BAE Systems PLC

BA.: XLON (GBR)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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BAE Earnings: Strong Set of Results With Upgraded Guidance; We Maintain Our Fair Value Estimate

Loredana Muharremi

Jul 30, 2025

BAE raised 2025 sales and EBIT guidance to 8%-10% and 9%-11%, respectively, after 11% revenue and 13% EBIT growth. EPS was held flat due to higher French tax on MBDA and fewer shares repurchased. Free cash flow guidance was raised to over GBP 1.1 billion.

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Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

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BAE Systems PLC

BAE Earnings: Strong Set of Results With Upgraded Guidance; We Maintain Our Fair Value Estimate

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