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U.K. (FTSE) Aerospace and Defense Industry Analysis

UpdatedAug 14, 2025
DataAggregated Company Financials
Companies13
  • 7D-2.8%
  • 3M18.0%
  • 1Y66.7%
  • YTDn/a

Over the last 7 days, the Aerospace and Defense industry has dropped 2.8%, driven by a pullback from BAE Systems of 6.8%. This takes the industry's 12 month performance to a gain of 67%. As for the next few years, earnings are forecast to decline by 3.0% per annum.

Industry Valuation and Performance

Has the U.K. Aerospace and Defense Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 15 Aug 2025UK£161.3bUK£59.3bUK£8.3b24.7x19.5x2.7x
Sun, 13 Jul 2025UK£75.5bUK£38.6bUK£2.1b29.1x36.3x2x
Tue, 10 Jun 2025UK£70.9bUK£38.4bUK£2.0b30x35x1.8x
Thu, 08 May 2025UK£67.2bUK£38.4bUK£2.3b26.5x28.8x1.7x
Sat, 05 Apr 2025UK£59.1bUK£38.5bUK£2.3b23.3x25.3x1.5x
Mon, 03 Mar 2025UK£58.5bUK£38.5bUK£2.4b21.7x24.9x1.5x
Wed, 29 Jan 2025UK£52.2bUK£36.7bUK£2.2b20.6x23.3x1.4x
Fri, 27 Dec 2024UK£49.2bUK£36.7bUK£2.2b20.1x22x1.3x
Sun, 24 Nov 2024UK£54.4bUK£36.7bUK£2.2b20.5x24.5x1.5x
Tue, 22 Oct 2024UK£52.9bUK£36.3bUK£2.2b18.7x24.3x1.5x
Thu, 19 Sep 2024UK£51.7bUK£36.3bUK£2.2b20.3x23.8x1.4x
Sat, 17 Aug 2024UK£55.3bUK£36.3bUK£2.2b22x25.4x1.5x
Mon, 15 Jul 2024UK£53.9bUK£34.8bUK£2.1b23.3x25.6x1.5x
Wed, 12 Jun 2024UK£57.8bUK£34.8bUK£2.1b22.9x27.6x1.7x
Fri, 10 May 2024UK£57.0bUK£34.6bUK£2.1b23.5x27.5x1.6x
Sun, 07 Apr 2024UK£55.9bUK£34.6bUK£2.1b22.2x27x1.6x
Tue, 05 Mar 2024UK£53.5bUK£39.1bUK£2.0b20.5x26.1x1.4x
Thu, 01 Feb 2024UK£58.8bUK£41.0bUK£2.2b25.5x26.8x1.4x
Sat, 30 Dec 2023UK£56.0bUK£41.0bUK£2.2b25.7x25.6x1.4x
Mon, 27 Nov 2023UK£54.1bUK£40.9bUK£2.2b30.2x24.7x1.3x
Wed, 25 Oct 2023UK£53.3bUK£40.7bUK£2.2b29.2x24.4x1.3x
Fri, 22 Sep 2023UK£52.2bUK£40.7bUK£2.2b27.9x23.9x1.3x
Sun, 20 Aug 2023UK£50.4bUK£40.4bUK£2.0b24.4x25.5x1.2x
Tue, 18 Jul 2023UK£49.0bUK£38.7bUK£1.8b20.7x27.1x1.3x
Thu, 15 Jun 2023UK£50.5bUK£38.7bUK£1.8b19.7x28x1.3x
Sat, 13 May 2023UK£50.9bUK£38.6bUK£1.8b18.5x27.7x1.3x
Mon, 10 Apr 2023UK£45.1bUK£31.0bUK£2.1b17.1x21.8x1.5x
Wed, 08 Mar 2023UK£42.2bUK£31.0bUK£2.1b17.5x20.5x1.4x
Fri, 03 Feb 2023UK£39.8bUK£29.6bUK£1.8b18.5x21.6x1.3x
Sun, 01 Jan 2023UK£40.5bUK£29.6bUK£1.8b18.6x22x1.4x
Tue, 29 Nov 2022UK£39.2bUK£29.5bUK£1.8b18.4x21.4x1.3x
Thu, 27 Oct 2022UK£39.4bUK£29.4bUK£1.7b20.5x22.7x1.3x
Sat, 24 Sep 2022UK£38.8bUK£29.4bUK£1.7b21.7x22.4x1.3x
Mon, 22 Aug 2022UK£39.7bUK£29.4bUK£1.7b22.9x22.9x1.4x
Price to Earnings Ratio

