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GOVT-CONTRACT ·Filed Jul 13, 2026

BAESY

BAE SYSTEMS PLC /FI/
NEUTRAL
Impact 3/10
Horizonmonths Processed3mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

Monitor for follow-on production contracts or options that could increase the total contract value. The missile defense focus aligns with current defense spending priorities.

DirectionNeutral
Confidencemedium
Horizonmonths
Final — all horizons settled through T+60d
BAESY ▼ -1.89% at T+60d
NEUTRAL call -1.89% · α vs SPY -5.52% · entry $97.64 → $95.79
Entry = T+0 close
Jul 14, 2026
via day close
T+1d
-0.84%
call -0.84% · α -1.24%
$96.82
settled 3mo ago
T+5d
+4.42%
call +4.42% · α +4.89%
$101.96
settled 3mo ago
T+20d
+22.51%
call +22.51% · α +20.02%
$119.62
settled 3mo ago
T+60d
-1.89%
call -1.89% · α -5.52%
$95.79
settled 20d ago

Price Chart

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Executive Summary

BAE Systems Land & Armaments L.P., a subsidiary of BAE Systems PLC, received a $65 million Department of Defense contract for development of an improved low-cost, deep magazine ground and air missile defense system capability.

Key Financial Metrics

Award Amount
$65.0M
Agency
Department of Defense
Contract Type
new

Key Facts

  • Award amount: $65,000,000
  • Awarding agency: Department of Defense
  • Contract type: Development of improved low-cost, deep magazine ground and air missile defense system capability
  • Recipient: BAE Systems Land & Armaments L.P., a subsidiary of BAE Systems PLC
  • Period of performance start: 2026-07-13

Financial Impact

$65 million contract award; revenue impact relative to BAE Systems PLC's total revenue cannot be calculated as annual revenue is not provided

revenue

Risk Factors

  • Funding risk from potential continuing resolutions or budget uncertainty
  • Execution risk in development phase
  • Company annual revenue not provided, limiting assessment of materiality

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-HY023326C0013
3 reports for BAESY
Performance horizon
Filters
Rows
Reports for BAESY — sortable, filterable
TypeNow
Jul 22, 2026
13w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$104.10 $115.57▲ +11.02%▲ +7.71%$107.38 (+3.15%)
Jul 13, 2026
15w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$97.64 $119.62▲ +22.51%▲ +20.02%$107.38 (+9.98%)
Jul 9, 2026
15w ago
GOVT-CONTRACT
NEUTRAL ★ 4/10
$99.18 $119.10▲ +20.08%▲ +17.66%$107.38 (+8.27%)
Showing 3 of 3

US Market Status

Market Closed — Opens Wed (11h 53m)

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Report published Jul 13, 2026