Huntington Ingalls is poised to benefit from rising U.S. Navy submarine demand, backed by major Columbia and Virginia-class roles and shipyard investments.

BAE Systems (LSE:BA.) is back in focus after its FAST Labs unit completed Phase 1 of DARPA’s THREADS program and secured Phase 2 funding, highlighting progress in high performance RF electronics and thermal management technology. See our latest analysis for BAE Systems. The THREADS progress sits alongside a strong run in BAE Systems’ shares, with a 30 day share price return of 24.55% and a year to date share price return of 28.73%. The 5 year total shareholder return of 348.36% points to...

US subsidiary of BAE Systems (LSE:BA.) fined over alleged US arms trafficking violations tied to technology transfers to China. Penalty centres on export control breaches involving sensitive defense related technologies. Case raises questions around BAE Systems' export compliance controls and oversight of its US operations. Investors are assessing possible effects on the group's US regulatory relationships and future defense contracts. For a wider view on how compliance and regulatory risk...

BAE Systems has delivered a very strong 5 year share price return, yet current checks suggest the stock now sits close to its estimated intrinsic value rather than offering an obvious discount. Over the past 5 years, BAE Systems has returned about 348.4%, which puts recent pricing under closer scrutiny for signs of over optimism or lingering value. Progress on programs such as DARPA's THREADS initiative may influence expectations for future defence electronics revenue, while project...

A US subsidiary of BAE Systems has been ordered to pay a $36m (£27m) penalty for allegedly breaching US arms trafficking rules including passing on technology to China.

A US subsidiary of BAE Systems has been ordered to pay a $36m (£27m) penalty for allegedly breaching US arms trafficking rules including passing on technology to China.

Plus, Justice Department maps out priorities for fraud probes, and Polestar dealer claims automaker ‘orchestrated’ U.S. ban in lawsuit

As a flood of debt sales by US tech companies ripples through the credit market, it seems to be triggering an inadvertent rise in risk metrics for some of the world’s safest firms.

MDA Space raises full-year guidance on strong order momentum and strategic acquisitions, despite near-term cash flow headwinds.

An “all-British” autonomous fighter jet will use an American engine following a clash between defence giants BAE Systems and Rolls-Royce over costs, The Telegraph can reveal.

The FTSE 100 Index has already hit record intraday highs in the past two days, reaching 10979.24 at one stage on Thursday.

The window of opportunity “is closing” for Germany to join Britain’s £50bn next-generation stealth-jet programme, one of the project’s most senior figures has warned.

The FTSE 100 firms upgraded full-year guidance after strong first-half results.

The arms maker raised its sales, profitability and cash flow targets for the year as governments keep spending on defense in the face of escalating geopolitical tensions.

7.51am: Rolls raises guidance after strong first half Rolls-Royce has raised its full-year guidance after first-half operating profit jumped 46%, as improved margins across all three divisions extended the engine maker's turnaround. Underlying operating profit increased to £2.5 billion...