Price
$776.08+2.00%Social Signal Score
Analyst Ratings
6 analystsRevenue
$2.29B+192.92%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Bezhalel Machlis
- Sector
- Industrials
- Industry
- Aerospace & Defense
- Employees
- 21,000
- Beta
- -0.23
- Country
- IL
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 3.07
Financials
Revenue
$2.29B+192.9%Net Income
$173.63M+174.0%EBITDA
$266.51M+145.7%Free Cash Flow
$150.34MEPS (diluted)
$3.61+143.9%Shares Outstanding (diluted)
48.12M+12.6%Operating Expenses
$360.21MCash & Debt
$962.93MReturn of Capital
$46.44MRevenue by Segment (annual)
$7.94BDividend per Share
$1.00Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $7.94B | $534.34M | $11.69 |
| 2024 | $6.83B | $321.14M | $7.22 |
| 2023 | $5.97B | $215.13M | $4.85 |
| 2022 | $5.51B | $275.45M | $5.93 |
| 2021 | $5.28B | $274.35M | $6.45 |
| 2020 | $4.66B | $237.66M | $5.76 |
| 2019 | $4.51B | $227.86M | $5.37 |
| 2018 | $3.68B | $206.74M | $4.84 |
| 2017 | $3.38B | $239.11M | $5.59 |
| 2016 | $3.26B | $236.91M | $5.54 |
| 2015 | $3.11B | $202.51M | $4.74 |
| 2014 | $2.96B | $170.98M | $4.01 |
| 2013 | $2.93B | $183.42M | $4.35 |
| 2012 | $2.89B | $167.88M | $3.98 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from ESLT's reported EPS growth of 8.6% a year over 13 years.
- EPS in 5 years
- $17.66
- Implied price
- $865.27
- Return from $696.23
- 4.4% a year
To earn 15.0% a year on these assumptions you'd need to buy at $430.19 — -38.2% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 35 | 42 | 49 | 56 | 63 |
|---|---|---|---|---|---|
| -1.4% | -11.3% | -8.1% | -5.2% | -2.6% | -0.3% |
| 3.6% | -6.8% | -3.4% | -0.4% | 2.3% | 4.8% |
| 8.6% | -2.4% | 1.3% | 4.4% | 7.3% | 9.8% |
| 13.6% | 2.1% | 5.9% | 9.3% | 12.2% | 14.9% |
| 18.6% | 6.6% | 10.6% | 14.1% | 17.1% | 19.9% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
50-67.53%Social Signal Score
Mentions (12)
- Newsprnewswire.com·18d ago·Neutral
Elbit Systems Files a Shelf Prospectus in Israel HAIFA, Israel, Sept. 18, 2026 /PRNewswire/ -- Elbit Systems Ltd.
View source ↗ - Newsprnewswire.com·25d ago·Negative
Momentum Meets Mission: Twenty-Six Defense Unveils Advanced Capabilities at AFA Company to highlight effectors, seeker technology and closing the kill chain at AFA Air, Space & Cyber 2026 FORT WORTH, Texas, Sept. 10, 2026 /PRNewswire/ -- Twenty-Six Defense will highlight a range of effectors and seekers at the Air & Space Forces Association's Air, Space & Cyber Conference.
View source ↗ - Newsprnewswire.com·26d ago·Neutral
Strengthening America's Maritime Defense for the Next Century and Beyond Sparton's new name marks the next chapter in delivering advanced sonobuoy and maritime sensor technologies for America's national security DELEON SPRINGS, Fla., Sept. 9, 2026 /PRNewswire/ -- Sparton DeLeon Springs, LLC (Sparton), and Logos Technologies are now operating as Twenty-Six Defense Maritime.
View source ↗ - Newszacks.com·33d ago·Positive
3 Drone Tech Stocks Well-Positioned for Long-Term Growth ESLT, RKLB and UMAC are among the stocks in the drone technology space worth considering for investment.
