BAE Systems plc

LSE:BA. Stok Raporu

Piyasa değeri: UK£57.3b

BAE Systems Gelecekteki Büyüme

Future kriter kontrolleri 3/6

BAE Systems kazanç ve gelirin sırasıyla yıllık 11.1% ve 9.1% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 13.9% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 21.1% olacağı tahmin edilmektedir.

Anahtar bilgiler

11.1%

Kazanç büyüme oranı

13.94%

EPS büyüme oranı

Aerospace & Defense kazanç büyümesi13.6%
Gelir büyüme oranı9.1%
Gelecekteki özkaynak getirisi21.15%
Analist kapsamı

Good

Son güncelleme18 Sep 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...

Kazanç ve Gelir Büyüme Tahminleri

LSE:BA. - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (GBP Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: BA. 'nin tahmini kazanç büyümesi (yıllık 11.1% ) tasarruf oranının ( 3.6% ) üzerindedir.

Kazançlar ve Piyasa: BA. şirketinin kazançlarının (yıllık 11.1% ) UK pazarından (yıllık 11.1% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: BA. şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: BA. şirketinin gelirinin (yıllık 9.1% ) UK pazarından (yıllık 3.7% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: BA. şirketinin gelirinin (yıllık 9.1% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: BA. 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 21.1 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/21 04:21
Gün Sonu Hisse Fiyatı2026/09/18 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

BAE Systems plc 33 Bu analistlerden 18, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Joseph CampbellBarclays
George McwhirterBerenberg
Douglas HarnedBernstein