FTSE 100 news / Companies and sectors / BAE Systems / 30 September 2026
BAE Systems (BA): news on Wednesday 30 September 2026
+7.0 strongly positive
Coverage was mostly about BAE's new IFF system being certified for the F-16, alongside a record £84bn order backlog, a US submarine propulsor contract and a partnership with Skyryse. The tone is positive, with only a small share price dip on Tuesday offsetting it.
What drove it
- F-16 IFF certification
- record order backlog
- submarine contracts
The 17 stories
- +10.0 Europe’s rearmament is reshaping BAE Systems from the factory floor up
European rearmament seen as reshaping and boosting BAE's business. - +8.3 BAE Systems (BAESY) Secures $137.66M Contract for Virginia-Class Submarine Propulsors
$137.66M Virginia-class propulsor contract win. - +8.3 BAE Systems Order Backlog Hits £84bn as Valuation Gap Widens
Order backlog hits £84bn, though valuation gap noted. - +7.5 BAE Systems gains U.S. certification for next-generation F-16 friend-or-foe system, with first production deliveries expected this year
US certification with production deliveries expected this year. - +6.7 BAE System new Identification Friend or Foe solution receives AIMS certification to support future combat aircraft missions
IFF solution gains AIMS certification. - +6.7 F-16 Gets BAE AN/APX-127 Mode 5 IFF System
New BAE IFF system certified for F-16. - +6.7 BAE friend or foe system certified for US Air Force F-16
BAE IFF system certified for US Air Force F-16. - +6.7 BAE Systems' new Identification Friend or Foe solution receives AIMS certification to support future combat aircraft missions
IFF solution gains AIMS certification. - +6.7 BAE Systems (BA.) IFF AN/APX-127(V)1 Wins AIMS Certification
IFF system wins AIMS certification. - +6.7 BAE Systems and Skyryse Partner to Advance Software-Defined Autonomous Flight Technology
Partnership on autonomous flight technology. - +6.7 New BAE Systems IFF System Receives Certification for Use on F-16
BAE IFF system certified for F-16. - +6.7 Updated IFF system certificated for F-16
Updated BAE IFF system certificated for F-16. - +6.7 F-16s get new friend-or-foe system cleared for service
BAE-made IFF system cleared for F-16 service. - +5.8 1,500-mph F-16 gets drop-in one-box system to spot friend from foe in combat faster
BAE one-box IFF system for F-16 described favourably. - +5.0 Latest Astute Class submarine has sailed from BAE Systems shipyard
Latest Astute submarine sailed from BAE shipyard, programme progress. - +5.0 BAE Systems stock trades at EUR 22.94, plus 0.13 percent, on record backlog
Shares slightly up, backed by record backlog. - −3.3 BAE Systems falls Tuesday, underperforms market
Shares fell and underperformed the market.
BAE Systems: every day · Aerospace and defence on 30 September 2026 · FTSE 100 overview for the day