Browsing Tag
BAE Systems
44 posts
BT Group raises dividend and rebases payout policy as Openreach fibre scale offsets revenue decline in FY26
BT Group raised its dividend and lifted profit 8%, yet BT.A fell 5% on a churn scare. The real test is whether the £3bn cash flow promise arrives.
May 24, 2026
Naval Group beats Babcock, Saab and Navantia to land Sweden’s $4.2bn Luleå-class frigate order
Sweden picked Naval Group over Babcock, Saab and Navantia for a $4.25 billion frigate deal. What it signals for the Baltic, NATO and Europe's defence map.
May 19, 2026
Korea sells the guns Europe forgot how to build, and Europe is now manufacturing the shells that feed them
Korea won the howitzer race. Europe quietly took the shell economy. The artillery market is not a contest, it is a co-dependent NATO supply chain.
May 17, 2026
BAE Systems (LON: BA) strengthens U.S. missile warning role with flight hardware delivery for Space Force satellite
Missile warning is moving deeper into space. BAE Systems’ latest Space Force delivery shows why orbital defence is becoming a core growth test.
May 15, 2026
Why Europe is placing its biggest tank and IFV orders since the Cold War ended
Germany abandoned heavy armour for two decades. Now Berlin and Rome are placing the largest tank and IFV orders in Europe since the Cold War.
May 1, 2026
How the UK fell below NATO’s defence average and what it means for BAE and peers
Britain says it is rearming. NATO's 2025 data says London is now spending less of its economy on defence than Türkiye, and the gap is structural.
April 26, 2026
The tank Britain waited 30 years to fire: Challenger 3 main battle tank programme explained
Challenger 3 is the British Army's next-generation main battle tank, built by RBSL in Telford from upgraded Challenger 2 hulls. 148 vehicles due in service by 2030.
April 19, 2026
US strikes 9,000 Iran targets, Pentagon now scrambles to refill missiles
The Pentagon signed framework agreements with Lockheed Martin, BAE Systems and Honeywell Aerospace on 25 March 2026 to expand United States munitions production.
March 26, 2026
BAE Systems (LON: BA) locks in Danish Army for seven-year VBS4 simulation overhaul as NATO rearmament deepens
BAE Systems OneArc wins a seven-year Danish Army simulation contract covering VBS4 and TerraTools. What it means for NATO readiness and LON: BA investors. Read more.
March 9, 2026
Britain to fast-track apprenticeships as skills shortages threaten major growth and infrastructure projects
The UK government is fast-tracking apprenticeships to cut approval times and deliver skills for major infrastructure, defence, and clean energy projects.
February 8, 2026