Public companies › BA.L

BAE Systems BA.L · LSE

Government aviation-parts contract record, attributed to 17 vendor units (CAGE codes) owned by BAE Systems. Data only; not investment advice.

$251.5M

obligated, last 52 weeks

+9%

vs prior 52 ($230.3M)

504

contract actions, 52 weeks

$8.2M

obligated, last 90 days

Outlook, next month

— No lean

Weeks like this one (356 cases) have not been followed by a consistent move either way: +0.1% versus the sector, ahead 49% of the time. Historical tendency of similar weeks, not a forecast and not advice.

Flow Score

week of 2026-09-21 · same for every reader · method and track record

Contract flow this week: unusually weak · last month: flat · FAA directives: none

In primes and large-caps, weeks like this (356 cases since 2012) show no measurable effect: +0.1% over the next 20 trading days versus the aerospace ETF, ahead 49% of the time, against +0.1% in ordinary weeks.

A description of the current state of public contracting data and its measured history. Not a recommendation to buy, sell or hold anything.

Our current read

frozen September 23 · scored after 20 trading days (about October 21)

52% chance BAE Systems beats the aerospace sector over the next 20 trading days; expected excess move +0.3%. In words: about as likely as not to beat the sector.

Based on 3,449 comparable weeks since 2012 (same company size, same contract-flow level: normal), pulled toward 50% when the evidence is thin. This number was written down on September 23 and cannot be changed; it is scored against the actual price when the horizon arrives.

Our record on BA.L: no scored calls yet; the first score lands about four weeks after the first read.

A probability, not a recommendation. Every read we have ever made, and how it turned out, is on the research page.

How to read this, in plain terms

The idea. Every week the government signs contracts for aircraft parts, and we know which company won them. When a company suddenly wins far more than its usual week, a natural question is whether its stock tends to move in the weeks after. We measured that for every company on this site, every week since 2012, and this box reports what we found for weeks that look like the current one.

Outlook is the answer in three words. ▲ Leaning higher means that in past weeks like this one, stocks of this size usually went on to beat the aerospace sector over the following month, and did so often enough and by enough that it is unlikely to be chance. ▼ Leaning lower is the reverse. — No lean means the record shows no consistent move either way, which is the honest answer most weeks and for most of the largest companies.

Flow Score is the current week in words: whether this company's contract flow is unusually strong, normal or weak compared with its own past year; whether it is rising or falling over the last month; and whether the FAA has recently issued directives against its products.

What it is not. A tendency in past data, not a forecast, and not a recommendation. Sample sizes are shown so you can weigh it yourself; a lean built on 400 cases means more than one built on 40. Stocks move for many reasons that have nothing to do with parts contracts. Use this as one input, alongside everything else you know.

The weeks behind this outlook (356 comparable weeks; the 40 most recent shown)

Every week since 2012 in which a company of this size had contract flow in the same state as BAE Systems has now. “Next month” is how the stock did against the aerospace sector over the following 20 trading days.

