# BAE Systems profits leap amid ‘new era’ of defence spending

By Aarin Chiekrie — 2026-02-18

Aarin Chiekrie, equity analyst at Hargreaves Lansdown, said: “BAE Systems continues to outperform, with all divisions contributing to top-line growth and profits landing ahead of expectations.

“The UK’s largest defence company manufactures heavy-duty military equipment like fighter jets, aircraft and submarines.

“Its diversified portfolio has enabled it to win contracts around the world, with nearly 45 per cent of its £30.7 billion sales coming from the US last year.

“US military spending trumps any other country in the world, so having large exposure to this market is proving very beneficial.

“And with budgets in both the US and Europe set to continue rising in the coming years, BAE Systems looks to be sitting in a goldilocks position to benefit from both sides of the Atlantic.”

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