FTSE 100 news / Companies and sectors / Aerospace and defence / 12 October 2026
Aerospace and defence: sector news on Monday 12 October 2026
Average tone +4.3 (positive) across 4 companies with relevant coverage, from 16 stories.
Company by company
| Company | Tone | Stories | What the coverage was about |
|---|---|---|---|
| BAE Systems | +7.8 | 12 | Coverage was mostly positive, led by a record £84bn backlog, shares passing 2,000p, and new contract wins including F-35 electronic warfare suites and a Marine Corps deal. |
| Rolls-Royce Holdings | +0.7 | 2 | Coverage was limited to small share price moves, with slight gains in pre-market and weekend trading. |
| Babcock International | +3.0 | 1 | Coverage was limited to one minor story in which Babcock signed a veteran social enterprise as a signage supplier. |
| Melrose Industries | +5.7 | 1 | Coverage was a single story about GKN, part of Melrose, deepening its work with Saab on the Gripen engine. |
Strongest stories in the sector
- +10.0 BAE Systems Share Price Surges Past 2,000p as Backlog Hits Record £84bn - Financial-News.co.uk
Shares surge past 2,000p on record £84bn backlog - +9.2 BAE Systems to Equip F-35 Lots 20 to 22 With EW Suites
Electronic warfare supply deal for F-35 lots - +8.3 BAE Systems (LSE:BA.) Wins Marine Corps Contract, Is It Still Below Fair Value?
Marine Corps contract win, possibly below fair value - +8.3 BAE Systems (LSE:BA.) Stock May Be 27% Undervalued Following IFF Certification
Seen as undervalued after IFF certification - +8.3 BAE Systems (LSE:BA.) Could Be 20% Undervalued Following New Marine Corps Contract
Undervaluation view after new Marine Corps contract - +7.5 BAE Systems Unveils Miniature Electronic Warfare System
New miniature electronic warfare product unveiled - +6.7 What Could BAE Systems (LSE:BA.) Gain From Drone Detection And Secure Chips?
Potential gains from drone detection and secure chips - +6.7 US Army Fields First Bradley IFVs Equipped with Iron Fist
US Army fields Bradleys with Iron Fist, BAE vehicle - +5.8 GCAP sixth-generation fighter program opens first engineering facility in Italy
GCAP programme facility opens in Italy; BAE a partner - +5.7 Saab and GKN deepen work on the Gripen engine
GKN Aerospace, a Melrose subsidiary, deepening Gripen engine work with Saab. - +5.0 Inside the eight-year 125,000-hour effort to future-proof defences
Company's own long-term defence engineering effort, positive profile - −5.0 Weekly Recap: AN/ASQ-239 EW deal and BAE Systems plc shares fall 4.9%
Shares fell 4.9% in the week, despite an EW deal
Aerospace and defence: every day · FTSE 100 overview for the day