Boyd Recognized with Silver Tier Partner 2 Win Award from BAE Systems
We are honored to receive recognition from BAE Systems. Boyd consistently demonstrates a commitment to the highest quality and delivery standards for customers, and this recognition validates our commitment to customer support and execution excellence.
Share
'We are honored to receive this recognition from our valued customer, BAE Systems,' said Doug Britt, Boyd Chief Executive Officer. 'Boyd consistently demonstrates a commitment to the highest standards of quality and delivery on behalf of its customers. This recognition validates our commitment to customer support and execution excellence.'
BAE Systems' Partner 2 Win program promotes operational excellence and eliminates inefficiencies in its supply chain by raising the bar of performance expectations. As part of the program, BAE Systems meets regularly with its suppliers to transfer best practices and ensure the components and materials that comprise its products meet the highest quality standards.
'I want to sincerely thank our winning suppliers for their exceptional support and groundbreaking solutions that have set new standards in our industry,' said Jennica Dearborn, Vice President of Operations, Electronic Systems at BAE. 'We look forward to our continued collaborations with Boyd that push the boundaries of what's possible.'
Boyd aerospace and defense thermal technologies are deployed in flight, space exploration and global communications satellites with cooling solutions designed to operate in the most dynamic and demanding conditions known to mankind. These thermal technologies require fully optimized systems that need little to no maintenance, are durable to withstand environmental extremes, and are compact and lightweight to ensure maximum fuel efficiency and payload capacity. Boyd's thermal innovation helps customers deploy increasingly greater power density electronics and higher system performance levels. Boyd's scalable design and manufacturing capabilities under defense-grade quality management systems safely accelerate customer speed to deployment.
About Boyd
Boyd is the trusted global innovator of sustainable solutions that make our customers' products better, safer, faster, and more reliable. Our innovative engineered materials and thermal solutions advance our customers' technology to maximize performance in the world's most advanced data centers; enhance reliability and extend range for electric and autonomous vehicles; advance the accuracy of cutting-edge personal healthcare and diagnostic systems; enable performance-critical aircraft and security technologies; and accelerate innovation in next-generation electronics and human-machine-interface. Core to Boyd's global manufacturing is a deep commitment to protecting the environment with sustainable, scalable, lean, strategically located regional operations that reduce waste and minimize carbon footprint. We empower our employees, develop their potential, and inspire them to do the right things with integrity and accountability to champion our customers' success.
About BAE Systems
The Electronic Systems sector of BAE Systems is part of a global defense, aerospace, and security company. We deliver products and services for air, land, sea, and space, as well as advanced electronics, intelligence, security, and IT solutions and support services. Our dedication shows in everything we design, produce, and deliver— to protect those who protect us in a high-performance, innovative culture. We push the limits of possibility to provide a critical advantage to our customers where it counts.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
10 hours ago
- Yahoo
Why the BAE share price has soared – and whether there's still value left
BAE Systems' (LSE: BA.) share price has been one of the standout performers on the FTSE 100 over the past couple of years. Shares in the defence giant have more than tripled since early 2022, recently hitting an all-time high near 2,000p. Even after a modest pullback, the stock's still up roughly 60% year-to-date, trading around 1,870p. For long-term investors like myself, it raises a pressing question: is there still value in the stock, or has the rally run its course? Several factors have driven this exceptional run, the most obvious being geopolitical. Rising global tensions have forced NATO members to ramp up defence spending, and the UK's pledge of over £6bn for its submarine capacity gives a boost to BAE's Barrow shipyard. Meanwhile, the company continues to secure lucrative contracts. Just this month, BAE won a $40.8m deal with the US Navy to produce advanced countermeasure decoys — further strengthening its rapidly growing order book. The company's financials reflect strong operational efficiency. In its most recent results, revenue rose slightly to £26.3bn, missing expectations, yet earnings still beat expectations. Profit before tax rose to £2.33bn while earnings per share climbed to 69p – up roughly 10% on the prior year. That follows 14% growth in 2023, suggesting strong — albeit slowing — earnings growth. The balance sheet also looks in decent shape, with manageable debt levels and solid free cash generation. As is always the case with rapid growth, come questions about valuation. At present, BAE trades on a trailing price-to-earnings (P/E) ratio of about 29, well above its historical average near 12. Some of this premium is arguably justified given the structural shift in defence spending and the quality of its earnings. However, it also implies the market's already pricing in a good chunk of future growth. With the price rising, BAE's dividend yield has steadily declined over the past five years. Now it's as low as 1.7% — far below the FTSE 100 average of 3.5%. And yet, the actual dividend has been increasing consistently for over 20 years — evidence of just how rapidly the share price has risen. Payments are very well covered with a payout ratio near 33%, so the company could afford to increase the annual dividend even quicker. On average, it's been growing at around 5% a year. Currently paying 33p per share, forecasts expect it to reach 40p per share by the end of 2026. Price-wise, analysts appear cautiously optimistic. The average 12-month price target stands at roughly 2,008p, suggesting only a modest 7% growth from today's levels. Barron's recently described BAE as a strong value pick, projecting earnings growth of around 10% alongside potential share price gains of 8%. But there are some suggestions of over-excitement across the European defence sector. Data suggests valuations have climbed to roughly 20 times earnings compared with a long-run average of 12 times, which puts the sector at risk of a downturn if investor sentiment shifts. I will continue to hold my BAE Systems shares as a core part of my portfolio, but I suspect the days of easy gains may be behind us. With a high valuation and low yield, the current price doesn't make it feel like a must-have – but I still think it's a good defensive pick. The post Why the BAE share price has soared – and whether there's still value left appeared first on The Motley Fool UK. More reading 5 Stocks For Trying To Build Wealth After 50 One Top Growth Stock from the Motley Fool Mark Hartley has positions in BAE Systems. The Motley Fool UK has recommended BAE Systems. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Motley Fool UK 2025
Yahoo
21 hours ago
- Yahoo
BAE Systems Gains 26.9% in Past 3 Months: How to Play the Stock?
