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BAE Systems (LSE:BA.) has drawn investor attention after a period where the stock is up about 1% over the past month but down around 16% over the past 3 months, prompting closer scrutiny.

See our latest analysis for BAE Systems.

At around £19.43, BAE Systems has seen short term share price momentum fade after a period where the 90 day share price return declined 15.8%, even though the year to date share price return is 10.75% and the 5 year total shareholder return is very large.

If you are comparing BAE Systems with other defence and infrastructure exposed companies, it can help to widen the lens and review 34 power grid technology and infrastructure stocks

So with the share price easing back after a strong multi year run, and the stock trading at a discount to analyst targets and some intrinsic estimates, is this setting up a buying opportunity or is the market already pricing in future growth?

Most Popular Narrative: 16.4% Undervalued

At a last close of £19.43 against a narrative fair value of £23.23, BAE Systems is framed as trading at a meaningful discount, with that gap tied to a detailed view on future orders, margins and contract visibility.

The company's order backlog has surged to £75 billion, with a pipeline of new opportunities partly fueled by higher defense spending commitments across NATO, the US, UK, Europe, and Indo-Pacific (e.g., UK targeting 2.5% of GDP on defense by 2035, Japan doubling spending by 2027). This provides exceptional visibility on future revenues and underpins strong topline growth for multiple years.

Read the complete narrative.

Curious what kind of revenue path and profit margins are baked into that £23.23 fair value, and how rich a future P/E multiple underpins it? The narrative leans on detailed forecasts for sales growth, profitability and share count that are not obvious from the headline price alone, and connects them to a specific discount rate and time frame.

Result: Fair Value of £23.23 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, this narrative can unwind quickly if large government contracts are cut or delayed, or if supply chain and cost pressures squeeze the assumed margin profile.

Wall Street's queuing for one rocket. While SpaceX counts down to its IPO, other companies tied to the new space race are already in orbit. → 20 Compelling Space Companies watchlist · Global Space Race Investing Ideas screener · Scan the sector by valuation on Rocket Lab's valuation page.

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Another Angle: P/E Paints A Richer Picture

While the narrative fair value points to undervaluation, the current P/E of 26.7x is higher than the peer average of 18.4x and below a fair ratio of 31.9x. That mix of premium to peers yet discount to the fair ratio leaves you weighing valuation risk against potential upside. Which side matters more for you?

See what the numbers say about this price — find out in our valuation breakdown.LSE:BA. P/E Ratio as at Jun 2026

Next Steps

With mixed signals across valuation and narratives, it helps to see the underlying factors for yourself and then decide how the optimism stacks up. To understand what is driving that optimism, start by reviewing the 3 key rewards.

Looking for more investment ideas?

If you stop with just one stock, you risk missing other opportunities that might fit your goals even better, so keep your options open and compare widely.

Spot potential growth stories early by scanning 47 elite penny stocks with strong financials before they hit broader radars. Zero in on quality at a discount by checking the 7 high quality undervalued stocks that align with solid fundamentals. Prioritize resilience and sleep easier at night by reviewing the 4 resilient stocks with low risk scores that score well on financial strength and stability.

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.

Companies discussed in this article include BA.L.

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

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Investors looking for stocks in the Aerospace - Defense Equipment sector might want to consider either Bae Systems PLC (BAESY) or Rolls-Royce Holdings PLC (RYCEY). 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.

Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stocks with specific traits.

Both Bae Systems PLC and Rolls-Royce Holdings PLC have a Zacks Rank of #2 (Buy) right now. The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that both of these companies have improving earnings outlooks. However, value investors will care about much more than just this.

Value investors analyze a variety of traditional, tried-and-true metrics to help find companies that they believe are undervalued at their 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.

BAESY currently has a forward P/E ratio of 22.83, while RYCEY has a forward P/E of 32.98. We also note that BAESY has a PEG ratio of 1.52. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. RYCEY currently has a PEG ratio of 1.94.

