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As a proud industry partner, MDA Space is leveraging its commercial innovation to deliver critical payload technologies that will enhance the resilience and capabilities of the U.S. Space Force's missile warning and tracking national security mission. The contract will see MDA Space design and build antennas and control electronics for medium Earth orbit (MEO) national security satellites.

Once a sleepy sector, industrial stocks are heating up thanks to AI.

The former four-star general warned that drone warfare had reshaped conflict and exposed defense gaps. Autonomous swarms have emerged as the next challenge for militaries globally.

Soft kill electronic warfare system defends against missiles and unmanned aerial systems in complex battlespaces AUSTIN, Texas, May 27, 2026 /PRNewswire/ -- BAE Systems (LON: BA) has been awarded the Soft Kill Active Protection System (APS) program of record by the U.S. Army, equipping ground vehicles with advanced electronic warfare capabilities. The program leverages BAE Systems' Rapid Optical Observation and Kill (ROOK) system to disrupt and defeat incoming threats, including unmanned aerial systems (UAS) and anti-tank guided missiles, enhancing crew and vehicle survivability and mission effectiveness.

Investors interested in Aerospace - Defense Equipment stocks are likely familiar with Bae Systems PLC (BAESY) and Rolls-Royce Holdings PLC (RYCEY). But which of these two stocks presents investors with the better value opportunity right now?

BAE Systems and Northrop Grumman ride rising defense budgets, with new milestones, facility upgrades and radar deliveries shaping momentum.

UK defence stocks could regain momentum once the long-delayed Defence Investment Plan is finally published, according to Jefferies, which said the sector still offers some of the strongest long-term growth prospects in the London market. The US bank's defence and aerospace team said the absence of the government's defence spending roadmap had weighed on sentiment for more than six months, alongside political uncertainty and higher borrowing costs.

The Iran war gave Qatar reason to worry about drones. The good news is that now there's a solution.

Iran didn't attack Israel with drones in its most recent war -- but it did in the last war, and might again in the next.

After Spirit Airlines vanished from the skies, its not-quite-sudden collapse raised questions about why the successful low-cost model, born in the U.S. airline industry, is failing.

The FTSE 100 Index remained in a narrow range this week as traders watched the developments in the Middle East, where odds of a deal between the US and Iran rose. It also wavered because of the weak HSBC earnings.

BAE Systems PLC (LSE:BA.) said trading in early 2026 was "strong" and kept it on a trajectory to meet full-year forecasts, as rising global defence spending underpins demand.

The company continues to forecast an increase in sales between 7% and 9%, and a rise in underlying earnings before interest and taxes of 9% to 11%.

BAE Systems said on Thursday it was on track to meet forecasts for earnings growth of 9% to 11% this year, as the Iran war kept orders flowing into Britain's biggest defence contractor.

ENDICOTT, N.Y., May 6, 2026 /PRNewswire/ -- BAE Systems (LON: BA) has opened the 150,000-square-foot addition to its Endicott, New York campus.

We sold OBIC Business Consultants and Rightmove due to concerns about AI-driven disruption for these established platforms. BAE Systems is a UK-based defense contractor supplying mainly NATO clients. We believe BAE is well-placed to benefit from increased defense spending. Expanding regulatory access has continued to grow Flutter Entertainment's addressable market, but shares appeared pressured by concerns about near-term margins, regulation and competition.

Beyond making just drones and rockets on Earth, now Anduril is ready to shoot into space.

The International Equity portfolio declined 6.5% gross during 1Q vs a 1.2% decline for the MSCI EAFE Index, as both sector exposure and stock selection were headwinds to relative performance. BAE Systems PLC shares returned 26% during 1Q'26, as the company is well positioned to benefit from defense spending growth across NATO member countries over the coming decade. Taiwan Semiconductor Manufacturing Company Limited continued to benefit from attractive demand fundamentals and raised its revenue outlook after consistently exceeding sales expectations in prior quarters.

The United States Air Force has no plans to retire its remaining fleet of Boeing B-52 Stratofortress bombers for at least a couple more decades, and the old "BUFFs" as they are known, will be in service until the late 2040s or early 2050s, perhaps even longer. However, even as the Air Force will adopt the Northrop Grumman B-21 Raiders in the coming year, the B-52s won't be the only old workhorses that will remain in the bomber fleet.

Fallers on the FTSE 100 were led by Legal & General Group PLC (LSE:LGEN), BAE Systems PLC (LSE:BA.) and Rolls-Royce Holdings PLC (LSE:RR.

Bae Systems PLC (OTCMKTS:BAESY - Get Free Report)'s share price passed above its 200-day moving average during trading on Monday. The stock has a 200-day moving average of $105.72 and traded as high as $122.5960. Bae Systems shares last traded at $122.25, with a volume of 172,869 shares changing hands. Analysts Set New Price

Ascent spacecraft expands the BAE Systems Elevation ™ line of adaptable, high-performing spacecraft products designed to meet mission requirements BROOMFIELD, Colo., April 14, 2026 /PRNewswire/ -- BAE Systems (LON: BA) has introduced its Ascent spacecraft, a new addition to the company's Elevation spacecraft line that supports superiority and exploration missions across the space domain.

