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24.06.25 14:15:00 Email Encryption Market worth $23.33 billion by 2030- Exclusive Report by MarketsandMarkets™
DELRAY BEACH, Fla., June 24, 2025 /PRNewswire/ -- The Email Encryption Market is projected to reach USD 23.33 billion by 2030 (forecast year) from USD 9.30 billion in 2025 (estimated year), at a CAGR of 20.2% during 2025–2030, according to a new report by MarketsandMarkets™.MarketsandMarkets Logo

Browse in-depth TOC on "Email Encryption Market"

360 – Tables
320 - Figures
350 – Pages

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Scope Of the Report

Report Metrics Details Market size available for years 2019–2030 Base year considered 2024 Forecast period 2025–2030 Forecast units Value (USD Billion) Segments covered Offering, Services, Type, Organization Size, Deployment Mode, Vertical, and Region. Geographies covered North America, Europe, Asia Pacific, Middle East & Africa, and Latin America Companies covered Major vendors in the global Email Encryption Market are Fortinet (US), BAE Systems (UK), Mimecast (UK), Cisco (US), Proofpoint (US), Zoho (India), Broadcom (US), OpenText (Canada), Barracuda Networks (US), Thales (France), HPE (US), Entrust (US), Fortra (US), Sophos (UK), Trend Micro (Japan), Seclore (US), Egress Software (KnowBe4) (UK), Echoworx (Canada), Lux Scientiae (LuxSci) (US), NeoCertified (US), SSH Communications (Finland), Retarus (Germany), Paubox (US), PreVeil (US), Sealit Technologies (UK), SendSafely (US), and Zivver (Netherlands).

The increasing sophistication and frequency of cyberattacks, such as Business Email Compromise (BEC) scams and spear-phishing attacks targeting private data, are leading to the expansion of the Email Encryption Market. Additionally, the growing digitization of sectors like government, healthcare, legal services, and finance has further heightened the need to secure confidential data in transit.

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Global regulations such as GDPR in Europe, HIPAA in the US, and other international data protection regulations are driving organizations worldwide to adopt strong encryption practices to avoid fines and legal consequences. Furthermore, businesses are prioritizing secure email communication among distributed and remote teams due to the increased attack surface created by the rapid adoption of cloud-based platforms and hybrid work environments. These factors have collectively resulted in significant investments in email encryption solutions worldwide.

Based on vertical, healthcare sector to register highest CAGR during forecast period.

There is a rapid growth in the adoption of email encryption in the healthcare sector, driven by the need to comply with stringent regulatory requirements, such as the Health Insurance Portability and Accountability Act (HIPAA) in the US, particularly regarding patient data protection. According to HIPAA regulations, healthcare organizations in many countries, including the US, are required to safeguard patient health information, especially when transmitted via email. Moreover, healthcare organizations are increasingly investing in advanced encryption tools as cyber threats targeting health data rise, particularly given its high black-market value. Healthcare institutions worldwide aim to minimize the risk of data breaches, enhance the security of email communications, and avoid serious legal consequences. This heightened concern for safety and regulatory mandates fuels the rapid growth of email encryption within the healthcare sector.

Story Continues

By deployment mode, on-premises segment to hold largest market size during forecast period.

The on-premises deployment mode is expected to dominate the Email Encryption Market during the forecast period, mainly because it is extremely popular among government agencies and large businesses that prioritize complete control over their data security setup. These organizations often handle highly sensitive or regulated data, and due to concerns about data sovereignty, compliance, and breach risks, they are reluctant to rely on external cloud providers. By offering greater flexibility, interoperability with legacy systems, and protection against outside access, on-premises solutions allow enterprises to maintain direct control over encryption keys and security procedures. In sectors where strict data protection laws and internal security requirements prevail, such as defense, banking, and healthcare, this deployment strategy remains particularly favored. These factors drive the demand for on-premises deployment in the Email Encryption Market.

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By region, Asia Pacific to register highest CAGR during forecast period.

