News

UK government borrowing of £18.3b in August has pushed debt costs into the spotlight and sharpened the focus on dependable corporate balance sheets. When the state is leaning harder on the bond market, investors often pay closer attention to companies that generate solid cash, are conservatively financed, and still appear cheap on valuation screens. This article highlights three such UK listed stocks that merit a closer look. The three stocks covered below are only a sample, as the full high...

Quantum computing stocks are struggling with a major industry conference on tap as investors eye roadmap to commercialization.

Rising U.S.-Iran friction is pulling geopolitics back onto traders’ screens, with energy routes, airspace and regional security suddenly in sharper focus. That kind of shock can reshuffle where money flows in global markets and leave some defense and aerospace stocks more exposed to the headlines than others. This article breaks down three stocks from our Global Defense and Aerospace Screener that appear positively linked to this news backdrop and what that could mean for your portfolio. The...

Here is how ATI (ATI) and Bae Systems PLC (BAESY) have performed compared to their sector so far this year.

Larger one-off dividends and foreign-exchange effects prompt Capital Group to raise its 2026 global dividend projection to $2.23 trillion, representing a 6.4% gain.

With UK government bond yields shifting as investors reassess Bank of England policy, many readers are looking for stocks that feel steadier than the macro headlines. That is where a group of low volatility UK leaders with strong balance sheets can help. This article highlights 3 stocks from our low risk, high quality screener that aim to offer calmer participation in the market’s long term growth story. The three stocks covered below are only a starting sample, and the full Low-Risk Leaders...

BP has appointed Ian Tyler as permanent chair three months after he took the role on an interim basis following the removal of Albert Manifold.

With central banks signalling that policy stays tight and long term yields remain elevated, investors are paying closer attention to cash today rather than distant profit hopes. That shift creates a window for stocks where discounted cash flow estimates suggest the market price is too low. This article highlights three stocks from the Undervalued Stocks Based On Cash Flows screener that may suit investors hunting for value supported by cash generation. The three stocks below are just a...

LHX's Viper Shield gains international traction, strengthening its electronic warfare portfolio for F-16 aircraft.

European indexes rallied in a strong open. Banking stocks rose to recover some of Thursday's losses as the Europe-wide Stoxx 600 adds 0.6%. Luxury stocks rose in Paris, pushing the CAC 40 up 1%. EssilorLuxottica led the index, up 2.

Shares in U.K. defense companies fell after the government said it would drop its defense spending targets.

LHX is expanding its electronic warfare footprint as Viper Shield adoption grows and production ramps toward 233 systems for global F-16 programs.

Huntington Ingalls is poised to benefit from rising U.S. Navy submarine demand, backed by major Columbia and Virginia-class roles and shipyard investments.

BAE Systems (LSE:BA.) is back in focus after its FAST Labs unit completed Phase 1 of DARPA’s THREADS program and secured Phase 2 funding, highlighting progress in high performance RF electronics and thermal management technology. See our latest analysis for BAE Systems. The THREADS progress sits alongside a strong run in BAE Systems’ shares, with a 30 day share price return of 24.55% and a year to date share price return of 28.73%. The 5 year total shareholder return of 348.36% points to...

US subsidiary of BAE Systems (LSE:BA.) fined over alleged US arms trafficking violations tied to technology transfers to China. Penalty centres on export control breaches involving sensitive defense related technologies. Case raises questions around BAE Systems' export compliance controls and oversight of its US operations. Investors are assessing possible effects on the group's US regulatory relationships and future defense contracts. For a wider view on how compliance and regulatory risk...

BAE Systems has delivered a very strong 5 year share price return, yet current checks suggest the stock now sits close to its estimated intrinsic value rather than offering an obvious discount. Over the past 5 years, BAE Systems has returned about 348.4%, which puts recent pricing under closer scrutiny for signs of over optimism or lingering value. Progress on programs such as DARPA's THREADS initiative may influence expectations for future defence electronics revenue, while project...

A US subsidiary of BAE Systems has been ordered to pay a $36m (£27m) penalty for allegedly breaching US arms trafficking rules including passing on technology to China.

A US subsidiary of BAE Systems has been ordered to pay a $36m (£27m) penalty for allegedly breaching US arms trafficking rules including passing on technology to China.

Plus, Justice Department maps out priorities for fraud probes, and Polestar dealer claims automaker ‘orchestrated’ U.S. ban in lawsuit

As a flood of debt sales by US tech companies ripples through the credit market, it seems to be triggering an inadvertent rise in risk metrics for some of the world’s safest firms.

MDA Space raises full-year guidance on strong order momentum and strategic acquisitions, despite near-term cash flow headwinds.

An “all-British” autonomous fighter jet will use an American engine following a clash between defence giants BAE Systems and Rolls-Royce over costs, The Telegraph can reveal.

The FTSE 100 Index has already hit record intraday highs in the past two days, reaching 10979.24 at one stage on Thursday.

The window of opportunity “is closing” for Germany to join Britain’s £50bn next-generation stealth-jet programme, one of the project’s most senior figures has warned.

The FTSE 100 firms upgraded full-year guidance after strong first-half results.

The arms maker raised its sales, profitability and cash flow targets for the year as governments keep spending on defense in the face of escalating geopolitical tensions.

7.51am: Rolls raises guidance after strong first half Rolls-Royce has raised its full-year guidance after first-half operating profit jumped 46%, as improved margins across all three divisions extended the engine maker's turnaround. Underlying operating profit increased to £2.5 billion...

BAE Systems (LSE:BA.) has secured a new contract to supply two Bofors 40Mk4 naval gun systems to the Brazilian Navy, putting fresh attention on how this kind of order feeds into the wider stock story. See our latest analysis for BAE Systems. Recent contracts in Brazil and Korea, alongside new air combat and helmet technologies, have arrived during a period where BAE Systems’ short term momentum has picked up, with a 7 day share price return of 6.12%. The 5 year total shareholder return of...

Europe's rearmament pledges sent investors rushing into European defense funds, but the contracts landed somewhere else entirely, and the performance gap between two nearly identical bets tells the story.

Bae Systems stock has delivered a very strong 5 year return, yet current valuation checks, including an intrinsic value estimate based on a Discounted Cash Flow (DCF), still indicate the shares trade at a discount to that assessment of fair value. Bae Systems has returned 293.0% over the last 5 years, which puts extra focus on whether the current price is still below a reasonable estimate of intrinsic value. Recent contract wins in autonomous combat aircraft and advanced electronic warfare...