BAE Systems and Rolls-Royce report improved trading results in the first half of the year and say they benefit from higher global defence spending. According to multiple outlets, both FTSE 100 firms upgrade their full-year guidance after delivering stronger-than-expected performance earlier in the year. The coverage links the outlook to increased demand and investment across defence markets, which supports revenue and order momentum for both companies. While the reports focus on overall company performance and guidance changes, they do not dispute the main points that the firms have stronger first-half results than previously anticipated and that their revised outlook reflects that trend. The updated guidance indicates the companies expect performance to continue to meet current expectations for the remainder of the year, though the specifics of revised targets are not provided in the excerpts shared. Overall, all sources describe the same development: higher global defence spending and strong interim performance lead to upgraded guidance for the full year.