LSE:BA 12 February 2026 - 18 May 2026

This $6.1 Billion Fighter Jet Deal Puts BAE, Leonardo and Japan on a 2035 Clock
··

This $6.1 Billion Fighter Jet Deal Puts BAE, Leonardo and Japan on a 2035 Clock

Britain, Italy and Japan have moved their next-generation fighter jet programme into a harder engineering phase, awarding Edgewing a £4.6 billion, or about $6.1 billion, contract to advance the Global Combat Air Programme, known as GCAP. The award gives the BAE Systems, Leonardo and Japanese industry-backed venture fresh money to push detailed design work toward a planned 2035 service date. The timing matters. The contract landed after months of doubt over Britain’s funding share and just after the UK’s Defence Investment Plan committed £8.6 billion to GCAP over four years, easing a funding gap that had forced a shorter bridge contract earlier this year.
July 9, 2026
BAE Systems Stock Bounces Back, But the Defence Trade Has a New Test
····

BAE Systems Stock Bounces Back, But the Defence Trade Has a New Test

BAE Systems shares rose in late London trading on Monday, recovering part of last week’s sell-off as investors weighed fresh U.S. space hardware news against a cooler mood in European defence stocks. The stock was up 34 pence, or 1.84%, at 1,884.50 pence as of 14:54 BST, with 1.30 million shares traded, delayed LSEG data carried by Investors’ Chronicle showed. The move matters because it repairs only a slice of Friday’s damage, not a clean turn. BAE closed at 1,850.50p on Friday, down from 1,923.00p on Thursday, a 3.77% fall, with volume of 8.25 million shares, according to London South East data.
May 18, 2026
UK Typhoons to Take On Iranian Drones With Lower-Cost Weapons
·····

UK Typhoons to Take On Iranian Drones With Lower-Cost Weapons

UK moves new anti-drone weapon to RAF Typhoons in Middle East Britain said Sunday it has put a low-cost anti-drone weapon onto Royal Air Force Typhoon fighter jets in the Middle East, shifting the kit from trials to actual missions in under two months. The Advanced Precision Kill Weapon System, or APKWS, gives pilots a cheaper option for shooting down drones compared to the bigger missiles now used for some intercepts. Small attack drones have made air defence as much a cost issue as a tactical one. Iran has hit Israel and Gulf states where U.S. forces are based after U.S. and Israeli attacks on Iran in late February. This month, Washington approved sales of APKWS to Qatar, Israel and
May 17, 2026
BAE Systems Stock Drops; Traders Watching Upcoming Sessions
····

BAE Systems Stock Drops; Traders Watching Upcoming Sessions

BAE Systems shares slid 3.77% to 1,850.50 pence on Friday, underperforming the FTSE 100, which lost 1.71%. Markets are now closed for the weekend. Investors are left debating if this was just a fleeting risk-off move or something bigger for defence stocks. BAE ended a down week with more losses. Shares dropped roughly 4.3% from last Friday’s finish at 1,933.80p. The FTSE 100 lost less than half a percent in the same stretch.
May 16, 2026
BAE Systems Lands UK Apache Drone Spot as Project NYX Race Narrows
······

BAE Systems Lands UK Apache Drone Spot as Project NYX Race Narrows

BAE Systems and three competitors have landed contracts from the UK Ministry of Defence to work up concepts for autonomous drones meant to accompany British Army Apache attack helicopters. The £10 million award leaves the defence firm in contention for a wider programme targeting operational use by 2030. Britain’s forces are in line for a bigger dose of autonomy. The ministry claims Project NYX aligns with the strategic defence review’s focus on autonomous tech. BAE, in an update to investors just last week, flagged drones and anti-drone technology as key spots for future business.
May 15, 2026
BAE Systems Named in $992 Million U.S.-Israel Rocket Sale as Defense Demand Stays Strong
····

BAE Systems Named in $992 Million U.S.-Israel Rocket Sale as Defense Demand Stays Strong

BAE Systems plc landed the role of principal contractor for a proposed U.S. arms deal with Israel, covering 10,000 Advanced Precision Kill Weapon System-II rounds. The $992.4 million package appeared in a Federal Register notice on Thursday. Processed as a Foreign Military Sale, this U.S. government channel facilitates direct arms transfers between countries. According to the notice, APKWS-II features a laser-guidance system developed by BAE. It’s all about timing. Governments continue snapping up missiles, air defence gear and other munitions at a clip that outpaces what most defence factories can churn out, and BAE has zeroed in on those segments for its expansion. Reuters noted last week that the Iran conflict is fueling steady demand for the UK’s largest defence
May 14, 2026
BAE Systems Stock Falls Again as Defence Boom Meets a Harder Market Test
····

BAE Systems Stock Falls Again as Defence Boom Meets a Harder Market Test

BAE Systems stock dropped again Friday, slipping 2.91% to finish at 1,933.80 pence. Investors continued to pull back from the high-flying European defense name after its recent run-up. Shares were already down 4.68% in Thursday’s session. This shift is significant—plain guidance doesn’t always cut it for every holder now. Investors Chronicle noted that shares dropped even after a positive trading update, blaming “lofty valuations” for European defence stocks. BAE, for example, sits at 24 times forecast earnings.
May 9, 2026
Why BAE Systems Stock Is Back in Focus After an $8 Billion Sweden Order Book
····

