Background Image

Recommendation factsheet 2026

Published Friday 13 March 2026
Updated Friday 13 March 2026

Under the Defence Reform Act 2014, the SSRO must provide the Secretary of State with its assessment of the appropriate rates used to determine the contract profit rate for pricing qualifying defence contracts and qualifying sub-contracts. For further information on the methodology used to calculate these rates please see the Single Source baseline profit rate and capital servicing rates methodology.

Baseline profit rate

The baseline profit rate is step 1 of the four-step process for determining the contract profit rate for a qualifying defence contract.

The baseline profit rate is calculated from an index of public and private companies. The underlying rate is the median capital servicing adjusted profit on cost of production of the group. The baseline profit rate is the rolling average of the underlying rate.

2022/23[1],[2]2023/242024/252025/262026/27
Underlying rate (unadjusted for capital servicing)[3]8.24%9.50%9.31%10.60%11.68%
Capital servicing adjustment-0.89%-1.06%-1.22%-1.46%-1.61%
Underlying rate7.35%8.44%8.09%9.14%10.07%
Baseline profit rate recommended by the SSRO;
rolling average of the underlying rate[4]
8.07%8.29%8.24%8.56%9.10%

[1] The 2022/23 to 2024/25 rates are based on the composites of the ‘Develop and Make’ and ‘Provide and Maintain’ activity groups; while the 2025/26 rates onwards are calculated from the ‘Develop, Make and Support’ activity group. The 2026/27 baseline profit rate assessment is calculated as a three-year average of the FY2024^ and FY2023 ‘Develop, Make and Support’ underlying rates, and the historical FY2022 composite underlying rate.

[2] Shown are the 2022/23 rates recommended by the SSRO. The Secretary of State determined the BPR for 2022/23 as an average of the composite underlying rates calculated by the SSRO for the three years prior to 2021 (8.50%, 8.23%, and 8.19%), keeping the BPR at 8.31 per cent.

[3] The capital servicing adjustment accounts, at an aggregate level, for different levels of capital employed across the companies in the index and so sets a baseline upon which step 4 of the contract profit rate applies.

[4] A four-year average was used for 2022/23; a three-year average for pre-2022/23 and a three-year average (excluding the 2022/23 underlying rate) for 2023/24 onwards. The pre-2022/23 underlying rates used for the three-year average were: 2020/21: 8.23%, 2021/22: 8.19%.

^ FY2024 means the latest year ending on or before 31 March 2025 that is addressed by the financial statements of each comparator company. For most comparator companies this is the year ended 31 December 2024, but some company financial statements cover different time periods, for example the year ended 31 March 2025, or the year ended 30 June 2024.

Median capital servicing adjusted return on cost of production

Baseline profit rate activity types
The underlying rate for 2025/26 onwards is calculated using companies in the ‘Develop, Make & Support’ activity group. Companies undertaking comparable activities considered as ‘Develop, Make & Support’ are expected to engage in manufacturing and the design; and development contributing to that process and delivery of services to ensure the availability of an asset through repair and servicing to third party equipment. This would therefore not include manufacturing on behalf of a hiring firm that supplies the design, or those solely undertaking research or design work with no associated manufacturing. Where development activities do not seek to result in a novel or differentiated product the company is less likely to be considered comparable.

Data sources


For further information on the data selection approach see section 7 of the Single Source baseline profit rate and capital servicing rates methodology. A company update search of the Orbis database was carried out on 3 November 2025 on data update number 369001 using software version 369. The financial data for the calculation was extracted from Orbis at the same time.

