BAE Systems 将来の成長
Future 基準チェック /46
BAE Systems利益と収益がそれぞれ年間12%と9.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に22% 11.8%なると予測されています。
主要情報
12.0%
収益成長率
11.81%
EPS成長率
| Aerospace & Defense 収益成長 | 3.5% |
| 収益成長率 | 9.4% |
| 将来の株主資本利益率 | 21.96% |
| アナリストカバレッジ | Good |
| 最終更新日 | 22 May 2026 |
今後の成長に関する最新情報
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.業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 12/31/2028 | 38,708 | 2,973 | 2,927 | 4,515 | 13 |
| 12/31/2027 | 35,940 | 2,675 | 2,546 | 4,173 | 15 |
| 12/31/2026 | 33,267 | 2,314 | 2,151 | 3,592 | 16 |
| 12/31/2025 | 28,336 | 2,062 | 2,329 | 3,432 | N/A |
| 9/30/2025 | 27,871 | 2,020 | 2,204 | 3,337 | N/A |
| 6/30/2025 | 27,406 | 1,977 | 2,079 | 3,242 | N/A |
| 3/31/2025 | 26,859 | 1,967 | 2,421 | 3,584 | N/A |
| 12/31/2024 | 26,312 | 1,956 | 2,762 | 3,925 | N/A |
| 9/30/2024 | 25,435 | 1,898 | 2,378 | 3,479 | N/A |
| 6/30/2024 | 24,558 | 1,840 | 1,994 | 3,033 | N/A |
| 3/31/2024 | 23,818 | 1,849 | 2,399 | 3,397 | N/A |
| 12/31/2023 | 23,078 | 1,857 | 2,803 | 3,760 | N/A |
| 9/30/2023 | 22,797 | 1,899 | 2,917 | 3,795 | N/A |
| 6/30/2023 | 22,516 | 1,941 | 3,031 | 3,830 | N/A |
| 3/31/2023 | 21,887 | 1,766 | 2,589 | 3,335 | N/A |
| 12/31/2022 | 21,258 | 1,591 | 2,146 | 2,839 | N/A |
| 9/30/2022 | 20,590 | 1,482 | 1,880 | 2,578 | N/A |
| 6/30/2022 | 19,921 | 1,373 | 1,614 | 2,317 | N/A |
| 3/31/2022 | 19,721 | 1,566 | 1,725 | 2,382 | N/A |
| 12/31/2021 | 19,521 | 1,758 | 1,835 | 2,447 | N/A |
| 9/30/2021 | 19,479 | 1,763 | 1,946 | 2,482 | N/A |
| 6/30/2021 | 19,436 | 1,767 | 2,056 | 2,516 | N/A |
| 3/31/2021 | 19,357 | 1,533 | 1,373 | 1,841 | N/A |
| 12/31/2020 | 19,277 | 1,299 | 689 | 1,166 | N/A |
| 9/30/2020 | 19,044 | 1,256 | 661 | 1,134 | N/A |
| 6/30/2020 | 18,811 | 1,213 | 632 | 1,102 | N/A |
| 3/31/2020 | 18,558 | 1,345 | 880 | 1,350 | N/A |
| 12/31/2019 | 18,305 | 1,476 | 1,128 | 1,597 | N/A |
| 9/30/2019 | 17,820 | 1,400 | N/A | 1,481 | N/A |
| 6/30/2019 | 17,334 | 1,324 | N/A | 1,365 | N/A |
| 3/31/2019 | 17,078 | 1,162 | N/A | 1,283 | N/A |
| 12/31/2018 | 16,821 | 1,000 | N/A | 1,200 | N/A |
| 9/30/2018 | 16,646 | 865 | N/A | 1,180 | N/A |
| 6/30/2018 | 16,470 | 729 | N/A | 1,159 | N/A |
| 3/31/2018 | 16,847 | 778 | N/A | 1,528 | N/A |
| 12/31/2017 | 17,224 | 827 | N/A | 1,897 | N/A |
| 9/30/2017 | 17,826 | 951 | N/A | 1,695 | N/A |
| 6/30/2017 | 18,427 | 1,074 | N/A | 1,493 | N/A |
| 3/31/2017 | 18,109 | 994 | N/A | 1,361 | N/A |
| 12/31/2016 | 17,790 | 913 | N/A | 1,229 | N/A |
| 9/30/2016 | 17,427 | 925 | N/A | 1,265 | N/A |
| 6/30/2016 | 17,064 | 936 | N/A | 1,300 | N/A |
| 3/31/2016 | 16,926 | 927 | N/A | 1,054 | N/A |
| 12/31/2015 | 16,787 | 918 | N/A | 808 | N/A |
| 9/30/2015 | 16,548 | 810 | N/A | 619 | N/A |
| 6/30/2015 | 16,309 | 701 | N/A | 430 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: BA.の予測収益成長率 (年間12% ) は 貯蓄率 ( 3.4% ) を上回っています。
収益対市場: BA.の収益 ( 12% ) はUK市場 ( 11.5% ) よりも速いペースで成長すると予測されています。
高成長収益: BA.の収益は増加すると予測されていますが、大幅には増加しません。
収益対市場: BA.の収益 ( 9.4% ) UK市場 ( 4.5% ) よりも速いペースで成長すると予測されています。
高い収益成長: BA.の収益 ( 9.4% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: BA.の 自己資本利益率 は、3年後には高くなると予測されています ( 22 %)
成長企業の発掘
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 | 2026/05/22 14:05 |
| 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 |
|
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| 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 |
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* 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 |