View source ↗ - Newszacks.com·40d ago·Neutral
Kratos Defense vs. Elbit Systems: Which One Is the Better Defense Bet? KTOS and ESLT are expanding in advanced defense technologies as demand rises for unmanned systems, electronic warfare and more.
View source ↗ - Newsseekingalpha.com·54d ago·Neutral
Elbit Systems: Strong Q2 Results, Excellent Business, But Limited Upside Elbit Systems (ESLT) delivered robust Q2 2026 results, with revenue up 15.9% YoY and backlog reaching ~$32B, up 34% YoY. ESLT's diversified business, strong international expansion, and effective backlog conversion support its premium valuation despite high multiples. Free cash flow more than doubled YoY, and the company maintains a net cash position, enabling self-funded growth and R&D investment.
View source ↗ - Newsseekingalpha.com·55d ago·Positive
Elbit Systems: Record Backlog Makes The Pullback A Buy Elbit Systems remains a Buy despite a 17% stock drop, supported by strong Q2 growth and a record $32B backlog. Q2 revenue rose 15.9% year-over-year, with margin expansion and free cash flow more than doubling, though capacity constraints cap near-term upside. Backlog growth is driven by international demand, especially from Europe, but delivery schedules and operational risks remain material.
View source ↗ - Newsseekingalpha.com·55d ago·Positive
Elbit Systems Ltd. (ESLT) Q2 2026 Earnings Call Transcript Elbit Systems Ltd. (ESLT) Q2 2026 Earnings Call Transcript
View source ↗ - Newszacks.com·55d ago·Negative
Compared to Estimates, Elbit (ESLT) Q2 Earnings: A Look at Key Metrics While the top- and bottom-line numbers for Elbit (ESLT) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
View source ↗ - Newsmarketbeat.com·56d ago·Neutral
Elbit Systems Q2 Earnings Call Highlights Elbit Systems NASDAQ: ESLT reported higher second-quarter revenue, profit and cash flow for 2026, supported by increased demand across Europe, Israel, the U.S. and Asia-Pacific. The defense contractor said its backlog reached a record $32 billion as it continued to add orders from international customers.
View source ↗ - Newszacks.com·56d ago·Positive
Elbit Systems (ESLT) Beats Q2 Earnings and Revenue Estimates Elbit Systems (ESLT) came out with quarterly earnings of $4.14 per share, beating the Zacks Consensus Estimate of $3.69 per share. This compares to earnings of $3.23 per share a year ago.
View source ↗ - Newsprnewswire.com·56d ago·Neutral
ELBIT SYSTEMS REPORTS SECOND QUARTER 2026 RESULTS Order backlog at $32.0 billion; Revenues of $2.3 billion; GAAP net income of $173.6 million; Non-GAAP net income of $199.1 million; GAAP net EPS of $3.61; Non-GAAP net EPS of $4.14 HAIFA, Israel, Aug. 11, 2026 /PRNewswire/ -- Elbit Systems Ltd. (NASDAQ: ESLT) (TASE: ESLT) ("Elbit Systems" or the "Company"), the international high technology defense company, reported today its consolidated results for the second quarter ended June 30, 2026.
View source ↗
Earnings
Tue, Nov 24(in 7 weeks)
Consensus estimate $3.86 per share
Typical surprise +12.5% (median, so one quarter with a near-zero estimate can't distort it)
- Tue, Aug 11$4.14 vs $3.69beat
- Tue, May 26$3.87 vs $3.44beat
- Tue, Mar 17$3.56 vs $3.23beat
- Tue, Nov 18$3.35 vs $2.75beat
- Wed, Aug 13$3.23 vs $2.57beat
- Tue, May 20$2.57 vs $2.30beat
Estimates and results for ESLT via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by ESLT officers and directors.
- Bought
- —
- Sold
- $61.9m
0 trades
7 trades
- Shmuely Yoramsold
- Vered Yehudasold
- Sabag Oren Yaacovsold
- Ariel Jonathansold
- Machlis Bezhalelsold
- Kril Ransold
- Delmar Haim Danielsold
51 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Alan Armstrongsenate · disclosed Jul 21, 2026 (113d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.