The Asia Pacific (APAC) region is witnessing the fastest growth in the Email Encryption Market due to the rapid digital transformation and a sharp increase in cyber threats. As per Abnormal Security's 2025 data, advanced email attacks have increased in countries like Japan, Singapore, India, and Australia, up almost 27% overall and over 30% in phishing alone, with a 37% spike in Japan and Singapore. Due to the strategic positions of these APAC countries in international trade, finance, and defense, they frequently become the focus of sophisticated and state-sponsored cyberattacks, such as targeted phishing and BEC. With traditional defenses proving inadequate, there is a rising demand for AI-powered email encryption solutions that offer real-time threat detection, behavioral analysis, and secure integration with mobile and cloud platforms. Further, with an increase in regulatory pressure and a rise in digital adoption, email encryption is becoming a strategic necessity across APAC.

Top Key Companies in Email Encryption Market:

The report profiles key market players such as Fortinet (US), BAE Systems (UK), Mimecast (UK), Cisco Systems (US), Proofpoint (US), Zoho (India), Broadcom (US), OpenText (Canada), Barracuda Networks (US), Thales (France), HPE (US), Entrust (US), Fortra (US), Sophos (UK), Trend Micro (Japan), Seclore (US), Egress Software (KnowBe4) (UK), Echoworx (Canada), Lux Scientiae (LuxSci) (US), NeoCertified (US), SSH Communications (Finland), Retarus (Germany), Paubox (US), PreVeil (US), Sealit Technologies (UK), SendSafely (US), and Zivver (Netherlands).

Browse Adjacent Markets: Information Security Market ResearchReports & Consulting

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24.06.25 08:54:51 European oil and defense stocks slip amid Israel-Iran ceasefire
Investing.com - Shares in European energy and defense stocks fell on Tuesday following U.S. President Donald Trump’s announcement of a ceasefire between Israel and Iran.

In early trading, oil majors TotalEnergies (EPA:TTEF), Shell (AS:SHEL), and BP (LON:BP) all slipped, along with defense names like Leonardo (BIT:LDOF), Rheinmetall (ETR:RHMG), and BAE Systems (LON:BAES).

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Broader European stock markets, however, were higher. The pan-European Stoxx 600 was last trading up by 1.19%, while the DAX in Germany added 1.8%, the CAC 40 in France rose by 1.2% and the FTSE 100 in the U.K. gained 0.3%.

Trump has declared that the ceasefire between Israel and Iran is now "in effect," adding that neither side should violate it.

The statement has lifted expectations that the 12-day bout of fighting that included deadly air strikes has now come to an end. Oil prices slumped in the wake of the announcement, while gold and the U.S. dollar dipped amid a fading in safe-haven demand.

Trump’s comments suggested that the ceasefire would take place in stages, with operations already underway being allowed to finish. An Iranian missile attack on Israel on Tuesday killed four people, according to Reuters, citing Israel’s ambulance service. Meanwhile, Tehran said an Israeli strike on northern Iran had killed nine people.

Still, questions surrounded the longevity of the ceasefire. Israel, who was joined by the U.S. in its bid to erase Iran’s nuclear and ballistic missile ambitions, said it had agreed to a halt in the violence, with Prime Minister Benjamin Netanyahu noting that the operation had achieved its objectives.

Iranian Foreign Minister Abbas Araqchi also said it had no intention of continuing its retaliatory strikes moving forward, but stood ready to respond to any further aggression from Israel -- a sentiment that Netanyahu reciprocated.

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20.06.25 09:53:00 Best Growth Stocks to Buy for June 20th
Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, June 20th:

BAE Systems plc BAESY: This company that provides defense, aerospace, and security solutionscarries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 3.9% over the last 60 days.

Bae Systems PLC Price and ConsensusBae Systems PLC Price and Consensus

Bae Systems PLC price-consensus-chart | Bae Systems PLC Quote

BAE has a PEG ratio of 1.95 compared with 3.47 for the industry. The company possesses a Growth Score of B.

Bae Systems PLC PEG Ratio (TTM)Bae Systems PLC PEG Ratio (TTM)

Bae Systems PLC peg-ratio-ttm | Bae Systems PLC Quote

Intuit Inc. INTU: This financial management, compliance, and marketing products and services company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 4.2% over the last 60 days.

