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Price · 1Y
$26.32
Thesis
BAE Systems is the UK's national champion defense prime, with major positions in combat vehicles, naval shipbuilding, electronic systems, and the F-35 aft-fuselage workshare. The portfolio is well diversified across the US, UK, and Australian customers, including the AUKUS submarine program.
European rearmament and sustained US defense electronics demand make this one of the cleanest reads on the global cycle from outside the US primes.
Catalysts
- European rearmament and ammunition demand
- AUKUS submarine and shipbuilding workshare ramp
- F-35 production rate and sustainment growth
- Electronic systems content on US platforms