BAE Systems (LON:BA) Announces Quarterly Earnings Results

BAE Systems (LON:BA) issued its quarterly earnings results on Thursday. The company reported GBX 38.90 earnings per share (EPS) for the quarter, Digital Look Earnings reports. BAE Systems had a net margin of 7.28% and a return on equity of 18.23%.

BAE Systems Stock Up 1.3%

Shares of BAE Systems stock traded up GBX 25 during trading on Thursday, hitting GBX 2,025. 8,746,261 shares of the stock were exchanged. The company has a debt-to-equity ratio of 76.81, a current ratio of 0.99 and a quick ratio of 0.91. The firm’s 50-day moving average price is GBX 1,908.27 and its 200 day moving average price is GBX 2,032.36. The stock has a market cap of £62.69 billion, a price-to-earnings ratio of 34.74, a price-to-earnings-growth ratio of 3.33 and a beta of 0.01. BAE Systems has a 12-month low of GBX 1,012.50 and a 12-month high of GBX 1,415.25.

Insider Transactions at BAE Systems

In other BAE Systems news, insider Brad Greve bought 2,760 shares of the business’s stock in a transaction dated Friday, June 5th. The shares were acquired at an average price of GBX 1,909 per share, with a total value of £52,688.40. Also, insider Tom Arseneault sold 44,140 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of GBX 2,032, for a total value of £896,924.80. Insiders have acquired a total of 2,784 shares of company stock valued at $5,304,824 over the last ninety days. 0.14% of the stock is owned by company insiders.

BAE Systems News Summary

Here are the key news stories impacting BAE Systems this week:

• Positive Sentiment: BAE Systems raised its 2026 full-year outlook after reporting higher first-half profit, signaling confidence in continued revenue growth and execution. BAE Systems upgrades full-year guidance as H1 profit rises
• Positive Sentiment: Strong defense order activity and sustained government spending worldwide are supporting BAE’s order book and improving visibility for future sales. The company reported quarterly EPS of GBX 38.90, with a 7.28% net margin and 18.23% return on equity. UK’s BAE lifts outlook as global defense demand continues to surge
• Positive Sentiment: Investors are treating BAE as a beneficiary of a potentially prolonged increase in military spending, alongside other defense and aerospace companies such as Rolls-Royce. Defence boom lifts Rolls-Royce and BAE
• Neutral Sentiment: BAE’s collaboration with NMITE on an RF engineering master’s program and its reported role in the Brontanax combat-drone project may strengthen its long-term engineering and technology pipeline, although the immediate financial impact is unclear. BAE and NMITE launch RF engineering master’s degree
• Negative Sentiment: Valuation remains a risk after the rally: an earnings preview noted that GF Value indicated approximately 6% downside, while BAE trades at a relatively high reported price-to-earnings ratio of 34.74. Earnings To Watch: BAE Systems PLC Q2 2026

Analyst Upgrades and Downgrades

Separately, Jefferies Financial Group reaffirmed a “hold” rating and set a GBX 2,200 target price on shares of BAE Systems in a research note on Thursday, May 7th. Four research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, BAE Systems currently has an average rating of “Moderate Buy” and a consensus target price of GBX 2,228.

About BAE Systems

BAE Systems plc provides defense, aerospace, and security solutions worldwide. The company operates through five segments: Electronic Systems, Platforms & Services, Air, Maritime, and Cyber & Intelligence. 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 capabilities, space electronics, and electric drive propulsion systems.