BAE Techniques says it’s on observe to fulfill its upgraded full-year steerage after what it describes as strong operational and monetary efficiency within the second half of 2025, the corporate said.
Group Chief Govt Charles Woodburn mentioned current progress mirrored sustained international demand for the agency’s defence capabilities. “The current settlement with Türkiye for Hurricane plane and announcement by Norway in respect of Sort 26 frigates exhibit sustained international demand for our main defence capabilities,” he mentioned.
“With a powerful order backlog, established positions on key programmes and continued funding to assist our future progress, we’re assured within the outlook for our enterprise.”
The corporate reported greater than 27 billion kilos in orders to this point this 12 months, with additional agreements anticipated earlier than 12 months finish. BAE Techniques highlighted continued discussions with prospects on rising defence necessities and mentioned its order pipeline supplies long-term visibility throughout a number of domains.
In its market replace, the agency mentioned buying and selling stays in step with expectations. It cited ongoing supply of key programmes worldwide and famous that its portfolio aligns intently with buyer defence methods, supported by elevated NATO spending. In accordance with the corporate, alternatives are rising throughout house programs, missile and air defence, digital warfare, fight plane, armoured automobiles, naval platforms and counter-drone applied sciences.
In america, BAE Techniques pointed to continued progress on the AUKUS programme and developments associated to the Golden Dome air and missile defence initiative. The corporate mentioned it has not but seen materials results from the US authorities shutdown however warned that extended disruption might delay contract funding or funds.
Full-year steerage, unchanged from the improve issued in July, forecasts:
• Gross sales progress of 8 to 10 %
• Underlying EBIT progress of 9 to 11 %
• Underlying EPS progress of 8 to 10 %
• Free money stream above 1.1 billion kilos
Order consumption within the second half included round 4 billion kilos for 20 Hurricane plane and weapons integration for Türkiye, 3.3 billion {dollars} for Digital Techniques work, 1.7 billion {dollars} for US fight automobile programmes, 1.1 billion kilos in MBDA awards and 900 million kilos for continued Dreadnought actions. The corporate expects a significant Sort 26 frigate contract for Norway to be booked after 2025 as soon as phrases are finalised.
BAE Techniques mentioned its monetary place helps funding, acquisitions, dividends and share buybacks. Whole money returned to shareholders this 12 months is anticipated to succeed in 1.5 billion kilos.
Preliminary outcomes for 2025 can be printed on 18 February 2026.