated,earn.history.depth.2026-02-18.revenue_actual,earn.history.depth.2026-02-18.revenue_estimated,earn.history.depth.2026-02-18.eps_actual,earn.history.depth.2026-02-18.eps_estimated,earn.history.depth.2025-07-30.revenue_actual,earn.history.depth.2025-07-30.revenue_estimated,earn.history.depth.2025-07-30.eps_actual,earn.history.depth.2025-07-30.eps_estimated,earn.history.depth.2025-02-19.revenue_actual,earn.history.depth.2025-02-19.revenue_estimated,earn.history.depth.2025-02-19.eps_actual,earn.history.depth.2025-02-19.eps_estimated.
- Published
- Research standards
- Methodology · Editorial policy · Corrections
- Report a number
- sedat@stockexpertai.com
Sources used for research written 2026-09-12
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Sector / industry (provider taxonomy) | Industrials / Aerospace & Defense | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Business description | 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. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
Data provided for informational purposes only.