BAE Systems plc

Report azionario LSE:BA.

Capitalizzazione di mercato: UK£54.8b

BAE Systems Crescita futura

Criteri Future verificati 4/6

BAE Systems prevede che gli utili e i ricavi cresceranno rispettivamente di 12% e 9.4% all'anno. Si prevede che l'EPS crescerà di 11.8% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 22% in 3 anni.

Informazioni chiave

12.0%

Tasso di crescita degli utili

11.85%

Tasso di crescita dell'EPS

Aerospace & Defense crescita degli utili3.4%
Tasso di crescita dei ricavi9.4%
Rendimento futuro del capitale proprio22.01%
Copertura analitica

Good

Ultimo aggiornamento05 Jun 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • Aug 14

BAE Systems (LON:BA.) Will Pay A Dividend Of £0.135

BAE Systems plc ( LON:BA. ) has announced that it will pay a dividend of £0.135 per share on the 3rd of December. This...
Articolo di analisi • Aug 13

The Returns At BAE Systems (LON:BA.) Aren't Growing

LSE:BA. 1 Year Share Price vs Fair Value Explore BAE Systems's Fair Values from the Community and select yours To find...
Articolo di analisi • Jul 27

Does BAE Systems (LON:BA.) Deserve A Spot On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Articolo di analisi • Jun 17

BAE Systems plc's (LON:BA.) Share Price Not Quite Adding Up

BAE Systems plc's ( LON:BA. ) price-to-earnings (or "P/E") ratio of 29.5x might make it look like a strong sell right...
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Nuova narrazione • Feb 23

Investments In Space, AI, And Drones Will Secure Future Leadership In Defense Technologies

Record order backlog and alignment with global defense spending will drive revenue growth and margin expansion through strategic national defense alignments.

Previsioni di crescita degli utili e dei ricavi

LSE:BA. - Stime future degli analisti e dati finanziari passati (GBP Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202838,6932,9732,9274,51514
12/31/202735,9622,6752,5464,17316
12/31/202633,2102,3142,1513,59217
12/31/202528,3362,0622,3293,432N/A
9/30/202527,8712,0202,2043,337N/A
6/30/202527,4061,9772,0793,242N/A
3/31/202526,8591,9672,4213,584N/A
12/31/202426,3121,9562,7623,925N/A
9/30/202425,4351,8982,3783,479N/A
6/30/202424,5581,8401,9943,033N/A
3/31/202423,8181,8492,3993,397N/A
12/31/202323,0781,8572,8033,760N/A
9/30/202322,7971,8992,9173,795N/A
6/30/202322,5161,9413,0313,830N/A
3/31/202321,8871,7662,5893,335N/A
12/31/202221,2581,5912,1462,839N/A
9/30/202220,5901,4821,8802,578N/A
6/30/202219,9211,3731,6142,317N/A
3/31/202219,7211,5661,7252,382N/A
12/31/202119,5211,7581,8352,447N/A
9/30/202119,4791,7631,9462,482N/A
6/30/202119,4361,7672,0562,516N/A
3/31/202119,3571,5331,3731,841N/A
12/31/202019,2771,2996891,166N/A
9/30/202019,0441,2566611,134N/A
6/30/202018,8111,2136321,102N/A
3/31/202018,5581,3458801,350N/A
12/31/201918,3051,4761,1281,597N/A
9/30/201917,8201,400N/A1,481N/A
6/30/201917,3341,324N/A1,365N/A
3/31/201917,0781,162N/A1,283N/A
12/31/201816,8211,000N/A1,200N/A
9/30/201816,646865N/A1,180N/A
6/30/201816,470729N/A1,159N/A
3/31/201816,847778N/A1,528N/A
12/31/201717,224827N/A1,897N/A
9/30/201717,826951N/A1,695N/A
6/30/201718,4271,074N/A1,493N/A
3/31/201718,109994N/A1,361N/A
12/31/201617,790913N/A1,229N/A
9/30/201617,427925N/A1,265N/A
6/30/201617,064936N/A1,300N/A
3/31/201616,926927N/A1,054N/A
12/31/201516,787918N/A808N/A
9/30/201516,548810N/A619N/A
6/30/201516,309701N/A430N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di BA. ( 12% all'anno) è superiore al tasso di risparmio ( 3.4% ).

Guadagni vs Mercato: Si prevede che gli utili di BA. ( 12% all'anno) cresceranno più rapidamente del mercato UK ( 11.5% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di BA. cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di BA. ( 9.4% all'anno) crescerà più rapidamente del mercato UK ( 4.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di BA. ( 9.4% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di BA. sarà elevato tra 3 anni ( 22 %)

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/05 22:49
Prezzo dell'azione a fine giornata2026/06/05 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

BAE Systems plc è coperta da 32 analisti. 17 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Joseph CampbellBarclays
George McwhirterBerenberg
Adrien RabierBernstein