FTSE 100 news / Companies and sectors / Aerospace and defence / 1 October 2026
Aerospace and defence: sector news on Thursday 1 October 2026
Average tone +4.3 (positive) across 4 companies with relevant coverage, from 25 stories.
Company by company
| Company | Tone | Stories | What the coverage was about |
|---|---|---|---|
| BAE Systems | +6.3 | 15 | Coverage was mostly positive, led by US AIMS certification for its F-16 IFF system, a UK artillery support agreement, reported contract wins and JP Morgan backing. |
| Babcock International | +6.3 | 6 | Coverage was mainly positive, with JP Morgan backing Babcock alongside BAE and news of an agreed Devonport Dockyard deal. |
| Rolls-Royce Holdings | +7.7 | 3 | Coverage centred on Rolls-Royce shares being supported by data centre power demand lifting margins, the A350F maiden flight and UK investment news. |
| Melrose Industries | −3.0 | 1 | Coverage was a single piece on a cooler mood around Melrose shares amid wider FTSE 100 moves, which leans mildly negative. |
Strongest stories in the sector
- +9.7 Babcock agrees crucial Devonport Dockyard deal
Agreed Devonport Dockyard deal is a key contract win - +9.7 Why Is Rolls-Royce (LSE:RR.) Riding Higher As Data Centre Power Demand Lifts Its Margins Amid FTSE 100 Moves?
Data centre power demand lifting margins and shares. - +9.2 JP Morgan backs BAE and Babcock as defence investors favour durable order books
JP Morgan backs BAE for durable order books - +9.0 JP Morgan backs BAE and Babcock as defence investors favour durable order books
JP Morgan backing on durable order books - +8.7 JP Morgan favors BAE and Babcock for stable def...
JP Morgan favours Babcock for stable defence exposure - +8.3 BAE Systems (BAESY) Secures $376.8M in Defense Contracts, Suppor
Reported $376.8M in defence contracts - +8.3 JP Morgan favors BAE and Babcock for stable def...
JP Morgan favours BAE for stable defence exposure - +7.5 BAE Systems secures US approval for advanced fighter jet identification system
US approval for fighter jet identification system - +7.5 BAE Systems Secures AIMS Certification for Advanced F-16 Identification Friend or Foe System
AIMS certification for F-16 identification system - +7.5 BAE Systems’ new IFF system gains certification for USAF F-16
IFF system certified for USAF F-16 - +7.5 BAE Systems' New IFF Equipment Obtains US AIMS Certification
New IFF equipment gains US certification, positive product milestone - +7.5 Rolls-Royce powers A350F maiden flight: Can shares break above GBX1,500?
Engines powered A350F maiden flight; shares eyeing higher levels.
Aerospace and defence: every day · FTSE 100 overview for the day