LOUISVILLE, Ky., April 8, 2026 /PRNewswire/ -- BAE Systems (LON: BA) has been awarded a $146 million undefinitized contract to begin manufacturing M776 cannons for the U.S. Army's M777 Towed 155mm Howitzer.

WALNUT CREEK, Calif.--(BUSINESS WIRE)-- #BAESystems--Wind River, an Aptiv company and global leader in mission-critical software for the intelligent edge, today announced that it received a Gold Tier Award from BAE Systems' Partner 2 Win program. The award recognizes Wind River's exceptional performance and contributions to the BAE Systems Electronic Systems sector supply chain in 2025. Gold Supplier status requires exceptional performance metrics, including 100% on-time delivery and high quality standards.

European defence stocks have fallen out of favour in recent months despite a strengthening backdrop for military spending, prompting Morgan Stanley to flag that "the buy case for the sector is as strong as ever”. The bank reiterated its positive stance (arguing the recent weakness presents an attractive entry point), noting that shares are on average about 20% below recent highs and valuation multiples have slipped to around 20 times earnings.

It's early days, but right now, there's really only one way to invest in railgun stocks.

New strategic relationship agreement pairs deep mission expertise with agentic AI to accelerate the development of intelligent systems that act, adapt, and accelerate the speed of the mission MCLEAN, Va. and SAN FRANCISCO, March 26, 2026 /PRNewswire/ -- BAE Systems (LON: BA) and Scale AI have announced a strategic relationship agreement to accelerate the development and fielding of advanced artificial intelligence capabilities in support of the Department of War's (DoW) high-stakes mission environments and operational platforms.

BOSTON, March 25, 2026 /PRNewswire/ -- BAE Systems (LON: BA) honored its top suppliers for the Electronic Systems sector with the ninth annual Partner 2 Win Supplier of the Year awards. Twelve winners were recognized for best-in-class performance in 2025 for on-time delivery, quality standards, and their partnership in advancing technology-led solutions for aerospace, defense, and security.

FALLS CHURCH, Va. and NASHUA, N.H.

Bae Systems PLC (OTCMKTS:BAESY - Get Free Report) saw a significant growth in short interest in March. As of March 13th, there was short interest totaling 195,196 shares, a growth of 157.6% from the February 26th total of 75,774 shares. Approximately 0.0% of the company's stock are short sold. Based on an average trading volume

Kazakhstan's Air Astana said on Thursday Britain's biggest defence contractor BAE Systems will sell its remaining stake in the company.

We continue to like United Airlines given structural improvement in industry dynamics and United's premium positioning in domestic air travel. We have periodically held a position on the view that Wells Fargo was less exposed to the excesses and missteps of peers in recent years. We hedged the position and view Oracle stock as more of a tactical trade on OpenAI sentiment than a core long-term holding at current levels.

BAE Systems remains a Buy, with a $35.50 price target and 13% upside, supported by robust order intake and expanding European defense budgets. Sales grew 10%, and backlog reached £83.6 billion, supporting high single-digit growth, though margin expansion is constrained by early-stage program ramp-ups. 2026 guidance calls for 7-9% sales growth and 9-11% EBIT growth, but EBITDA margins will face pressure as lower-margin segments expand rapidly.

When President Trump signed an executive order calling for the restoration of America's maritime dominance, it set off a chain of events that should have caused investors to pay attention. The executive order has many layers, but the highlight is titled America's Maritime Action Plan (MAP), a sweeping blueprint to rebuild domestic shipbuilding through hundreds of billions in federal financing.

Leonardo disclosed its mid-term plan and targets, including doubling profits by 2030, sending shares up as much as 9%. Rheinmetall said Wednesday that it expects sales to grow between 40% and 45% in 2026.

Key milestone reached for U.S. Space Force program that will bolster current satellite defense capabilities BROOMFIELD, Colo., March 11, 2026 /PRNewswire/ -- BAE Systems (LON: BA) has completed the Preliminary Design Review for the $1.2 billion U.S. Space Force (USSF) Space Systems Command (SSC) Resilient Missile Warning & Tracking (RMWT) – Medium Earth Orbit (MEO) Epoch 2 program to provide missile warning and tracking of advanced missile threats.

ORLANDO, Fla., March 9, 2026 /PRNewswire/ -- BAE Systems (LON: BA) OneArc (OneArc™), a global leader in advanced military simulation and training technologies, has announced that the Danish Army has selected OneArc as the foundation for its next-generation enterprise virtual training environment.

War, what is it good for? For European equities, nothing.
