BAESY (BAE Systems) Tariff Resilience Score: 7/10 (As of Jun. 30, 2026)


BAESY BAE Systems PLC BAESY
82 GF Score
Price $97.95
GF Value $88.30
Valuation Modestly Overvalued
! 2 Warning Signs
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What is BAE Systems Tariff Resilience Score?

BAE Systems BAESY +1.98% 82 Tariff Resilience Score is 7 as of Jun. 30, 2026. GuruFocus rates BAESY with a GF Score™ of 82/100 and a GF Value™ of $88.30 (Modestly Overvalued). The stock has 2 warning signs investors should review. Among 339 Aerospace & Defense companies, BAE Systems ranks better than 97.64% on this metric.

BAE Systems has the Tariff Resilience Score of 7, which implies that the company might have Highly Resilient.

BAE Systems has BAE Systems has a diversified global supply chain and significant defense contracts, which often have exemptions from tariffs. However, its manufacturing is spread across the UK and US, which could face trade tensions. Historical impacts have been minimal due to government contracts.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes BAE Systems might have Highly Resilient.

BAE Systems  (OTCPK:BAESY) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

BAE Systems Tariff Resilience Score Related Terms

BAESY vs SPCX, GE, RTX: Tariff Resilience Score Comparison

For the Aerospace & Defense subindustry, BAE Systems's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

BAE Systems Tariff Resilience Score vs Aerospace & Defense Industry

For the Aerospace & Defense industry and Industrials sector, BAE Systems's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where BAE Systems's Tariff Resilience Score falls into.


BAESY
82GF Score
BAE Systems PLC BAESY
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 7 mean?
BAE Systems (BAESY) has a Tariff Resilience Score of 7 as of Jun. 30, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, BAE Systems ranks #8 out of 339 companies in the Aerospace & Defense industry, placing it in the top 2.4%.
Is BAE Systems' Tariff Resilience Score too high?
BAE Systems' current Tariff Resilience Score is 7. Based on the distribution chart, BAE Systems ranks #8 out of 339 companies in the Aerospace & Defense industry, which is in the top quartile — a strong position relative to peers. Overall, BAE Systems has a GF Score™ of 82/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does BAE Systems' Tariff Resilience Score compare to SPCX and GE?
According to the Aerospace & Defense industry distribution chart, BAE Systems ranks #8 out of 339 companies for Tariff Resilience Score. This places BAE Systems in the top 2% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for an Aerospace & Defense company?
A good Tariff Resilience Score depends on the Aerospace & Defense industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. BAE Systems's current Tariff Resilience Score is 7. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is BAE Systems stock overvalued right now?
Based on GuruFocus' analysis, BAE Systems (BAESY) is currently considered Modestly Overvalued. The stock's GF Value™ is $88.30, compared to a current price of $97.95 — trading 10.9% above its estimated fair value. The current Tariff Resilience Score is 7. BAE Systems' overall GF Score™ is 82/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For BAE Systems (BAESY), the current Tariff Resilience Score is 7 as of Jun. 30, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is BAE Systems (BAESY) Overvalued in 2026?

Based on GuruFocus' analysis, BAE Systems stock appears to be overvalued. The current stock price of $97.95 is trading 10.9% above its estimated GF Value™ of $88.30. GuruFocus considers BAE Systems to be Modestly Overvalued.

Key valuation signals for BAESY:

  • Tariff Resilience Score: 7
  • GF Value™: $88.30 vs. price of $97.95 (10.9% above fair value)
  • GF Score™: 82/100 with 2 warning signs

No single metric tells the full story. See the BAESY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

BAE Systems Business Description

Address 6 Carlton Gardens, Stirling Square, London, GBR, SW1Y 5AD
BAE Systems is a British global defense, security, and aerospace company and the largest defense contractor in Europe; it is one of six prime contractors to the US Department of Defense. For reporting purposes, the company has five operating segments: electronics systems is the group's US- and UK-based electronic warfare systems; the cyber, security, and intelligence segment supplies intelligence and security solutions to the US government; platforms and services manufactures combat vehicles and munitions and performs ship repair services to the US Defense Department; the air segment includes BAE's share of US and European air programs as well as its businesses in Saudi Arabia and Australia, and the maritime segment comprises UK land- and marine-based activities.
82GF Score

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$97.95
Price
$88.30
GF Value