BAE Systems plc

LSE:BA. Voorraadrapport

Marktkapitalisatie: UK£57.3b

BAE Systems Toekomstige groei

Future criteriumcontroles 3/6

BAE Systems zal naar verwachting groeien in winst en omzet met respectievelijk 11.1% en 9.1% per jaar. De winst per aandeel zal naar verwachting groeien met 13.9% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 21.1% zijn.

Belangrijke informatie

11.1%

Groei van de winst

13.94%

Groei van de winst per aandeel

Aerospace & Defense winstgroei13.6%
Inkomstengroei9.1%
Toekomstig rendement op eigen vermogen21.15%
Dekking van analisten

Good

Laatst bijgewerkt18 Sep 2026

Recente toekomstige groei-updates

Recent updates

Analyse-artikel • Aug 06

Why BAE Systems' (LON:BA.) Earnings Are Better Than They Seem

Investors signalled that they were pleased with BAE Systems plc's ( LON:BA. ) most recent earnings report. According to...
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyse-artikel • 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...
Narratiefupdate • 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.
Analyse-artikel • 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...
Analyse-artikel • 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...

Winst- en omzetgroeiprognoses

LSE:BA. - Toekomstschattingen van analisten en financiële gegevens uit het verleden (GBP Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/202839,1552,8802,9434,57117
12/31/202736,2162,5822,6064,18218
12/31/202633,1802,2542,2903,73017
6/30/202629,3802,1134,4785,601N/A
3/31/202628,8582,0883,4044,517N/A
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
3/31/202018,5581,345N/A1,350N/A
12/31/201918,3051,476N/A1,597N/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

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei BA. ( 11.1% per jaar) ligt boven de spaarquote ( 3.6% ).

Winst versus markt: De winst van BA. ( 11.1% per jaar) zal naar verwachting langzamer groeien dan de markt UK ( 11.1% per jaar).

Hoge groeiwinsten: De winst van BA. zal naar verwachting groeien, maar niet aanzienlijk.

Omzet versus markt: De omzet van BA. ( 9.1% per jaar) zal naar verwachting sneller groeien dan de markt UK ( 3.7% per jaar).

Hoge groei-inkomsten: De omzet van BA. ( 9.1% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen BA. zal naar verwachting over 3 jaar hoog zijn ( 21.1 %)

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/09/21 04:21
Aandelenkoers aan het einde van de dag2026/09/18 00:00
Inkomsten2026/06/30
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

BAE Systems plc wordt gevolgd door 33 analisten. 18 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Joseph CampbellBarclays
George McwhirterBerenberg
Douglas HarnedBernstein