Another notable valuation metric for BAESY is its P/B ratio of 4.95. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. By comparison, RYCEY has a P/B of 38.13.

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

Both BAESY and RYCEY are impressive stocks with solid earnings outlooks, but based on these valuation figures, we feel that BAESY is the superior value option right now.

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Bae Systems PLC (BAESY) : Free Stock Analysis Report

Rolls-Royce Holdings PLC (RYCEY) : Free Stock Analysis Report

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

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L3Harris Technologies, Inc. LHX recently secured a U.S. Army contract worth up to $106 million to deliver its VAMPIRE counter-unmanned systems (c-UxS), reinforcing its role in addressing the growing threat posed by hostile drones. The order supports the United States' layered c-UxS defense strategy and highlights rising demand for affordable, rapidly deployable drone defense capabilities.

LHX's Leadership in Counter-Unmanned Systems

L3Harris has leveraged decades of expertise to develop affordable, reliable and best-in-class solutions that swiftly counter the growing global threat posed by unmanned systems. The company has launched a new Counter-Unmanned Systems initiative, using its wide-ranging capabilities to tackle unmanned threats across air, land and sea domains.

L3Harris has already developed and proven counter-unmanned systems, including VAMPIRE, CORVUS-RAVEN, Nimble Finch and Drone Guardian.

The company's VAMPIRE is an affordable, compact Intelligence, Surveillance, and Reconnaissance and counter-unmanned weapons system engineered to deploy on nearly any platform, vehicle or vessel. This all-in-one system excels in Counter-small Unmanned Airborne System operations, providing precision strike capabilities against drones and remotely piloted aircraft with configurable sensors and weapons.

Such expertise may have attracted the interest of nations looking to incorporate L3Harris' counter-unmanned systems into their defense arsenals.

Growth Potential

According to a report by Market Research Future, the rising use of drones across military, commercial and recreational applications is driving the need for counter-unmanned aerial systems capable of detecting, tracking and neutralizing unauthorized drones. Per the same report, the market is projected to witness a CAGR of 24.72% between 2025 and 2035.

Such growth prospects are favorable for LHX, which is a trusted developer of counter-unmanned aerial systems. Other defense companies poised to benefit from the expanding counter-unmanned aerial systems market are discussed below:

RTX Corporation RTX: The company's Coyote counter-unmanned aircraft system is capable of neutralizing both single-drone threats and swarms, with shortened engagement timelines to address multiple targets. Its kinetic and non-kinetic variants can counter small to large unmanned aircraft systems at extended ranges and higher altitudes.

RTX boasts a long-term (three to five years) earnings growth rate of 10.2%. The Zacks Consensus Estimate for 2026 sales stands at $93.68 billion, which calls for an increase of 5.7%.

The Boeing Company BA: The company's Compact Laser Weapon System is a modular, high-energy laser platform that delivers proven air defense capabilities against unmanned aircraft systems. Its flexible design allows transport and operation by a single warfighter and can be configured for mobile deployment on various combat vehicles, offering exceptional adaptability to maintain readiness in any environment.

The Zacks Consensus Estimate for BA's 2026 loss is pegged at 15 cents, which suggests an improvement. The Zacks Consensus Estimate for 2026 sales is pegged at $96.70 billion, which suggests an increase of 8.1%.

BAE Systems plc BAESY: The company's TRIDON Mk2 is a high-precision, cost-effective anti-aircraft system that is simple to deploy and maintain. It can engage threats ranging from drones and cruise missiles to aircraft and armored vehicles, providing security and protection for both military forces and civilian infrastructure.

BAESY boasts a long-term earnings growth rate of 15%. The Zacks Consensus Estimate for 2026 sales stands at $44.65 billion, which calls for an increase of 56.8%.