Shares of BAE Systems Plc BAESY have gained 26.9% in the past three months, outperforming the Zacks Aerospace – Defense Equipment industry's growth of 23.6% as well as the broader Zacks Aerospace sector's rise of 18.5%. It also outperformed the S&P 500's growth of 9.5%. Image Source: Zacks Investment Research Other defense equipment stocks, such as Astronics Corporation ATRO and Curtiss-Wright Corporation CW, have also outperformed the industry in the past three months. Shares of ATRO have gained 36%, while shares of CW have gained 49.9%.With BAESY's robust performance on the bourses, some investors may consider buying this stock right away. However, before taking any decision, it is important to understand the reasons behind this robust performance. Does the company have what it takes to continue the momentum, or are there risks that may affect its future growth? The idea is to help investors make a more insightful decision. BAESY's robust performance on the bourses seems to have been influenced by its capacity expansion efforts and strategic in June 2025, BAESY opened a cutting-edge shipbuilding facility, the Janet Harvey Hall, at its shipyard in Glasgow. Spanning 170 meters in length and 80 meters in width, the facility is large enough to assemble two Type 26 frigates side-by-side and is equipped with two 100-tonne and two 20-tonne cranes. The opening marks a major leap forward in shipbuilding efficiency and reinforces BAESY's role as a prominent forerunner in naval innovation and the same month, BAE Systems opened a new submarine engineering hub in Coventry, marking a significant expansion of its defense operations. The state-of-the-art facility will focus on critical engineering work to support the UK's next-generation nuclear-powered attack submarines, known as the SSN-AUKUS BAESY, alongside Leonardo and Japan Aircraft Industrial Enhancement Co. Ltd., launched a new joint venture company called Edgewing for the development and integration of the next-generation combat aircraft under its Global Combat Air Programme (GCAP), which aims to deliver a cutting-edge fighter jet by 2035. These strategic moves must have boosted investors' confidence in this stock, which got duly reflected in the form of a share price hike. BAE Systems is well-positioned to benefit from several favorable contracts and strategic moves that support its long-term growth. In June 2025, the company secured an approximate $259.1 million (£204.6 million) funding from the UK Ministry of Defence to develop and integrate advanced radar systems into the latest Royal Air Force's Eurofighter Typhoon jets, strengthening its role in key defense the same month, BAE was awarded a $1.2 billion contract to design and build a next-generation missile warning and tracking satellite system for the U.S. Space Systems is also working closely with the U.S. Army to deliver significant upgrades to the battle-proven M109 Paladin platform, aligning with continued modernization to expand its footprint in space technology, the company has recently partnered with South Korea's Hanwha Systems to jointly develop advanced multi-sensor satellite initiatives should bolster BEASY's operational results, particularly its top and bottom-line performances in the long run. In line with this, the Zacks Consensus Estimate for BAESY's long-term (three-to-five-years) earnings growth rate is pegged at 13.4%.However, persistent global supply-chain pressures continue to pose a risk for aerospace-defense stocks like BAESY, ATRO and CW, which remain exposed to ongoing supply-chain disruptions due to factors such as labor and material shortages, as well as geopolitical tensions. In particular, developments in the U.S.-China relationship and the situation involving Taiwan can affect the global flow of essential raw materials and components. This, in turn, may affect production timelines and cost structures, potentially weighing on BAESY's operational efficiency in the near let's take a quick sneak peek at its near-term estimates to check what trend that reflects. The Zacks Consensus Estimate for BAESY's 2025 and 2026 revenues indicates a solid improvement of 62.6% and 7.4%, respectively, from the prior-year levels. The same for its earnings also indicate a double-digit year-over-year improvement. Image Source: Zacks Investment Research Moreover, the Zacks Consensus Estimate for BAESY's 2025 and 2026 earnings per share has moved up considerably in the past 60 days, indicating analysts' increasing confidence in the stock's earnings-generating capabilities. Image Source: Zacks Investment Research BAESY stock is trading at a discount, with its forward 12-month Price/Earnings (P/E F12M) being 24.51X compared with its industry average of 49.32X. Image Source: Zacks Investment Research Its industry peers, ATRO and CW, are also trading at a discount. ATRO is trading at a P/E F12M of 20.11X, while CW is trading at a P/E F12M of 37.46X. Investors interested in BAESY may consider buying this stock, considering its discounted valuation, upward revision in earnings estimates, strong performance at the bourses and long-term growth prospects associated with its strategic expansions and stock currently sports a Zacks Rank #1 (Strong Buy).You can see the complete list of today's Zacks #1 Rank stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Astronics Corporation (ATRO) : Free Stock Analysis Report Bae Systems PLC (BAESY) : Free Stock Analysis Report Curtiss-Wright Corporation (CW) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Yahoo
