What is BAE Systems plc?
BAE Systems plc provides defense, aerospace, and security solutions in the United States, the United Kingdom, the Middle East, Australia, Kingdom of Saudi Arabia, Europe, and internationally.
The story behind the price, the case for and against, and what could go wrong. Open a part to read it.
BAE Systems plc provides defense, aerospace, and security solutions in the United States, the United Kingdom, the Middle East, Australia, Kingdom of Saudi Arabia, Europe, and internationally. The company operates through five segments: Electronic Systems, Platforms & Services, Air, Maritime, and Cyber & Intelligence. The company is listed on the LSE in UK, operating in the Industrials sector, with a market capitalisation of 56.23B, and a P/E ratio of 27.4x.
A short list of Aerospace & Defense names that are close enough in size to make side-by-side comparison useful.
Openbook research
RTX stock analysis of the aerospace and defense group behind Collins Aerospace, Pratt and Whitney and Raytheon. We look at the Q2 2026 results, the $289 billion backlog, the dividend and the geared turbofan engine program.
Boeing closed down 6.9% at USD 184.39 after the FAA paused 737 MAX 10 certification over a VNAV software defect. A cash-timing event, not a demand one.
A £15bn Royal Navy shipyard upgrade and defence spending at 2.7% of GDP give Babcock a demand signal. Its 8.2% margin is where the question sits.
The district attorney closed its criminal probe and Melrose capped claims at $100m. But the buyback is still paused and guidance excludes it.
A GE Aerospace stock analysis covering how the engine maker earns from spare parts and overhauls, its Q2 2026 results and raised guidance, and the backlog, margin mix and risks worth tracking.