Added to YB: 2026-09-22
Pitch date: 2026-09-16
BA.L [bullish]
BAE Systems plc
+0.24%
current return
Author Info
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Company Info
BAE Systems plc provides defense, aerospace, and security solutions in the United States, the United Kingdom, the Middle East, Australia, Kingdom of Saudi Arabia, Europe, and internationally.
Market Cap
GBP 57.3B
Pitch Price
GBP 20.45
Price Target
N/A
Dividend
1.79%
EV/EBITDA
14.88
P/E
29.01
EV/Sales
2.12
Sector
Aerospace and Defense
Category
dividend
The European Missile Landscape - BAE Systems plc
BA.L (quick overview): BAE Systems’ 37.5% MBDA stake is a capital-light source of earnings and cash: FY2025 net-income contribution was €205.1mn (~£175mn), while MBDA routinely distributes 70-80% of earnings, sending roughly £130mn-£145mn annually to BAE with no direct working-capital requirement. These dividends enhance free-cash-flow conversion and help sustain BAE’s £1.5bn+ annual share-buyback program.
Read full article (1 min)