Intuit Inc. Price and ConsensusIntuit Inc. Price and Consensus

Intuit Inc. price-consensus-chart | Intuit Inc. Quote

Intuit has a PEG ratio of 2.46 compared with 2.55 for the industry. The company possesses a Growth Score of A.

Intuit Inc. PEG Ratio (TTM)Intuit Inc. PEG Ratio (TTM)

Intuit Inc. peg-ratio-ttm | Intuit Inc. Quote

Nova Ltd. NVMI: This process control systems company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 2.1% over the last 60 days.

Nova Ltd. Price and ConsensusNova Ltd. Price and Consensus

Nova Ltd. price-consensus-chart | Nova Ltd. Quote

Nova has a PEG ratio of 1.88 compared with 9.79 for the industry. The company possesses a Growth Score of B.

Nova Ltd. PEG Ratio (TTM)Nova Ltd. PEG Ratio (TTM)

Nova Ltd. peg-ratio-ttm | Nova Ltd. Quote

See the full list of top ranked stocks here.

Learn more about the Growth score and how it is calculated here.

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This article originally published on Zacks Investment Research (zacks.com).

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18.06.25 13:00:00 BAE Systems partners with U.S. Army to advance capability upgrades to battle-proven M109 Paladin platform
WHARTON, N.J., June 18, 2025 /PRNewswire/ -- BAE Systems (LON: BA) partnered with the U.S. Army Combat Capabilities Development Command Armaments Center (DEVCOM-AC) to advance the M109-52 Self-Propelled Howitzer prototype. The Cooperative Research and Development Agreement (CRADA) ensures further development to provide options that enhance long range fires, enhance technology and improve artillery systems Soldiers are using in operations today.The M109-52 Self-Propelled Howitzer at BAE Systems’ Elgin, Oklahoma site. (Credit: BAE Systems)

The M109-52 prototype delivers a low-risk technical solution and lower-cost approach that provides necessary core warfighting capabilities more rapidly.

"We are working with DEVCOM-AC to continue modernizing the U.S. Army's long-range precision fires needs," said Dan Furber, artillery product line director for BAE Systems' Combat Mission Systems business. "We're bringing together battle-proven systems with mature technologies to secure a significant leap forward in capability at a much lower cost – that's the power in partnership."

The CRADA builds upon previous work and testing performed independently by both BAE Systems and DEVCOM-AC to create a faster development pathway for new artillery capabilities and lethality upgrades to the M109A7 Paladin.

Continued work on the M109-52 will take place at Picatinny Arsenal and BAE Systems' robust U.S.-based defense industrial base including Anniston, Alabama; Elgin, Oklahoma; Minneapolis, Minnesota; Sterling Heights, Michigan; and York, Pennsylvania.

For more information, please contact:

Darby Dame, BAE Systems
Mobile: +1 269 675 0273
darby.dame@baesystems.us

www.baesystems.com/en-us
@BAESystemsIncBAE Systems Logo (PRNewsfoto/BAE Systems, Inc.)Cision

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SOURCE BAE Systems, Inc.
17.06.25 18:00:00 BAE Systems' electric drive system demonstrates high fuel economy in federal testing
ALTOONA, Pa., June 17, 2025 /PRNewswire/ -- BAE Systems' (LON: BA) innovative Gen3 electric drive system has successfully completed testing at the Federal Transit Administration's (FTA) Bus Research and Testing Center (BRTC), demonstrating best-in-class fuel economy and emissions results.BAE Systems’ Gen3 electric drive system sets a new benchmark for high fuel economy during federal testing.

Equipped with BAE Systems propulsion and accessory power controls, the bus produced an average fuel economy of 6.6 miles per gallon during testing, setting a new benchmark for a hybrid-electric bus in North America. Fuel savings also contributed to significant reductions across emissions categories. The Gen3 system was developed to enhance power delivery, improve acceleration, cut replacement and maintenance time, and significantly reduce fuel consumption and emissions on hybrid buses.