Week ofCompanyContract flow that weekvs. its normalNext month
2026-08-17HEICO—unusually weaktrailed by 1.6%
2026-08-17TransDigm—far belowbeat by 1.5%
2026-08-17Honeywell—unusually weakbeat by 5.9%
2026-08-17Boeing—unusually weakbeat by 2.7%
2026-08-17Northrop Grumman—unusually weakbeat by 2.9%
2026-08-10Textron (Bell, Cessna, Beechcraft)—unusually weakbeat by 6.8%
2026-08-10TransDigm—far belowbeat by 1.0%
2026-08-10Honeywell—unusually weakbeat by 6.1%
2026-08-10Northrop Grumman—unusually weakbeat by 3.3%
2026-08-10HEICO—unusually weaktrailed by 5.4%
2026-08-10Boeing—far belowbeat by 1.7%
2026-08-03L3Harris—unusually weaktrailed by 0.9%
2026-08-03Northrop Grumman—unusually weakbeat by 3.5%
2026-08-03HEICO—unusually weaktrailed by 3.0%
2026-08-03Honeywell—unusually weaktrailed by 0.6%
2026-08-03Boeing—far belowbeat by 1.8%
2026-08-03TransDigm—far belowbeat by 4.4%
2026-07-27Honeywell—unusually weaktrailed by 5.2%
2026-07-27Northrop Grumman—unusually weakbeat by 5.9%
2026-07-27HEICO—far belowtrailed by 0.5%
2026-07-27RTX (Raytheon, Pratt & Whitney, Collins)—far belowbeat by 2.1%
2026-07-27TransDigm—far belowbeat by 3.4%
2026-07-27Boeing—far belowtrailed by 1.6%
2026-07-27Parker-Hannifin—far belowbeat by 6.9%
2026-07-27Lockheed Martin—far belowbeat by 4.1%
2026-07-20TransDigm—far belowtrailed by 4.6%
2026-07-20HEICO—far belowtrailed by 2.6%
2026-07-20Boeing—far belowtrailed by 0.9%
2026-07-20Northrop Grumman—unusually weakbeat by 2.7%
2026-07-20Honeywell—far belowtrailed by 8.3%
2026-07-20L3Harris—unusually weaktrailed by 11.7%
2026-07-20RTX (Raytheon, Pratt & Whitney, Collins)$24Kunusually weaktrailed by 1.2%
2026-07-20Parker-Hannifin—far belowbeat by 9.2%
2026-07-13Boeing—far belowtrailed by 0.0%
2026-07-13Parker-Hannifin—far belowtrailed by 1.1%
2026-07-13GE Aerospace (incl. CFM International)—unusually weaktrailed by 2.1%
2026-07-13Honeywell—far belowtrailed by 11.1%
2026-07-13L3Harris—unusually weaktrailed by 9.3%
2026-07-13Northrop Grumman—far belowbeat by 4.5%
2026-07-13HEICO—far belowbeat by 1.9%

Weekly obligations, this year against last

FPDS aviation-parts actions, all agencies, by signing week.

Units that win

What they win, by supply class

  • 1680 MISCELLANEOUS AIRCRAFT ACCESSORIES AND COMPONENTS$144.7M · 399
  • 1550 UNMANNED AIRCRAFT$39.0M · 13
  • 1510 AIRCRAFT, FIXED WING$32.4M · 8
  • 2910 ENGINE FUEL SYSTEM COMPONENTS, NONAIRCRAFT$19.7M · 3
  • 2840 GAS TURBINES AND JET ENGINES, AIRCRAFT, PRIME MOVING; AND COMPONENTS$9.7M · 2
  • 1670 PARACHUTES; AERIAL PICK UP, DELIVERY, RECOVERY SYSTEMS; AND CARGO TIE DOWN EQUIP$4.5M · 9
  • 2995 MISCELLANEOUS ENGINE ACCESSORIES, AIRCRAFT$3.6M · 12
  • 1560 AIRFRAME STRUCTURAL COMPONENTS$712K · 29
  • 2990 MISCELLANEOUS ENGINE ACCESSORIES, NONAIRCRAFT$53K · 10
  • 1730 AIRCRAFT GROUND SERVICING EQUIPMENT$47K · 3

Top NSNs

  • 01-631-8465 NSN: 7RH 1680 016318465 P8 PN: 8455463-3$1.3M
  • 01-585-5278 NSN: 7RH 1680 015855278 P8 PN: 1072366G-1$927K
  • 01-585-5261 NSN: 7RH 7025 015855261 P8 P/N: 1072288P-1$802K
  • 01-644-7135 NSN: 7RH 1680 016447135 P8 PN: 8465504-2$503K
  • 01-670-7156 NSN: 7RH 1680 016707156 P8 PN: 1072376P-1$499K
  • 01-645-7816 NSN: 7RH 1680 016457816 P8 PN: 8427534-5$437K
  • 01-633-6181 NSN: 7RH 1680 016336181 P8 PN: 8473476-1$263K
  • 01-675-3175 NSN: 7RH 1680 016753175 P8 P/N: 1072371P1$139K
  • 01-665-1945 NSN: 7R 1680 016651945 P8 PART NUMBER: 8519772-1 NSN: 7R 1680 016803628 P8 PART$86K
  • 01-561-2490 NSN: 1680015612490 P/N: 1025290G-2NOM: A4 POWER SUPPLY S/N: 20091REQ: PJAME45338$71K
  • 01-655-0921 FMS CASE, FR-P-P-RAP REQUISITIONS, 1NSN, 1680016550921 PART NUMBER, 1025377G-4NO$19K
  • 01-561-2485 NSN: 7R 1680 015612485 ITEM NAME: SUM TRANSMITTER,AIRP/N: 1025282G-1QTY: 1 UNITA$16K

Latest contract actions

Each row is one FPDS action. Click the stock number for its page, the part number for sellers, the unit for its vendor record, or the PIID for the award on FPDS. $0 is a modification that moved no money.