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LHX Stock Price Movement

In the past year, shares of L3Harris have risen 21% against the industry's decline of 0.3%.Zacks Investment Research

Image Source: Zacks Investment Research

LHX's Zacks Rank

L3Harris currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

The Boeing Company (BA) : Free Stock Analysis Report

Bae Systems PLC (BAESY) : Free Stock Analysis Report

L3Harris Technologies Inc (LHX) : Free Stock Analysis Report

RTX Corporation (RTX) : Free Stock Analysis Report

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

Zacks Investment Research

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VirTra, Inc.

ORLANDO, Fla., June 10, 2026 (GLOBE NEWSWIRE) -- VirTra, Inc. (Nasdaq: VTSI) ("VirTra" or the "Company"), a global provider of judgmental use of force training simulators and firearms training simulators for the law enforcement and military markets, today announced the purchase of its Orlando building along with a neighboring property, reinforcing the Company's long-term commitment to Central Florida and expanding its established presence within the region's globally recognized military simulation and training community.

VirTra's Orlando campus is located within Central Florida Research Park, a major defense, simulation, aerospace and technology hub that brings together leading industry participants, government stakeholders, and academic and research institutions. Neighbors within Central Florida Research Park include Boeing, BAE Systems, L3Harris, Northrop Grumman, and General Dynamics, among more than 140 companies. This proximity supports VirTra's ability to remain closely connected to customer needs, partner activity, and evolving training requirements across the military simulation and training ecosystem.

By purchasing its existing Orlando facility and acquiring the neighboring property, VirTra is converting an established operating footprint into a larger, owned campus designed to support customer engagement, program activity, partner collaboration, and future operational needs as VirTra continues to advance immersive training solutions for military and law enforcement customers.

"The purchase of our Orlando facility, along with a neighboring building, represents a long-term investment in both VirTra's future and the Central Florida community," said John Givens, CEO of VirTra. "Orlando plays a critical role in the military simulation and training industry, and this expansion reinforces our commitment to supporting Team Orlando, our customers, and the broader defense training ecosystem for years to come."

VirTra has maintained a presence in Central Florida for years, working alongside industry, government, and military partners within the region's modeling, simulation, and training ecosystem. The expanded campus deepens that presence and provides a more permanent platform to host customers showcase immersive training technologies in a market central to military readiness and simulation innovation.VirTra’s expanded Orlando campus provides a strong operating foundation within Central Florida Research Park, a world leading military simulation and training hub.

VirTra's expanded Orlando campus provides a strong operating foundation within Central Florida Research Park, a world leading military simulation and training hub.

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The newly acquired facility will provide VirTra with greater operational flexibility and control to support customer-facing activities, administrative functions, program-related work, and strategic collaboration as military and law enforcement agencies continue to modernize training.

In addition to its Orlando expansion, VirTra's 75,000-square-foot manufacturing facility in Chandler, Arizona, strengthens the Company's ability to produce high-quality training solutions in the United States. The facility supports American jobs, enhances domestic manufacturing capabilities, and helps ensure military and law enforcement customers receive reliable, mission-ready training tools built to support national readiness.

"From our Orlando presence to our Arizona manufacturing operations, VirTra is investing in the people, facilities, and technologies needed to support our customers and strengthen the communities where we operate," Givens added. "These investments reflect our commitment to American manufacturing, national readiness, and the continued advancement of lifesaving training solutions."

About VirTra  VirTra is a global provider of judgmental use-of-force and firearms training simulators for military and law enforcement, military, educational, and commercial markets. Since 1993, VirTra has been dedicated to saving lives by providing highly effective, realistic training designed to prepare public safety and military professionals for the most difficult real-world situations.

Forward-Looking Statements This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the "safe harbor" provisions of those sections. Forward-looking statements are generally identified by words such as "anticipates," "believes," "expects," "intends," "may," "plans," "projects," "will," "should," "could," "predicts," "potential," "continue," "would," and similar expressions, although not all forward-looking statements contain these identifying words. Forward-looking statements in this release include, but are not limited to, statements regarding the Company's ability to support customer engagement, program activity, partner collaboration, future operational needs, domestic manufacturing capabilities, national readiness, and the continued advancement and adoption of its simulation training solutions across military and law enforcement markets. Actual results may differ materially from those expressed or implied by these forward-looking statements due to various risks and uncertainties, including those described in the Company's filings with the Securities and Exchange Commission ("SEC"). These forward-looking statements speak only as of the date of this release. VirTra undertakes no obligation to update or revise any forward-looking statements to reflect events or circumstances after the date of this release, except as required by law.

