BAE Systems Sees Record Orders in 2025 Amid Global Defense Spending Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 18 2026
0mins
Should l Buy BA?
Source: CNBC
- Significant Performance Growth: BAE Systems reported sales of £30.7 billion ($41.7 billion) in 2025, a 10% year-on-year increase that drove operating profits up 9% to £2.93 billion, demonstrating strong performance amid rising global defense spending.
- Record Order Backlog: The company's order backlog reached £83.6 billion, an increase of £5.8 billion from 2024, reflecting robust demand for its aircraft, weapons, and warships, indicating sustained growth potential in the coming years.
- Future Growth Expectations: BAE anticipates sales growth of 7% to 9% in 2026, with projected cumulative free cash flow exceeding £6 billion from 2026 to 2028, showcasing the company's confidence in future market conditions and strategic investment decisions.
- Strategic Partnership Opportunities: Last year, BAE secured £36.8 billion in orders, including a £4.6 billion deal for 20 Typhoon aircraft with Turkey and a £10 billion agreement with Norway for Type 26 frigates, highlighting its critical role and influence in the European defense market.
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Analyst Views on BA
Wall Street analysts forecast BA stock price to rise
16 Analyst Rating
14 Buy
1 Hold
1 Sell
Strong Buy
Current: 238.210
Low
150.00
Averages
269.14
High
298.00
Current: 238.210
Low
150.00
Averages
269.14
High
298.00
About BA
The Boeing Company is an aerospace company. Its segments include Commercial Airplanes (BCA), Defense, Space & Security (BDS), and Global Services (BGS). Its BCA segment develops, produces and markets commercial jet aircraft principally for the commercial airline industry worldwide. Its family of commercial jet aircraft in production includes the 737 narrow-body model and the 767, 777 and 787 wide-body models. Its BDS segment is engaged in the research, development, production and modification of manned and unmanned military aircraft and weapons systems for strike, surveillance and mobility. Its BGS segment provides services to its commercial and defense customers worldwide. It sustains aerospace platforms and systems with a range of products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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