SignedAgencyItemNSNUnitObligatedRecord
2026-09-17U.S. COAST GUARDP00001 EFFECTIVE DATE 09/17/2026 EXERCISE OPTION QUANTITY TO PURCHASE OF STRUT, A/C DIAG. R/H TO BE USED ON THE MH60T HE—54786$25KFPDS →
2026-09-11U.S. COAST GUARDPURCHASE OF STRUT, A/C DIAG. R/H TO BE USED ON THE MH60T HELIOPTERS.—54786$25KFPDS →
2026-08-19U.S. COAST GUARDPROCUREMENT OF 30 EA OF BASEMEMBER FOR USE ON THE MH-65 AIRCRAFT—54786$65KFPDS →
2026-07-14FEDERAL ACQUISITION SERVICEP8A MISSION CONTROL AND DISPLAY SYSTEM MCDS EO 14398 COMPLIANT—80249$8.1MFPDS →
2026-06-29DEPT OF DEFENSETO PROVIDE FRD QUARTERLY REPORTS FOR THE E-2D FOR THE ITEMS LISTED WITHIN THIS DELIVERY ORDER.—80249$0FPDS →
2026-06-29DEPT OF DEFENSEF-16 SUPPORT EQUIPMENT—49VG4—FPDS →
2026-06-26DEPT OF DEFENSE8512153526 HARNESS SET,AIRCRAF—54786$0FPDS →
2026-06-25DEPT OF DEFENSE8512153526 HARNESS SET,AIRCRAF—54786$136KFPDS →
2026-06-25DEPT OF DEFENSE8511644709 GAUZE—U9143$0FPDS →
2026-06-24DEPT OF DEFENSENOMENCLATURE: MODULE ASSEMBLY ENGINE NSN: 7R1680015854772 PART NUMBER: 115E1119G1 QUANTITY: 1 RTAT: 90 RMC: 3Z—63760$4KFPDS →
2026-06-24DEPT OF DEFENSEF-16 SUPPORT EQUIPMENT SPARES FOR SLOVAKIA—49VG4$0FPDS →
2026-06-24DEPT OF DEFENSECHASSIS UNIT—80249$0FPDS →
2026-06-24DEPT OF DEFENSE8511420575 —54786—FPDS →
2026-06-24DEPT OF DEFENSE8511372901 —54786—FPDS →
2026-06-23DEPT OF DEFENSE8512159767 PIPE,EXHAUST—076M6$3KFPDS →
2026-06-23DEPT OF DEFENSE8511172498 PANEL,CONTROL,ELECT—63760$0FPDS →
2026-06-22DEPT OF DEFENSEAFLCMC/WI—94117$8.5MFPDS →
2026-06-18DEPT OF DEFENSE8512164255 WING PANEL,ARMORED—54786$28KFPDS →
2026-06-18DEPT OF DEFENSE8512126081 CCA-1153B PMT,AIRCR—89954$0FPDS →
2026-06-17DEPT OF DEFENSE8512189417 CUSHION,SEAT,AIRCRA—54786$386KFPDS →

Plus 187 DLA contracts in the last 30 days, $11.8M in contract value (DIBBS award history, counted per contract).

FAA Airworthiness Directives naming their products, 12 months

None in the last 12 months, or this company does not hold a type certificate.

In the news

Attribution is by vendor name against a curated map of listed parents and known subsidiaries; joint ventures and recent acquisitions can be missed. Obligations are FPDS aviation-parts actions above the micro-purchase threshold, by signing date. This page is a record of public contracting data. It is not investment advice and PartsAndPlanes makes no recommendation about any security.

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