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GOVT-CONTRACT ·Filed Jul 9, 2026

BAESY

BAE SYSTEMS PLC /FI/
NEUTRAL
Impact 4/10
Horizonmonths Processed3mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

Monitor for additional modifications under this contract vehicle and any future ICBM-related awards, which could signal deepening engagement with a critical national security program.

DirectionNeutral
Confidencemedium
Horizonmonths
Final — all horizons settled through T+60d
BAESY ▲ +2.62% at T+60d
NEUTRAL call +2.62% · α vs SPY -0.27% · entry $99.18 → $101.78
Entry = T+0 close
Jul 10, 2026
via day close
T+1d
-0.91%
call -0.91% · α -0.14%
$98.28
settled 4mo ago
T+5d
+1.05%
call +1.05% · α +2.60%
$100.22
settled 3mo ago
T+20d
+20.08%
call +20.08% · α +17.66%
$119.10
settled 3mo ago
T+60d
+2.62%
call +2.62% · α -0.27%
$101.78
settled 22d ago

Price Chart

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Executive Summary

BAE Systems received a $79.5 million contract modification from the Department of Defense for integration and engineering services on the ICBM weapon system. This is a material award from a key customer, though the company's annual revenue is not provided in the context, so the revenue impact cannot be quantified.

Key Financial Metrics

Award Amount
$79.5M
Agency
Department of Defense
Contract Type
modification

Key Facts

  • Contract modification P00874 under FA821413C0001 awarded to BAE Systems Technology Solutions & Services Inc.
  • Obligation amount: $79,462,720.28
  • Awarding agency: Department of Defense
  • Work involves integration and engineering services for the ICBM weapon system
  • Company annual revenue is unknown, so revenue impact percentage cannot be calculated

Financial Impact

$79.5 million contract modification from the Department of Defense

revenue

Risk Factors

  • Funding risk from potential continuing resolutions or budget cuts to defense programs
  • Execution risk on a complex, long-term ICBM integration program

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-FA821413C0001
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 Wed (10h 10m)

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Report published Jul 9, 2026