Business overview

Two divisions: Countermeasures & Energetics (decoys, pyrotechnics, propellants, missile components) and Sensors & Information (including Roke, electronic warfare).

Watch: Valuation already high (rich P/E); dependence on the British political calendar (Defence Investment Plan) for the Sensors & Information division.

Valuation
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View open tenders in Propellants & energetics +1

Update log

DateNewsImpact
7/19/2026
H1 2026 Results: Revenue £237.3M (+7%), RECORD order backlog £1.4bn (+8%), 91% of FY2026 revenue already secured.
Strategy confirmed by the exceptional visibility of the backlog despite a slight decline in profit.
7/19/2026
Stock down 5% on earnings day despite record backlog - reaction to UK Defence Investment Plan delay.
Exogenous political risk, not fundamental
7/19/2026
Capex 2026 guidance 120-140M GBP, expansion into Norway/Scotland/Germany/Chicago. +100M GBP revenue and +30M GBP profit/year expected from 2028.
Directly confirms the energy bottleneck thesis.
7/19/2026
Net debt/EBITDA of 1.47x - significantly healthier than Olin (5.1x).
Solid balance sheet, key differentiator.
7/1/2026The contract bolsters the subsidiary's position in the biological defense sector.
6/25/2026Investing.com France
6/23/2026Yahoo Finance
6/2/2026Investing.com France
6/2/2026Yahoo Finance
5/26/2026Yahoo Finance
4/29/2026Yahoo Finance
4/2/2026Yahoo Finance
3/5/2026Yahoo Finance
2/20/2026Yahoo Finance
3/27/2024NATIONAL STOCK NUMBER 1377016707952ES SPOILER ACTUATOR RELOAD KIT
9/23/2023extraETF
2/1/2023DODIC: XW57
9/29/2022NSN: 1377-01-425-0548ES INITIATOR, GAS-TO-GAS NSN: 1377-01-648-8442ES INITIATOR, .75 SEC TIME DELAY NSN: 1377-01-318-7696ES INITIATOR CARTRIDGE NSN: 1377-01-318-7697ES INITIATOR CARTRIDGE NSN: 1377-00-299-1212ES INITIATOR CARTRIDGE
9/27/20221377012717161ES INITIATOR, 1377012579467ES INITIATOR, 1377013462219ES INITIATOR, 1377013462220ES INITIATOR, 1377013462221ES INITIATOR, 1377012620521ES INITIATOR
6/11/2021HOLDER,FLSC ASSEMBLY|DROGUE PARACHUTE SEVERANCE SYSTEMA10,F15, AND F16 ACFT
8/29/2020Zonebourse