FTSE 100 news / Companies and sectors / BAE Systems / 5 October 2026
BAE Systems (BA): news on Monday 5 October 2026
+9.7 strongly positive
Coverage centred on new US contract wins, upgraded full-year targets and a GBP 84 billion backlog. A small share price dip was a minor offset, and the Barrow expansion approval and counter-drone testing added to the positive tone.
What drove it
- US defence contracts
- upgraded full-year targets
- GBP 84bn backlog
The 6 stories
- +10.0 BAE Systems (LSE: BA.L) Upgrades Full-Year Targets As GBP 84 Billion Backlog Signals Strong Demand Visibility
Full-year targets upgraded with large backlog supporting demand. - +10.0 BAE Systems Awarded More Than $656 Million Across Six U.S. Defense Contracts
Over $656 million in new US defence contract awards. - +9.2 The U.S. Marines Just Ordered 32 Armored Recovery Vehicles Worth $230M From BAE Systems
US Marines ordered 32 recovery vehicles worth $230M. - +7.5 BAE Systems completes live testing of BATS counter-drone system
Completed live testing of counter-drone system, a product milestone. - +7.0 BAE's Barrow expansion plans approved by council
Council approval for Barrow expansion supports future capacity. - +2.5 BAE Systems stock fell 1.13 percent as backlog hit GBP 84.0 billion
Small share price dip offset by record backlog.
BAE Systems: every day · Aerospace and defence on 5 October 2026 · FTSE 100 overview for the day