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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...

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...

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

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

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.

Record defense backlogs and rising military spending projections bolster the case for ETFs like IDEF as contractors scale production.

European military spending is surging at the fastest pace in decades, and these ETFs could position investors to access the space as it continues growing.

FTSE 100 jumps 109 points to 10,413 Brent crude futures fall 2% UK economy contracts 0.1% in April Housebuilders show strong recovery 11.54am: Shell, BP and BAE weigh Weighing on the index today are falls for energy and defence groups, some heavyweights among only 16 London...

DXC’s new partnerships and why they matter for the stock DXC Technology (DXC) has been busy on the client front, securing a new partnership with Telenor Sverige AB and extending its long-running relationship with BAE Systems through a fresh five-year agreement. Both deals focus on cloud based and AI ready infrastructure for large, complex organizations, which helps you see where DXC is positioning its services and how recurring, long-duration work might shape expectations around the...

The European stock markets closed lower in Thursday trading as investors' hopes of a potential peace

BAE Systems secured a £2.5b contract to support Türkiye’s Eurofighter Typhoon fleet. The company won over £1b in European air defence missile orders. BAE Systems is expanding manufacturing with a new 150,000-square-foot facility in Endicott, New York, focused on high-voltage energy storage for hybrid and all-electric platforms. For investors watching LSE:BA., these contract wins and the new facility come with the stock trading around £19.338. Over the past 5 years, the share price return of...

European governments are pushing defense budgets higher than at any point since the Cold War, and three exchange-traded funds offer distinct ways to ride the spending cycle: the iShares U.S. Aerospace & Defense ETF (NYSEARCA:ITA), the First Trust Indxx Aerospace & Defense ETF (NASDAQ:MISL), and the Select STOXX Europe Aerospace & Defense ETF (NYSEARCA:EUAD). Each ... 3 Defense ETFs to Buy as Europe Rearming Cycle Accelerates Into 2026

Morgan Stanley lifts price target to 2,662p, citing Iran war and rising US, Gulf military budgets as key drivers.

GD secures a $1.27B Navy contract to support Virginia-class submarines, reinforcing its role amid rising global demand for advanced naval capabilities.