Professional
Added to YB: 2025-09-26
Pitch date: 2025-06-30
BA.L [neutral]
BAE Systems plc
+5.55%
current return
Author Info
No bio for this author
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 61.1B
Pitch Price
GBP 18.50
Price Target
N/A
Dividend
1.77%
EV/EBITDA
16.70
P/E
30.10
EV/Sales
2.36
Sector
Aerospace and Defense
Category
growth
First Eagle Global Fund Portfolio Holding: BAE Systems plc
BA.L (holding update): UK's largest defense contractor positioned to benefit from higher European defense spending amid uncertain US military support. NATO members' commitment to increased defense spending creates tailwinds. Long-term government contracts generate recurring revenues with strong backlogs and cyclical resilience.
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