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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
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BAE Systems
BAE Systems (BA) investor relations material
BAE Systems H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary18 Feb, 2026
Executive summary
Achieved strong operational and financial results in 2025, with double-digit growth in sales, EBIT, and EPS, and record order intake and backlog, supported by high cash generation and increased investment in R&D and CapEx.
Five-year track record shows over 50% sales growth, 60% EBIT growth, and 70% EPS growth at constant currency, with more than GBP 11 billion in free cash flow generated.
Business benefits from broad geographic and sectoral exposure, reducing risk and capturing rising global defense spending.
Excellent visibility of long-term growth, underpinned by a substantial pipeline and multi-year programs.
Financial highlights
Sales grew 10% to GBP 30.7 billion, with organic growth at 9%.
Underlying EBIT increased 12% to GBP 3.3 billion, with a margin of 10.8% (20 bps expansion).
Underlying EPS increased 12% to 75.2p; dividend per share up 10% to 36.3p.
Free cash flow reached GBP 2.2 billion, exceeding guidance, and net debt reduced by 22% to GBP 3.8 billion (net debt/EBITDA 0.9x).
Order intake was GBP 37 billion (book-to-bill 1.2), with backlog at a record GBP 84 billion.
Outlook and guidance
2026 sales expected to grow 7%-9%, with EBIT and EPS growth of 9%-11%.
Free cash flow for 2026 expected to exceed GBP 1.3 billion, reflecting advance unwinds and high CapEx.
Three-year (2026-2028) free cash flow target set to exceed GBP 6 billion.
Segment sales growth guidance: Electronic Systems up 6–8%, Platforms & Services up 9–11%, Air up 9–11%, Maritime up 5–7%, Cyber & Intelligence up 5–7%.
Strong visibility on long-term growth, with order backlog and program positions totaling around GBP 260 billion.
US budget upside: BAE's specific alignment?
MBDA capacity investments: growth impact?
Capital allocation: investment vs. shareholder returns?
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Next BAE Systems earnings date
H1 202630 Jul, 2026
BAE Systems
Next BAE Systems earnings date
H1 202630 Jul, 2026
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Frequently asked questions
BAE Systems plc is a multinational defense, security, and aerospace company providing products and services in air, land, sea, cyber, and space domains. The company serves government and commercial customers with solutions including military aircraft, submarines, cybersecurity, and electronics systems. BAE Systems operates globally with key markets in the United States, United Kingdom, and Australia. The company is headquartered in London, United Kingdom, and its shares are listed on the LSE.
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