BAE SYSTEMS PLC /FI/
BAE SYSTEMS PLC /FI/ is a Industrials company operating in Aerospace & Defense with a $70.17B market cap.
Behavioral analysis
Disclosures
Transcripts
History
Reported quarters with consensus, surprise, and 1-day reaction context.
Spoken Alpha tracks BAESY's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 70% positive reaction rate
SamplePeers
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for BAESY.
$ curl https://api.spokenalpha.com/v1/companies/BAESYFAQ
Spoken Alpha indexes BAESY's earnings call transcripts at https://spokenalpha.com/companies/BAESY. Each call links to attributed speakers and parsed analyst Q&A.
BAE SYSTEMS PLC /FI/ (BAESY) operates in the Industrials sector (Aerospace & Defense industry).
Consistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $3.30 | $2.19 | +50.6% | +3.2% | +0.9% |
| Q4 FY2026 | $2.99 | $2.12 | +41.0% | +2.5% | +0.1% |
| Q3 FY2026 | $3.07 | $2.12 | +44.6% | -0.9% | +1.2% |
| Q2 FY2026 | $3.24 | $2.27 | +42.9% | -1.8% | +0.7% |
| Q1 FY2025 | $3.07 | $2.18 | +41.0% | +6.5% | +7.9% |
| Q4 FY2025 |
| $3.20 |
| $2.19 |
| +46.1% |
| +1.5% |
| +4.4% |
| Q3 FY2025 | $3.30 | $2.26 | +45.9% | +2.9% | 0.0% |
| Q2 FY2025 | $3.42 | $2.32 | +47.4% | +6.7% | +6.8% |
| Q1 FY2024 | $2.95 | $2.17 | +35.9% | +4.9% | +5.4% |
| Q4 FY2024 | $3.31 | $2.26 | +46.3% | -4.3% | -4.1% |