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Opening ETF evidence benchSynchronizing prices, risk metrics, holdings coverage, and source lineage

Company context

BAE Systems plc

LSE:BA.

Aerospace & Defense · benchmarked against Aerospace & Defense inside the SHLD constituent company universe.

Active tabFinancial reports

Current readMixed

Last close1,928.00

1M return-4.79%

Open symbol page Watchlist context

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Raw financial statements

Financial reports

Source and lookbackStored financial report rows12 report snapshots; latest report Apr 18, 10:32 PM GMT+8.

Sample and caveat28 reported metrics across 4 sections.Use this tab for its stated job; heavier model packets stay on their own tabs.

Traditional statement tables

Financial reports

12 reports · latest Apr 18, 10:32 PM GMT+8

Distinct report rows12

Sections4

Metrics28

Coverage100%

CompanyBAE Systems plc

Overview scoring

Fundamental overview

52/100 blended · 84/100 confidence · benchmark Closest peers

Blended fundamental score: Earnings 56/100; Cash flow 53/100; Balance sheet 50/100; Valuation 49/100.

Broad comparison

Cohort scorecard

Coverage-adjusted score with thinner cohorts automatically down-weighted

Cohort scorecard: Closest peers 48/100; Aerospace & Defense 57/100; Electronic Technology 57/100; SHLD constituent company universe 56/100.

Selected company rank

Rank and percentile

Confidence-adjusted standing inside each cohort

Rank and percentile: Closest peers #10 of 13; Aerospace & Defense #10 of 27; Electronic Technology #10 of 27; SHLD constituent company universe #12 of 36.

Section scoring matrix

Earnings, cash flow, balance sheet, and valuation

Heatmap score by cohort and statement section

Section scoring matrix: Closest peers Earnings 52/100; Cash flow 48/100; Balance sheet 50/100; Valuation 38/100.

Sort byFilter metrics

Specialist report review

Quant, PM, and risk-manager reads

Deterministic review lanes from stored report metrics

Quant review

Favorable acceleration6/15

Free cash flow has the largest second-order move at -112.04%. 6 metrics are accelerating favorably and 9 are decelerating.

Fundamental PM review

Growth and cash quality2/5

EPS TTM is 0.92 with -98.65% latest change. The PM lane checks revenue, EPS, cash flow, and margin confirmation together.

Risk manager review

Risk controls need review1 watch items

FCF yield is +3.58% with -9.72% latest change. The risk lane checks leverage, liquidity, and cash-yield deterioration.

Indexed report history

Financial report trend chart

First visible report = 100

Financial report trend chart: Total revenue 38.2B; Operating income TTM 3.4B; Operating margin +8.82%; EPS TTM 0.92.

Second order change

Acceleration chart

Favorable acceleration means the latest move improved versus the prior move

Acceleration chart: Total revenue -102.03%; Operating income TTM -107.58%; Operating margin +5.57%; EPS TTM -103.25%.

PM / risk lens

Risk and quality radar

Directional score from change and acceleration

Risk and quality radar: Growth 25/100; Cash 28/100; Quality 57/100; Balance 50/100; Valuation 30/100.

Earnings

Metric trend table

10 of 10 metrics shown

Metric	Latest	Change	Acceleration	Trend	Samples
Total revenueRevenue	38.2B	-98.65%-2.8T	-102.03%-2.9T	decelerating	12
Revenue quarterRevenue	21.6B	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Revenue next quarterRevenue	21.2B	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Operating income TTMEarnings	3.4B	-98.65%-246.4B	-107.58%-266.9B	decelerating	12
Operating marginProfitability	+8.82%	+5.36%+0.45 pts	+5.57%+0.47 pts	accelerating	11
EPS TTMEarnings	0.92	-98.65%-67.11	-103.25%-70.10	decelerating	12
EPS next quarterEarnings	0.52	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Gross marginQuality	+8.82%	+5.36%+0.45 pts	+5.57%+0.47 pts	accelerating	11
Net marginQuality	+7.28%	+0.88%+0.06 pts	+3.84%+0.28 pts	accelerating	11
Gross-to-net conversionQuality	+82.55%	FlatFlat	+4.26%+3.67 pts	accelerating	12

Historical statement rows

Earnings report history

12 dated rows

Snapshot date	Total revenue	Revenue quarter	Revenue next quarter	Operating income TTM	Operating margin	EPS TTM	EPS next quarter	Gross margin	Net margin	Gross-to-net conversion
Jan 4, 2021	1.9T	—	—	161.1B	+8.36%	40.46	—	+8.36%	+6.74%	+80.63%
Jul 5, 2021	1.9T	—	—	174.2B	+8.96%	54.94	—	+8.96%	+9.09%	+101.44%
Jan 4, 2022	2T	—	—	177.8B	+9.11%	54.75	—	+9.11%	+9.01%	+98.88%
Jul 4, 2022	2T	—	—	183.7B	+9.22%	43.13	—	+9.22%	+6.89%	+74.74%
Jan 3, 2023	2.1T	—	—	198.9B	+9.36%	50.46	—	+9.36%	+7.48%	+79.99%
Jul 3, 2023	2.3T	—	—	213.7B	+9.49%	62.39	—	+9.49%	+8.62%	+90.83%
Jan 2, 2024	2.3T	—	—	216.1B	+9.36%	60.45	—	+9.36%	+8.05%	+85.93%
Jul 1, 2024	2.5T	—	—	214.9B	+8.75%	60.12	—	+8.75%	+7.49%	+85.62%
Jan 6, 2025	2.6T	—	—	220.6B	+8.38%	64.07	—	+8.38%	+7.43%	+88.67%
Jul 7, 2025	2.7T	—	—	229.3B	+8.37%	65.04	—	+8.37%	+7.21%	+86.22%
Jan 5, 2026	2.8T	—	—	249.8B	+8.82%	68.03	—	+8.82%	+7.28%	+82.55%
Apr 18, 2026	38.2B	21.6B	21.2B	3.4B	+8.82%	0.92	0.52	+8.82%	+7.28%	+82.55%