Actualités

BAE Systems (LSE:BA.) is back in focus after its FAST Labs unit completed Phase 1 of DARPA’s THREADS program and secured Phase 2 funding, highlighting progress in high performance RF electronics and thermal management technology. See our latest analysis for BAE Systems. The THREADS progress sits alongside a strong run in BAE Systems’ shares, with a 30 day share price return of 24.55% and a year to date share price return of 28.73%. The 5 year total shareholder return of 348.36% points to...

US subsidiary of BAE Systems (LSE:BA.) fined over alleged US arms trafficking violations tied to technology transfers to China. Penalty centres on export control breaches involving sensitive defense related technologies. Case raises questions around BAE Systems' export compliance controls and oversight of its US operations. Investors are assessing possible effects on the group's US regulatory relationships and future defense contracts. For a wider view on how compliance and regulatory risk...

BAE Systems has delivered a very strong 5 year share price return, yet current checks suggest the stock now sits close to its estimated intrinsic value rather than offering an obvious discount. Over the past 5 years, BAE Systems has returned about 348.4%, which puts recent pricing under closer scrutiny for signs of over optimism or lingering value. Progress on programs such as DARPA's THREADS initiative may influence expectations for future defence electronics revenue, while project...

A US subsidiary of BAE Systems has been ordered to pay a $36m (£27m) penalty for allegedly breaching US arms trafficking rules including passing on technology to China.

A US subsidiary of BAE Systems has been ordered to pay a $36m (£27m) penalty for allegedly breaching US arms trafficking rules including passing on technology to China.

Plus, Justice Department maps out priorities for fraud probes, and Polestar dealer claims automaker ‘orchestrated’ U.S. ban in lawsuit

As a flood of debt sales by US tech companies ripples through the credit market, it seems to be triggering an inadvertent rise in risk metrics for some of the world’s safest firms.

An “all-British” autonomous fighter jet will use an American engine following a clash between defence giants BAE Systems and Rolls-Royce over costs, The Telegraph can reveal.

The FTSE 100 Index has already hit record intraday highs in the past two days, reaching 10979.24 at one stage on Thursday.

The window of opportunity “is closing” for Germany to join Britain’s £50bn next-generation stealth-jet programme, one of the project’s most senior figures has warned.

The FTSE 100 firms upgraded full-year guidance after strong first-half results.

The arms maker raised its sales, profitability and cash flow targets for the year as governments keep spending on defense in the face of escalating geopolitical tensions.

Europe's rearmament pledges sent investors rushing into European defense funds, but the contracts landed somewhere else entirely, and the performance gap between two nearly identical bets tells the story.

BAE Systems (LSE:BA) has secured new contracts to supply advanced weapons and defense systems to the Brazilian Navy and the Republic of Korea Air Force. The company recently presented a next generation fighter pilot helmet at a major international airshow. These developments expand BAE Systems' global defense footprint and add to its technology portfolio. BAE Systems operates across air, maritime, land, cyber and intelligence, supplying equipment and support to armed forces around the...

By Sarah Young FARNBOROUGH, England, July 22 (Reuters) - BAE Systems revealed a new unmanned fighter jet on Wednesday, boosting Britain's entry into one of the defence industry's hottest and most

Babcock was the top riser on the FTSE 100, with shares up 7.8%, while BAE Systems lifted by 3.25% and Qinetiq moved 4% higher.

↗️ Novartis (CH:NOVN): Shares in the Swiss pharmaceutical company climbed after it returned to sales growth in the second quarter, driven by some of its top-selling drugs. ↘️ Swatch (CH:UHR): The watchmaker’s shares fell despite better first-half sales, as profit dropped compared to the same period last year.

General Dynamics is deepening its armored vehicle footprint with a $1.4 billion Canadian contract and a broad lineup spanning LAVs, Strykers and Abrams tanks.

LMT is deepening its submarine market presence with a $49 million U.S. Navy contract and advanced undersea warfare technologies.

BAESY is deepening its radar-market presence through Canada's Arctic program and decades of long-range surveillance expertise.

BAESY is expanding its armored vehicle footprint with the AMPV and proven combat platforms as militaries modernize aging fleets.

HII is strengthening its UUV market presence with its REMUS portfolio, advanced autonomy software and demand tied to maritime security needs.

BAESY is strengthening its naval MRO presence as defense spending, fleet modernization and readiness needs drive demand for sustainment services.

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...

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.

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...