"BAE Systems' Gen3 drivetrain technology raises the standard again for the transit industry," said Bob Lamanna, vice president and general manager of Power & Propulsion Solutions at BAE Systems. "The test results highlight the efficiency of our proven technology, which enhances sustainability while delivering the reliability, performance, and cost savings that transit authorities expect."

For several months, the bus was tested with the company's Gen3 drive train system across various duty cycles to monitor fuel economy and emissions performance. BRTC staff also evaluated the bus for maintainability and noise levels. With testing completed, FTA grant funding for the system is now available for transit agencies around the country.

BAE Systems' Gen3 system includes a traction motor, onboard energy-storage system, and smart-power electronics to create a clean, integrated electric propulsion and accessory power system for buses. The modular power control system and electric motor also use fewer components, connections, and cables compared to previous iterations. This increases reliability and makes it easier to service, while still delivering a smooth and quiet ride for passengers.

The system builds on proven components with next-generation developments, incorporating advanced materials such as silicon carbide with a lightweight, compact design to maximize electrical efficiency, improve fuel economy, and decreased emissions.

BAE Systems has nearly 30 years of experience developing and integrating electric drive systems for buses and heavy-duty vehicles. The company has more than 19,000 systems in service on transit buses worldwide, including on hybrid-electric, battery-electric, and hydrogen fuel cell applications. Its electric propulsion technology is developed and serviced at the company's facilities in Endicott, New York and Rochester, U.K.

Story Continues

For more information, please contact: Shelley Walcott, BAE Systems
Mobile: 603-508-9107
shelley.walcott@baesystems.com

https://www.baesystems.com/en-us/
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SOURCE BAE Systems, Inc.

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22.04.25 15:40:05 CAE vs. BAESY: Which Stock Is the Better Value Option?
Investors interested in Aerospace - Defense Equipment stocks are likely familiar with CAE (CAE) and Bae Systems PLC (BAESY). But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.

There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stocks with specific traits.

Currently, CAE has a Zacks Rank of #2 (Buy), while Bae Systems PLC has a Zacks Rank of #3 (Hold). The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that CAE has an improving earnings outlook. But this is just one piece of the puzzle for value investors.

Value investors are also interested in a number of tried-and-true valuation metrics that help show when a company is undervalued at its current share price levels.

The Style Score Value grade factors in a variety of key fundamental metrics, including the popular P/E ratio, P/S ratio, earnings yield, cash flow per share, and a number of other key stats that are commonly used by value investors.

CAE currently has a forward P/E ratio of 23.40, while BAESY has a forward P/E of 24.24. We also note that CAE has a PEG ratio of 1.42. This popular figure is similar to the widely-used P/E ratio, but the PEG ratio also considers a company's expected EPS growth rate. BAESY currently has a PEG ratio of 2.03.

Another notable valuation metric for CAE is its P/B ratio of 2.18. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. For comparison, BAESY has a P/B of 4.68.

Based on these metrics and many more, CAE holds a Value grade of B, while BAESY has a Value grade of C.

CAE has seen stronger estimate revision activity and sports more attractive valuation metrics than BAESY, so it seems like value investors will conclude that CAE is the superior option right now.

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This article originally published on Zacks Investment Research (zacks.com).

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21.04.25 07:30:39 BAE Systems plc's (LON:BA.) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?
BAE Systems (LON:BA.) has had a great run on the share market with its stock up by a significant 37% over the last three months. Given that stock prices are usually aligned with a company's financial performance in the long-term, we decided to study its financial indicators more closely to see if they had a hand to play in the recent price move. Specifically, we decided to study BAE Systems' ROE in this article.

ROE or return on equity is a useful tool to assess how effectively a company can generate returns on the investment it received from its shareholders. In short, ROE shows the profit each dollar generates with respect to its shareholder investments.

We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.

How Do You Calculate Return On Equity?

The formula for ROE is:

Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity

So, based on the above formula, the ROE for BAE Systems is:

17% = UK£2.0b ÷ UK£12b (Based on the trailing twelve months to December 2024).

