Company Overview

BAE Systems plc provides defense, aerospace, and security solutions worldwide. The company operates through five segments: Electronic Systems, Cyber & Intelligence, Platforms & Services (US), Air, and Maritime. The Electronic Systems segment offers electronic warfare systems, navigation systems, electro-optical sensors, military and commercial digital engine and flight controls, precision guidance and seeker solutions, military communication systems and data links, persistent surveillance systems, space electronics, and electric drive propulsion systems. The Cyber & Intelligence segment provides solutions to modernize, maintain, and test cyber-harden aircraft, radars, missile systems, and mission applications that detect and deter threats to national security; systems engineering, integration, and sustainment services for critical weapons systems, C5ISR, and cyber security; and solutions and services to intelligence and federal/civilian agencies. It also offers data intelligence solutions to defend against national-scale threats, protect their networks, and data against attacks; security and intelligence solutions to the United Kingdom government and allied international governments; anti-fraud and regulatory compliance solutions; and enterprise-level data and digital services. The Platforms & Services (US) segment manufactures combat vehicles, weapons, and munitions, as well as provides ship repair services and the management of government-owned munitions facilities. The Air segment develops, manufactures, upgrades, and supports combat and jet trainer aircraft. The Maritime segment designs, manufactures, and supports surface ships, submarines, torpedoes, radars, and command and combat systems; and supplies naval gun systems. It also supplies naval weapon systems, missile launchers, and precision munitions. The company was founded in 1970 and is based in Farnborough, the United Kingdom.

  • Name

    BAE Systems plc

  • CEO

    Charles Nicholas Woodburn

  • Website

    www.baesystems.com

  • Sector

    Aerospace and Defense

  • Year Founded

    1979

Company Statistics

Profile

  • Market Cap

  • EV

  • Shares Out

  • Revenue

  • Employees

Margins

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  • EBITDA

  • Operating

  • Pre-Tax

  • Net

  • FCF

Returns (5Yr Avg)

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  • ROTA

  • ROE

  • ROCE

  • ROIC

Valuation (TTM)

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  • P/B

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  • P/FCF

  • EV/Gross Profit

Valuation (NTM)

  • Price Target

  • P/E

  • PEG

  • EV/Sales

  • EV/EBITDA

  • P/FCF

Financial Health

  • Cash

  • Net Debt

  • Debt/Equity

  • EBIT/Interest

Growth (CAGR)

  • Rev 3Yr

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  • Dil EPS 3Yr

  • Dil EPS 5Yr

  • Dil EPS 10Yr

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  • EPS LT Growth Est

Dividends

  • Yield

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  • DPS Growth 3Yr

  • DPS Growth 5Yr

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  • DPS Growth Fwd 2Yr

Bulls Say

  • BAE is well positioned to capitalize on growth in global defense spending.

  • The company has an incumbent position on the F-35 Lightning II fighter jet, the world’s largest program, which will support production and support aftermarket revenue for decades.

  • A privileged position on the Tempest next-generation fighter jet program, or GCAP, supports revenue and offers growth beyond the Eurofighter program.

Bears Say

  • BAE depends on military funding for its sales, which is an inherently political and thus uncertain process.

  • Geopolitical risks and shifting alliances might preclude company deliveries to specific countries.

  • A valuation overhang on global defense names could persist due to environmental, social, and governance pressure placed on investment mandates.

Source: Morningstar Analysis - Dec 01, 2025
LSE:BA.