FTSE 100 news / Companies and sectors / Aerospace and defence / 9 October 2026
Aerospace and defence: sector news on Friday 9 October 2026
Average tone +3.8 (positive) across 4 companies with relevant coverage, from 43 stories.
Company by company
| Company | Tone | Stories | What the coverage was about |
|---|---|---|---|
| BAE Systems | +7.0 | 20 | Coverage was mainly about new US contract wins, including a $230.1 million Marine Corps amphibious vehicle order and F-35 electronic warfare work. |
| Melrose Industries | +4.5 | 12 | Most coverage covered GKN Aerospace's expanded long-term Gripen E/F engine partnership with Saab, which reflects well on Melrose's main business. |
| Rolls-Royce Holdings | −0.3 | 8 | Shares slipped in sector-wide selling, with reports of falls of around 3% despite buyback support. |
| Babcock International | +4.0 | 3 | Coverage centred on Goldman Sachs starting coverage of Babcock with a neutral rating, while highlighting civil nuclear as a key upside. |
Strongest stories in the sector
- +9.2 BAE Receives Final ACV Order From Marines, Nabs $230.1 Million For 32 Recovery Variants
Final ACV order worth $230.1m for recovery variants - +9.2 GKN Aerospace becomes Saab's preferred Gripen E/F engine partner
GKN named preferred Gripen E/F engine partner, a clear win. - +9.0 Saab and GKN Aerospace sign long-term deal to expand Gripen E/F engine support
Long-term deal to expand Gripen engine support. - +8.7 US Marine Corps awards $230m contract for new amphibious recovery vehicles
New $230m US Marine Corps contract win - +8.7 BAE Systems says it secured $230.1 million contract for Marine Corps ACV recovery chassis
Company confirms $230.1m Marine Corps contract - +8.7 BAE Systems awarded $230M contract for new Amphibious Combat Vehicle variant
Awarded $230m contract for ACV variant - +8.3 BAE Systems receives $230 million contract for new Amphibious Combat Vehicle variant
Wins $230m ACV variant contract - +8.3 GKN Aerospace and Saab expand collaboration on Gripen E/F’s engine - News - News & insights
GKN's own announcement of expanded Gripen engine collaboration. - +8.3 Saab, GKN Aerospace Deepen Gripen Engine Partnership
GKN Aerospace deepens Gripen engine partnership with Saab, a positive contract. - +8.3 Survey points to strong engine aftermarket tailwind for Rolls-Royce
Survey points to strong engine aftermarket tailwind. - +8.0 Saab and GKN Aerospace strengthen cooperation on Gripen E/F propulsion
Closer Gripen propulsion cooperation benefits GKN Aerospace. - +7.8 Sweden Strengthens Fighter Jet Autonomy with Saab and GKN Aerospace Partnership
GKN Aerospace partnership with Saab strengthens its Gripen engine role.
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