Babcock International Group PLC/£BAB

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About Babcock International Group PLC

Ticker

£BAB

Primary listing

LSE

Employees

29,381

BAB Metrics

BasicAdvanced
£6.1B
25.42
£0.48
1.38
£0.07
0.53%

What the Analysts think about BAB

Analyst ratings (Buy, Hold, Sell) for Babcock International Group PLC stock.

Bulls say / Bears say

Babcock posted 11% organic revenue growth for FY25 to £4.8 billion, and a 51% increase in operating profit to £364 million, benefitting from strong Nuclear and Marine business performance, and supported by a contract backlog of £10.4 billion.
The company confirmed FY26 guidance with revenue expected at £5.05 billion, underlying operating profit at £401 million, and raised medium-term targets to mid-single-digit revenue growth, at least a 9% operating margin, and 80% cash conversion.
Babcock secured a five-year, £1 billion contract extension from the UK Ministry of Defence to maintain Challenger 2 tanks, 105 mm artillery, and armoured vehicles, improving revenue visibility through 2030.
Revenue in the Land segment was weighed down by lower rail business revenues, partially offsetting Marine division growth and revealing ongoing execution challenges outside of the Nuclear segment.
The Group still carries significant defined benefit pension liabilities of over £2.7 billion, requiring annual deficit repair contributions of around £20 million, which could create volatility in future cash flows.
UK defence and intelligence spending is capped at 2.6% of GDP through this parliament, below the NATO target of 3.5%, and may limit budget increases that support Babcock's main revenue stream.
Data summarised monthly by Lightyear AI. Last updated on 7 Oct 2025.

BAB Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

BAB Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Market data provided by CBOE Europe and Deutsche Börse.

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