BAE Systems 과거 순이익 실적
과거 기준 점검 3/6
BAE Systems은 연평균 6.3%의 비율로 수입이 증가해 온 반면, Aerospace & Defense 산업은 수입이 37% 증가했습니다. 매출은 연평균 8.8%의 비율로 증가했습니다. BAE Systems의 자기자본이익률은 18%이고 순이익률은 7.3%입니다.
핵심 정보
6.34%
순이익 성장률
7.88%
주당순이익(EPS) 성장률
| Aerospace & Defense 산업 성장률 | 11.82% |
| 매출 성장률 | 8.75% |
| 자기자본이익률 | 18.02% |
| 순이익률 | 7.28% |
| 다음 순이익 업데이트 | 30 Jul 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...매출 및 비용 세부 내역
매출 및 비용 세부 내역
BAE Systems가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Dec 25 | 28,336 | 2,062 | -19 | 0 |
| 30 Sep 25 | 27,871 | 2,020 | -12 | 0 |
| 30 Jun 25 | 27,406 | 1,977 | -5 | 0 |
| 31 Mar 25 | 26,859 | 1,967 | 5 | 0 |
| 31 Dec 24 | 26,312 | 1,956 | 15 | 0 |
| 30 Sep 24 | 25,435 | 1,898 | 9 | 0 |
| 30 Jun 24 | 24,558 | 1,840 | 2 | 0 |
| 31 Mar 24 | 23,818 | 1,849 | -4 | 0 |
| 31 Dec 23 | 23,078 | 1,857 | -11 | 0 |
| 30 Sep 23 | 22,797 | 1,899 | -6 | 0 |
| 30 Jun 23 | 22,516 | 1,941 | -1 | 0 |
| 31 Mar 23 | 21,887 | 1,766 | 18 | 0 |
| 31 Dec 22 | 21,258 | 1,591 | 37 | 0 |
| 30 Sep 22 | 20,590 | 1,482 | 44 | 0 |
| 30 Jun 22 | 19,921 | 1,373 | 51 | 0 |
| 31 Mar 22 | 19,721 | 1,566 | 58 | 0 |
| 31 Dec 21 | 19,521 | 1,758 | 65 | 0 |
| 30 Sep 21 | 19,479 | 1,763 | 62 | 0 |
| 30 Jun 21 | 19,436 | 1,767 | 58 | 0 |
| 31 Mar 21 | 19,357 | 1,533 | 63 | 0 |
| 31 Dec 20 | 19,277 | 1,299 | 68 | 0 |
| 30 Sep 20 | 19,044 | 1,256 | 84 | 0 |
| 30 Jun 20 | 18,811 | 1,213 | 99 | 0 |
| 31 Mar 20 | 18,558 | 1,345 | 107 | 0 |
| 31 Dec 19 | 18,305 | 1,476 | 114 | 0 |
| 30 Sep 19 | 17,820 | 1,400 | 255 | 0 |
| 30 Jun 19 | 17,334 | 1,324 | 396 | 0 |
| 31 Mar 19 | 17,078 | 1,162 | 393 | 0 |
| 31 Dec 18 | 16,821 | 1,000 | 390 | 0 |
| 30 Sep 18 | 16,646 | 865 | 409 | 0 |
| 30 Jun 18 | 16,470 | 729 | 428 | 0 |
| 31 Mar 18 | 16,847 | 778 | 444 | 0 |
| 31 Dec 17 | 17,224 | 827 | 460 | 0 |
| 30 Sep 17 | 17,826 | 951 | 456 | 0 |
| 30 Jun 17 | 18,427 | 1,074 | 451 | 0 |
| 31 Mar 17 | 18,109 | 994 | 452 | 0 |
| 31 Dec 16 | 17,790 | 913 | 453 | 0 |
| 30 Sep 16 | 17,427 | 925 | 318 | 0 |
| 30 Jun 16 | 17,064 | 936 | 183 | 0 |
| 31 Mar 16 | 16,926 | 927 | 188 | 0 |
| 31 Dec 15 | 16,787 | 918 | 192 | 0 |
| 30 Sep 15 | 16,548 | 810 | 177 | 0 |
양질의 수익: BA.는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: BA.의 현재 순 이익률 (7.3%)은 지난해 (7.4%)보다 낮습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: BA.의 수익은 지난 5년 동안 연평균 6.3% 증가했습니다.
성장 가속화: 지난 1년간 BA. 의 수익 증가율(5.4%)은 5년 평균(연간 6.3%)보다 낮습니다.
수익 대 산업: BA.의 지난 1년 수익 증가율(5.4%)은 Aerospace & Defense 업계의 0.5%를 상회했습니다.
자기자본이익률
높은 ROE: BA.의 자본 수익률(18%)은 낮음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/28 00:30 |
| 종가 | 2026/07/28 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
BAE Systems plc는 33명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Joseph Campbell | Barclays |
| George Mcwhirter | Berenberg |
| Douglas Harned | Bernstein |