Investor Relations Contact: Alec Wilson and Greg Bradbury Gateway Group, Inc. VTSI@gateway-grp.com 949-574-3860

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/186220bf-052d-431d-a488-b2b78eec9006

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EUAD hat sich in einem Monat um 8% erhöht und liegt bei $43. Die Gewinne hängen jedoch von der Umwandlung europäischer Verteidigungshaushalte in verpflichtende Verträge ab. ITA kehrte im Jahr 2025 mit einem Rückgang von etwa 17% zurück, während EUAD um 55% stieg, was die beiden ETFs als gegensätzliche Ausdrucksformen für Handelsoperationen zwischen US- und europäischer Verteidigungsausgaben darstellt. Ein Buch-zu-Billen-Verhältnis von über 1,2 bei Airbus, BAE Systems oder Rheinmetall signalisiert die Erweiterung des Wiederaufbaus; unter 1,0 bedeutet, dass angekündigte Haushalte nicht in Aufträge umgewandelt werden. SoFi bietet neuen aktiven Investoren bis zu $1.000 an Aktien für eine begrenzte Zeit an und erfordert nur einen Einzahlungsbetrag von $50.

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Investoren, die sich für Aerospace-Defense-Equipment-Aktien interessieren, kennen wahrscheinlich Bae Systems PLC (BAESY) und Rolls-Royce Holdings PLC (RYCEY). Aber welche dieser beiden Aktien bietet Investoren derzeit das bessere Wertangebot? Lassen Sie uns genauer hinschauen.

Die beste Möglichkeit, großartige Wertaktien zu finden, besteht darin, eine starke Zacks-Rangliste mit einer beeindruckenden Bewertung in der Werte-Kategorie unseres Style-Scores-Systems zu kombinieren. Die Zacks-Rangliste bevorzugt Aktien mit starken Trends bei den Earnings-Erwartungen und unseren Style-Scores hervorheben Unternehmen mit bestimmten Merkmalen.

Beide Bae Systems PLC und Rolls-Royce Holdings PLC haben derzeit einen Zacks-Rang von #2 (Kaufen). Dieses System legt den Schwerpunkt auf Unternehmen, die positive Trends bei den Earnings-Erwartungen erlebt haben, sodass Investoren sich sicher fühlen können, dass diese Aktien verbesserte Earnings-Outlooks haben. Aber dies ist nur ein Faktor, der Wertinvestoren interessiert.

Wertinvestoren versuchen auch, eine breite Palette traditioneller Zahlen und Metriken zu analysieren, um festzustellen, ob ein Unternehmen bei seinem aktuellen Stückpreis unterbewertet ist.

Die Werte-Kategorie unseres Style-Scores-Systems identifiziert unterbewertete Unternehmen, indem sie verschiedene Schlüsselmetriken betrachtet. Dazu gehören der langgehegte P/E-Verhältnis, das P/S-Verhältnis, der Earnings Yield, der Cash Flow pro Aktie und eine Vielzahl anderer Grundlagen, die uns helfen, den fairen Wert eines Unternehmens zu bestimmen.

BAESY hat derzeit ein Vorwärts-P/E-Verhältnis von 23,35, während RYCEY ein Vorwärts-P/E-Verhältnis von 33,50 hat. Wir stellen auch fest, dass BAESY ein PEG-Verhältnis von 1,56 hat. Dieses beliebte Maß ist ähnlich wie das weitbekannten P/E-Verhältnis, mit der Differenz, dass das PEG-Verhältnis auch die erwartete Wachstumsrate des Unternehmens berücksichtigt. RYCEY hat derzeit ein PEG-Verhältnis von 1,97.