Proportion of companies by country

Proportion of companies with defence keyword

Supplementary statistics

Number of companies365
of which profit making317
Aggregate turnover (£billions)1,292.5
Total capital employed (CE) (£billions)303.9
Average company CP:CE ratio3.69

Source: Orbis (Cash figures shown in rounded GBP Billions)

Names of companies in the index

2G Energy AG  (J)
A. Water Systems S.R.L.  (J)
Aaon INC
AAR Corp.
Ab Solving Oy  (J)
AB Volvo
ABB LTD  (J)
Accuracy International Limited
ACMA, Gesellschaft fuer flugzeuggestuetzte Trage- und Startanlagen mit beschraenkter Haftung  (J)
Aehr Test Systems  (J)
Aerovironment, Inc.
AES Aerospace Embedded Solutions GmbH *  (J)
AG Growth International Inc.  (J)
Agco Corporation  (J)
Aguirre Maquinaria Agricola SL.
AIR Industries Group *
Airbus SE
Airtanker Holdings Limited
Airtanker Services Limited
Airtificial Intelligence Structures, S.A.  (J)
Aixtron SE  (J)
Alamo Group Inc.
Alexanderwerk AG  (J)
Alimak Group AB
Allient INC
Allison Transmission Holdings, Inc.
Alstom S.A
American Axle & Manufacturing Holdings, Inc.
Ametek, Inc.
Amtech Systems INC *
Analog Devices INC
Andritz AG
Applied Materials INC  (J)
Arlington Fleet Group Limited  (J)
Art’s WAY Manufacturing CO INC *  (J)
Asml Holding N.V.  (J)
Astec Industries INC
Astronics Corporation
Astronova, Inc. *
Atlas Copco AB
ATS Corporation *
Aumann AG
Avant Tecno Oy
Aviat Networks, Inc.  (J)
Axcelis Technologies INC
Axon Enterprise, Inc.
Azkoyen SA
Babcock & Wilcox Enterprises, Inc.
Babcock International Group PLC
BAE Systems PLC
Bailey Trailers Limited
Baltur Societa’ PER Azioni  (J)
Barco NV
Benchmark Electronics, Inc.  (J)
Binder + Co AG
Bittium OYJ
Bizerba SE & Co.KG  (J)
BK Technologies Corporation
Blue Bird Corporation
BMH Technology Oy  (J)
BMI Trailers Limited *
Bombardier INC  (J)
Bombas Ideal Sociedad Anonima  (J)
Broadwind, Inc.
Bruker Corporation
Brunswick Corporation  (J)
Brunvoll Holding AS
Bucher Industries AG  (J)
Butler National Corp.  (J)
BWX Technologies, Inc.
C.M.A. – Costruzioni Montacarichi ED Ascensori – Societa’ A Responsabilita’ Limitata
C.M.A. S.P.A.  (J)
Cactus, Inc.
CAE Aircrew Training Services PLC  (J)
CAE INC
Cassioli S.R.L.  (J)
Caterpillar Inc.
Ceco Environmental Corp.
Ceotronics AG  (J)
Chart Industries, Inc.
Chemring Group PLC
Clade Engineering Systems Group LTD  (J)
CMZ Machine Tool Manufacturer Sociedad Limitada.
CNH Industrial N.V
Coda Octopus Group, Inc.
Cofidur SA  (J)
Cognex Corporation
Coherent Corp
Cohort PLC
Columbus Mckinnon Corp
Commercial Vehicle Group, Inc. *
Comtech Telecommunications Corp. *
Conit S.R.L.  (J)
Construcciones Y Auxiliar de Ferrocarriles, S.A.
Continental AG
Cos.Eco. Industrie Group S.R.L.  (J)
CPI Aerostructures INC
CTA International SAS
CTT Systems AB
Cummins Inc.
Curtiss-Wright Corporation
Dalmec S.P.A.  (J)
Data I/O Corp *
David Ritchie (Implements) Limited
de Angelis S.P.A.  (J)
de Lorenzo S.P.A.
Deere & Company
DEL BO Impianti S.R.L.  (J)
DEL Morino – S.R.L.  (J)
Deutz AG
