PNK • United Kingdom
Directed energy weapons and defense photonics; strong global presence in defense markets.
Charts by TradingView
Annual Overview
| Metric | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|
| Revenue | 28.43B | 30.86B▲ | 35.19B▲ | 37.9B▲ |
| Net Income | 2.13B | 2.48B▲ | 2.62B▲ | 2.76B▲ |
| EPS | $2.7014 | $3.231▲ | $3.429▲ | $3.6376▲ |
| Free Cash Flow | 2.87B | 3.75B▲ | 3.69B▼ | 3.11B▼ |
| Capex | -926.78M | -1.28B▼ | -1.56B▼ | -1.48B▲ |
| Diluted Shares | 778M | 768M▼ | 763.25M▼ | 757.75M▼ |
| Net Debt Issuance | -534.94M | 216.65M▲ | 4.2B▲ | -751.59M▼ |
| Net Equity Issuance | -1.05B | -750.25M▲ | -742.23M▲ | -671.35M▲ |
| SBC | 135.07M | 147.11M▲ | 192.58M▲ | 232.7M▲ |
Analyst Consensus
Estimate Revisions
Estimates trending upward
Growth
Ownership
No institutional holder data available for this company.
Earnings Calendar
Next earnings
February 17, 2027
Last earnings
No past earnings data available.
AI Summary
BAE Systems plc is a major player in the defense sector, specializing in directed energy weapons and photonics applications. This covers advanced military technologies like lasers and optics, crucial for modern warfare and defense systems.
BAE Systems is riding a wave of increased defense budgets worldwide, driven by geopolitical tensions. Their focus on cutting-edge directed energy weapons aligns them with long-term military procurement trends, offering significant growth potential. Recent financial performance, with revenues rising from $31.1 billion in FY2023 to over $38.2 billion in FY2025, shows strong demand and solid execution. Their competitive edge in photonics technology could make them indispensable suppliers in an evolving defense landscape.
Despite revenue growth, BAE Systems operates with relatively thin margins, with a net margin at just 7.3% and recent declines in free cash flow from $3.8 billion in FY2023 to $3.1 billion in FY2025. The high EV/EBITDA ratio of 103.3 raises questions about underlying profitability relative to the valuation. Additionally, the defense sector is heavily regulated and prone to political risk, which could hinder new contracts or disrupt existing ones.
BAE Systems has seen a steady revenue increase over the past three years, from $31.1 billion to $38.2 billion. However, gross margins have slightly dipped from 65.9% to 65.2%. While net income is increasing, cash flow from operations is declining, indicative of potential inefficiencies or increased capital expenditures hindering free cash flow. Investors need to monitor if cash flow issues persist, impacting future profitability and shareholder returns.
With a P/E of 33.2 and an EV/EBITDA of 103.3, the stock appears expensive compared to other defense firms. The market seems to be pricing in substantial future growth, potentially underestimating execution risks and cash flow concerns. While the revenue growth trajectory is commendable, current valuations could limit near-term upside without fresh catalysts.
Key risks for BAE Systems include reliance on government contracts, where budget cuts or policy shifts could have a severe impact. Technological disruption, especially if competitors develop superior directed energy solutions, also poses a threat. Furthermore, geopolitical tensions, while currently a tailwind for defense spending, could also lead to sanctions or diplomatic frictions that might affect operations or material sourcing.
In the coming quarters, keep an eye on new contract announcements or extensions in the directed energy segment, as these could significantly drive future revenues. Also, look out for updates in international relations that might influence defense budgets and, by extension, BAE's order backlog. Ensuring cash flow stability would be another positive signal that could reassure investors and potentially support a higher valuation.
Last updated: April 14, 2026
BAE Systems plc is a major player in the defense sector, specializing in directed energy weapons and photonics applications. This covers advanced military technologies like lasers and optics, crucial for modern warfare and defense systems.
BAE Systems is riding a wave of increased defense budgets worldwide, driven by geopolitical tensions. Their focus on cutting-edge directed energy weapons aligns them with long-term military procurement trends, offering significant growth potential. Recent financial performance, with revenues rising from $31.1 billion in FY2023 to over $38.2 billion in FY2025, shows strong demand and solid execution. Their competitive edge in photonics technology could make them indispensable suppliers in an evolving defense landscape.
Despite revenue growth, BAE Systems operates with relatively thin margins, with a net margin at just 7.3% and recent declines in free cash flow from $3.8 billion in FY2023 to $3.1 billion in FY2025. The high EV/EBITDA ratio of 103.3 raises questions about underlying profitability relative to the valuation. Additionally, the defense sector is heavily regulated and prone to political risk, which could hinder new contracts or disrupt existing ones.
BAE Systems has seen a steady revenue increase over the past three years, from $31.1 billion to $38.2 billion. However, gross margins have slightly dipped from 65.9% to 65.2%. While net income is increasing, cash flow from operations is declining, indicative of potential inefficiencies or increased capital expenditures hindering free cash flow. Investors need to monitor if cash flow issues persist, impacting future profitability and shareholder returns.
With a P/E of 33.2 and an EV/EBITDA of 103.3, the stock appears expensive compared to other defense firms. The market seems to be pricing in substantial future growth, potentially underestimating execution risks and cash flow concerns. While the revenue growth trajectory is commendable, current valuations could limit near-term upside without fresh catalysts.
Key risks for BAE Systems include reliance on government contracts, where budget cuts or policy shifts could have a severe impact. Technological disruption, especially if competitors develop superior directed energy solutions, also poses a threat. Furthermore, geopolitical tensions, while currently a tailwind for defense spending, could also lead to sanctions or diplomatic frictions that might affect operations or material sourcing.
In the coming quarters, keep an eye on new contract announcements or extensions in the directed energy segment, as these could significantly drive future revenues. Also, look out for updates in international relations that might influence defense budgets and, by extension, BAE's order backlog. Ensuring cash flow stability would be another positive signal that could reassure investors and potentially support a higher valuation.
BAE Systems plc is a major player in the defense sector, specializing in directed energy weapons and photonics applications. This covers advanced military technologies like lasers and optics, crucial for modern warfare and defense systems.
BAE Systems plc is in the Defense layer of the photonics supply chain. Directed energy weapons and defense photonics applications
In FY2025, BAE Systems plc reported net income of $2.76B.
Companies in the same supply chain layer as BAE Systems plc include AeroVironment, Inc., AgEagle Aerial Systems, Inc., Astronics Corporation, CACI International Inc, and Curtiss-Wright Corporation.
BAE Systems plc is expected to report around February 17, 2027.
Analysis updated April 2026
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Coherent appoints Jim Anderson as CEO fibre-systems.com
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Infinera, Sumitomo achieve successful test of point-to-multipoint coherent pluggable transceiver fibre-systems.com
Credo, Effect Photonics to jointly develop coherent DSP solutions fibre-systems.com
Nokia next-generation coherent photonic service engine fibre-systems.com
A large-scale microelectromechanical-systems-based silicon photonics LiDAR Nature
Coherent routing solution unveiled at OFC fibre-systems.com
Cignal AI: 400G+ coherent shipments tripled last year fibre-systems.com
Effect Photonics gains $37m funding for single-chip coherent development fibre-systems.com
Acacia samples 100G coherent DWDM pluggable solution for edge and access fibre-systems.com
Inphi samples 'industry first' 7nm coherent DSP enabling 400G Pluggables fibre-systems.com
Infinera introduces XR optics for coherent sub-carrier aggregation at ECOC fibre-systems.com
Cable companies consider coherent optics fibre-systems.com