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BAE Systems is the largest UK-domiciled defence prime and the only publicly-listed prime with simultaneous prime-contractor status on both AUKUS pillars — Pillar 1 (SSN-AUKUS submarine construction prime in the UK at Barrow-in-Furness and in Australia at Osborne via ASC partnership) and Pillar 2 (advanced-capability cooperation under the EAR/ITAR license-free trilateral regime that BIS finalised in April 2024).
Group exposure score is 80 including 1 tracked subsidiary — standalone is 83.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
F-35 program prime contractor. BAE Systems manufactures the rear fuselage and horizontal/vertical tails for every F-35 at its UK facilities (Samlesbury) and supplies them to Lockheed Martin for final assembly at Fort Worth, TX. Correction 2026-09-09: this dossier's body previously described the Samlesbury F-35 work as 'wing assembly' in seven places; f35.com's own partner page and Lockheed/BAE press material (aerotechnews.com, lockheedmartinuk.mediaroom.com 1,000th-fuselage milestone) confirm BAE builds the rear fuselage and tails, not the wings (Lockheed Martin Fort Worth makes the wings and forward fuselage). Wording corrected throughout the dossier; the underlying analytical claims (Tier-1-sub dependency on Lockheed, GCAP as a hedge) are unaffected by the component-name fix.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
2 other tracked dossiers name this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 984 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
Named as a defense-segment customer in Neways' own defense-expansion announcement, alongside KNDS, Rheinmetall, Saab and Thales.
Terma supplies F-35 composite tail parts through BAE Systems, per Terma's own F-35 supplier publication.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 2 are its binding chokepoints.
Dossier discloses a neodymium exposure with no Dy/Tb/Sm tag, but Dy/Tb doping is what buys the temperature resistance defence industrial base applications need, so it is doped as a rule pending a disclosed grade.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is flat.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇬🇧 GB accounts for 60% of severity-weighted pressure.