FTSE 100 news / Companies and sectors / BAE Systems / 12 October 2026

BAE Systems (BA): news on Monday 12 October 2026

+7.8 strongly positive

Coverage was mostly positive, led by a record £84bn backlog, shares passing 2,000p, and new contract wins including F-35 electronic warfare suites and a Marine Corps deal. One weekly recap noted a 4.9% share fall, which tempers the tone slightly.

What drove it

record order backlog
F-35 and Marine Corps contracts
GCAP programme progress

The 12 stories

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

+10.0 BAE Systems Share Price Surges Past 2,000p as Backlog Hits Record £84bn - Financial-News.co.uk Financial-News.co.uk
Shares surge past 2,000p on record £84bn backlog
+9.2 BAE Systems to Equip F-35 Lots 20 to 22 With EW Suites The Defense Post
Electronic warfare supply deal for F-35 lots
+8.3 BAE Systems (LSE:BA.) Wins Marine Corps Contract, Is It Still Below Fair Value? Simply Wall Street
Marine Corps contract win, possibly below fair value
+8.3 BAE Systems (LSE:BA.) Stock May Be 27% Undervalued Following IFF Certification Yahoo Finance
Seen as undervalued after IFF certification
+8.3 BAE Systems (LSE:BA.) Could Be 20% Undervalued Following New Marine Corps Contract Yahoo Finance
Undervaluation view after new Marine Corps contract
+7.5 BAE Systems Unveils Miniature Electronic Warfare System Israel Defense
New miniature electronic warfare product unveiled
+6.7 What Could BAE Systems (LSE:BA.) Gain From Drone Detection And Secure Chips? Yahoo Finance
Potential gains from drone detection and secure chips
+6.7 US Army Fields First Bradley IFVs Equipped with Iron Fist Israel Defense
US Army fields Bradleys with Iron Fist, BAE vehicle
+5.8 GCAP sixth-generation fighter program opens first engineering facility in Italy Air Data News
GCAP programme facility opens in Italy; BAE a partner
+5.0 Inside the eight-year 125,000-hour effort to future-proof defences BAE Systems
Company's own long-term defence engineering effort, positive profile
−5.0 Weekly Recap: AN/ASQ-239 EW deal and BAE Systems plc shares fall 4.9% TradingView
Shares fell 4.9% in the week, despite an EW deal
+5.0 GCAP Opens First National Engineering Hub in Turin, Strengthening Italy’s Role in the Next-Generation Fighter Programme itamilradar
GCAP engineering hub opens in Turin

BAE Systems: every day · Aerospace and defence on 12 October 2026 · FTSE 100 overview for the day