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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BAE Systems PLC

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

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