Why BAE Systems Stock Is Back in Focus After an $8 Billion Sweden Order Book

BAE Systems plc’s Hägglunds, the Swedish armored-vehicle unit, has carved out a bigger role in the UK defense group’s growth, its backlog swelling to roughly $8 billion. That surge comes after years of European military buildup tied to the Ukraine war. Now, investors are putting BAE’s booming demand to the test, looking past headlines to see if the company can keep turning that into higher production, profits and cash. BAE’s annual general meeting lands on May 7, while half-year results are on the docket for July 30, according to its investor calendar.
April 30, 2026
BAE Systems plc Shares Drop Again as Defence Rally Hits a Harder Test
····

BAE Systems plc Shares Drop Again as Defence Rally Hits a Harder Test

BAE Systems plc slipped for a second day on Wednesday, down 1.49% to £21.13, building on Tuesday’s 4.22% slide. Investors appeared to be stepping back from one of Europe’s defense heavyweights, with the trade looking crowded. The FTSE 100, meanwhile, edged down 0.21% in Wednesday action. It’s a tricky stretch for investors: BAE’s 2025 final dividend, 22.8 pence per share, lands on the record books April 24 and is set to pay out June 4. Their annual general meeting slots in between, on May 7. That payout brings this year’s total dividend to 36.3 pence.
April 22, 2026
BAE Systems lands $180 million Sweden air-defence contract as Europe races to rearm
····

BAE Systems lands $180 million Sweden air-defence contract as Europe races to rearm

BAE Systems landed a $180 million deal with Sweden on April 2 for its TRIDON Mk2 air-defense system, a chunk of an 8.7 billion crown package signaling that European governments continue to pour money into countering drones and aerial threats. Saab was named in the order as well. European governments keep funneling funds into air-defense and anti-drone tech—tools to spot and jam unmanned aircraft—lessons learned after Ukraine. Sweden plans to bump military spending to 2.8% of GDP by 2026 and up to 3.5% by 2030, which feeds a demand surge. BAE had already flagged in February that this trend sent its order backlog—work booked but undelivered—to a record 83.6 billion pounds.
April 6, 2026
BAE Systems Share Price Today: Stock Slips Despite Pentagon Deal and Turkey Typhoon Boost
····

BAE Systems Share Price Today: Stock Slips Despite Pentagon Deal and Turkey Typhoon Boost

Shares of BAE Systems edged lower in London on Thursday, adding to losses since last week’s top. At 1244 GMT, the stock was off 1.25% at 2,129 pence—roughly 10% under its March 18 high of 2,360p. The significance here: BAE still stands out as perhaps Europe’s top rearmament play. NATO on Thursday reported that defence budgets jumped 20% across Europe and Canada for 2025. BAE, for its part, recently pointed to a record 83.6 billion pounds in orders waiting to be filled, and it's guiding for 7% to 9% sales growth into 2026. Chief Executive Charles Woodburn described this as a "new era" in defence spending.
March 26, 2026
BAE Systems Share Price Falls 2.5% From 52-Week High as FTSE 100 Selloff Hits Defence Stocks
····

BAE Systems Share Price Falls 2.5% From 52-Week High as FTSE 100 Selloff Hits Defence Stocks

BAE Systems shares, traded in London, lost 2.5% to close at 2,250 pence on Friday—outpacing the FTSE 100’s 1.4% slide as aerospace and defence stocks took a bigger hit in the selloff. The stock now sits roughly 4.7% under the 52-week peak of about 2,360p set just earlier this week. BAE stands out lately, with investors piling into defense plays as the Middle East conflict worsened. On March 2, its shares soared 6%—oil prices spiked and bets mounted on bigger weapons orders. But by Friday, the same turmoil was rattling markets on a broader front, fanning anxiety about inflation, oil, and rates.
March 20, 2026
BAE Systems Share Price Today: Why the Stock Slipped After Air Astana Exit
····

BAE Systems Share Price Today: Why the Stock Slipped After Air Astana Exit

BAE Systems ended Thursday at roughly 2,306 pence in London, after the company agreed to offload its last 6.9% holding in Kazakhstan’s Air Astana—fetching about $31 million at the sale price. With this deal, BAE finishes its exit from the airline, a non-core asset acquired back in 2001 and already trimmed in December. Timing’s key here, with fresh signals on official demand showing up this week. On Wednesday, Britain announced plans to boost support for Gulf allies facing Iranian attacks, and government officials sat down with suppliers—BAE, MBDA, Leonardo UK—to talk about speeding up the delivery of defence gear and tech.
March 19, 2026
BAE Systems share price in focus after Australia’s AUKUS shipyard pledge
····

BAE Systems share price in focus after Australia’s AUKUS shipyard pledge

London, Feb 15, 2026, 13:20 GMT — Market closed BAE Systems’ stock could draw fresh attention in London trading Monday, after Australia pledged A$3.9 billion for construction work at a shipyard tied to the AUKUS submarine deal. “Investing in the submarine construction yard at Osborne is critical to delivering Australia's conventionally-armed, nuclear-powered submarines,” Prime Minister Anthony Albanese said. The AUKUS pact, revealed in 2021, would see U.S. Virginia-class subs stationed in Australia from 2027, with sales to follow around 2030. Britain and Australia are set to develop a new class as well. A Pentagon review last December highlighted areas for bolstering the initiative.
February 15, 2026
1 2