DON Whitley Scientific Limited  (J)
Douglas Dynamics, Inc.
Dril-Quip, Inc.
Ducommun Incorporated
Duerr AG
Effebi S.P.A.  (J)
Electrolux Professional AB (Publ)  (J)
Elettronica – Societa PER Azioni *
Emergency ONE Group Limited  (J)
Enerflex Ltd.  (J)
Energy Recovery, Inc.
Enerpac Tool Group Corp.
Errelle S.R.L.  (J)
Espey MFG and Electronics Corp
Euromids  (J)
Europress Group Oy  (J)
Evertz Technologies Limited  (J)
EVS Broadcast Equipment SA
Exail Technologies SA  (J)
Facma S.R.L.  (J)
Fast Holdings Limited  (J)
Fava Societa’ PER Azioni *  (J)
Federal Signal Corporation
Ficep S.P.A.  (J)
Filtronic PLC
Fimic SRL  (J)
Firan Technology Group Corporation  (J)
First Solar, Inc.  (J)
Fisher (James) & Sons PLC
Fiskerstrand Holding AS *  (J)
Flowplus Oy  (J)
Flowserve Corp
FormFactor, Inc.  (J)
Forum Energy Technologies, Inc. *
Franklin Electric Co., Inc.  (J)
Fratelli Mazzocchia S.P.A.  (J)
Frequency Electronics INC  (J)
G. Bezzera S.R.L. *  (J)
G.H.B. (Holding) Limited
G.T. Bunning & Sons Limited  (J)
Gamma Meccanica S.P.A. *  (J)
GAS and Heat S.P.A.  (J)
Genasys Inc. *
Gencor Industries, Inc.
General Dynamics Corporation
General Electric Company
Gentex Corp
Gorman-Rupp Company (The)
Graco Inc.
Graham Corp
Grupo Amper SA  (J)
Guzzetti S.P.A. *
Heico Corporation
Heidelberger Druckmaschinen AG
Hensoldt AG  (J)
Hexcel Corporation
Hiden Instruments Limited
Hillenbrand, Inc.  (J)
HMR Group AS *  (J)
HMS Networks AB  (J)
Honeywell International INC
Huntington Ingalls Industries, Inc.
I P Huse AS  (J)
Icoel S.R.L. *  (J)
Idex Corp
Imer International SPA  (J)
IMI PLC
Industrial de Transformados Metalicos SA  (J)
Industrias Montanesas Electricas Mecanicas SL
Inficon Holding AG
Ingersoll Rand Inc.
Ingeteam SA  (J)
Innovative Solutions & Support INC
Interpump Group S.P.A.  (J)
Interroll Holding AG
Intest Corporation  (J)
IPG Photonics Corporation *
Istobal SA
Italcab S.P.A. *
ITT Inc.  (J)
Iveco Group NV  (J)
Jacobs Solutions Inc.
JBT Marel Corp
Johnson Controls International PLC
Judges Scientific PLC
Kadant Inc.
Kbr, Inc.
Kesla OYJ *
Kinetrol Limited  (J)
KLA Corporation  (J)
Koenig UND Bauer AG *
Komax Holding AG *
Konecranes OYJ
Kongsberg Gruppen ASA  (J)
Kratos Defense & Security Solutions, Inc.
L3harris Technologies, Inc.
LAM Research Corporation
Leonardo S.P.A.
Lightpath Technologies INC *  (J)
Lillbacka Powerco Oy *
Linamar Corporation
Lincoln Electric Holdings, Inc.  (J)
Lockheed Martin Corporation
Lombardi Converting Machinery S.P.A.
LPA Group PLC *  (J)
Lpkf Laser & Electronics SE *  (J)
Magna International INC
Maicopresse S.P.A.  (J)
Manitou BF
Marshall of Cambridge (Holdings) Limited *
Maschinenfabrik Berthold Hermle AG
Melrose Industries PLC *  (J)
Menci & C. S.P.A.  (J)
Mercury Systems INC *
METZEN Industries GmbH  (J)
MID Kent Electrical Engineering Company Limited  (J)
Miller Industries INC
Mind Technology INC  (J)
Mino S.P.A.  (J)
MKS INC
Modine Manufacturing Company
Moog Inc.
Motorola Solutions, Inc.
Mpac Group PLC
MS International PLC
MSA Safety Incorporated  (J)