The 'return' refers to a company's earnings over the last year. Another way to think of that is that for every £1 worth of equity, the company was able to earn £0.17 in profit.

View our latest analysis for BAE Systems

What Has ROE Got To Do With Earnings Growth?

We have already established that ROE serves as an efficient profit-generating gauge for a company's future earnings. We now need to evaluate how much profit the company reinvests or "retains" for future growth which then gives us an idea about the growth potential of the company. Assuming everything else remains unchanged, the higher the ROE and profit retention, the higher the growth rate of a company compared to companies that don't necessarily bear these characteristics.

BAE Systems' Earnings Growth And 17% ROE

At first glance, BAE Systems seems to have a decent ROE. And on comparing with the industry, we found that the the average industry ROE is similar at 16%. This certainly adds some context to BAE Systems' moderate 7.7% net income growth seen over the past five years.

As a next step, we compared BAE Systems' net income growth with the industry and were disappointed to see that the company's growth is lower than the industry average growth of 14% in the same period.LSE:BA. Past Earnings Growth April 21st 2025

Earnings growth is an important metric to consider when valuing a stock. It’s important for an investor to know whether the market has priced in the company's expected earnings growth (or decline). By doing so, they will have an idea if the stock is headed into clear blue waters or if swampy waters await. Is BA. fairly valued? This infographic on the company's intrinsic value has everything you need to know.

Story Continues

Is BAE Systems Using Its Retained Earnings Effectively?

While BAE Systems has a three-year median payout ratio of 51% (which means it retains 49% of profits), the company has still seen a fair bit of earnings growth in the past, meaning that its high payout ratio hasn't hampered its ability to grow.

Moreover, BAE Systems is determined to keep sharing its profits with shareholders which we infer from its long history of paying a dividend for at least ten years. Our latest analyst data shows that the future payout ratio of the company over the next three years is expected to be approximately 46%. Therefore, the company's future ROE is also not expected to change by much with analysts predicting an ROE of 19%.

Conclusion

In total, it does look like BAE Systems has some positive aspects to its business. The company has grown its earnings moderately as previously discussed. Still, the high ROE could have been even more beneficial to investors had the company been reinvesting more of its profits. As highlighted earlier, the current reinvestment rate appears to be quite low. On studying current analyst estimates, we found that analysts expect the company to continue its recent growth streak. To know more about the latest analysts predictions for the company, check out this visualization of analyst forecasts for the company.

Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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15.04.25 16:15:00 General Dynamics Wins a Contract for Non-Nuclear Submarine Maintenance
General Dynamics Corporation’s GD business unit, Electric Boat, recently clinched a modification contract for providing continued New England Maintenance Manpower Initiative support of non-nuclear maintenance for submarines, which are based at Naval Submarine Support Facility New London. The award has been offered by the Naval Sea Systems Command, Washington, D.C.

Valued at $54.1 million, the contract is expected to be completed by April 2026. The work related to this deal will be executed in Groton, CT.

GD’s Growth Prospects

Rising military conflicts, terrorism and border disputes have driven nations to focus more on national security and investments in enhancing their submarine fleet. This surge is fueled by the increasing demand for advanced technologies like stealth capabilities, underwater surveillance and long-range strike systems, as well as the growing complexity of modern naval warfare.

This is likely to have prompted the Mordor Intelligence firm to forecast a compound annual growth rate of 7.6% for the global submarine market during the 2025-2030 time period.

This is likely to benefit General Dynamics, a prominent contractor in the submarine market. Its Electric boat business division is responsible for all aspects of design and engineering and leads the construction of Columbia-class ballistic missiles and Virginia-class attack submarines.

Opportunities for Other Defense Players

Other defense companies that are likely to enjoy the perks of the expanding global submarine market have been discussed below:

Huntington Ingalls Industries HII: Through its Newport News Shipbuilding division, HII is involved in producing the Columbia-class and Virginia-class submarines, two key assets of the U.S. Navy. The company provides fleet services to its submarines around the world, offering modernization, repair and installation services.

