BAE Systems Gestion
Gestion contrôle des critères 3/4
Le PDG BAE Systems est Charles Woodburn, nommé en Jul2017, a un mandat de 9.08 ans. La rémunération annuelle totale est £ 12.40M, composée du salaire de 10.3% et des bonus 89.7%, y compris les actions et options de la société. détient directement 0.052% des actions de la société, d'une valeur de £ 31.30M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.6 ans et 6.3 ans.
Informations clés
Charles Woodburn
Directeur général
UK£12.4m
Rémunération totale
| Pourcentage du salaire du PDG | 10.25% |
| Durée du mandat du directeur général | 9.1yrs |
| Propriété du PDG | 0.05% |
| Durée moyenne d'occupation des postes de direction | 4.6yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 6.3yrs |
Mises à jour récentes de la gestion
Recent updates
Article d’analyse • Aug 06
Why BAE Systems' (LON:BA.) Earnings Are Better Than They Seem
Investors signalled that they were pleased with BAE Systems plc's ( LON:BA. ) most recent earnings report. According to...
Mise à jour du récit • Jul 09
BA.: Growing NATO And U.S. Exposure Should Support Future Earnings Repricing
Analysts have trimmed the blended fair value estimate for BAE Systems from £26.62 to £26.00, reflecting slightly lower future P/E expectations alongside mixed research views that weigh strong NATO demand and U.S. and Middle East exposure against comparatively softer profit and EPS growth relative to some defense peers. Analyst Commentary Recent research on BAE Systems highlights a split in opinion, but bullish analysts continue to see upside potential tied to defense spending, a valuation reset after the recent de rating, and the company’s exposure to key end markets such as NATO, the U.S., and the Middle East.
Mise à jour du récit • Jun 18
BA.: Strong Defence Demand And Buybacks Will Support Shares Into 2026
BAE Systems has seen its consensus analyst price target raised by £0.50 as analysts factor in updated fair value estimates, revised growth assumptions and a slightly higher discount rate in their valuation models. What’s in the News for BAE Systems BAE Systems shares rose in London as investors reacted to continued strong defence demand, a reaffirmed 2026 outlook for sales, underlying EBIT and EPS, and an ongoing share buyback program.Mise à jour du récit • Jun 03
BA.: Expanding Space And Missile Defense Exposure Should Support Earnings Repricing
Analysts have lifted their fair value estimate for BAE Systems from £26.00 to £26.62, citing updated assumptions around revenue growth, profit margins, discount rates and future P/E expectations following recent Street research, including a £0.50 price target increase from UBS. What's in the News MDA Space has been selected by BAE Systems to provide antennas and control electronics for the U.S. Space Development Agency's Medium Earth Orbit EPOCH 2 Constellation, supporting national security satellite architecture and missile defense capabilities.Mise à jour du récit • May 19
BA.: Firmer Defence Backdrop Will Offset Softer 2026 Guidance Risks
Analysts have lifted BAE Systems' blended price target to £2,438, reflecting slightly firmer revenue growth and margin assumptions, along with recent target increases from several research houses. Analyst Commentary Recent research activity around BAE Systems has clustered around incremental price target moves, with some analysts highlighting execution and growth questions even as headline targets sit above current levels.
