US Edition
BAE Systems Profits Leap Amid ‘New Era’ of Defence Spending
BAE Systems reported a 10% sales increase and a record £83.6 billion order backlog, driven by major programme developments and a £10 billion government deal.
- On Wednesday, BAE Systems reported full-year 2025 sales rose 10% to 30.7 billion and a record 83.6 billion order backlog with 36.8 billion in order intake.
- Amid a global ramp-up in defence spending, Charles Woodburn said major deals like the 4.6 billion deal with Turkey and the 10 billion agreement with Norway underpin record order growth.
- Under IFRS, BAE Systems reported revenue of 28.3 billion and operating profit of 2.93 billion, while free cash flow fell to 2.16 billion.
- BAE Systems issued guidance for 2026 that forecasts sales growth of 7%–9%, underlying EBIT and EPS growth of 9%–11%, and free cash flow guidance of more than £1.3 billion with a three-year target over £6 billion.
- Investments in UK shipbuilding mean BAE’s Typhoon contract supports 20,000 jobs, while new Janet Harvey Hall and Applied Shipbuilding Academy facilities boost capacity, Bernstein analysts recently noted.
13 Articles
13 Articles
BAE Systems reports record sales and GBP 83.6bn order backlog
BAE Systems has reported another year of strong growth, with record sales and a rising order backlog as the company said it is well positioned to benefit from increased defence spending. Publishing its full-year results for 2025 on 18 February, the defence giant said sales rose by 10% on a constant currency basis to £30.7 billion, while underlying earnings before interest and tax increased by 12% to £3.32 billion. Underlying earnings per share a…
BAE Systems reports record £30.7 billion sales and £83.6 billion order backlog in 2025 full year results
Sales increased by 10% to a record £30.7 billion, with growth across all sectors and organic growth of 9%. Underlying EBIT rose by 12%, with return on sales increasing from 10.6% to 10.8%, while underlying earnings per share also grew by 12%. Free cash flow reached £2,158 million, with significant customer advances received late in the year. Capital expenditure remained close to record levels at around £1bn and research and development spending …
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