Summary
BAE Systems plc (BAESY) Q2 2026 Earnings Call Transcript
BAE Systems plc (BAESY) Q2 2026 Earnings Call Transcript
Is BAE Systems Expanding Its Presence in the Radar Market?
BAESY is deepening its radar-market presence through Canada's Arctic program and decades of long-range surveillance expertise.
Is BAE Systems Expanding Its Presence in the Armored Vehicle Market?
BAESY is expanding its armored vehicle footprint with the AMPV and proven combat platforms as militaries modernize aging fleets.
BAE Systems plc Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 35,651 | $1.67M | $4.3M | $2.62M | 156.63% |
 Michelle Dubey Yousif Capital Management LLC | 8,063 | $299,919.17 | $915,714.91 | $615,795.74 | 205.32% |
 Cheryl Smith DB Fitzpatrick & Co Inc. | 7,253 | $697,521.01 | $823,723.21 | $126,202.2 | 18.09% |
 Anu Prabhu Altrius Capital Management Inc. | 97,620 | $4.62M | $11.99M | $7.37M | 159.53% |
 Bruce Wheadon Transce3nd, LLC | 38 | $2,297.43 | $4,315.66 | $2,018.23 | 87.85% |
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BAE Systems plc Profile
| Aerospace & Defense Industry | Industrials Sector | Charles Nicholas Woodburn CEO | OTC PINK Exchange | 05523R107 CUSIP |
| GB Country | 104,000 Employees | 24 Apr 2026 Last Dividend | - Last Split | - IPO Date |
Overview
BAE Systems plc is a global defense, aerospace, and security company with a comprehensive portfolio of products and services. Operating worldwide, the company is structured into five principal segments: Electronic Systems, Platforms & Services, Air, Maritime, and Cyber & Intelligence. BAE Systems is dedicated to providing advanced technology and solutions to meet the complex needs of its customers in today’s rapidly evolving security environment. Founded in 1970 and headquartered in Camberley, the United Kingdom, BAE Systems positions itself as a leader in defense and security solutions on a global scale.
Products and Services
- Electronic Systems
This segment specializes in a wide range of technology and equipment, including electronic warfare systems, navigation systems, and electro-optical sensors. It offers both military and commercial digital engine and flight controls, as well as precision guidance and seeker solutions. Military communication systems and data links, persistent surveillance capabilities, space electronics, and electric drive propulsion systems are also part of this comprehensive portfolio.
- Cyber & Intelligence
BAE Systems provides cutting-edge solutions aimed at modernizing and maintaining critical defense infrastructure. This includes cyber-hardening aircraft, radars, and missile systems alongside mission applications designed to detect and deter national security threats. It delivers systems engineering, integration, and sustainment services for crucial weapons systems, C5ISR, and cybersecurity domains. Additionally, the company offers data intelligence solutions that help protect nations, businesses, and citizens from various threats.
- Platforms & Services
This segment encompasses the manufacturing and upgrading of combat vehicles, weapons, and munitions. It includes providing naval ship repair services and the management of government-owned ammunition plants, showcasing BAE Systems' versatility in handling large-scale, defense-related manufacturing and service provisioning.
- Air
BAE Systems' Air segment is focused on the development of future combat air systems and falconworks. This segment underlines the company’s commitment to advancing aerial combat technologies and capabilities, ensuring alignment with the future needs of global defense strategies.
- Maritime
Focusing on maritime and land operations, this segment manages a variety of programs related to submarine and shipbuilding, along with support services. BAE Systems’ expertise in the maritime sector underscores its capacity to deliver sophisticated naval defense solutions and comprehensive support for these platforms.
