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GOVT-CONTRACT ·Filed Jul 22, 2026

BAESY

BAE SYSTEMS PLC /FI/
NEUTRAL
Impact 2/10
Horizonmonths Processed3mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

The option exercise confirms continued program funding for one year. Monitor future option exercises and any follow-on contract awards for revenue visibility beyond OY4.

DirectionNeutral
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d
BAESY ▲ +0.78% at T+60d
NEUTRAL call +0.78% · α vs SPY -2.87% · entry $104.10 → $104.91
Entry = T+0 close
Jul 23, 2026
via day close
T+1d
+0.15%
call +0.15% · α +0.05%
$104.26
settled 3mo ago
T+5d
+6.77%
call +6.77% · α +6.29%
$111.15
settled 3mo ago
T+20d
+11.02%
call +11.02% · α +7.71%
$115.57
settled 2mo ago
T+60d
+0.78%
call +0.78% · α -2.87%
$104.91
settled 11d ago

Price Chart

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Executive Summary

BAE Systems received a $32.8 million contract modification from the Department of Defense to exercise Option Year 4 funding on an existing contract. The award is a routine option exercise on a previously awarded contract, providing incremental revenue visibility for one year.

Key Financial Metrics

Award Amount
$32.8M
Agency
Department of Defense
Contract Type
modification

Key Facts

  • Contract modification W912DY22F0105 (Mod P00122) exercises Option Year 4
  • Obligation amount: $32,846,552.35
  • Awarding agency: Department of Defense
  • Recipient: BAE Systems Technology Solutions & Services Inc., a subsidiary of BAE Systems PLC
  • Action date: July 22, 2026

Financial Impact

$32.8 million option year exercise on an existing DoD contract

revenue

Risk Factors

  • Annual revenue for BAE Systems PLC is not provided, so the materiality of this award relative to total revenue cannot be assessed
  • Option year funding does not guarantee future option exercises or follow-on contracts

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-W912DY22F0105
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%$107.40 (+3.17%)
Jul 13, 2026
15w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$97.64 $119.62▲ +22.51%▲ +20.02%$107.40 (+10.00%)
Jul 9, 2026
15w ago
GOVT-CONTRACT
NEUTRAL ★ 4/10
$99.18 $119.10▲ +20.08%▲ +17.66%$107.40 (+8.29%)
Showing 3 of 3

US Market Status

Market Closed — Opens in 5h 41m

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Report published Jul 22, 2026