BAE Systems
BA.LintermediaryBAE Systems is Europe's largest defense company and a top-ten global defense contractor. It straddles the U.S. and UK defense markets, serving as a key partner on the F-35, the lead on several British naval programs, and a major electronic-warfare and cyber-defense provider.
Products & Revenue
Product Revenue Share
Revenue Breakdown ($30.4B)
Static data (loading live financials…)
Segment Breakdown & Key Customers
Product Details
Bradley replacement (AMPV), CV90, and armored vehicles
Electronic warfare, SIGINT, and cyber defense
Typhoon, Hawk trainer, and GCAP/Tempest 6th-gen fighter
Type 26 frigate, Astute-class submarines, and naval guns
Precision-guided munitions, artillery, and missile subsystems
Supply Chain Relationships
Partners
Macro & Market Context
NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대
미 국방예산 (FY2026)
NATO 방위비 GDP 목표
KTOS 수주 잔고
드론 시장 규모 (2030E)
Upcoming Catalysts
Latest News
AI Analysis
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Company Info
Cascade Position
Role in Cascade
mid cap
Typical Delay
1-3 trading days
BAE reacts to U.S. budget signals with a lag, as its UK/international exposure provides partial insulation.
View Full CascadeSector Overview — 방산
Sector NewsNATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대
미 국방예산 (FY2026)
NATO 방위비 GDP 목표
KTOS 수주 잔고
드론 시장 규모 (2030E)
Key Themes
- •NATO 32개국 방위비 GDP 2.5% 의무화 → 10년 수요 가시성 확보
- •Loyal Wingman 드론 경쟁 — KTOS Valkyrie 핵심 수혜
- •우크라이나 재건 + 방공망 현대화 수요
Upcoming Catalysts
- ◆NOC/LMT/LHX/RTX Q1 실적 (2026.04)
- ◆KTOS 국방부 드론 계약 발표