FTSE 100 news / Companies and sectors / Aerospace and defence / 7 October 2026
Aerospace and defence: sector news on Wednesday 7 October 2026
Average tone +6.7 (strongly positive) across 3 companies with relevant coverage, from 21 stories.
Company by company
| Company | Tone | Stories | What the coverage was about |
|---|---|---|---|
| BAE Systems | +6.3 | 10 | Coverage was led by F-35 electronic warfare orders for Lots 20-22, alongside positive analyst comments, counter-drone trials and the upcoming dividend. |
| Rolls-Royce Holdings | +5.7 | 9 | Coverage was mostly positive, led by a £300 million UK investment and the licensing of Saudi engine production, alongside bullish share price predictions. |
| Babcock International | +8.0 | 2 | Coverage centred on Babcock and Supacat progressing to the trials stage of the Land Mobility Vehicle programme, which is a positive step for the company. |
| Melrose Industries | – | 0 |
Strongest stories in the sector
- +9.7 BAE wins F-35 electronic warfare order for Lots 20-22
Wins F-35 electronic warfare order for three lots - +9.7 Prediction: the Rolls-Royce share price will soar above £25
Bullish prediction of share price rising above £25. - +9.2 BAE Systems to deliver electronic warfare systems for three more lots of F-35 stealth fighters
To deliver EW systems for three more F-35 lots - +9.2 Lockheed Martin Awards BAE Systems Subcontract for ASQ-239 for Lot 20-22 of F-35
Subcontract award for F-35 electronic warfare systems - +8.7 Supacat and Babcock through to trials stage of LMV programme
Babcock and Supacat advance to trials stage of LMV programme. - +8.7 Rolls-Royce stock: Company announces £300 million UK investment
£300 million UK investment signals confidence and expansion. - +8.3 BAE Systems to deliver electronic warfare systems for F-35 stealth fighters
To deliver EW systems for F-35 fighters - +8.3 BAE Systems shares projected to rise as analysts highlight strong earnings growth and undervaluation
Analysts highlight earnings growth and undervaluation - +8.2 Rolls-Royce licenses Saudi engine production and Rolls-Royce stock costs EUR 17.22
Licensing Saudi engine production points to new business. - −7.5 Down 21%! What on earth’s going on with the BAE Systems share price?
Share price down 21% - +7.5 Supacat reaches trials in Land Rover replacement race
Babcock-linked Supacat bid reaches trials in Land Rover replacement programme. - +7.5 A 35% jump for Rolls-Royce shares by October 2027?
Speculative case for a 35% share price gain.
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