News

MDA Space raises full-year guidance on strong order momentum and strategic acquisitions, despite near-term cash flow headwinds.

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.

7.51am: Rolls raises guidance after strong first half Rolls-Royce has raised its full-year guidance after first-half operating profit jumped 46%, as improved margins across all three divisions extended the engine maker's turnaround. Underlying operating profit increased to £2.5 billion...

BAE Systems (LSE:BA.) has secured a new contract to supply two Bofors 40Mk4 naval gun systems to the Brazilian Navy, putting fresh attention on how this kind of order feeds into the wider stock story. See our latest analysis for BAE Systems. Recent contracts in Brazil and Korea, alongside new air combat and helmet technologies, have arrived during a period where BAE Systems’ short term momentum has picked up, with a 7 day share price return of 6.12%. The 5 year total shareholder return of...

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 stock has delivered a very strong 5 year return, yet current valuation checks, including an intrinsic value estimate based on a Discounted Cash Flow (DCF), still indicate the shares trade at a discount to that assessment of fair value. Bae Systems has returned 293.0% over the last 5 years, which puts extra focus on whether the current price is still below a reasonable estimate of intrinsic value. Recent contract wins in autonomous combat aircraft and advanced electronic warfare...

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

Defense stocks jumped as investors bet the former defense secretary will oversee an increase in the department’s spending.

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.

Kyiv has signed a deal to make BAE Systems-designed howitzers, a potential test of the country’s ability to make other sophisticated foreign weapons.

↗️ 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.

Allison Transmission Holdings Inc. (NYSE:ALSN) is one of the best quality stocks to buy according to Wall Street analysts. On June 16, Allison Transmission announced a $250 million contract to supply 4040 MX transmissions for BAE Systems Hägglunds’ CV90 MkIV infantry fighting vehicles. Marking the largest tracked defense order in the company’s history, the agreement […]

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...

U.K.’s BAE Systems, Italy’s Leonardo and Japan Aircraft Industrial Enhancement Co. secured a contract to develop a new stealth fighter jet.

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.

Allison Transmission (ALSN) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.