M-Tron Industries INC  (J)
MTU Aero Engines AG
Nammo AS
NC Engineering (Hamiltonsbawn) Limited
NEW Lachaussee  (J)
NFI Group Inc.
Nicolas Correa S.A.  (J)
Nordson Corporation
Northrop Grumman Corporation
NOV INC
Nuova Idropress – Societa’ PER Azioni IN Forma Abbreviata NIP S.P.A.
Nuova Stame S.P.A.  (J)
NVE Corporation
Oceaneering International INC  (J)
Officina Bocedi SRL
Officina Meccanica F.Lli Tabarelli S.P.A.
Officine Meccaniche Aeronautiche S.P.A. (IN Sigla O.M.A. S.P.A.) *  (J)
Officine Meccaniche Galletti (O.M.G.) S.R.L. *  (J)
Officine Meccaniche S.R.L. DI Ponte Nossa  (J)
OMA Holding Stord AS  (J)
Onto Innovation, Inc.
Optex Systems Holdings, Inc.  (J)
Orbit International Corp *  (J)
Orion SRL  (J)
Oshkosh Corporation
OSI Systems, Inc.  (J)
Oxford Instruments PLC
Oy El-Ho Ab *
P.F.M. S.P.A.  (J)
Paccar INC
Paglierani S.R.L.  (J)
Park Aerospace Corp.
Paul Mueller Company
Podium Engineering S.R.L.  (J)
Poettinger Landtechnik GmbH *  (J)
Ponsse OYJ
Powell Industries, Inc.
PVA Tepla AG
Qinetiq Group PLC *
R.J. Bateman (Engineering) Limited  (J)
Raute OYJ
Regal Rexnord Corporation  (J)
Renew Holdings PLC
Renishaw PLC
REV Group, Inc.
Rheinmetall AG
Rieter Holding AG  (J)
Robson Handling Technology Limited
Roccheggiani S.P.A.  (J)
Rockwell Automation, Inc.
Rohde & Schwarz GmbH & Co. Kommanditgesellschaft
Rolls-Royce Holdings PLC
RTX Corporation
RWG (Repair & Overhauls) Limited
S.T.M. – Societa’ PER Azioni  (J)
Saab AB
Saalasti Oy *
Saer Elettropompe S.P.A.  (J)
Safran
SC Group-Global Limited
Schlatter Industries AG
Schmitt – Elevadores, LDA
SDI Group PLC  (J)
Sermac S.R.L. *  (J)
Sicamb – S.P.A.  (J)
Siemens AG
Sigicom AB  (J)
Simic S.P.A.  (J)
Skako A/S
Sletta AS *  (J)
Smigroup S.P.A.  (J)
Smith Brothers (Leicester) Limited  (J)
Smiths Group PLC
Sonardyne Holdings Limited
Sono-Tek Corporation  (J)
Stadler Rail AG  (J)
Star Refrigeration Limited
Sulzer AG  (J)
Supertino S.R.L.  (J)
SVI S.P.A.  (J)
Systemair AB
Tacchi Giacomo E Figli S.P.A. *  (J)
TAI Milano S.P.A.
Talgo S.A.  (J)
Taylor Devices INC
Teagle Holdings Limited *
Team INC *  (J)
Technipfmc PLC
Technotrans SE  (J)
Tecnokar S.R.L.  (J)
Teledyne Technologies Incorporated
Tennant Company
Teradyne, Inc.
Terex Corporation
Tesmec SPA
Tevo Oy *
Textron INC
Thales
THE Jensen-Group N.V.  (J)
THE Manitowoc Company, Inc.
THE Middleby Corporation  (J)
Thwaites Limited
Thyssenkrupp AG *
Tiber Pack S.P.A.
Tomra Systems ASA
Tonello S.R.L.  (J)
Tornado Global Hydrovacs Ltd.
Toro Company (The)  (J)
Transdigm Group Incorporated
Tronrud Engineering AS *
TTM Technologies INC
Twin Disc, Incorporated
Vaisala OYJ
Varex Imaging Corporation  (J)
Veeco Instruments Inc.
Vegsund Slip Holding AS
VSE Corporation
Wabash National Corporation *
Wacker Neuson SE
Wartsila OYJ
Washtec AG
Westinghouse AIR Brake Technologies Corporation
Whale Tankers Limited  (J)
Wilton Universal Group Limited
Witt & SON UK Holdings Limited
Woodward, Inc.
Xylem Inc.
Zambello Riduttori 2 – S.R.L.  (J)
Zebra Technologies Corp

