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defence stocks

  • Government intervenes on foreign takeover bids for UK defence firms

    Industrials

    Ministers have intervened in a flurry of foreign takeover attempts on British defence firms in the past year over concerns the bids posed a threat to national security, City AM can reveal. The government unit that scrutinises takeovers “called in” 24 proposed bids from foreign buyers between the first quarter of 2025 and the end [...]

    UK defence strategy meeting, officials discussing military advancements and security measures in a conference room setting
  • Banks call for ‘political mandate’ to bolster European defence

    Banking

    The banking industry has issued a rallying call for a “political mandate” from the UK and EU in a bid to get regulators to open the taps to a fresh flood of defence financing. A new report from UK Finance – which represents the nation’s financial services giants from Lloyds to Revolut – has called [...]

    News article image depicting a significant business meeting with diverse executives discussing strategy around a conferenc...
  • Babcock shares surge as Starmer calls for Europe to ‘step up’ on defence

    Economics

    Shares in Britain’s defence giants rallied on Monday morning as Prime Minister Sir Keir Starmer called for Europe to “step up” on defence spending. Babcock – which plays a key role in the UK’s nuclear submarine fleet as well as naval, land and air operations – surged nearly four per cent in early trading to [...]

    Keir Starmer discussing UKs defense strategy with BAE Systems executives in a formal meeting setting
  • FTSE 100 defence stocks boosted by Trump’s calls for military spending hike

    January 8, 2026

    Shares in top FTSE 100 defence stocks were boosted on Thursday morning, following President Trump’s push for a 50 per cent boost to the US military budget.  BAE Systems shares shot up 6.7 per cent following the market open to highs not seen since October, while Babcock rose by more than 2.2 per cent.  President [...]

  • Financial services to plough cash into UK defence in 2026

    December 29, 2025

    Financial services are planning to pump cash into the UK’s defence sector next year after facing pressure to ramp up investment amid increased geopolitical tensions. Nearly two-thirds of financial services leaders expect the sector to increase investment in UK defence in 2026, with more than a quarter anticipating that investment will rise “much more” over [...]

  • World is scariest it’s been since Cold War, BAE Systems boss warns

    December 2, 2025

    The world is “probably the scariest it’s been” since the Cold War, the chief financial officer of FTSE 100 defence giant BAE Systems has warned. Brad Greve said the governments BAE Systems supplies “see a risk environment that’s unprecedented” and that the company’s “mission of protecting those who protect us is more important than it [...]

  • Ex-head of British Army to lead Santander’s defence lending

    October 6, 2025

    The former head of the British Army is set to lead Santander’s bid to bolster its defence lending as the industry experiences soaring demand with nations upping spending. General Sir Patrick Sanders was the chief of the general staff from 2022 to 2024 in the British Army and is set to join the Spanish-headquartered bank [...]

  • Rolls-Royce, BAE, Babcock: Defence shares rally after Trump remarks

    September 24, 2025

    Shares in London-listed defence firms rallied during early trading on Wednesday after President Donald Trump changed his tune on the Russia and Ukraine conflict. Aerospace firm BAE Systems led the City’s blue-chips with a 1.6 per cent gain to 1,982.50. Meanwhile Babcock was up over one per cent to 1,195 and FTSE darling Rolls-Royce rose [...]

  • Babcock shares soar as FTSE 100 giant hails ‘new era’ for defence

    June 25, 2025

    Engineering giant Babcock posted a jump in profit for the latest financial year as the firm’s boss hailed a “new era for defence”. The FTSE 100 company – which plays a significant role in supporting the UK’s nuclear submarine program – recorded an 11 per cent increase in revenue to £4.8bn. Meanwhile, operating profit surged [...]

  • Babcock: FTSE 100 shares double in value to ten-year high

    June 4, 2025

    Shares in Babcock, the FTSE 100 aerospace, defence and nuclear engineering services giant, have rocketed to their highest value since 2015 after doubling in price. The London-listed group has enjoyed a bumper 2025 so far, with its share price rising from just over 500p at the start of January to now be priced at more [...]

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