FTSE 100 news / Companies and sectors / Aerospace and defence / 15 October 2026
Aerospace and defence: sector news on Thursday 15 October 2026
Average tone +4.1 (positive) across 4 companies with relevant coverage, from 28 stories.
Company by company
| Company | Tone | Stories | What the coverage was about |
|---|---|---|---|
| BAE Systems | +4.5 | 18 | Coverage was mostly about BAE's counter-drone systems shown at AUSA, a $230 million combat vehicle contract and valuation pieces calling the shares undervalued. |
| Rolls-Royce Holdings | +2.0 | 5 | Coverage was split between a 70-engine order from Avolon, which was welcomed, and Air India's push to cut maintenance costs on its A350 engines. |
| Melrose Industries | +1.2 | 4 | Coverage was mixed, with positive pieces on engine aftermarket strength, a plant update and aerospace recovery. |
| Babcock International | +8.7 | 1 | The only relevant coverage was a Simply Wall Street piece on Babcock's defence contract extension and what it means for shareholders. |
Strongest stories in the sector
- +10.0 Rolls-Royce wins 70-engine Avolon order: Rolls-Royce stock gains 1.00 percent - ad-hoc-news.de
Wins 70-engine Avolon order; shares edge higher. - +10.0 BAE Systems receives $230 million to build combat vehicles in York County
Wins $230 million combat vehicle contract - +8.7 What Babcock International Group (LSE:BAB)'s Defence Contract Extension Means For Shareholders
Defence contract extension viewed as positive for Babcock shareholders. - +7.7 FTSE 100 Engineer Melrose (LSE:MRO) Engine Aftermarket Strength and Plant Update Put Cash Targets in Focus
Engine aftermarket strength highlighted; cash targets in focus. - +7.5 BAE Systems (LSE: BA.) Share Price Sits 26% Undervalued As Defence Backlog Hits £84bn
Valuation said undervalued with record £84bn backlog - +7.0 BAE Systems Unveils Prototype High Power Microwave System For Killing Drone Swarms
Prototype high power microwave counter-drone system unveiled - −7.0 What Melrose Industries Investors Missed Before The Fall
Headline refers to a fall in the shares and missed warning signs. - +6.7 AUSA 2026: BAE Systems pushes air defence capability with two new demonstrators
Two new air defence demonstrators at AUSA - +6.7 BAE Systems Shows Directed Energy and Kinetic Counter-UAS Layers at AUSA
Showcases counter-drone products at AUSA - +6.7 Potentially 26% undervalued, could BAE Systems be a top UK share to buy in October?
Described as potentially 26% undervalued share to buy - +6.7 BAE Systems unveils kinetic and directed-energy counter-drone systems at AUSA 2026
Unveils kinetic and directed-energy counter-drone systems - +6.7 BAE Systems Unveils 155mm Artillery Cannon to Defeat Drones and Strike Ground Targets at Extended Range
Unveils 155mm cannon to defeat drones
Aerospace and defence: every day · FTSE 100 overview for the day