BAE Systems

FY25: Execution holds, backlog at record high

18/02/26 -"BAE delivered what it promised in FY25. Results came in broadly in line with expectations and slightly ahead of management’s own guidance. Cash generation was strong, and the year closed with a ..."

PDF page sample
Pages
43
Language
English
Published on
18/02/26
Download
You may also be interested by these reports :
19/02/26
Airbus delivered a solid FY25 in line with guidance, but the investment case weakens meaningfully at the margin as 2026 guidance falls well short of ...
18/02/26
BAE delivered what it promised in FY25. Results came in broadly in line with expectations and slightly ahead of management’s own guidance. Cash ...
13/02/26
Safran’s release goes beyond a clean annual delivery. The key message is structural: management has materially upgraded its medium-term ambitions, ...
10/02/26
We have upgraded our opinion on BAE Systems following an upward revision of our estimates across all valuation metrics, including NAV, DCF and ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO