
BAE Systems Backs 2026 Guidance, Citing Higher Defense Spending, Opportunities Ahead

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BAE Systems has reaffirmed its 2026 guidance, anticipating a sales increase of 7% to 9% and underlying EBIT and EPS growth of 9% to 11%, driven by higher defense spending. The company reported strong operational performance in early 2026 and identified significant opportunities in sectors such as space, missile defense, and drones. Additionally, BAE declared a dividend of 22.8 pence, up from 20.6 pence last year, and completed GBP930M of its GBP1.5B share buyback program. First-half results are set to be announced on July 30.