22.9x


Total Market Cap: UK£39.7bTotal Earnings: UK£1.7bTotal Revenue: UK£29.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Aerospace and Defense Industry Price to Earnings3Y Average 25.7x202320242025
Current Industry PE
  • Investors are pessimistic on the British Aerospace and Defense industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 19.5x which is lower than its 3-year average PE of 25.7x.
  • The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 2.7x.
Past Earnings Growth
  • The earnings for companies in the Aerospace and Defense industry have grown 68% per year over the last three years.
  • Revenues for these companies have grown 26% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.K. Aerospace and Defense compare with similar industries?

GB Market0.12%
Industrials-1.15%
Aerospace & Defense-2.79%
Aerospace and Defense-2.79%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
RR. Rolls-Royce HoldingsUK£11.022.3%
+UK£2.0b		119.0%PE16x
BA. BAE SystemsUK£17.750.9%
+UK£484.0m		30.4%PE26.8x
MRO Melrose IndustriesUK£5.982.9%
+UK£210.6m		19.9%PE24x
BAB Babcock International GroupUK£9.884.3%
+UK£198.8m		83.0%PE20.1x
SNR SeniorUK£1.986.1%
+UK£46.6m		16.9%PE25.9x

Latest News

CHRT
UK£13.06
Cohort
7D
-3.8%
1Y
49.4%
BA.
UK£17.75
BAE Systems
7D
0.9%
1Y
30.4%

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

Aug 14
BAE Systems (LON:BA.) Will Pay A Dividend Of £0.135
MRO
UK£5.98
Melrose Industries
7D
2.9%
1Y
19.9%
BAB
UK£9.88
Babcock International Group
7D
4.3%
1Y
83.0%
PEN
UK£0.22
Pennant International Group
7D
-20.4%
1Y
-7.1%

Revenues Working Against Pennant International Group plc's (LON:PEN) Share Price

Aug 13
Revenues Working Against Pennant International Group plc's (LON:PEN) Share Price
RCFX
UK£0.12
RC Fornax
7D
-33.8%
1Y
n/a
SNR
UK£1.98
Senior
7D
6.1%
1Y
16.9%
CHG
UK£5.39
Chemring Group
7D
0.7%
1Y
31.1%
RR.
UK£11.02
Rolls-Royce Holdings
7D
2.3%
1Y
119.0%

Rolls-Royce Holdings' (LON:RR.) Returns On Capital Are Heading Higher

Aug 06
Rolls-Royce Holdings' (LON:RR.) Returns On Capital Are Heading Higher
AVON
UK£20.55
Avon Technologies
7D
-3.5%
1Y
63.4%

Is Avon Technologies Plc (LON:AVON) Worth UK£21.8 Based On Its Intrinsic Value?

Aug 05
Is Avon Technologies Plc (LON:AVON) Worth UK£21.8 Based On Its Intrinsic Value?
MSI
UK£13.10
MS INTERNATIONAL
7D
0%
1Y
28.4%
QQ.
UK£4.87
QinetiQ Group
7D
-1.8%
1Y
1.6%

QinetiQ Group (LON:QQ.) Will Pay A Larger Dividend Than Last Year At £0.0605

Jul 17
QinetiQ Group (LON:QQ.) Will Pay A Larger Dividend Than Last Year At £0.0605