Report
Olfa Taamallah ...
  • Yan Derocles

BAE Systems : Confort pour l’atteinte du haut de la guidance mais une valorisation équitable

>Estimations révisées pour atteindre le haut de la guidance - Suite à la publication (EBIT Ajusté 2% > au css VA), nous avons révisé à la hausse nos estimations (+2.3%/+3.6%/+4.5% respectivement pour FY 2024/25/26) pour nous trouver désormais dans le haut de la guidance avec un CA de 28 768 M£ (+13.8% vs une fourchette de 12% à 14%), un EBIT Ajusté de 3 112 M£ (+16%, vs une fourchette de 12% à 14%) et un BPA Ajusté de 69.6p (+10%, vs une fourchette de 7% à 9%). Les ré...
Underlying
BAE Systems plc

BAE Systems is a defense, aerospace and security solutions provider. Co. supplies defense equipment, electronics and services, and cyber, intelligence and security solutions for governments and commercial markets. Co.'s offerings include the: manufacture of Typhoon assemblies for European partner nations and other export customers; design and manufacture of sub-assemblies in the U.K. and provision of equipment in the U.S.; development of future air system capabilities, including unmanned air systems; maintenance, support and training for Typhoon aircraft in service with the U.K. and Saudi Arabian air forces; and design, manufacture and support of defense and commercial avionics equipment.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Olfa Taamallah

Yan Derocles

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