Mise à jour du récit • May 03
BA.: US Defense Contracts And NATO Demand Will Support Future Upside
Analysts have nudged the fair value estimate for BAE Systems to £23.23 per share, a modest move supported by recent price target increases at several banks that cite slightly ahead of expectation 2025 results, a softer 2026 outlook, and updated P/E assumptions around £2,150 to £2,438 price targets. Analyst Commentary Recent research shows a mixed but generally constructive tone around BAE Systems, with several price target updates clustered around the £21.50 to £24.38 range and differing views on how much upside is left after the latest results and outlook.Mise à jour du récit • Apr 18
BA.: Softer 2026 Outlook Will Cap Upside Despite Recent Contract Momentum
Narrative Update The updated analyst price target for BAE Systems has moved slightly higher to £2,438. This is supported by recent target increases from multiple banks and analyst comments that reference fiscal 2025 results coming in slightly ahead of expectations, even as the 2026 outlook is described as slightly soft.Mise à jour du récit • Apr 03
BA.: Sector Caution Around Softer 2026 Outlook Will Restrain Overheated Expectations
BAE Systems' analyst fair value has moved from £15.83 to £18.76 per share, with the change supported by higher Street price targets clustered around £19.50 to £24.38 and analyst commentary referencing recent results that were slightly ahead of expectations and updated outlooks. Analyst Commentary Recent research points to a mixed tone around BAE Systems, with several price target increases sitting alongside rating downgrades and more cautious framing of future results.Mise à jour du récit • Mar 20
BA.: Raising Defence Exposure Should Support Earnings Repricing Beyond 2026
Narrative Update The analyst price target for BAE Systems has moved higher into a £1,860 to £2,438 range, reflecting analysts' updated views that supportive revenue growth assumptions, slightly softer margin expectations, and modestly adjusted future P/E multiples together justify a higher valuation. Analyst Commentary Recent Street research points to generally constructive sentiment on BAE Systems, with several bullish analysts moving price targets higher into the upper half of the current £1,860 to £2,438 range.Mise à jour du récit • Mar 06
BA.: NATO Rearmament And US Contracts Will Support Measured Future Demand
Narrative Update on BAE Systems The analyst price target for BAE Systems has been raised from £21.49 to £22.90, reflecting higher Street targets, including recent increases from £19.50 to £24.00 per share, supported by updated assumptions for revenue growth, profit margins and a slightly adjusted P/E outlook. Analyst Commentary Street research on BAE Systems over recent months shows a mix of optimism on the earnings outlook and valuation support, alongside some caution on future share performance and relative appeal versus peers.Mise à jour du récit • Feb 20
BA.: Defence Order Momentum And 2026 Visibility Will Support Earnings Repricing
The updated analyst price target for BAE Systems edges up from £25.51 to £26.00. This change reflects analysts' mixed but generally constructive research in recent weeks, including higher price targets after slightly ahead of expectation fiscal 2025 results and revised outlooks into 2026.Mise à jour du récit • Feb 06
BA.: NATO Rearmament And New US Contracts Will Support Sustained Demand
Analysts have nudged their fair value estimate for BAE Systems higher to £21.49 from £21.01, reflecting modest tweaks to assumptions on growth, margins and future P/E. The revision incorporates a mix of recent price target hikes from JPMorgan, Berenberg and Kepler Cheuvreux, alongside downgrades from Jefferies and Bernstein.Mise à jour du récit • Jan 23
BA.: Higher Defence Orders And Guidance Will Support Earnings Repricing
We are nudging our BAE Systems fair value estimate higher to £25.51 from £25.00. This reflects analysts' higher price targets in the £1,860 to £2,400 range, supported by updated assumptions on revenue growth and P/E multiples, even as margin expectations are slightly lower.Mise à jour du récit • Jan 08
BA.: Sector Caution And U.S. Shutdown Risk Will Restrain Overheated Expectations
Narrative Update The updated analyst price targets for BAE Systems now center around £19.50 to £18.60 per share. This reflects a modestly lower fair value estimate and slightly adjusted growth, discount rate and P/E assumptions, as analysts balance sector wide caution with valuation driven support.Mise à jour du récit • Dec 24
BA.: NATO-Fueled Demand Will Face Execution And Budget Uncertainty
Analysts have raised their price target on BAE Systems by approximately 12 percent to reflect stronger expected revenue growth, slightly higher margins, and robust, geographically diversified demand from NATO countries. This demand is anticipated to support a higher future valuation multiple.Mise à jour du récit • Dec 10
BA.: NATO Rearmament Cycle Will Drive Sustained Demand Despite Political Risks
Analysts have marginally trimmed their price target for BAE Systems by approximately £0.20 per share, citing slightly higher discount rate assumptions and a modestly lower revenue growth outlook. They still expect robust, NATO-driven demand and continue to favor the company within a selectively valued European defense sector.Mise à jour du récit • Nov 26
BA.: Global Defense Demand Will Drive Sustained Momentum Despite Sector Selectivity
Analysts have slightly lowered their price target for BAE Systems from £21.35 to £21.21, citing strong ongoing demand and sector tailwinds, which are balanced by high market valuations. Analyst Commentary Recent street research highlights both the optimism and caution among analysts regarding BAE Systems’ prospects.Mise à jour du récit • Nov 10
BA.: Robust NATO Demand Will Sustain Sector Momentum Amid High Valuations
Analysts have modestly revised their price target for BAE Systems, maintaining fair value at £21.35. They cite robust demand from NATO countries and continued sector strength, despite high valuations.Article d’analyse • Nov 05
Calculating The Intrinsic Value Of BAE Systems plc (LON:BA.)