Huntington has a long-term (three to five years) earnings growth rate of 11.1%. The Zacks Consensus Estimate for HII’s 2025 sales indicates year-over-year growth of 3.7%.

BAE Systems BAESY: It plays a vital role in the production of advanced submarines, particularly for the United Kingdom’s defense sector. BAE Systems is the primary manufacturer of the Astute-class nuclear submarines, which are integral to the Royal Navy's fleet.

BAE Systems has a long-term earnings growth rate of 11.9%. The Zacks Consensus Estimate for BAESY’s 2025 sales indicates year-over-year growth of 53.7%.

Northrop Grumman Corporation NOC: It is a renowned provider of missile launch systems for naval submarines. The company manufactures Launcher Subsystem hardware to support the Columbia and Dreadnought common missile compartment program.

Northrop has a long-term earnings growth rate of 4.2%. The Zacks Consensus Estimate for NOC’s 2025 sales indicates year-over-year growth of 3%.

Story Continues

GD Stock Price Movement

Shares of General Dynamics have gained 5.2% in the past month against the industry’s 2.2% decline.Zacks Investment Research

Image Source: Zacks Investment Research

GD’s Zacks Rank

GD currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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This article originally published on Zacks Investment Research (zacks.com).

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09.04.25 13:59:00 Teledyne Reveals FLIR MIX Multispectral Infrared Imaging Systems
Teledyne Technologies, Inc.’s TDY business unit, Teledyne FLIR Defense, recently revealed FLIR MIX Starter Kits, an enhanced multispectral imaging solution developed to improve infrared imaging detail and accuracy.

Significance of TDY’s FLIR MIX

FLIR MIX provides researchers and engineers with a potent new method to more accurately analyze, interpret and share complicated thermal environments by combining thermal and visible-light imaging.

Its infrared imaging detects temperature fluctuations, revealing details that the human eye cannot see. Its thermal data is used in a variety of applications, including battery testing and material research, to identify inefficiencies, optimize designs and avoid failures.

TDY’s Thermal Imaging Portfolio

TDY is a well-known producer of sophisticated technological solutions for the aerospace and defense industries, including thermal imaging systems. These systems are critical for modern military and law enforcement operations, allowing troops to detect, identify and engage targets effectively in a variety of environments where visibility is limited or obstructed.

Teledyne FLIR continues to build thermal imaging cameras with greater accuracy, faster speeds and improved resolution. The company’s thermal cameras offer reliable thermal data for a wide range of high-speed test applications, including ballistics, ordnance testing and material testing.

Its product portfolio includes a wide variety of high-performance cameras that provide thermal imaging, such as FLIR X6980-HS InSb, FLIR X6980-HS SLS, FLIR RS8513-HS InSb, FLIR X8580-HS SLS and many more.

Opportunities for Other Defense Companies

Other defense majors who have established themselves in the thermal imaging business are as follows:

RTX Corporation RTX: The company's Combined Vision System provides pilots with the best possible perspective by integrating real-time thermal images from its upgraded vision system with weather-independent synthetic vision in a single view for advanced situational awareness. It also offers full-view dynamic object identification and eliminates unexpected collisions.

RTX boasts a long-term (three to five years) earnings growth rate of 9.7%. The Zacks Consensus Estimate for 2025 sales indicates an improvement of 4.4% from the previous year’s figure.

BAE Systems plc BAESY: The company’s Thermal Imaging Module TIM 1500 allows the user to see deep into the battlefield, increasing surveillance and target acquisition range and giving the warfighter the capacity to outperform the opponent in the battlefield both day and night.

The stock boasts a long-term earnings growth rate of 11.9%. The Zacks Consensus Estimate for BAESY’s 2025 sales implies an improvement of 53.7% from the previous year’s level.

L3Harris Technologies LHX: The company's Infrared Target Acquisition Sight improves thermal imaging performance in armored fighting vehicles, significantly increasing target detection, recognition and identification ranges.

LHX stock boasts a long-term earnings growth rate of 7.3%. The Zacks Consensus Estimate for L3Harris’ 2025 sales implies an improvement of 3.3% from the previous year’s level.

