Why did the BAE share price rise today?

Shares moved higher after record FY 2025 results, with sales up 10% to £30.7bn, operating profit up 12% to £3.3bn, and a 10% dividend increase. Guidance for 2026 points to sales growth of 7% to 9% and profit growth of 9% to 11%, which supported sentiment despite ongoing industrial action.

What stands out in the BAE Systems results?

Top-line and profit growth were strong, backed by a record £83.6bn backlog that underpins visibility. Management lifted the dividend by 10% and guided to further growth in 2026. Investors will watch cash conversion, schedule delivery, and any updates on labour negotiations that could affect execution or costs.

How significant is the 10% BAE dividend hike?

A 10% increase signals confidence in cash generation and programme visibility. It strengthens the income case, especially when paired with long-dated defence contracts. Sustainability depends on converting backlog to cash, controlling costs, and maintaining disciplined investment in capacity, tooling, and suppliers across key platforms.

Could Unite strike action impact performance?

Management says disruption is currently contained, but extended action could affect throughput, milestones, and margins. Investors should monitor negotiation progress, staffing levels, and any schedule changes. Headlines around industrial action may add near-term volatility even as the order book provides medium-term support.

Global Market Insights

BA.L Stock Today: Record FY 2025, Dividend Up 10% — February 19

ByDanny Kontos February 19, 2026February 19, 2026

The BAE share price edged higher today after BAE Systems posted record FY 2025 numbers and a 10% dividend increase. London-listed BA.L gained about 2.5% in early trade as investors weighed strong guidance for 2026 against ongoing labour disputes. Sales rose 10% to £30.7bn and underlying operating profit climbed 12% to £3.3bn. A record £83.6bn order backlog underpins visibility. We break down BAE Systems results, the BAE dividend hike, Unite strike action, and what it could mean for the BAE share price.