Key Insights The projected fair value for BAE Systems is UK£22.07 based on 2 Stage Free Cash Flow to Equity With...Mise à jour du récit • Oct 27
Diversified Defense Demand And Global Tensions Will Drive New Order Expansion
Analysts have raised their price target for BAE Systems from £20.75 to £21.35. They cite the company's strong defense demand and diversified portfolio as key factors supporting the updated outlook.Article d’analyse • Oct 16
BAE Systems' (LON:BA.) Dividend Will Be £0.135
The board of BAE Systems plc ( LON:BA. ) has announced that it will pay a dividend of £0.135 per share on the 3rd of...Article d’analyse • Oct 03
Risks To Shareholder Returns Are Elevated At These Prices For BAE Systems plc (LON:BA.)
With a price-to-earnings (or "P/E") ratio of 31.1x BAE Systems plc ( LON:BA. ) may be sending very bearish signals at...Article d’analyse • Sep 19
BAE Systems (LON:BA.) Has Announced A Dividend Of £0.135
BAE Systems plc's ( LON:BA. ) investors are due to receive a payment of £0.135 per share on 3rd of December. This makes...Article d’analyse • Sep 05
BAE Systems' (LON:BA.) Dividend Will Be £0.135
The board of BAE Systems plc ( LON:BA. ) has announced that it will pay a dividend on the 3rd of December, with...Article d’analyse • Aug 26
BAE Systems (LON:BA.) Seems To Use Debt Quite Sensibly
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | UK£2b |
| Mar 31 2026 | n/a | n/a | UK£2b |
| Dec 31 2025 | UK£12m | UK£1m | UK£2b |
| Sep 30 2025 | n/a | n/a | UK£2b |
| Jun 30 2025 | n/a | n/a | UK£2b |
| Mar 31 2025 | n/a | n/a | UK£2b |
| Dec 31 2024 | UK£12m | UK£1m | UK£2b |
| Sep 30 2024 | n/a | n/a | UK£2b |
| Jun 30 2024 | n/a | n/a | UK£2b |
| Mar 31 2024 | n/a | n/a | UK£2b |
| Dec 31 2023 | UK£13m | UK£1m | UK£2b |
| Sep 30 2023 | n/a | n/a | UK£2b |
| Jun 30 2023 | n/a | n/a | UK£2b |
| Mar 31 2023 | n/a | n/a | UK£2b |
| Dec 31 2022 | UK£12m | UK£1m | UK£2b |
| Sep 30 2022 | n/a | n/a | UK£1b |
| Jun 30 2022 | n/a | n/a | UK£1b |
| Mar 31 2022 | n/a | n/a | UK£2b |
| Dec 31 2021 | UK£6m | UK£1m | UK£2b |
| Sep 30 2021 | n/a | n/a | UK£2b |
| Jun 30 2021 | n/a | n/a | UK£2b |
| Mar 31 2021 | n/a | n/a | UK£2b |
| Dec 31 2020 | UK£6m | UK£983k | UK£1b |
| Sep 30 2020 | n/a | n/a | UK£1b |
| Jun 30 2020 | n/a | n/a | UK£1b |
| Mar 31 2020 | n/a | n/a | UK£1b |
| Dec 31 2019 | UK£4m | UK£920k | UK£1b |
Rémunération vs marché: La rémunération totale de Charles ($USD 16.92M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché UK ($USD 7.48M ).
