Jul. 07, 2025 4:24 PM ETBabcock International Group PLC (BCKIF) Stock, BCKIY StockBCKIF, BCKIYDhierin BechaiInvesting Group LeaderSummaryBabcock International has surged 66.4% since my last update, outperforming the S&P 500 due to European defense spending and higher valuation multiples.Earnings growth was driven by the absence of prior program charges, with nuclear and marine segments showing notable revenue and margin improvements.Risks include potential cost overruns and required capital investments, but strong demand in defense and nuclear markets remains a key opportunity.While the stock is fairly valued on company multiples, I maintain a buy rating based on the potential for multiple expansion and peer group comparisons.Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More »razihusinBabcock International Group PLC (OTCPK:BCKIF), (OTCPK:BCKIY), a European defense contractor, significantly outperformed since my last report, showing a 66.4% increase in the stock price compared to the S&P 500’s 7.5% gain. The increase in the stock price is drivenIf you want full access to all our reports, data and investing ideas, join The Aerospace Forum, the No. 1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.This article was written byDhierin Bechai20.3K FollowersDhierin-Perkash Bechai is an aerospace, defense and airline analyst.Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For You