BAE Systems（BA.）株式概要
BAE Systems plcは、米国、英国、中東、オーストラリア、サウジアラビア王国、欧州、および国際的に、防衛、航空宇宙、セキュリティ・ソリューションを提供している。 詳細
報酬
リスク分析
リスクチェックの結果、BA. 、リスクは検出されなかった。
BA. Community Fair Values
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Analyst Price Targets
BAE Systems plc 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | UK£19.94 |
| 52週高値 | UK£23.60 |
| 52週安値 | UK£15.88 |
| ベータ | -0.058 |
| 1ヶ月の変化 | -1.34% |
| 3ヶ月変化 | -6.89% |
| 1年変化 | 8.17% |
| 3年間の変化 | 109.75% |
| 5年間の変化 | 278.56% |
| IPOからの変化 | 2,505.88% |
最新ニュース
ナラティブの更新 • 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.
ナラティブの更新 • 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.Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.株主還元
| BA. | GB Aerospace & Defense | GB 市場 | |
|---|---|---|---|
| 7D | 6.0% | 8.9% | 1.5% |
| 1Y | 8.2% | 29.6% | 19.4% |
業界別リターン: BA.過去 1 年間で29.6 % の収益を上げたUK Aerospace & Defense業界を下回りました。
リターン対市場: BA.は、過去 1 年間で19.4 % のリターンを上げたUK市場を下回りました。
価格変動
| BA. volatility | |
|---|---|
| BA. Average Weekly Movement | 5.1% |
| Aerospace & Defense Industry Average Movement | 6.5% |
| Market Average Movement | 5.7% |
| 10% most volatile stocks in GB Market | 12.0% |
| 10% least volatile stocks in GB Market | 3.1% |
安定した株価: BA. 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: BA.の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1979 | 111,400 | Charles Woodburn | www.baesystems.com |
BAE Systems plc は、米国、英国、中東、オーストラリア、サウジアラビア王国、欧州、および国際的に防衛、航空宇宙、セキュリティ・ソリューションを提供している。同社は5つのセグメントを通じて事業を展開している：電子システム、プラットフォーム＆サービス、航空、海上、サイバー＆インテリジェンス。電子システム部門は、電子戦システム、ナビゲーション・システム、電子光学センサー、軍用・商用アビオニクス、精密誘導ソリューションおよび通信システム、ならびに宇宙エレクトロニクス、宇宙船、地上・戦術システムを提供している。プラットフォーム＆サービス部門は、戦闘車両、武器、弾薬の製造・販売、海軍艦艇修理サービスの提供、政府所有および請負業者運営の2つの弾薬工場の運営・管理を行っている。航空部門は、エッジウィング、ユーロファイター、MBDAとともに、将来の戦闘航空システムおよびファルコンワークスを開発する。海事部門は、潜水艦、造船、支援プログラムを含む海事および陸上サービスを提供する。サイバー＆インテリジェンス部門は、国家安全保障、中央政府、政府企業向けにサイバーセキュリティサービスを提供している。同社はかつてブリティッシュ・エアロスペースplcとして知られ、2000年5月にBAEシステムズplcに社名を変更した。BAE Systems plc は 1979 年に設立され、本社は英国ロンドンにある。
BAE Systems plc 基礎のまとめ
| BA. 基礎統計学 | |
|---|---|
| 時価総額 | UK£56.56b |
| 収益（TTM） | UK£2.06b |
| 売上高(TTM) | UK£28.34b |
27.4x
PER（株価収益率2.0x
P/SレシオBA. は割高か？
公正価値と評価分析を参照収益と収入
| BA. 損益計算書（TTM） | |
|---|---|
| 収益 | UK£28.34b |
| 売上原価 | UK£24.59b |
| 売上総利益 | UK£3.74b |
| その他の費用 | UK£1.68b |
| 収益 | UK£2.06b |
直近の収益報告
Dec 31, 2025
次回決算日
Jul 30, 2026
| 一株当たり利益（EPS） | 0.73 |
| グロス・マージン | 13.21% |
| 純利益率 | 7.28% |
| 有利子負債／自己資本比率 | 61.9% |
BA. の長期的なパフォーマンスは？
過去の実績と比較を見る| BAE Systems 配当日 | |
|---|---|
| 配当落ち日 | Apr 23 2026 |
| 配当支払日 | Jun 04 2026 |
| 配当落ちまでの日数 | 33 days |
| 配当支払日までの日数 | 9 days |
BA. 配当は確実ですか？
BA. 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/25 22:33 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
BAE Systems plc 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。33
| アナリスト | 機関 |
|---|---|
| Joseph Campbell | Barclays |
| George Mcwhirter | Berenberg |
| Adrien Rabier | Bernstein |