FTSE 100 news / Companies and sectors / BAE Systems / 4 October 2026

BAE Systems (BA): news on Sunday 4 October 2026

+5.5 positive

Coverage was mostly positive, led by a $70.5 million Trident II D5 support contract, new US Navy GPS work and a submarine reaching Scotland. The shares dipped slightly, but the backlog was reported at GBP 84.0 billion.

What drove it

Trident support contract
US Navy GPS work
Submarine and backlog

The 6 stories

Each headline's own score, strongest first. Links go to the publisher.

+7.5 BAE Systems Wins $70.5 Million Trident II D5 Support Contract The Defense Watch
New $70.5m Trident II D5 support contract win.
+6.7 BAE Systems to add jam-resistant M-code GPS to US Navy JPALS landing system Dealroom
New work adding M-code GPS to US Navy landing system.
+4.2 Barrow-built nuclear submarine HMS Agamemnon reaches Scotland nwemail.co.uk
BAE-built Astute-class submarine delivered to Scotland; positive programme milestone.
+3.7 Barrow-in-Furness marks 125 years of Navy submarine building BBC
Anniversary of BAE's Barrow submarine yard; positive but not material.
+3.3 Bae Systems PLC (OTCMKTS:BAESY) Stock Has Average Target Price of $113.00 MarketBeat
Analyst consensus target price of $113 indicates modest upside.
+2.0 BAE Systems stock falls 1.13 percent as backlog hits GBP 84.0 billion AD HOC NEWS
Small share dip offset by record GBP 84bn backlog.

BAE Systems: every day · Aerospace and defence on 4 October 2026 · FTSE 100 overview for the day