FTSE 100 news / Companies and sectors / BAE Systems / 1 October 2026
BAE Systems (BA): news on Thursday 1 October 2026
+6.3 strongly positive
Coverage was mostly positive, led by US AIMS certification for its F-16 IFF system, a UK artillery support agreement, reported contract wins and JP Morgan backing. Some caution came from a share price slide and doubts over AUKUS submarine timing.
What drove it
- IFF certification
- JP Morgan backing
- contract wins
The 15 stories
- +9.2 JP Morgan backs BAE and Babcock as defence investors favour durable order books
JP Morgan backs BAE for durable order books - +8.3 BAE Systems (BAESY) Secures $376.8M in Defense Contracts, Suppor
Reported $376.8M in defence contracts - +8.3 JP Morgan favors BAE and Babcock for stable def...
JP Morgan favours BAE for stable defence exposure - +7.5 BAE Systems secures US approval for advanced fighter jet identification system
US approval for fighter jet identification system - +7.5 BAE Systems Secures AIMS Certification for Advanced F-16 Identification Friend or Foe System
AIMS certification for F-16 identification system - +7.5 BAE Systems’ new IFF system gains certification for USAF F-16
IFF system certified for USAF F-16 - +7.5 BAE Systems' New IFF Equipment Obtains US AIMS Certification
New IFF equipment gains US certification, positive product milestone - +7.0 BAE Systems’ IFF solution receives AIMS certification
IFF solution receives AIMS certification - +7.0 BAE Systems Secures UK Artillery Support Agreement - Overt Defense -
Wins UK artillery support agreement - +7.0 IFF system receives AIMS certification for F-16 aircraft
IFF system receives AIMS certification - +6.7 Royal Navy says BAE Systems’ new Govan paint hall will speed Type 26 frigate construction and reduce shipyard disruption
New Govan paint hall to speed Type 26 construction - +6.7 New paint shed speeds up Type 26 frigate construction
New paint shed speeds Type 26 frigate construction - −5.8 Why Britain cannot deliver SSN-AUKUS on schedule
Argues Britain cannot deliver SSN-AUKUS on schedule - +5.0 Barrow taxi firm offers FREE rides to all workers after HMS Agamemnon launch
HMS Agamemnon launch at Barrow shipyard, local positive - −5.0 Why Are FTSE 100 Defence Heavyweight BAE (LSE:BA) Shares Sliding Despite Record Demand?
Shares sliding despite record demand
BAE Systems: every day · Aerospace and defence on 1 October 2026 · FTSE 100 overview for the day