Actualités

8.39am: Airlines and pubs in good mood Shares in easyJet have flown almost 10% higher to 610p but are still well below the 690p potential offer price. Sector peer Jet2 is up 3.8% too, while long-haul peer IAG has risen 2.1%. The FTSE 100 and FTSE 250 are both on the front foot, up...

U.K.’s BAE Systems, Italy’s Leonardo and Japan Aircraft Industrial Enhancement Co. secured a contract to develop a new stealth fighter jet.

Guns, tanks and drones are rarely described as vogue but as the Government spends more on defence, savvy investors have jumped on the latest trend to capitalise on the rearmament boom.

After a very large 323.8% return over the last 5 years, BAE Systems now trades at a point where both the Discounted Cash Flow (DCF) intrinsic value estimate and earnings multiples indicate the stock may still be pricing in some upside rather than a clear premium. That 323.8% five year return is the key backdrop, as it leaves current holders weighing how much of BAE Systems' story is already reflected in the share price. The recent collaboration with Vantor on next generation imaging...

UK's $20B defense overhaul puts defense ETFs in focus as higher military spending could boost key holdings across the industry.

GD is strengthening its submarine market presence as Electric Boat supports key U.S. Navy programs and rising undersea warfare demand.

Allison Transmission (ALSN) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Huntington Ingalls Industries' Navy contract, sustainment expertise and modernization support are strengthening its role in the naval sustainment market.

8.26am: Market analysis Today is the last day of the month, the quarter and the first half of the year, as several analysts are pointing out. It has been the best quarter for global equities in the past six years, "despite the Iran war, disrupted oil and fertilizer flows, and a spike in...

The defense company had been among the leading candidates to build a Type 83 destroyer for the Royal Navy, but the government will instead invest in six smaller hybrid ships.

GD is strengthening its C5ISR position as GDIT modernizes naval systems and supports connected military networks.

Record defense backlogs and rising military spending projections bolster the case for ETFs like IDEF as contractors scale production.

Huntington Ingalls secures a nearly $417.7M Navy contract for aircraft carrier and amphibious ship elevator support, extending work through June 2031.

Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 8 at Pax8 Beyond 2026 in Salt Lake City with Scott Chasin, Chief Executive Officer at Pax8. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed how the total addressable market (TAM) for small and medium businesses (SMBs) […] The post Scales Tip to Small Business from Large Enterprise in IT Spend: Pax8 CEO Scott Chasin, Live from Pax8 Beyond 2026 appeared first on ExecEdge.

8.15am: Babcock leads FTSE 100 lower at open The FTSE 100 has opened a tad lower, down just over one point at 10,362, with Babcock leading the decline after reporting delayed results. Shares in the defence contractor are down over 4% on the numbers, see below, where profits fell due to...

European military spending is surging at the fastest pace in decades, and these ETFs could position investors to access the space as it continues growing.

HII delivers its first REMUS 130 UUV to a U.S. ally, expanding its autonomous maritime systems reach as UUV demand is set to rise.

BAE Systems (LSE:BA.) has drawn investor attention after a period where the stock is up about 1% over the past month but down around 16% over the past 3 months, prompting closer scrutiny. See our latest analysis for BAE Systems. At around £19.43, BAE Systems has seen short term share price momentum fade after a period where the 90 day share price return declined 15.8%, even though the year to date share price return is 10.75% and the 5 year total shareholder return is very large. If you are...

FTSE 100 jumps 109 points to 10,413 Brent crude futures fall 2% UK economy contracts 0.1% in April Housebuilders show strong recovery 11.54am: Shell, BP and BAE weigh Weighing on the index today are falls for energy and defence groups, some heavyweights among only 16 London...

BAESY vs. RYCEY: Which Stock Is the Better Value Option?

LHX lands up to $106M U.S. Army VAMPIRE order, bolstering layered counter-drone defense as demand rises for fast, affordable systems.

(Updates with the White House's response in the last three paragraphs.) The Trump administration

The Select STOXX Europe Aerospace & Defense ETF (NYSEARCA:EUAD) has snapped back hard after a sluggish start to the year. Shares sit near $43 after a 8% gain over the past month, pulling EUAD back into positive territory for 2026 at roughly 1% year to date. That recovery follows a 5% April drawdown and a ... Watch These 3 Defense Stocks to Know if EUAD Can Hold Its Gains

Staff at BAE Systems shipyards on the upper Clyde have voted to take industrial action.

JWF Defense Systems LLC has received more than $56 million in new contracts from BAE Systems to manufacture components and various structural and mechanical parts in support for various combat vehicle programs. JWF has been working with BAE Systems on combat vehicle programs for more than 21 years. JWF Defense Systems is part of JWF Industries, a metal-centric product manufacturer with a wide ...

MDA Space (MDA.TO and NYSE: MDA), a provider of advanced technology and services to the rapidly expa

DXC’s new partnerships and why they matter for the stock DXC Technology (DXC) has been busy on the client front, securing a new partnership with Telenor Sverige AB and extending its long-running relationship with BAE Systems through a fresh five-year agreement. Both deals focus on cloud based and AI ready infrastructure for large, complex organizations, which helps you see where DXC is positioning its services and how recurring, long-duration work might shape expectations around the...

The European stock markets closed lower in Thursday trading as investors' hopes of a potential peace

FTSE 100 down 89 points to 10,415 Oil up as US carries out further strikes on Iran Ex-dividends include Nat Grid, Severn Trent, AB Foods 10.13am: FTSE underperforms, defence sector leads European gains The FTSE has settled into its morning slump, down around 90 points, with little...

BAESY vs. RYCEY: Which Stock Is the Better Value Option?