Rémunération et revenus: La rémunération de Charles a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Charles Woodburn (55 yo)
9.1yrs
Titularisation
UK£12,397,000
Compensation
Dr. Charles Nicholas Woodburn, Ph D., CBE, serves as Group Chief Executive Officer at BAE Systems plc since July 01, 2017 and serves as its Executive Director May 09, 2016. He served as the Chief Executive...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Group CEO & Executive Director | 9.1yrs | UK£12.40m | 0.052% £ 31.3m | |
| CFO & Executive Director | 7.6yrs | UK£7.16m | 0.017% £ 10.1m | |
| Executive Director | 12.5yrs | UK£12.88m | 0.069% £ 41.9m | |
| Chief Technology & Information Officer | 4.6yrs | pas de données | pas de données | |
| Investor Relations Director | no data | pas de données | pas de données | |
| Group General Counsel | 4.6yrs | pas de données | pas de données | |
| Group Communications Director | no data | UK£95.00k | pas de données | |
| Chief of Staff and Executive Vice President of Marketing Operations | no data | pas de données | pas de données | |
| Group Human Resources Director | 4.6yrs | pas de données | pas de données | |
| Group ESG | 4.6yrs | pas de données | pas de données | |
| Group Managing Director of Maritime & Land | no data | pas de données | pas de données | |
| Managing Director of Financial Services | no data | pas de données | pas de données |
4.6yrs
Durée moyenne de l'emploi
55yo
Âge moyen
Gestion expérimentée: L'équipe de direction de BA. est considérée comme expérimentée (ancienneté moyenne 4.6 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Group CEO & Executive Director | 10.3yrs | UK£12.40m | 0.052% £ 31.3m | |
| CFO & Executive Director | 6.3yrs | UK£7.16m | 0.017% £ 10.1m | |
| Executive Director | 6.3yrs | UK£12.88m | 0.069% £ 41.9m | |
| Chairman of Advisory Board on Tanzania | 15.2yrs | pas de données | pas de données | |
| Chairwomen | 3.8yrs | UK£716.00k | 0.00048% £ 291.6k | |
| Senior Independent Director | 7.2yrs | UK£212.00k | 0.00011% £ 66.8k | |
| Non-Executive Director | 2.8yrs | UK£163.00k | 0.000070% £ 42.5k | |
| Independent Non-Executive Director | 7.2yrs | UK£172.00k | 0.00035% £ 212.6k | |
| Non-Executive Director | 5.2yrs | UK£175.00k | 0.00071% £ 431.3k | |
| Deputy Chairman of Advisory Board on Tanzania | 15.2yrs | pas de données | pas de données | |
| Non-Executive Director | 5.8yrs | UK£153.00k | 0.00049% £ 297.6k | |
| Independent Non-Executive Director | 6.3yrs | UK£161.00k | 0.00036% £ 218.7k |
6.3yrs
Durée moyenne de l'emploi
63yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de BA. sont considérés comme expérimentés (ancienneté moyenne 6.3 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/21 04:30 |
| Cours de l'action en fin de journée | 2026/08/21 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
BAE Systems plc est couverte par 33 analystes. 17 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Joseph Campbell | Barclays |
| George Mcwhirter | Berenberg |
| Douglas Harned | Bernstein |