BAE Systems plc ADR stock analysis
BAE Systems plc ADR (BSPA) Stock Price & Analysis
BSPA Stock Chart & Stats
- Day’s Range
- EUR 88.00 - EUR 88.00
- 52-Week Range
- EUR 72.00 - EUR 109.00
- Previous Close
- EUR 93.00
- Volume
- N/A
- Average Volume (3M)
- 61
- Market Cap
- EUR 64.68B
- Enterprise Value
- EUR 80.46B
- Total Cash (Recent Filing)
- EUR 4.33B
- Total Debt (Recent Filing)
- EUR 9.10B
- Price to Earnings (P/E)
- 27.3
- Beta
- 0.83
- Next Earnings
- Feb 25, 2027 (Est.)
- EPS Estimate
- 2.25
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 2.01%
Bulls Say, Bears Say
Bulls Say
Record Backlog And Order Visibility
The record backlog and substantial pipeline provide multi-year revenue visibility across defense programs, reducing reliance on near-term contract wins. This supports planning, capacity investment, and steadier utilization while reinforcing BAE’s position with government and allied customers.
Broad-based Revenue And Earnings Growth
Growth across sales, operating profit, and EPS indicates that demand is translating into expanding earnings rather than only larger program volume. Continued double-digit operating progress can strengthen internal funding capacity and support durable execution over the next several quarters.
Improving Balance Sheet And Cash Generation
Strong reported cash generation and lower net debt improve financial flexibility for production expansion, research, shareholder returns, and program execution. Reduced interest expense also supports earnings resilience, although the quality and timing of cash conversion remain important.
Bears Say
Maritime Margin Pressure
Low Maritime profitability on several first-in-class programs can weigh on consolidated margins while development and production challenges are absorbed. Management expects improvement, but the path toward higher margins depends on disciplined execution across complex long-duration contracts.
Cash Flow Depends Partly On Customer Advances
Customer advances boosted reported cash generation, so future free cash flow may be less strong if advances are not repeated or are unwound. This creates timing sensitivity in cash conversion and can make internally generated funding less predictable despite positive overall cash flow.
Technology Disruption And Competitive Pressure
Rapidly changing defense technologies could pressure established offerings and require sustained spending on innovation, ventures, and product development. BAE must keep pace with new entrants while protecting returns, creating an ongoing execution and investment burden.
BAE Systems plc ADR News
BSPA FAQ
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BAE Systems plc ADR Stock Smart Score
Company Description
BAE Systems plc ADR
BAE Systems plc is a global defense, aerospace, and security enterprise. Its extensive operations are structured across five principal divisions. The Electronic Systems segment develops and supplies a wide array of advanced electronic solutions, including electronic warfare systems, navigation technologies, sophisticated electro-optical sensors, aerospace controls, and precision guidance and communication systems, alongside space electronics and electric propulsion. The Cyber & Intelligence segment provides critical services to governmental bodies, encompassing the modernization and cyber protection of military assets, comprehensive systems engineering, C5ISR capabilities, and data intelligence solutions designed to counter national threats, prevent fraud, ensure regulatory compliance, and deliver enterprise-level digital services. Within the United States, its Platforms & Services segment manufactures combat vehicles, weapons, and munitions, while also offering ship repair services and managing government-owned munitions facilities. The Air segment is dedicated to the full lifecycle of combat and jet trainer aircraft, from development and manufacturing to upgrades and support. Lastly, the Maritime segment designs, constructs, and maintains surface warships, submarines, and naval weaponry, including torpedoes, radars, command systems, naval guns, missile launchers, and precision munitions. Founded in 1970, BAE Systems plc maintains its headquarters in Farnborough, United Kingdom.
- Sector
- Industrials
- Industry
- Aerospace & Defense
- CEO
- Charles Nicholas Woodburn
- Employees
- 104,000
- Website
- www.baesystems.com
- Address
- 6 Carlton Gardens, London, GL, SW1Y 5AD, GB
BAE Systems plc ADR (BSPA) Earnings & Revenues
BSPA Company Deck
BSPA Earnings Call
Earnings Call SentimentPositive
The call emphasized strong operational and financial momentum across sales, profit, orders and cash generation with upgraded full-year guidance and record backlog, driven by Europe, space, munitions and MBDA demand. Key positive factors include robust order intake (GBP 16.4bn), record GBP 84bn backlog, double-digit profit growth, and a strengthened balance sheet (net debt down to GBP 3.2bn). Principal risks highlighted are margin pressure in Maritime due to first-in-class programs, free cash flow sensitivity to the timing of customer advances, and the need to invest continuously to stay ahead in fast-evolving technology markets. On balance, positives materially outweigh the listed challenges.
View all DE:BSPA earnings summariesBSPA Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 2 | 6 | 14 |
| Technical Analysis | 2 | 6 | 2 |
| Moving Averages | 0 | 0 | 12 |
