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Bae Systems (BAESY)
OTHER OTC:BAESY

BAE Systems plc ADR (BAESY) Price & Analysis

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BAESY Stock Chart & Stats

$99.92
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Market closed
$99.92
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Bulls Say, Bears Say

Bulls Say
Record BacklogA record GBP 84bn backlog (≈3x sales) and ~GBP 260bn pipeline provide durable multi-year revenue visibility tied to long-term government procurement. This structural backlog underpins steady production, high contract renewal probability and predictable forward revenue for 2–6+ months horizon.
Strong Cash Generation & Balance SheetConsistent positive free cash flow and a meaningful net-debt reduction (net debt/EBITDA ~0.9x ex-lease) plus a Moody's A3 upgrade materially improve financial flexibility. This supports sustained capex, R&D funding, shareholder returns and optionality for M&A without jeopardizing core operations.
Large R&D And Capacity InvestmentSubstantial, sustained investment in self-funded R&D and expanded production footprint, including major U.S. capacity, strengthens long-term competitive advantage. These investments improve product pipeline, support higher-margin programs and enable execution on elevated backlog over multiple years.
Bears Say
Rising Total DebtMaterial increase in total debt into 2024–25 reduces headroom for cyclical stress and limits optionality versus prior years. Higher absolute leverage can constrain capital allocation during downturns and raises sensitivity to interest costs and covenant constraints despite acceptable debt/equity metrics for the sector.
Cash-flow Timing VolatilityDependence on customer advance receipts and lumpy collections causes uneven operating cash flow and forces conservative guidance that excludes advances. This timing volatility complicates multi-year planning, can depress reported FCF in certain years and raises working-capital and liquidity management risk.
Low Early-stage Maritime MarginsLarge, early-stage maritime and submarine programs carry below-par margins and execution risk, dragging consolidated profitability until program maturation. Such projects are multi-year and expose the company to cost overruns, schedule delays and lower near-term margin sustainability in a key revenue segment.

BAE Systems plc ADR News

BAESY FAQ

What was Bae Systems’s price range in the past 12 months?
Bae Systems lowest stock price was $76.40 and its highest was $121.31 in the past 12 months.
    What is Bae Systems’s market cap?
    Bae Systems’s market cap is $83.96B.
      When is Bae Systems’s upcoming earnings report date?
      Bae Systems’s upcoming earnings report date is Jul 30, 2026 which is in 144 days.
        How were Bae Systems’s earnings last quarter?
        Bae Systems released its earnings results on Feb 18, 2026. The company reported $2.165 earnings per share for the quarter, missing the consensus estimate of $2.213 by -$0.048.
          Is Bae Systems overvalued?
          According to Wall Street analysts Bae Systems’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Bae Systems pay dividends?
            Bae Systems pays a Semiannually dividend of $0.693 which represents an annual dividend yield of 1.89%. See more information on Bae Systems dividends here
              What is Bae Systems’s EPS estimate?
              Bae Systems’s EPS estimate is 2.09.
                How many shares outstanding does Bae Systems have?
                Bae Systems has 749,624,000 shares outstanding.
                  What happened to Bae Systems’s price movement after its last earnings report?
                  Bae Systems reported an EPS of $2.165 in its last earnings report, missing expectations of $2.213. Following the earnings report the stock price went up 4.316%.
                    Which hedge fund is a major shareholder of Bae Systems?
                    Currently, no hedge funds are holding shares in BAESY
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Bae Systems

                      BAE Systems plc provides defense, aerospace, and security solutions worldwide. The company operates through five segments: Electronic Systems, Cyber & Intelligence, Platforms & Services (US), Air, and Maritime. The Electronic Systems segment offers electronic warfare systems, navigation systems, electro-optical sensors, military and commercial digital engine and flight controls, precision guidance and seeker solutions, military communication systems and data links, persistent surveillance systems, space electronics, and electric drive propulsion systems. The Cyber & Intelligence segment provides solutions to modernize, maintain, and test cyber-harden aircraft, radars, missile systems, and mission applications that detect and deter threats to national security; systems engineering, integration, and sustainment services for critical weapons systems, C5ISR, and cyber security; and solutions and services to intelligence and federal/civilian agencies. It also offers data intelligence solutions to defend against national-scale threats, protect their networks, and data against attacks; security and intelligence solutions to the United Kingdom government and allied international governments; anti-fraud and regulatory compliance solutions; and enterprise-level data and digital services. The Platforms & Services (US) segment manufactures combat vehicles, weapons, and munitions, as well as provides ship repair services and the management of government-owned munitions facilities. The Air segment develops, manufactures, upgrades, and supports combat and jet trainer aircraft. The Maritime segment designs, manufactures, and supports surface ships, submarines, torpedoes, radars, and command and combat systems; and supplies naval gun systems. It also supplies naval weapon systems, missile launchers, and precision munitions. The company was founded in 1970 and is based in Farnborough, the United Kingdom.

                      BAE Systems plc ADR (BAESY) Earnings & Revenues

                      BAESY Company Deck

                      BAESY Earnings Call

                      Q4 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call presented a strong operational and financial performance in 2025: record sales, double-digit EBIT growth, robust order intake (GBP 37bn) and an all-time backlog (GBP 84bn), supported by heavy investment in R&D and capacity and a strengthened balance sheet. Key growth engines (P&S, Air, ES and MBDA) demonstrated notable momentum and management provided constructive guidance for 2026 (sales +7% to +9%; EBIT +9% to +11%). Principal risks highlighted were cash-flow timing volatility driven by customer advances, higher expected tax rates, and lower early-stage maritime margins. On balance the positives—in particular high-quality backlog, margin expansion, strong free cash conversion in 2025 and continued strategic investment—outweigh the operational and timing headwinds.View all BAESY earnings summaries
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                      Ownership Overview

                      0.61%0.04%99.18%
                      Insiders
                      0.04% Other Institutional Investors
                      99.18% Public Companies and
                      Individual Investors

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