BAE Systems Gelecekteki Büyüme
Future kriter kontrolleri 4/6
BAE Systems kazanç ve gelirin sırasıyla yıllık 12% ve 9.4% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 11.8% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 22% olacağı tahmin edilmektedir.
Anahtar bilgiler
12.0%
Kazanç büyüme oranı
11.81%
EPS büyüme oranı
| Aerospace & Defense kazanç büyümesi | 3.6% |
| Gelir büyüme oranı | 9.4% |
| Gelecekteki özkaynak getirisi | 21.96% |
| Analist kapsamı | Good |
| Son güncelleme | 22 May 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...
Yeni Anlatı • 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.Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 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 |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: BA. 'nin tahmini kazanç büyümesi (yıllık 12% ) tasarruf oranının ( 3.4% ) üzerindedir.
Kazançlar ve Piyasa: BA. şirketinin kazançlarının (yıllık 12% ) UK pazarından (yıllık 11.4% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: BA. şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.
Gelir ve Pazar: BA. şirketinin gelirinin (yıllık 9.4% ) UK pazarından (yıllık 4.5% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Geliri: BA. şirketinin gelirinin (yıllık 9.4% ) 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 ( 22 %)
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/22 18:44 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2025/12/31 |
| Yıllık Kazançlar | 2025/12/31 |
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.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* 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 kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip 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 16, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Joseph Campbell | Barclays |
| George Mcwhirter | Berenberg |
| Adrien Rabier | Bernstein |