Why Defense Stocks Are Likely to Keep on Rolling
June 30, 2025 (Maple Hill Syndicate) The defense stocks I recommended in this column in June 2023 returned 118% in two years. That's a fat return, but I don't think it's time to take profits yet. Vladimir Putin invades Ukraine and saber-rattles about nuclear weapons, I wrote on June 26, 2023. Xi Jinping says he wants his military to be ready to invade Taiwan by 2027. Then there's Iran and North Korea. Both implacably dislike the U.S. and are formidably armed. Warning! GuruFocus has detected 1 Warning Sign with FINMY. Thanks to Israeli and U.S. bombardment of strategic sites, Iran is a little less formidably armed now. But I don't think it likes us any better. U.S. relations with Russia are as bad as they were in mid-2023, and our relationship with China is probably worse. All in all, I believe that defense stocks are still timely. The Record Europe is rapidly increasing its defense spending, both in response to threats from Vladimir Putin's Russia and in response to redoubled pressure from U.S. President Donald Trump. Trump has flatly stated that he is unwilling to see the U.S. defense European allies who spend skimpily on the military. No wonder, then, that European defense companies were the best gainers among the six stocks I recommended. Leonardo SpA (FINMY), the largest defense company in Italy, returned 420% in the two years from June 26, 2023 to June 26, 2025. BAE Systems Plc (BAESY), a British defense giant, returned 133% including dividends. The next best gainer, with a 95% return, was Ducommun Inc. (NYSE:DCO), a small U.S. defense and aerospace company. Other gains were more moderate: 43% in General Dynamics Corp. (NYSE:GD), 14% in Northrop Grumman Corp. (NYSE:NOC) and 7% in Lockheed Martin Corp. (NYSE:LMT). For comparison, the Standard & Poor's 500 Total Return Index returned 46% in the two-year period. Bear in mind that my column results are hypothetical and shouldn't be confused with results I obtain for clients. Also, past performance doesn't predict the future. Dassault One defense stock that I like is Dassault Aviation SA (DUAVF), a French manufacturer of military jets. It increased its earnings almost 15% a year over the past decade, and 39% last year. At 28 times recent earnings (18 times estimated 2026 earnings), this stock is far from cheap. However, the pressures for European countries to increase defense spending are immense. Another thing I like about Dassault is that it has very little debt, with borrowings equal to only about 4% of the company's net worth. Babcock Babcock International Group Plc (BCKIY), headquartered in London, isn't totally a defense company: It services nuclear plants. However, more than half its business is military -- taking care of nuclear reactors on submarines. Unlike Dassault, Babcock has a high ratio of debt to equity, 190%. The earnings history is spotty, with losses in three of the past 15 fiscal years. Earnings spurted in the latest year (ended in March 2025). Ahead, analysts see continued progress but at a slower pace than in 2024-2025. BAE Systems Prime Minister Keir Starmer has set a goal for Britain to spend 5% of its gross domestic product (GDP) on national defense. That would be a huge increase from recent levels around 2.3%. BAE Systems (BAESY) is the largest defense company in Britain, and also has revenue streams from the U.S., Canada, Australia and Saudi Arabia. It makes electronic warfare equipment, tanks, ships and fighter jets. The stock has climbed 53% in the past year and 153% in the past three years. Huntington Ingalls China has a huge advantage over the U.S. in shipbuilding capacity. It would take years to fully equalize, but Congress may want to take steps in that direction. If so, one beneficiary would be Huntington Ingalls Industries Inc., (NYSE:HII), which builds destroyers and amphibious landing ships. Huntington Ingalls had revenue of $11.5 billion last year, but its market value is only a bit above $9 billion. That ratio to me suggests a bargain. Also, the stock sells for 17 times earnings, while many defense stocks fetch 40 times earnings or more. Lockheed I've owned Lockheed Martin Corp. (NYSE:LMT) stock in the past, and been mildly disappointed. The stock price has advanced only 5% a year in the past five years (but 8% with dividends). Nonetheless, Lockheed shares deserve consideration for two reasons. Lockheed conducts a lot of top-secret research at its famous Skunkworks. And its profitability is unusually high, with an 83% return on equity in the past 12 months. On the downside, it carries a heavy dollop of debt. Lockheed shares sell for just under 20 times earnings. Disclosure: I own Dassault, Babcock, General Dynamics and BAE Systems personally and for most of my clients. John Dorfman is chairman of Dorfman Value Investments in Boston. His firm or clients may own or trade securities discussed in this column. He can be reached at jdorfman@ This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
