Sign In
Buy BAESY
BAE Systems Earnings Calls
| Release date | Jul 30, 2026 |
| EPS estimate | $1.96 |
| EPS actual | $2.09 |
| EPS Surprise | 6.63% |
| Revenue estimate | 20.951B |
| Revenue actual | 19.624B |
| Revenue Surprise | -6.33% |
| Release date | Feb 18, 2026 |
| EPS estimate | $2.21 |
| EPS actual | $2.17 |
| EPS Surprise | -1.81% |
| Revenue estimate | 21.724B |
| Revenue actual | 21.728B |
| Revenue Surprise | 0.0186% |
| Release date | Jul 30, 2025 |
| EPS estimate | $1.84 |
| EPS actual | $1.84 |
| Revenue estimate | 19.629B |
| Revenue actual | 19.432B |
| Revenue Surprise | -1.00% |
| Release date | May 09, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
Last 4 Quarters for BAE Systems
Below you can see how BAESY performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | May 09, 2025 |
| Price on release | $90.66 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| May 05, 2025 | $97.44 |
| May 06, 2025 | $95.56 |
| May 07, 2025 | $92.51 |
| May 08, 2025 | $93.97 |
| May 09, 2025 | $90.66 |
| May 12, 2025 | $88.71 |
| May 13, 2025 | $89.52 |
| May 14, 2025 | $91.30 |
| May 15, 2025 | $94.26 |
| 4 days before | -6.96% |
| 4 days after | 3.97% |
| On release day | -2.15% |
| Change in period | -3.26% |
| Release date | Jul 30, 2025 |
| Price on release | $95.30 |
| EPS estimate | $1.84 |
| EPS actual | $1.84 |
| Date | Price |
|---|---|
| Jul 24, 2025 | $100.52 |
| Jul 25, 2025 | $100.30 |
| Jul 28, 2025 | $96.82 |
| Jul 29, 2025 | $98.20 |
| Jul 30, 2025 | $95.30 |
| Jul 31, 2025 | $95.62 |
| Aug 01, 2025 | $98.15 |
| Aug 04, 2025 | $98.31 |
| Aug 05, 2025 | $98.66 |
| 4 days before | -5.19% |
| 4 days after | 3.53% |
| On release day | 0.331% |
| Change in period | -1.85% |
| Release date | Feb 18, 2026 |
| Price on release | $113.64 |
| EPS estimate | $2.21 |
| EPS actual | $2.17 |
| EPS surprise | -1.81% |
| Date | Price |
|---|---|
| Feb 11, 2026 | $106.40 |
| Feb 12, 2026 | $105.30 |
| Feb 13, 2026 | $108.29 |
| Feb 17, 2026 | $110.00 |
| Feb 18, 2026 | $113.64 |
| Feb 19, 2026 | $117.11 |
| Feb 20, 2026 | $117.78 |
| Feb 23, 2026 | $116.36 |
| Feb 24, 2026 | $117.45 |
| 4 days before | 6.80% |
| 4 days after | 3.35% |
| On release day | 3.05% |
| Change in period | 10.39% |
| Release date | Jul 30, 2026 |
| Price on release | $111.88 |
| EPS estimate | $1.96 |
| EPS actual | $2.09 |
| EPS surprise | 6.63% |
| Date | Price |
|---|---|
| Jul 24, 2026 | $105.06 |
| Jul 27, 2026 | $106.51 |
| Jul 28, 2026 | $107.92 |
| Jul 29, 2026 | $107.73 |
| Jul 30, 2026 | $111.88 |
| Jul 31, 2026 | $113.57 |
| Aug 03, 2026 | $115.96 |
| Aug 04, 2026 | $118.39 |
| Aug 05, 2026 | $116.39 |
| 4 days before | 6.49% |
| 4 days after | 4.03% |
| On release day | 1.51% |
| Change in period | 10.78% |
BAE Systems Earnings Call Transcript Summary of Q2 2026
BAE Systems delivered a strong H1 2026 with broad-based growth across its portfolio, prompting upgraded full-year guidance. Key financials: H1 sales +9% (constant currency), EBIT +11% to GBP 1.7bn, EPS +13%, free cash flow GBP 1.8bn. Order intake was GBP 16.4bn, lifting backlog to a record GBP 84bn and the company cites an extended pipeline (~GBP 180bn) and total incumbent/backlog positions of ~GBP 260bn (c. 8x annual sales). Management raised full‑year guidance: sales +8–10%, EBIT +10–12%, EPS +11–13% and free cash flow expected to exceed GBP 2bn. Regional and segment highlights: Europe was a standout (sales +30% H1) with MBDA reporting EUR 6.5bn orders in H1 and planning EUR 5bn capex 2026–2030 to expand capacity; U.S. business accelerating munitions production, space revenues (+30% in H1) and increased CapEx (ES adding $250m projects); Platforms like GCAP, SSN‑AUKUS, Typhoon, CV90 and frigates underpin long-term visibility. Margins expanded modestly (group RoS 10.8%, ES 15.5%, Air 11.9%); Maritime remains margin‑challenged due to first‑in‑class programs but is expected to improve. Capital allocation: priority on organic investment (CapEx, R&D), progressive dividend with 2x cover, continued buybacks when sensible, and selective M&A if value accretive. Management emphasizes execution, scaling production (notably munitions, Hägglunds, MBDA) and embedding cyber/digital capabilities via a streamlined reporting structure from 2027.