Story Continues

TDY Stock Price Movement

In the past year, TDY shares have risen 8.2% compared with the industry’s 9.9% growth.Zacks Investment Research

Image Source: Zacks Investment Research

TDY’s Zacks Rank

Teledyne currently has a Zacks Rank #3 (Hold).  You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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09.04.25 12:42:00 General Dynamics Wins Contract to Aid Columbia Class Submarine Program
General Dynamics Corp.’s GD business segment, Mission Systems, recently secured a modification contract involving the Columbia ballistic missile submarine program. The award has been offered by the Strategic Systems Programs, Washington, D.C.

Details of the Deal

Valued at $13.1 million, the contract is expected to be completed by Nov. 30, 2027. Per the terms of the deal, General Dynamics will supply new procurement spares to support Columbia ballistic missile submarine class development, production and installation.

The entire work related to this contract will be executed in Pittsfield, MA.

What’s Favoring GD Stock?

Rising geopolitical tensions, marked by escalating military conflicts, terrorism, and unresolved border disputes, have prompted nations to prioritize maritime security and strategic deterrence. As global powers modernize their naval capabilities, there is a renewed focus on undersea warfare — widely seen as a critical element of 21st-century defense strategy.

This has led to a significant rise in demand for technologically advanced submarines equipped with stealth features, underwater surveillance tools and long-range precision strike systems. The evolving nature of modern naval warfare, characterized by stealth, intelligence and deep-sea dominance, is driving government investment in next-generation submarine fleets.

This is benefiting manufacturers like General Dynamics, a key player in the global defense and submarine construction space, prompting the Mordor Intelligence firm to forecast a compound annual growth rate of 7.6% for the global submarine market during 2025-2030.

Such solid market growth projections reflect strong growth opportunities for General Dynamics, a prominent contractor in the submarine market. While its Electric boat business division leads the construction of Columbia-class ballistic missiles and Virginia-class attack submarines, its Mission Systems unit builds state-of-the-art weapon systems, combat control systems, sonar systems and cybersecurity systems for Virginia-class, Ohio-class and Columbia-class submarines. By virtue of this, the company enjoys a strong dominance in the submarine market, which is further evidenced by the latest contract win.

Opportunities for Other Defense Players

Other defense companies that are likely to enjoy the perks of the expanding global submarine market have been discussed below:

Huntington Ingalls Industries HII: Through its Newport News Shipbuilding division, HII is involved in producing the Columbia-class and Virginia-class submarines, two key assets of the U.S. Navy. The company provides fleet services to its submarines around the world, offering modernization, repair and installation services.

Story Continues

Huntington has a long-term (three to five years) earnings growth rate of 11.1%. The Zacks Consensus Estimate for HII’s 2025 sales indicates year-over-year growth of 3.7%.

BAE Systems BAESY: It plays a vital role in the production of advanced submarines, particularly for the United Kingdom’s defense sector. BAE Systems is the primary manufacturer of the Astute-class nuclear submarines, which are integral to the Royal Navy's fleet.

BAE Systems has a long-term earnings growth rate of 11.9%. The Zacks Consensus Estimate for BAESY’s 2025 sales indicates year-over-year growth of 53.7%.

Northrop Grumman Corporation NOC: It is a renowned provider of missile launch systems for naval submarines. The company manufactures Launcher Subsystem hardware to support the Columbia and Dreadnought common missile compartment program.

Northrop has a long-term earnings growth rate of 4.2%. The Zacks Consensus Estimate for NOC’s 2025 sales indicates year-over-year growth of 3%.

GD Stock Price Movement

Shares of General Dynamics have lost 2.4% in the past three months compared with the industry’s 6.9% decline.Zacks Investment Research

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GD’s Zacks Rank

GD currently carries a Zacks Rank #4 (Sell).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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Northrop Grumman Corporation (NOC) : Free Stock Analysis Report

General Dynamics Corporation (GD) : Free Stock Analysis Report

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Huntington Ingalls Industries, Inc. (HII) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

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