* Indicates that the company is a loss-maker in the year.
(J) indicates a company that was not in the ‘Develop, Make and Support’ activity group last year, but has been added this year.  

Capital servicing rates

The capital servicing rates are used as part of the Step 4 Capital Servicing Adjustment (CSA) of the four-step process for determining the contract profit rate for a qualifying defence contract. A corresponding adjustment accounts, at an aggregate level, for different levels of capital employed across the companies in the index and so sets a baseline upon which Step 4 of the contract profit rate applies.

The capital servicing rates are calculated from indices of sterling denominated corporate bonds or fixed maturity deposits. The rates are rolling averages of the underlying rates.

 2022/23*2023/242024/252025/262026/27
Fixed capital servicing rate2.87%2.90%3.26%3.64%4.05%
Positive working capital servicing rate1.09%1.67%3.10%4.69%5.25%
Negative working capital servicing rate0.51%0.51%1.61%3.21%4.18%

* Shown are the 2022/23 rates recommended by the SSRO. The Secretary of State determined the BPR for 2022/23 as an average of the composite underlying rates calculated by the SSRO for the three years prior to 2021 (8.50%, 8.23%, and 8.19%), keeping the BPR at 8.31 per cent. This fixed the capital servicing rates the same as for 2021/22.

Data sources


For further information on the data selection approach please see section 13 of the Single Source baseline profit rate and capital servicing rates methodology.

RateDescription 
Fixed capital servicing rateSeven-year average of ’15-year BBB GBP’ bondsBVCSGU15 BVLI Index
Positive working capital servicing rateThree-year average of ‘1-year BBB GBP’ bondsBVCSGU01 BVLI Index
Negative working capital servicing rateThree-year average of Monthly average of UK resident monetary financial institutions’ (excl. Central Bank) sterling weighted average interest rate – time deposits with fixed original maturity <=1 year from private non-financial corporations (in percent) not seasonally adjustedCFMBI32

Sources: Bloomberg and Bank of England

Trends in capital servicing rates

Government owned contractor rate


The government owned contractor rate is a baseline profit rate that may be applied to certain qualifying contracts in place of the baseline profit rate set out on page 1.
The government owned contractor rate must only apply to qualifying defence contracts where:
a. the contract is between Secretary of State and a company incorporated under the Companies Act that is wholly owned by the UK Government; and
b. both parties to the contract agree that it should apply.

 2022/232023/242024/252025/262026/27
Government owned contractor rate0.046%0.038%0.00%0.00%0.00%

Calculation of government owned contractor rate


The government owned contractor rate was first introduced for 2021/22. The government owned contractor rate is set to enable a contract profit rated of zero for contracts with companies wholly owned by the Secretary of State.


Prior to 2024/25, the government owned contractor rate was set at a level that was opposite to the SSRO funding adjustment. Schedule 10 of the Procurement Act 2023 came into force on 1 April 2024, removing the SSRO funding adjustment from the previous six-step contract profit rate process from 2024/25, meaning the government contractor rate is now set at zero.

Is this page useful?