Ein weiteres bemerkenswertes Bewertungsmetriken für BAESY ist sein P/B-Verhältnis von 5,07. Das P/B-Verhältnis wird verwendet, um den Marktwert einer Aktie mit ihrem Buchwert zu vergleichen, der als Gesamtbetriebsvermögen minus Gesamtverbindlichkeiten definiert ist. Zum Vergleich hat RYCEY ein P/B von 38,73.

Diese sind nur einige der Metriken, die zum Wertgrad B von BAESY und dem Wertgrad D von RYCEY beitragen.

Beide BAESY und RYCEY sind beeindruckende Aktien mit soliden Earnings-Outlooks, aber basierend auf diesen Bewertungszahlen fühlen wir, dass BAESY derzeit die bessere Wertoption ist.

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Mit steigenden globalen Spannungen erhöhen sich die Verteidigungshaushalte der Länder und das Investieren in militärische Ausrüstung und fortschrittliche Technologien. Diese Trend schafft starke Wachstumsmöglichkeiten für Verteidigungsunternehmen wie BAE Systems plc BAESY und Northrop Grumman NOC.

BAE Systems entwickelt Verteidigung, Luftfahrt- und Sicherheitsprodukte und ist bekannt für Plattformen wie das Eurofighter Typhoon Flugzeug, CV90-Kampffahrzeuge und Astute-Klasse-U-Boote. Im Gegensatz dazu ist Northrop Grumman ein diversifiziertes Luft- und Verteidigungskonzern mit Operationen in Raumfahrt, Luftfahrt, Verteidigung und Cybersecurity. Seine Produkte umfassen Raketenabwehrsysteme, Satelliten, autonome Technologien und Cybersicherheitslösungen.

Da Regierungen ihre Verteidigungsfähigkeiten modernisieren, werden beide BAESY und NOC von höherem Militäraufwand und wachsender Nachfrage nach fortschrittlichen Verteidigungssystemen profitieren.

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DXC Technology hat im Mai 2026 sein viertes Quartal und das gesamte Geschäftsjahr veröffentlicht, wobei die Verkäufe gegenüber dem Vorjahr leicht zurückgegangen sind und ein Nettoverlust aufgetreten ist. Gleichzeitig hat DXC einen umfangreichen Aktienrückkauf durchgeführt und eine Einnahmeleitlinie für das Geschäftsjahr 2027 veröffentlicht. In diesem Zusammenhang hat DXC seine langjährige Partnerschaft mit BAE Systems über ein fünfjähriges Abkommen hinaus fortgesetzt, um ein AI-fähiges Hybrid-Cloud-Plattform für mehr als 110.000 Mitarbeiter bereitzustellen und so seine Rolle in komplexen Verteidigungs- und Luftfahrt-Digitalisierungsprojekten trotz operativer Hürden weiterhin zu unterstreichen.

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Die britische Börse hat in letzter Zeit Turbulenzen erlebt. Der FTSE 100-Index schloss kürzlich niedriger, da schwache Handelsdaten aus China die Herausforderungen für Unternehmen hervorhoben, die an globalen wirtschaftlichen Bedingungen gebunden sind. In einer solchen Umgebung können Investoren mögliche Chancen für Wachstum nutzen, wenn diese Unternehmen starke fundamentale Merkmale und Resilienz gegenüber breiterer Marktturbulenzen aufweisen.

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Der britische Energiekonzern Shell hat seine Gewinne im ersten Quartal aufgrund der höheren Ölpreise verdoppelt. Die Gewinne stiegen um 24% gegenüber dem gleichen Zeitraum des Vorjahres. Der Konzern erwirtschaftete ein Ergebnis von 6,9 Milliarden US-Dollar (5,1 Milliarden Euro) im ersten Quartal. Shell gab auch bekannt, dass es einen neuen Aktienrückkauf in Höhe von 3 Milliarden US-Dollar durchführen wird und die Dividende um 5% erhöhen wird.